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CIK: 0001836506
Total reported value
$272.2M
$272.2M
144 檔
10.3%
During the Q2 2025 filing period, Mitchell & Pahl Private Wealth, LLC (CIK: 0001836506) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $272.2M across 144 reported positions.
In Q2 2025, Mitchell & Pahl Private Wealth, LLC displayed an active expansion posture, initiating 0 new positions and adding to 43 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.45% | -0.18% | +0.58% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 2.99% | +0.16% | -1.85% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.74% | +0.08% | +1.90% | |
| 4 | LIN | Linde plc | Stock-Materials | 1.63% | -0.07% | +0.79% | |
| 5 | WM | Waste Management Inc | Stock-Industrials | 1.54% | -0.15% | +0.81% | |
| 6 | ECL | Ecolab Inc | Stock-Materials | 1.52% | -0.03% | +1.07% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 1.51% | -0.58% | +1.87% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.47% | -0.07% | +1.72% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.46% | — | +2.26% | |
| 10 | MMM | 3m Co | Stock-Industrials | 1.45% | +0.04% | +1.21% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.44% | +0.13% | +2.79% | |
| 12 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.42% | -0.21% | +2.35% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.34% | +0.09% | +2.57% | |
| 14 | TXN | Texas Instruments Inc | Stock-Tech | 1.33% | +0.47% | +5.31% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.30% | +0.50% | +2.25% | |
| 16 | BLK | Blackrock Inc | Stock-Financials | 1.29% | -0.08% | +3.52% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.29% | -0.21% | +1.94% | |
| 18 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.28% | -0.08% | +1.40% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.27% | +0.43% | +3.79% | |
| 20 | GD | General Dynamics CORP | Stock-Industrials | 1.27% | -0.07% | +2.02% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.27% | -0.07% | +2.09% | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.26% | -0.07% | +3.96% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.24% | -0.16% | +1.00% | |
| 24 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.23% | -0.08% | +1.38% | |
| 25 | AFL | Aflac Inc | Stock-Financials | 1.23% | -0.02% | +1.74% | |
| 26 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.21% | -0.08% | +2.75% | |
| 27 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.21% | -0.08% | +1.44% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 1.20% | -0.20% | +2.79% | |
| 29 | EMR | Emerson Electric Co | Stock-Industrials | 1.19% | +0.01% | +3.98% | |
| 30 | T | At&t Inc | Stock-Comm Services | 1.17% | -0.35% | +2.28% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 1.16% | +0.03% | +1.72% | |
| 32 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.16% | — | +1.66% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.09% | -0.26% | +1.97% | |
| 34 | IP | International Paper Co | Stock-Consumer Disc | 1.08% | +0.02% | +3.07% | |
| 35 | PSX | Phillips 66 | Stock-Energy | 1.07% | -0.23% | +5.08% | |
| 36 | SRE | Sempra | Stock-Utilities | 1.02% | -0.15% | +3.83% | |
| 37 | USB | US Bancorp | Stock-Financials | 0.98% | +0.09% | +4.28% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.98% | -0.13% | -1.55% | |
| 39 | CB | Chubb Limited | Stock-Financials | 0.94% | -0.03% | +2.55% | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.92% | -0.03% | +2.95% | |
| 41 | VLO | Valero Energy CORP | Stock-Energy | 0.90% | -0.05% | +5.95% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.89% | -0.31% | +4.98% | |
| 43 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.85% | +0.02% | +6.02% | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.84% | -0.05% | -1.66% | |
| 45 | UBS | UBS Group AG | Stock-Financials | 0.82% | +0.12% | +1.71% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.82% | -0.03% | +4.69% | |
