MITCHELL & PAHL PRIVATE WEALTH, LLC

RIA/Wealth

MITCHELL & PAHL PRIVATE WEALTH, LLC is a RIA/Wealth based in Oklahoma City, OK led by Brian D. Mitchell, reporting $406.0M in AUM as of Q3 2025 with MSFT as the largest holding (3% allocation).

PartnerBrian D. Mitchell

Portfolio Value: $238.5M
Positions: 144
Top Holding: MSFT at 3.37%
Last Reported: Q3 2025

Address1001 Nw 71st Street, Suite 4, Oklahoma City, OK, 73116, United States

Top Holdings

Largest long holdings in MITCHELL & PAHL PRIVATE WEALTH, LLC's portfolio (20.5% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$8.0M	3.37%	-$115.0K Sold	0.00% 15.5K shares	Q4 2020 Held for 4y 11m
2 Broadcom Inc. AVGO	Semiconductors Technology	$8.0M	3.35%	-$111.8K Sold	0.00% 24.2K shares	Q4 2020 Held for 4y 11m
3 Apple AAPL	Consumer Electronics Technology	$7.6M	3.20%	-$65.2K Sold	0.00% 30.0K shares	Q4 2020 Held for 4y 11m
4 AbbVie ABBV	Drug Manufacturers - General Healthcare	$3.8M	1.58%	-$19.5K Sold	0.00% 16.3K shares	Q4 2020 Held for 4y 11m
5 Linde LIN	Chemicals - Specialty Basic Materials	$3.7M	1.56%	-$16.2K Sold	0.00% 7.9K shares	Q4 2020 Held for 4y 11m
6 Home Depot HD	Home Improvement Consumer Cyclical	$3.7M	1.53%	-$2.4K Sold	0.00% 9.0K shares	Q4 2020 Held for 4y 11m
7 Goldman Sachs Group GS	Financial - Capital Markets Financial Services	$3.6M	1.52%	-$38.2K Sold	0.00% 4.6K shares	Q1 2023 Held for 2y 8m
8 Exxon Mobil XOM	Oil & Gas Integrated Energy	$3.6M	1.50%	-$11.6K Sold	0.00% 31.7K shares	Q4 2020 Held for 4y 11m
9 Ecolab ECL	Chemicals - Specialty Basic Materials	$3.5M	1.46%	-$15.1K Sold	0.00% 12.7K shares	Q4 2020 Held for 4y 11m
10 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$3.5M	1.46%	-$2.2K Sold	0.00% 18.8K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MITCHELL & PAHL PRIVATE WEALTH, LLC's latest filing

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Market Value

$238.5M

Prior: $224.9M

Q/Q Change

+6.03%

+$13.6M

Net Flows % of MV

+0.708%

Turnover Ratio

1.35%

New Purchases

2 stocks

$1.6M

Added To

61 stocks

+$2.4M

Sold Out Of

2 stocks

$955.3K

Reduced Holdings

67 stocks

-$1.3M

Increased Positions

Position	Shares Δ	Change
1 SAP SAP SAP	New	0 → 4.9K +$1.3M
2 Alphabet Inc. GOOGL	New	0 → 996.0 +$242.1K
3 Alphabet Inc. GOOG	+212.08%	1.8K → 5.7K +$936.5K
4 Charles River Laboratories CRL	+12.46%	4.6K → 5.1K +$88.9K
5 NVO Novo Nordisk NVO	+8.56%	13.8K → 15.0K +$65.5K

Decreased Positions

Position	Shares Δ	Change
1 Paramount Global PARA	Sold	57.1K → 0 −$736.7K
2 Becton, Dickinson and Company BDX	Sold	1.3K → 0 −$218.6K
3 Blackstone BX	-8.8%	12.7K → 11.6K −$191.4K
4 Apollo Global Management APO	-7.47%	10.2K → 9.5K −$102.0K
5 Public Service Enterprise Group PEG	-3.89%	3.7K → 3.5K −$11.9K