MITCHELL & PAHL PRIVATE WEALTH, LLC Diversified Active

Location: Oklahoma City, OK

CIK: 0001836506 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 24, 2026

Total Value: $246M (100.0% shares, 0.0% debt)

Holdings (145)

AAPL APPLE INC 2.9%
Value $7.146M Shares 28,156 Est. Cost $121.86 Unrealized +115.7%
AVGO BROADCOM INC 2.2%
Value $5.478M Shares 17,700 Est. Cost $145.62 Unrealized +129.5%
MSFT MICROSOFT CORP 2.2%
Value $5.418M Shares 14,638 Est. Cost $223.21 Unrealized +94.7%
XOM EXXON MOBIL CORP 2.2%
Value $5.381M Shares 31,716 Est. Cost $44.04 Unrealized +215.0%
JNJ JOHNSON & JOHNSON 1.8%
Value $4.495M Shares 18,388 Est. Cost $133.07 Unrealized +71.2%
LIN LINDE PLC 1.6%
Value $3.943M Shares 7,954 Est. Cost $327.67 Unrealized +40.4%
PSX PHILLIPS 66 1.5%
Value $3.769M Shares 20,687 Est. Cost $69.70 Unrealized +111.1%
VLO VALERO ENERGY CORP 1.5%
Value $3.754M Shares 15,196 Est. Cost $74.57 Unrealized +154.9%
GS GOLDMAN SACHS GROUP INC 1.5%
Value $3.738M Shares 4,418 Est. Cost $344.70 Unrealized +170.6%
NEE NEXTERA ENERGY INC 1.5%
Value $3.643M Shares 39,222 Est. Cost $65.98 Unrealized +32.1%
WM WASTE MGMT INC DEL 1.4%
Value $3.531M Shares 15,368 Est. Cost $116.30 Unrealized +94.4%
NVS NOVARTIS AG 1.4%
Value $3.503M Shares 22,931 Est. Cost $95.42 Unrealized
ECL ECOLAB INC 1.4%
Value $3.383M Shares 12,716 Est. Cost $191.48 Unrealized +49.5%
GD GENERAL DYNAMICS CORP 1.4%
Value $3.341M Shares 9,736 Est. Cost $195.44 Unrealized +81.4%
ABBV ABBVIE INC 1.4%
Value $3.325M Shares 15,289 Est. Cost $92.51 Unrealized +140.6%
CSCO CISCO SYS INC 1.3%
Value $3.228M Shares 41,602 Est. Cost $40.76 Unrealized +91.1%
PG PROCTER & GAMBLE CO 1.3%
Value $3.146M Shares 21,783 Est. Cost $128.53 Unrealized +18.1%
WEC WEC ENERGY GROUP INC 1.3%
Value $3.134M Shares 27,070 Est. Cost $82.71 Unrealized +32.9%
STX SEAGATE TECHNOLOGY HLDNGS PL 1.3%
Value $3.097M Shares 7,905 Est. Cost $77.58 Unrealized +385.2%
SRE SEMPRA 1.2%
Value $3.07M Shares 31,595 Est. Cost $65.46 Unrealized +36.7%
CVX CHEVRON CORPORATION 1.2%
Value $3.067M Shares 14,826 Est. Cost $100.80 Unrealized +70.5%
MMM 3M CO 1.2%
Value $3.055M Shares 21,032 Est. Cost $102.79 Unrealized +59.5%
HD HOME DEPOT INC 1.2%
Value $3.04M Shares 9,242 Est. Cost $266.40 Unrealized +41.5%
COST COSTCO WHOLESALE CORPORATION 1.2%
Value $2.981M Shares 2,991 Est. Cost $465.59 Unrealized +107.0%
AFL AFLAC INC 1.2%
Value $2.97M Shares 27,072 Est. Cost $50.51 Unrealized +120.2%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value $2.922M Shares 58,216 Est. Cost $39.61 Unrealized +10.6%
TXN TEXAS INSTRS INC 1.2%
Value $2.92M Shares 15,039 Est. Cost $146.36 Unrealized +40.9%
