MITCHELL & PAHL PRIVATE WEALTH, LLC
Top Portfolio Positions
143 positions ·
$244,188,535 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
28,156 | $7,145,711 | 2.93% | |
| AVGO |
Broadcom Inc.
Technology
|
17,700 | $5,478,327 | 2.24% | |
| MSFT |
Microsoft Corp
Technology
|
14,638 | $5,418,548 | 2.22% | |
| XOM |
Exxon Mobil Corp
Energy
|
31,716 | $5,380,936 | 2.20% | |
| JNJ |
Johnson & Johnson
Healthcare
|
18,388 | $4,494,762 | 1.84% | |
| LIN |
Linde PLC
Basic Materials
|
7,954 | $3,943,275 | 1.61% | |
| PSX |
Phillips 66
Energy
|
20,687 | $3,768,757 | 1.54% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
15,196 | $3,754,627 | 1.54% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
4,418 | $3,737,583 | 1.53% | |
| NEE |
Nextera Energy Inc
Utilities
|
39,222 | $3,642,939 | 1.49% |
Portfolio Trend
22 quarters · across all stocks
Holdings in ELDN
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,400 | 30,000 | Shares | Sole | 2026-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||