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CIK: 0001836506
Total reported value
$272.2M
$272.2M
144 檔
11.4%
According to the latest 13F quarterly dataset, Mitchell & Pahl Private Wealth, LLC managed an equity portfolio of $272.2M at the end of Q3 2025, spanning 144 distinct U.S. exchange-listed positions.
In Q3 2025, Mitchell & Pahl Private Wealth, LLC displayed an active expansion posture, initiating 2 new positions and adding to 38 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.37% | -0.18% | -1.41% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 3.35% | +0.16% | -1.38% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.20% | +0.08% | -0.85% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 1.58% | +0.09% | -0.51% | |
| 5 | LIN | Linde plc | Stock-Materials | 1.56% | -0.07% | -0.43% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 1.53% | — | -0.07% | |
| 7 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.52% | +0.13% | -1.04% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.50% | -0.58% | -0.32% | |
| 9 | ECL | Ecolab Inc | Stock-Materials | 1.46% | -0.03% | -0.43% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.46% | -0.07% | -0.06% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.45% | +0.43% | +8.13% | |
| 12 | WM | Waste Management Inc | Stock-Industrials | 1.41% | -0.15% | -0.26% | |
| 13 | GD | General Dynamics CORP | Stock-Industrials | 1.40% | -0.07% | -0.74% | |
| 14 | MMM | 3m Co | Stock-Industrials | 1.40% | +0.04% | -0.58% | |
| 15 | BLK | Blackrock Inc | Stock-Financials | 1.35% | -0.08% | -0.75% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.35% | -0.07% | +0.39% | |
| 17 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.29% | -0.08% | -0.10% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.27% | -0.21% | +0.27% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 1.24% | -0.20% | +0.08% | |
| 20 | AFL | Aflac Inc | Stock-Financials | 1.23% | -0.02% | -0.54% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.21% | +0.50% | -0.64% | |
| 22 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.21% | -0.08% | -0.55% | |
| 23 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.19% | -0.21% | +0.81% | |
| 24 | PSX | Phillips 66 | Stock-Energy | 1.16% | -0.23% | -0.61% | |
| 25 | SRE | Sempra | Stock-Utilities | 1.15% | -0.15% | +0.25% | |
| 26 | TXN | Texas Instruments Inc | Stock-Tech | 1.13% | +0.47% | +1.14% | |
| 27 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.13% | -0.08% | +0.22% | |
| 28 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.11% | — | -0.03% | |
| 29 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.11% | -0.08% | -0.09% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.11% | -0.07% | -0.12% | |
| 31 | EMR | Emerson Electric Co | Stock-Industrials | 1.10% | +0.01% | -1.16% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | -0.16% | -0.18% | |
| 33 | T | At&t Inc | Stock-Comm Services | 1.08% | -0.35% | -0.50% | |
| 34 | VLO | Valero Energy CORP | Stock-Energy | 1.06% | -0.05% | -1.16% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 1.06% | -0.13% | -0.65% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.05% | -0.26% | +0.57% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 1.05% | +0.03% | +0.09% | |
| 38 | IP | International Paper Co | Stock-Consumer Disc | 1.01% | +0.02% | +0.12% | |
| 39 | USB | US Bancorp | Stock-Financials | 1.00% | +0.09% | -0.10% | |
| 40 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.96% | +1.50% | — | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.93% | +0.26% | -1.64% | |
| 42 | ITW | Illinois Tool Works | Stock-Industrials | 0.93% | -0.03% | +0.41% | |
| 43 | UBS | UBS Group AG | Stock-Financials | 0.92% | +0.12% | -1.86% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.92% | -0.31% | +0.02% | |
| 45 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.89% | +0.13% | -0.76% | |
