MITCHELL MCLEOD PUGH & WILLIAMS INC
Top Portfolio Positions
214 positions ·
$370,548,108 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
122,000 | $30,962,379 | 8.36% | |
| NVDA |
Nvidia Corp
Technology
|
92,468 | $16,126,418 | 4.35% | |
| MSFT |
Microsoft Corp
Technology
|
43,050 | $15,935,818 | 4.30% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
40,615 | $11,679,248 | 3.15% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,725 | $9,038,066 | 2.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
43,194 | $8,996,013 | 2.43% | |
| AVGO |
Broadcom Inc.
Technology
|
27,675 | $8,565,688 | 2.31% | |
| CAT |
Caterpillar Inc
Industrials
|
10,377 | $7,351,688 | 1.98% | |
| JNJ |
Johnson & Johnson
Healthcare
|
27,868 | $6,812,053 | 1.84% | |
| XOM |
Exxon Mobil Corp
Energy
|
40,100 | $6,803,366 | 1.84% |
Portfolio Trend
Holdings in UP
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,201 | 10,060 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,599 | 10,060 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $18,510 | 10,060 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,764 | 10,060 | Shares | Sole | 2025-07-28 | |
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