Long-term investor
Mitchell & Pahl Private Wealth, LLC @mitchellpahlprivatewealt
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001836506).
Record
- Tracked since 2025-06-30 (454 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +30.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.0% · long · since 2025-06-30
- STX · 2.8% · long · since 2025-06-30
- AVGO · 2.4% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- CSCO · 1.8% · long · since 2025-06-30
- JNJ · 1.7% · long · since 2025-06-30
- TER · 1.7% · long · since 2025-06-30
- TXN · 1.7% · long · since 2025-06-30
- GS · 1.7% · long · since 2025-06-30
- XOM · 1.6% · long · since 2025-06-30
- LIN · 1.5% · long · since 2025-06-30
- UNH · 1.5% · long · since 2025-06-30