StockDriftsStockDriftsTop 50 Mitchell & Pahl Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.98% | 28.0K | $8.1M | -0.47%(-131) | $126.50(+141.40%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2.76% | 7.8K | $7.5M | -1.56%(-123) | $69.45(+1338.70%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.37% | 17.1K | $6.5M | -3.31%(-586) | $40.11(+881.71%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.02% | 14.8K | $5.5M | +0.90%(+132) | $236.55(+105.48%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 1.81% | 41.9K | $4.9M | +0.69%(+287) | $50.04(+126.90%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 1.75% | 18.7K | $4.8M | +1.72%(+316) | $156.16(+66.79%) | 2026-06-30 | |
| TER | TERADYNE INC | 1.68% | 9.4K | $4.6M | -0.53%(-50) | $115.65(+254.58%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 1.66% | 15.2K | $4.5M | +0.91%(+137) | $164.68(+72.21%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 1.65% | 4.5K | $4.5M | +0.81%(+36) | $360.72(+190.36%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 1.6% | 32.0K | $4.4M | +0.76%(+240) | $59.45(+170.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.37% | +34.45% | +6.89% | +39.51% |
| Top 20 Holdings Unweighted | +10.69% | +35.61% | +7.18% | +41.44% |
Mitchell & Pahl Private Wealth LLC reports $272.21M in US-listed equity holdings across 149 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.0%), STX (2.8%) and AVGO (2.4%). The top 20 holdings account for 34.02% of reported assets. Its disclosed equity book has returned +34.45% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mitchell & Pahl Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1836506). View Mitchell & Pahl Private Wealth LLC’s 13F filings on SEC