APD AIR PRODUCTS AND CHEMICALS I 1.2%
Value $2.902M Shares 9,990 Est. Cost $255.49 Unrealized +6.3%
MCD MCDONALDS CORP 1.2%
Value $2.89M Shares 9,300 Est. Cost $218.86 Unrealized +45.0%
RTX RTX CORPORATION 1.2%
Value $2.88M Shares 14,929 Est. Cost $64.57 Unrealized +204.5%
TER TERADYNE INC 1.1%
Value $2.813M Shares 9,490 Est. Cost $107.19 Unrealized +148.0%
CMCSA COMCAST CORP NEW 1.1%
Value $2.766M Shares 96,327 Est. Cost $40.10 Unrealized -25.6%
EMR EMERSON ELEC CO 1.1%
Value $2.677M Shares 20,435 Est. Cost $79.58 Unrealized +86.6%
USB US BANCORP 1.1%
Value $2.664M Shares 51,222 Est. Cost $37.73 Unrealized +50.1%
BLK BLACKROCK INC 1.1%
Value $2.659M Shares 2,765 Est. Cost $990.45 Unrealized +10.8%
MDLZ MONDELEZ INTL INC 1.1%
Value $2.65M Shares 45,973 Est. Cost $52.38 Unrealized +11.0%
T AT&T INC 1.1%
Value $2.644M Shares 91,200 Est. Cost $16.13 Unrealized +59.6%
SHW SHERWIN WILLIAMS CO 1.1%
Value $2.6M Shares 8,111 Est. Cost $254.18 Unrealized +39.8%
UNH UNITEDHEALTH GROUP INC 1.0%
Value $2.564M Shares 9,476 Est. Cost $326.22 Unrealized -5.4%
BAC BANK AMERICA CORP 1.0%
Value $2.525M Shares 51,800 Est. Cost $38.66 Unrealized +38.8%
CB CHUBB LTD SWITZ 1.0%
Value $2.515M Shares 7,717 Est. Cost $177.47 Unrealized +78.2%
TSM TAIWAN SEMICONDUCTOR MANUFAC 1.0%
Value $2.427M Shares 7,180 Est. Cost $105.07 Unrealized
AMGN AMGEN INC 1.0%
Value $2.426M Shares 6,895 Est. Cost $233.50 Unrealized +49.7%
ITW ILLINOIS TOOL WKS INC 0.9%
Value $2.329M Shares 8,949 Est. Cost $204.13 Unrealized +33.9%
DIS DISNEY WALT CO 0.9%
Value $2.281M Shares 23,663 Est. Cost $124.03 Unrealized -11.8%
PEP PEPSICO INC 0.9%
Value $2.235M Shares 14,391 Est. Cost $139.20 Unrealized +11.2%
XEL XCEL ENERGY INC 0.9%
Value $2.205M Shares 27,751 Est. Cost $60.29 Unrealized +28.0%
UPS UNITED PARCEL SVCS INC 0.9%
Value $2.177M Shares 22,129 Est. Cost $128.09 Unrealized -14.2%
TGT TARGET CORP 0.9%
Value $2.155M Shares 17,784 Est. Cost $131.37 Unrealized -16.9%
IP INTERNATIONAL PAPER CO 0.8%
Value $2.051M Shares 57,455 Est. Cost $37.02 Unrealized +18.3%
UBS UBS GROUP AG 0.8%
Value $2M Shares 51,200 Est. Cost $15.26 Unrealized +198.6%
SBUX STARBUCKS CORP 0.8%
Value $1.984M Shares 22,140 Est. Cost $87.31 Unrealized +7.2%
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value $1.976M Shares 9,724 Est. Cost $188.18 Unrealized +28.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.8%
Value $1.917M Shares 28,579 Est. Cost $40.37 Unrealized +82.4%
AWK AMERICAN WTR WKS CO INC NEW 0.8%
Value $1.897M Shares 13,942 Est. Cost $135.03 Unrealized -4.6%
SYY SYSCO CORP 0.8%
Value $1.858M Shares 26,050 Est. Cost $68.12 Unrealized +20.7%