| 47 | SYY | Sysco CORP | Stock-Consumer Staples | 0.81% | +0.08% | +3.67% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.81% | +0.26% | +2.01% | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.79% | +0.05% | +6.04% | |
| 50 | XEL | Xcel Energy Inc | Stock-Utilities | 0.77% | -0.05% | +3.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -1.85% | Trim |
| 2 | MSFT | Microsoft CORP | +0.7% | +0.58% | Add |
| 3 | GS | Goldman Sachs Group Inc | +0.3% | +2.79% | Add |
| 4 | DIS | Walt Disney Co/the | +0.2% | +3.96% | Add |
| 5 | STX | Seagate Technology Holdings plc | +0.2% | -0.11% | Trim |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +2.01% | Add |
| 7 | EMR | Emerson Electric Co | +0.2% | +3.98% | Add |
| 8 | TXN | Texas Instruments Inc | +0.2% | +5.31% | Add |
| 9 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +317.87% | Add |
| 10 | TT | Trane Technologies plc | +0.1% | +2.40% | Add |
| 11 | NKE | Nike Inc -cl B | +0.1% | +13.39% | Add |
| 12 | ELAN | Elanco Animal Health Inc | +0.1% | +16.91% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +2.25% | Add |
| 14 | BLK | Blackrock Inc | +0.1% | +3.52% | Add |
| 15 | LHX | L3harris Technologies Inc | +0.1% | +18.49% | Add |
| 16 | ASML | ASML Holding N.V. | +0.1% | +4.93% | Add |
| 17 | SMG | Scotts Miracle-gro Co | +0.1% | +14.01% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 19 | TER | Teradyne Inc | +0.1% | +13.39% | Add |
| 20 | NVS | Novartis Ag-sponsored Adr | +0.1% | +1.44% | Add |
| 21 | USB | US Bancorp | +0.1% | +4.28% | Add |
| 22 | SRE | Sempra | +0.1% | +3.83% | Add |
| 23 | UBS | UBS Group AG | +0.1% | +1.71% | Add |
| 24 | SAP | Sap Se-sponsored Adr | +0.1% | +1.05% | Add |
| 25 | BTI | British American Tob-sp Adr | +0.1% | +1.71% | Add |
| 26 | NTR | Nutrien LTD | +0.1% | +5.23% | Add |
| 27 | TEL | TE Connectivity plc | +0.1% | — | Unchanged |
| 28 | GD | General Dynamics CORP | 0% | +2.02% | Add |
| 29 | NGG | National Grid Plc-sp Adr | 0% | +4.48% | Add |
| 30 | NDSN | Nordson CORP | 0% | +7.90% | Add |
| 31 | TELFY | Telefonica Sa-spon Adr | 0% | +4.78% | Add |
| 32 | RTX | Rtx CORP | 0% | -1.55% | Trim |
| 33 | BAC | Bank Of America CORP | 0% | -2.16% | Trim |
| 34 | EFX | Equifax Inc | 0% | +8.43% | Add |
| 35 | ECL | Ecolab Inc | 0% | +1.07% | Add |
| 36 | VLO | Valero Energy CORP | 0% | +5.95% | Add |
| 37 | COST | Costco Wholesale CORP | — | +1.00% | Add |
| 38 | MMM | 3m Co | 0% | +1.21% | Add |
| 39 | T | At&t Inc | 0% | +2.28% | Add |
| 40 | AMGN | Amgen Inc | -0.1% | +4.69% | Add |
| 41 | SNY | Sanofi-adr | -0.1% | EXIT | Sold out |
| 42 | MCD | Mcdonald's CORP | -0.1% | +1.94% | Add |
| 43 | CVX | Chevron CORP | -0.2% | +4.98% | Add |
| 44 | JNJ | Johnson & Johnson | -0.2% | +2.09% | Add |
| 45 | PG | Procter & Gamble Co/the | -0.2% | +1.72% | Add |
| 46 | IP | International Paper Co | -0.2% | +3.07% | Add |
| 47 | ABBV | Abbvie Inc | -0.2% | +2.57% | Add |
| 48 | XOM | Exxon Mobil CORP | -0.2% | +1.87% | Add |
| 49 | AAPL | Apple Inc | -0.3% | +1.90% | Add |
| 50 | UNH | Unitedhealth Group Inc | -0.9% | +3.79% | Add |
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 144 disclosed positions in Q2 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 MSFT, AVGO, AAPL) accounted for 10.3% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
SNY
前期市值: $229.3K
During Q2 2025, Mitchell & Pahl Private Wealth, LLC's top holdings by market value included MSFT (3.5%)、AVGO (3.0%)、AAPL (2.7%). The largest single position, MSFT, represented 3.5% of total portfolio value.
In Q2 2025, Mitchell & Pahl Private Wealth, LLC made 48 total portfolio adjustments, initiating 0 new buys, adding to 43 positions, trimming 4 holdings, and fully liquidating 1 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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