Mitchell & Pahl Private Wealth
Mitchell & Pahl Private Wealth reported 147 stocks worth $277M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are AAPL (3.2%), MSFT (2.8%) and STX (2.6%). Compared with Q2 2026, the fund opened new positions in XOM, added to MSFT, TXN and ABBV, trimmed AAPL, STX and AVGO and sold out of XOM, IONS and JBHT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $8.8M | 3.2% | 26K | −1,549 (−6%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $7.7M | 2.8% | 15K | +199 (+1%) | 8 of 8 | |
| 3 |  STX Seagate Technology Hldngs PL | $7.1M | 2.6% | 7,723 | −59 (−1%) | 8 of 8 | |
| 4 |  AVGO Broadcom Inc | $6M | 2.1% | 17K | −128 (−1%) | 8 of 8 | |
| 5 |  VLO Valero Energy Corp | $5.9M | 2.1% | 15K | −225 (−1%) | 8 of 8 | |
| 6 |  PSX Phillips 66 | $5.3M | 1.9% | 21K | −213 (−1%) | 8 of 8 | |
| 7 |  XOM Exxon Mobil Corp | $5.2M | 1.9% | 32K | New position | 1 of 8 | |
| 8 |  JNJ Johnson & Johnson | $5M | 1.8% | 19K | No change | 8 of 8 | |
| 9 |  CSCO Cisco Sys Inc | $4.5M | 1.6% | 42K | −271 (−1%) | 8 of 8 | |
| 10 |  TXN Texas Instrs Inc | $4.3M | 1.6% | 15K | +139 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mitchell & Pahl Private Wealth 13F FAQ
What does Mitchell & Pahl Private Wealth own?
Mitchell & Pahl Private Wealth reported 147 stocks worth $277M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are AAPL (3.2%), MSFT (2.8%) and STX (2.6%). The table above lists every position in the filing (the top 10 without an account).
What did Mitchell & Pahl Private Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 90 added to, 37 trimmed and 3 sold out. New positions include XOM. It sold all of XOM, IONS and JBHT.
When will Mitchell & Pahl Private Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Mitchell & Pahl Private Wealth's portfolio worth?
The Q3 2026 filing reports $277M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.