HSBC HSBC HLDGS PLC 0.8%
Value $1.854M Shares 22,478 Est. Cost $34.27 Unrealized
ASML ASML HLDG NV 0.7%
Value $1.741M Shares 1,318 Est. Cost $572.34 Unrealized
GOOG ALPHABET INC 0.7%
Value $1.626M Shares 5,667 Est. Cost $200.20 Unrealized +61.7%
SU SUNCOR ENERGY INC NEW 0.7%
Value $1.605M Shares 24,278 Est. Cost $26.87 Unrealized +92.8%
TMUS T-MOBILE US INC 0.6%
Value $1.564M Shares 7,449 Est. Cost $232.54 Unrealized -13.9%
BTI BRITISH AMERN TOB PLC 0.6%
Value $1.562M Shares 26,706 Est. Cost $36.38 Unrealized
IHG INTERCONTINENTAL HOTELS GROU 0.6%
Value $1.522M Shares 11,406 Est. Cost $67.19 Unrealized
NKE NIKE INC 0.6%
Value $1.497M Shares 28,343 Est. Cost $82.14 Unrealized -22.1%
MTDR MATADOR RES CO 0.6%
Value $1.468M Shares 23,240 Est. Cost $51.35 Unrealized -11.6%
WRB BERKLEY W R CORP 0.6%
Value $1.432M Shares 21,599 Est. Cost $40.58 Unrealized +71.1%
AZN ASTRAZENECA PLC 0.6%
Value $1.409M Shares 7,142 Est. Cost $190.39 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.5%
Value $1.335M Shares 3,203 Est. Cost $183.84 Unrealized +129.6%
RIO RIO TINTO PLC 0.5%
Value $1.328M Shares 14,240 Est. Cost $65.96 Unrealized
BX BLACKSTONE INC 0.5%
Value $1.307M Shares 11,363 Est. Cost $48.82 Unrealized +188.5%
LII LENNOX INTL INC 0.5%
Value $1.286M Shares 2,770 Est. Cost $288.89 Unrealized +82.3%
NDSN NORDSON CORP 0.5%
Value $1.253M Shares 4,711 Est. Cost $211.68 Unrealized +30.9%
BP BP PLC 0.5%
Value $1.235M Shares 26,275 Est. Cost $30.78 Unrealized
MRK MERCK & CO INC 0.5%
Value $1.21M Shares 10,061 Est. Cost $66.06 Unrealized +73.0%
WMB WILLIAMS COS INC 0.5%
Value $1.201M Shares 16,499 Est. Cost $15.63 Unrealized +324.5%
TM TOYOTA MOTOR CORP 0.5%
Value $1.198M Shares 5,815 Est. Cost $157.88 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.5%
Value $1.185M Shares 49,519 Est. Cost $15.27 Unrealized +60.9%
KO COCA COLA CO 0.5%
Value $1.149M Shares 15,111 Est. Cost $46.37 Unrealized +61.2%
TDY TELEDYNE TECHNOLOGIES INC 0.4%
Value $1.108M Shares 1,831 Est. Cost $425.58 Unrealized +44.3%
LMT LOCKHEED MARTIN CORP 0.4%
Value $1.052M Shares 1,741 Est. Cost $518.93 Unrealized +15.8%
APO APOLLO GLOBAL MGMT INC 0.4%
Value $1.046M Shares 9,390 Est. Cost $61.02 Unrealized +118.6%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value $1.046M Shares 3,030 Est. Cost $179.18 Unrealized +91.5%
PHG KONINKLIJKE PHILIPS N V 0.4%
Value $1.044M Shares 38,108 Est. Cost $25.73 Unrealized
FICO FAIR ISAAC CORP 0.4%
Value $1.042M Shares 976 Est. Cost $536.69 Unrealized +173.3%
NGG NATIONAL GRID PLC 0.4%
Value $1.04M Shares 12,297 Est. Cost $67.05 Unrealized
DOCU DOCUSIGN INC 0.4%
