Institutional Fund
Mitchell & Pahl Private Wealth, LLC
Oklahoma City, OKCIK 18365065 filings on record
Portfolio Value
$246.30M
Q1 2026
Holdings
145
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+2.2%
from $240.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc2.9%
- Broadcom Inc2.2%
- Microsoft Corp2.2%
- Exxon Mobil Corp2.2%
- Johnson & Johnson1.8%
- Linde PLC1.6%
- Other87.1%
Portfolio Holdings
145 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 28.2K | $7.15M | 2.9% | −1.5K | Reduced |
| 2 | Broadcom Inc | 17.7K | $5.48M | 2.2% | −5.7K | Reduced |
| 3 | Microsoft Corp | 14.6K | $5.42M | 2.2% | −432 | Reduced |
| 4 | Exxon Mobil Corp | 31.7K | $5.38M | 2.2% | −309 | Reduced |
| 5 | Johnson & Johnson | 18.4K | $4.49M | 1.8% | −160 | Reduced |
| 6 | Linde PLC | 8.0K | $3.94M | 1.6% | −2 | Reduced |
| 7 | Phillips 66 | 20.7K | $3.77M | 1.5% | +6 | Added |
| 8 | Valero Energy Corp | 15.2K | $3.75M | 1.5% | +370 | Added |
| 9 | Goldman Sachs Group Inc | 4.4K | $3.74M | 1.5% | −62 | Reduced |
| 10 | Nextera Energy Inc | 39.2K | $3.64M | 1.5% | +7 | Added |
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