MITCHELL & PAHL PRIVATE WEALTH, LLC
CIK 1836506 · Holdings on Sep 30, 2023 · First reported Oct 31, 2023
Top ten holdings
Q3 2023- AAPL3.32%
- MSFT2.97%
- UNH2.51%
- EXMOC2.24%
- CMCSA2.18%
- LIN1.75%
- PG1.68%
- MDLZ1.64%
- JNJ1.51%
- HD1.50%
Share classes counted separately21.30%
Portfolio value by quarter
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $5.60M | 3.32% | 32.69K shares | — | ↗▾ | |
| 02 | MSFTMICROSOFT CORP View history and evidence | $5.00M | 2.97% | 15.83K shares | — | ↗▾ | |
| 03 | UNHUNITEDHEALTH GROUP INC View history and evidence | $4.23M | 2.51% | 8.40K shares | — | ↗▾ | |
| 04 | EXMOCEXXON MOBIL CORP View history and evidence | $3.78M | 2.24% | 32.14K shares | — | ↗▾ | |
| 05 | CMCSACOMCAST CORP-CLASS ACL A View history and evidence | $3.67M | 2.18% | 82.85K shares | — | ↗▾ | |
| 06 | LINLINDE PLCSHS View history and evidence | $2.95M | 1.75% | 7.93K shares | — | ↗▾ | |
| 07 | PGPROCTER & GAMBLE CO/THE View history and evidence | $2.82M | 1.68% | 19.36K shares | — | ↗▾ | |
| 08 | MDLZMONDELEZ INTERNATIONAL INC-ACL A View history and evidence | $2.77M | 1.64% | 39.90K shares | — | ↗▾ | |
| 09 | JNJJOHNSON & JOHNSON View history and evidence | $2.54M | 1.51% | 16.32K shares | — | ↗▾ | |
| 10 | HDHOME DEPOT INC View history and evidence | $2.52M | 1.50% | 8.35K shares | — | ↗▾ |
Options overlay 1
$101.20K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
ACHRARCHER AVIATION INC-ACOM CL A View history and evidence | Call | 20.00K | $101.20K | ▾ |
1 / 1 options · preview only
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| WOLF WOLFSPEED INC | Non-derivative | — | — | SEC filing ↗ | |
| RTO RENTOKIL INITIAL PLC-SP ADR | Non-derivative | — | — | SEC filing ↗ | |
| MANH MANHATTAN ASSOCIATES INC | Non-derivative | — | — | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1836506 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-31
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 168490754
}Research all 149 reported holdings.
This page includes 30 of 149 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 149 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1836506","quarter":"2023Q3","page_size":100}
get_institutional_manager_history
{"cik":"1836506","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.