Value $1.01M Shares 21,299 Est. Cost $74.33 Unrealized -28.0%
TEL TE CONNECTIVITY PLC 0.4%
Value $1.007M Shares 4,819 Est. Cost $146.90 Unrealized +56.5%
NTR NUTRIEN LTD 0.4%
Value $1.007M Shares 13,347 Est. Cost $56.21 Unrealized +21.2%
FTS FORTIS INC 0.4%
Value $1.007M Shares 18,046 Est. Cost $39.70 Unrealized +34.6%
UL UNILEVER PLC 0.4%
Value $996K Shares 17,485 Est. Cost $65.21 Unrealized
V VISA INC 0.4%
Value $994K Shares 3,288 Est. Cost $197.22 Unrealized +66.9%
JCI JOHNSON CONTROLS INTERNATION 0.4%
Value $980K Shares 7,484 Est. Cost $40.18 Unrealized +213.7%
DLB DOLBY LABORATORIES INC 0.4%
Value $968K Shares 16,114 Est. Cost $73.29 Unrealized -13.0%
JKHY HENRY JACK & ASSOC INC 0.4%
Value $945K Shares 5,979 Est. Cost $162.45 Unrealized +8.0%
CRL CHARLES RIV LABS INTL INC 0.4%
Value $914K Shares 5,296 Est. Cost $226.84 Unrealized -12.9%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value $897K Shares 2,009 Est. Cost $229.44 Unrealized +103.8%
SAP SAP SE 0.4%
Value $866K Shares 5,056 Est. Cost $129.61 Unrealized
SONY SONY GROUP CORP 0.3%
Value $860K Shares 41,568 Est. Cost $33.94 Unrealized
TRV TRAVELERS COMPANIES INC 0.3%
Value $860K Shares 2,947 Est. Cost $115.62 Unrealized +149.5%
SITE SITEONE LANDSCAPE SUPPLY INC 0.3%
Value $811K Shares 6,091 Est. Cost $147.36 Unrealized -1.2%
BCE BCE INC 0.3%
Value $800K Shares 31,698 Est. Cost $29.66 Unrealized -15.6%
PPG PPG INDS INC 0.3%
Value $795K Shares 7,437 Est. Cost $125.98 Unrealized -7.2%
CPRT COPART INC 0.3%
Value $788K Shares 23,745 Est. Cost $39.95 Unrealized -2.0%
COO COOPER COS INC 0.3%
Value $785K Shares 10,974 Est. Cost $92.63 Unrealized -11.3%
PII POLARIS INC 0.3%
Value $779K Shares 14,285 Est. Cost $83.95 Unrealized -19.6%
SMG SCOTTS MIRACLE-GRO CO 0.3%
Value $767K Shares 12,620 Est. Cost $81.12 Unrealized -20.7%
UNP UNION PAC CORP 0.3%
Value $751K Shares 3,096 Est. Cost $178.06 Unrealized +36.7%
POOL POOL CORP 0.3%
Value $740K Shares 3,655 Est. Cost $340.42 Unrealized -26.0%
FCX FREEPORT MCMORAN INC 0.3%
Value $739K Shares 12,576 Est. Cost $19.45 Unrealized +214.2%
RELX RELX PLC 0.3%
Value $734K Shares 22,141 Est. Cost $33.12 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value $734K Shares 1,468 Est. Cost $323.35 Unrealized +66.7%
EFX EQUIFAX INC 0.3%
Value $708K Shares 3,933 Est. Cost $225.85 Unrealized -9.5%
MET METLIFE INC 0.3%
Value $665K Shares 9,409 Est. Cost $37.01 Unrealized +109.2%
NVO NOVO-NORDISK A S 0.3%
Value $629K Shares 17,103 Est. Cost $78.42 Unrealized
NUE NUCOR CORP 0.3%
Value $622K Shares 3,677 Est. Cost $51.91 Unrealized +243.8%
BANF BANCFIRST CORP 0.3%
Value $619K Shares 5,701 Est. Cost $112.63 Unrealized +0.2%
