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CIK: 0001836506
Total reported value
$272.2M
$272.2M
145 檔
9.2%
As reported in its official Q1 2025 Form 13F filing, Mitchell & Pahl Private Wealth, LLC's tracked investment portfolio stood at $272.2M with 145 total positions.
In Q1 2025, Mitchell & Pahl Private Wealth, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.07% | +0.08% | -1.28% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.74% | -0.18% | -0.10% | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.18% | +0.43% | +0.96% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 1.95% | +0.16% | -3.21% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 1.73% | -0.58% | +0.56% | |
| 6 | LIN | Linde plc | Stock-Materials | 1.70% | -0.07% | +0.53% | |
| 7 | WM | Waste Management Inc | Stock-Industrials | 1.63% | -0.15% | +0.37% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.63% | -0.07% | +0.00% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 1.56% | +0.09% | -2.53% | |
| 10 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.51% | -0.21% | +2.73% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.51% | — | +1.91% | |
| 12 | ECL | Ecolab Inc | Stock-Materials | 1.50% | -0.03% | -0.63% | |
| 13 | MMM | 3m Co | Stock-Industrials | 1.46% | +0.04% | -1.55% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.43% | -0.07% | +1.42% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.42% | -0.21% | -1.05% | |
| 16 | AFL | Aflac Inc | Stock-Financials | 1.35% | -0.02% | -2.68% | |
| 17 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.34% | -0.08% | -0.55% | |
| 18 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.34% | -0.08% | +1.09% | |
| 19 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.30% | -0.08% | -0.65% | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 1.26% | -0.20% | +0.91% | |
| 21 | IP | International Paper Co | Stock-Consumer Disc | 1.26% | +0.02% | +1.85% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.24% | -0.16% | -0.92% | |
| 23 | GD | General Dynamics CORP | Stock-Industrials | 1.23% | -0.07% | -0.38% | |
| 24 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.23% | — | +2.09% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.20% | +0.50% | -1.54% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 1.20% | +0.03% | -2.45% | |
| 27 | BLK | Blackrock Inc | Stock-Financials | 1.19% | -0.08% | -0.41% | |
| 28 | T | At&t Inc | Stock-Comm Services | 1.18% | -0.35% | +0.91% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.18% | -0.26% | +3.20% | |
| 30 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.16% | -0.08% | +0.18% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.15% | +0.47% | +3.43% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.14% | +0.13% | +1.63% | |
| 33 | PSX | Phillips 66 | Stock-Energy | 1.12% | -0.23% | -0.23% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 1.05% | -0.31% | +0.32% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.02% | -0.07% | +3.88% | |
| 36 | CB | Chubb Limited | Stock-Financials | 1.01% | -0.03% | -0.62% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.99% | +0.01% | -1.81% | |
| 38 | SRE | Sempra | Stock-Utilities | 0.97% | -0.15% | +3.22% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.95% | -0.13% | -0.91% | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.95% | -0.03% | +3.93% | |
| 41 | USB | US Bancorp | Stock-Financials | 0.93% | +0.09% | +3.54% | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.92% | +0.02% | +7.08% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.92% | -0.03% | +7.45% | |
| 44 | VLO | Valero Energy CORP | Stock-Energy | 0.88% | -0.05% | +0.30% | |
| 45 | BX | Blackstone Inc | Stock-Financials | 0.84% | -0.05% | -0.99% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.84% | +0.05% | +3.59% | |
| 47 | AWK | American Water Works Co Inc | Stock-Utilities | 0.82% | -0.06% | +4.96% | |
| 48 | XEL | Xcel Energy Inc | Stock-Utilities | 0.82% | -0.05% | +4.40% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.82% | -0.16% | +3.37% | |
| 50 | SYY | Sysco CORP | Stock-Consumer Staples | 0.81% | +0.08% | +8.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 4 | AVGO | Broadcom Inc | — | NEW | New buy |
| 5 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 6 | LIN | Linde plc | — | NEW | New buy |
| 7 | WM | Waste Management Inc | — | NEW | New buy |
| 8 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 9 | ABBV | Abbvie Inc | — | NEW | New buy |
| 10 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 11 | HD | Home Depot Inc | — | NEW | New buy |
| 12 | ECL | Ecolab Inc | — | NEW | New buy |
| 13 | MMM | 3m Co | — | NEW | New buy |
| 14 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 15 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 16 | AFL | Aflac Inc | — | NEW | New buy |
| 17 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 18 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 19 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 20 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 21 | IP | International Paper Co | — | NEW | New buy |
| 22 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 23 | GD | General Dynamics CORP | — | NEW | New buy |
| 24 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 25 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 26 | ADP | Automatic Data Processing | — | NEW | New buy |
| 27 | BLK | Blackrock Inc | — | NEW | New buy |
| 28 | T | At&t Inc | — | NEW | New buy |
| 29 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 30 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 31 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 32 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 33 | PSX | Phillips 66 | — | NEW | New buy |
| 34 | CVX | Chevron CORP | — | NEW | New buy |
| 35 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 36 | CB | Chubb Limited | — | NEW | New buy |
| 37 | EMR | Emerson Electric Co | — | NEW | New buy |
| 38 | SRE | Sempra | — | NEW | New buy |
| 39 | RTX | Rtx CORP | — | NEW | New buy |
| 40 | ITW | Illinois Tool Works | — | NEW | New buy |
| 41 | USB | US Bancorp | — | NEW | New buy |
| 42 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 43 | AMGN | Amgen Inc | — | NEW | New buy |
| 44 | VLO | Valero Energy CORP | — | NEW | New buy |
| 45 | BX | Blackstone Inc | — | NEW | New buy |
| 46 | SBUX | Starbucks CORP | — | NEW | New buy |
| 47 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 48 | XEL | Xcel Energy Inc | — | NEW | New buy |
| 49 | PEP | Pepsico Inc | — | NEW | New buy |
| 50 | SYY | Sysco CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Mitchell & Pahl Private Wealth, LLC reported a total U.S. public equity portfolio value of $272.2M across 145 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, UNH) accounted for 9.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $6.6M
During Q1 2025, Mitchell & Pahl Private Wealth, LLC's top holdings by market value included AAPL (3.1%)、MSFT (2.7%)、UNH (2.2%). The largest single position, AAPL, represented 3.1% of total portfolio value.
In Q1 2025, Mitchell & Pahl Private Wealth, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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