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MITCHELL & PAHL PRIVATE WEALTH, LLC
hedge fundUpdated 22 days agoManaged by Mitchell & Pahl Private Wealth, Llc • Latest filing Q3 2026
Portfolio value
$277.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
20.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $240.9M |
| Q1 2026 | $246.3M |
| Q2 2026 | $272.2M |
| Q3 2026 | $277.2M |
Top holdings
147 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $8.8M | 26.5K | 3.18% | Trimmed(-5.5%) | |
| 2 | $7.7M | 15.0K | 2.77% | Added(+1.4%) | |
| 3 | $7.1M | 7.7K | 2.57% | Trimmed(-0.8%) | |
| 4 | $6M | 17.0K | 2.15% | Trimmed(-0.8%) | |
| 5 | $5.9M | 15.1K | 2.12% | Trimmed(-1.5%) | |
| 6 | $5.3M | 20.8K | 1.92% | Trimmed(-1.0%) | |
| 7 | $5.2M | 31.8K | 1.87% | — | |
| 8 | $5M | 18.7K | 1.79% | Trimmed(-0.0%) | |
| 9 | $4.5M | 41.6K | 1.62% | Trimmed(-0.7%) | |
| 10 | $4.3M | 15.3K | 1.55% | Added(+0.9%) | |
| 11 | $4.2M | 15.9K | 1.50% | Added(+1.9%) | |
| 12 | $4M | 4.5K | 1.46% | Added(+0.7%) | |
| 13 | $3.9M | 8.2K | 1.41% | Added(+2.3%) | |
| 14 | $3.8M | 9.4K | 1.36% | Trimmed(-0.7%) | |
| 15 | $3.7M | 10.0K | 1.33% | Added(+4.0%) | |
| 16 | $3.7M | 22.4K | 1.32% | Added(+4.0%) | |
| 17 | $3.7M | 13.3K | 1.32% | Added(+2.1%) | |
| 18 | $3.4M | 10.3K | 1.23% | Added(+3.9%) | |
| 19 | $3.4M | 23.8K | 1.22% | Added(+2.1%) | |
| 20 | $3.4M | 23.2K | 1.21% | Added(+3.3%) |