| 46 | XEL | Xcel Energy Inc | Stock-Utilities | 0.87% | -0.05% | +0.81% | |
| 47 | CB | Chubb Limited | Stock-Financials | 0.87% | -0.03% | +0.48% | |
| 48 | SYY | Sysco CORP | Stock-Consumer Staples | 0.84% | +0.08% | +0.63% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.83% | -0.05% | -8.80% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.79% | -0.03% | +0.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.4% | -1.38% | Trim |
| 2 | MSFT | Microsoft CORP | +0.6% | -1.41% | Trim |
| 3 | STX | Seagate Technology Holdings plc | +0.6% | — | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | +212.08% | Add |
| 5 | GS | Goldman Sachs Group Inc | +0.4% | -1.04% | Add |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -1.64% | Add |
| 7 | IBKR | Interactive Brokers Gro-cl A | +0.3% | -0.76% | Add |
| 8 | TER | Teradyne Inc | +0.3% | +8.56% | Add |
| 9 | ELAN | Elanco Animal Health Inc | +0.2% | +0.47% | Add |
| 10 | VLO | Valero Energy CORP | +0.2% | -1.16% | Add |
| 11 | SRE | Sempra | +0.2% | +0.25% | Add |
| 12 | GD | General Dynamics CORP | +0.2% | -0.74% | Add |
| 13 | BLK | Blackrock Inc | +0.2% | -0.75% | Add |
| 14 | ASML | ASML Holding N.V. | +0.2% | -0.57% | Add |
| 15 | UBS | UBS Group AG | +0.2% | -1.86% | Trim |
| 16 | LHX | L3harris Technologies Inc | +0.2% | — | Add |
| 17 | TEL | TE Connectivity plc | +0.1% | — | Unchanged |
| 18 | AAPL | Apple Inc | +0.1% | -0.85% | Add |
| 19 | PII | Polaris Inc | +0.1% | +3.08% | Add |
| 20 | RTX | Rtx CORP | +0.1% | -0.65% | Trim |
| 21 | EMR | Emerson Electric Co | +0.1% | -1.16% | Add |
| 22 | DIS | Walt Disney Co/the | +0.1% | -0.12% | Add |
| 23 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | -0.35% | Add |
| 24 | NKE | Nike Inc -cl B | +0.1% | +0.95% | Add |
| 25 | BTI | British American Tob-sp Adr | +0.1% | -0.56% | Add |
| 26 | USB | US Bancorp | +0.1% | -0.10% | Add |
| 27 | TT | Trane Technologies plc | +0.1% | -1.05% | Add |
| 28 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 29 | NVS | Novartis Ag-sponsored Adr | +0.1% | -0.55% | Add |
| 30 | XEL | Xcel Energy Inc | +0.1% | +0.81% | Add |
| 31 | PSX | Phillips 66 | 0% | -0.61% | Add |
| 32 | JNJ | Johnson & Johnson | 0% | -0.06% | Add |
| 33 | SYY | Sysco CORP | 0% | +0.63% | Add |
| 34 | ABBV | Abbvie Inc | 0% | -0.51% | Add |
| 35 | HD | Home Depot Inc | 0% | -0.07% | Add |
| 36 | CSCO | Cisco Systems Inc | 0% | -0.64% | Add |
| 37 | NEE | Nextera Energy Inc | 0% | +0.08% | Add |
| 38 | ECL | Ecolab Inc | 0% | -0.43% | Add |
| 39 | FDS | Factset Research Systems Inc | -0.2% | +4.11% | Add |
| 40 | FICO | Fair Isaac CORP | -0.2% | +2.51% | Add |
| 41 | UPS | United Parcel Service-cl B | -0.2% | +5.44% | Add |
| 42 | IP | International Paper Co | -0.3% | +0.12% | Add |
| 43 | PG | Procter & Gamble Co/the | -0.3% | +0.39% | Add |
| 44 | CMCSA | Comcast Corp-class A | -0.3% | +0.81% | Add |
| 45 | UNH | Unitedhealth Group Inc | -0.7% | +8.13% | Add |
| 46 | 0VVB | Paramount Global-class B | — | EXIT | Sold out |
| 47 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
| 48 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 49 | IONS | Ionis Pharmaceuticals Inc | — | NEW | New buy |
| 50 | SNY | Sanofi-adr | — | EXIT | Sold out |
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 Q3 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 11.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
GOOGL
市值: $242.1K
Top Position Liquidated / Trimmed
0VVB
前期市值: $620.9K
During Q3 2025, Mitchell & Pahl Private Wealth, LLC's top holdings by market value included MSFT (3.4%)、AVGO (3.4%)、AAPL (3.2%). The largest single position, MSFT, represented 3.4% of total portfolio value.
In Q3 2025, Mitchell & Pahl Private Wealth, LLC made 48 total portfolio adjustments, initiating 2 new buys, adding to 38 positions, trimming 5 holdings, and fully liquidating 3 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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