Mitchell & Pahl Private Wealth, LLC, a registered investment advisor based in Oklahoma City, has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 147 distinct securities held by the firm.
The portfolio is diversified across several major sectors, including technology, healthcare, financials, and energy. The largest position disclosed in the filing is Apple Inc., with 26,476 shares. Other significant holdings include U.S. Bancorp with 53,799 shares, Visa Inc. Class A with 3,219 shares, and Taiwan Semiconductor Manufacturing Co. Sponsored ADS with 7,116 shares.
Within the healthcare sector, the firm holds positions in Eli Lilly & Co. with 175 shares, Vertex Pharmaceuticals Inc. with 2,009 shares, and Zoetis Inc. Class A with 3,243 shares. The technology sector is represented by holdings in Microsoft Corp. (14,969 shares), Broadcom Inc. (16,986 shares), and NVIDIA Corp. (not listed in the provided text).
The filing also includes positions in consumer staples such as Procter & Gamble Co. (23,158 shares) and PepsiCo Inc. (16,164 shares), as well as energy companies like ExxonMobil Holdings Corp. (31,814 shares) and Valero Energy Corp. (15,145 shares). The firm reports that all positions are held in a discretionary capacity.