FDS FACTSET RESH SYS INC 0.2%
Value $606K Shares 2,792 Est. Cost $363.42 Unrealized -32.0%
DEO DIAGEO PLC 0.2%
Value $604K Shares 8,111 Est. Cost $143.09 Unrealized
CHE CHEMED CORP NEW 0.2%
Value $601K Shares 1,590 Est. Cost $498.92 Unrealized -9.7%
EXPO EXPONENT INC 0.2%
Value $597K Shares 9,147 Est. Cost $85.81 Unrealized -15.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $588K Shares 1,226 Est. Cost $442.18 Unrealized +11.6%
ASX ASE TECHNOLOGY HLDG CO LTD 0.2%
Value $581K Shares 26,781 Est. Cost $5.84 Unrealized
MTN VAIL RESORTS INC 0.2%
Value $557K Shares 4,342 Est. Cost $202.17 Unrealized -31.8%
AIG AMERICAN INTL GROUP INC 0.2%
Value $529K Shares 7,033 Est. Cost $31.24 Unrealized +144.4%
PNC PNC FINL SVCS GROUP INC 0.2%
Value $516K Shares 2,479 Est. Cost $106.49 Unrealized +111.2%
AMZN AMAZON COM INC 0.2%
Value $510K Shares 2,450 Est. Cost $153.27 Unrealized +48.0%
ENB ENBRIDGE INC 0.2%
Value $492K Shares 9,095 Est. Cost $21.88 Unrealized +122.0%
VYM VANGUARD WHITEHALL FDS 0.2%
Value $482K Shares 3,256 Est. Cost $93.78 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value $459K Shares 13,704 Est. Cost $9.94 Unrealized +199.3%
JPM JPMORGAN CHASE & CO 0.2%
Value $441K Shares 1,498 Est. Cost $229.34 Unrealized +35.8%
AMT AMERICAN TOWER CORP 0.2%
Value $436K Shares 2,529 Est. Cost $199.71 Unrealized -12.5%
NOC NORTHROP GRUMMAN CORP 0.2%
Value $421K Shares 617 Est. Cost $516.58 Unrealized +30.4%
BA BOEING CO 0.2%
Value $409K Shares 2,055 Est. Cost $178.19 Unrealized +33.9%
TTE TOTALENERGIES SE 0.2%
Value $398K Shares 4,380 Est. Cost $63.23 Unrealized +13.1%
ZTS ZOETIS INC 0.2%
Value $395K Shares 3,339 Est. Cost $155.43 Unrealized -18.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $319K Shares 1,318 Est. Cost $195.79 Unrealized +45.0%
ADSK AUTODESK INC 0.1%
Value $313K Shares 1,309 Est. Cost $263.53 Unrealized -3.7%
PEG PUBLIC SVC ENTERPRISE GROUP 0.1%
Value $284K Shares 3,513 Est. Cost $48.92 Unrealized +66.7%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value $270K Shares 4,801 Est. Cost $35.24 Unrealized +69.3%
GOOGL ALPHABET INC 0.1%
Value $263K Shares 915 Est. Cost $209.20 Unrealized +54.5%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value $245K Shares 3,261 Est. Cost $48.82 Unrealized +67.6%
MFC MANULIFE FINL CORP 0.1%
Value $245K Shares 7,100 Est. Cost $19.21 Unrealized +93.2%
WDC WESTERN DIGITAL CORP 0.1%
Value $208K Shares 768 Est. Cost $251.23 Unrealized 0.0%
AMPX AMPRIUS TECHNOLOGIES INC 0.1%
Value $169K Shares 10,000 Est. Cost $10.86 Unrealized 0.0%
ELDN ELEDON PHARMACEUTICALS INC 0.0%
Value $92,400 Shares 30,000 Est. Cost $2.09 Unrealized 0.0%