0001725547-23-000109.txt : 20230505
0001725547-23-000109.hdr.sgml : 20230505
20230505163039
ACCESSION NUMBER: 0001725547-23-000109
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230505
DATE AS OF CHANGE: 20230505
EFFECTIVENESS DATE: 20230505
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MITCHELL & PAHL PRIVATE WEALTH, LLC
CENTRAL INDEX KEY: 0001836506
IRS NUMBER: 844244620
STATE OF INCORPORATION: OK
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20626
FILM NUMBER: 23894356
BUSINESS ADDRESS:
STREET 1: 1001 NW 71ST STREET
STREET 2: SUITE 4
CITY: OKLAHOMA CITY
STATE: OK
ZIP: 73116
BUSINESS PHONE: 405-608-2280
MAIL ADDRESS:
STREET 1: 1001 NW 71ST STREET
STREET 2: SUITE 4
CITY: OKLAHOMA CITY
STATE: OK
ZIP: 73116
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
0001836506
XXXXXXXX
03-31-2023
03-31-2023
false
MITCHELL & PAHL PRIVATE WEALTH, LLC
1001 NW 71ST STREET
SUITE 4
OKLAHOMA CITY
OK
73116
13F HOLDINGS REPORT
028-20626
000307625
801-118315
N
Brian D. Mitchell
Partner, Portfolio Manager, Chief Compliance Officer
405-608-2280
Brian D. Mitchell
Oklahoma City
OK
05-05-2023
0
150
159716471
false
INFORMATION TABLE
2
Form13fInfoTable.xml
ABB LTD
SPONSORED ADR
000375204
1052815
30694
SH
SOLE
30694
0
0
AFLAC INC
COM
001055102
1572228
24368
SH
SOLE
24368
0
0
AT&T INC
COM
00206R102
1214103
63070
SH
SOLE
63070
0
0
ASE TECHNOLOGY HLDG CO LTD
SPONSORED ADS
00215W100
305482
38329
SH
SOLE
38329
0
0
ABBVIE INC
COM
00287Y109
2496777
15667
SH
SOLE
15666
0
0
AIR PRODS & CHEMS INC
COM
009158106
2456727
8554
SH
SOLE
8553
0
0
AMAZON COM INC
COM
023135106
338171
3274
SH
SOLE
3274
0
0
AMERICAN INTL GROUP INC
COM NEW
026874784
499823
9925
SH
SOLE
9925
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
682004
3338
SH
SOLE
3337
0
0
AMERICAN WTR WKS CO INC NEW
COM
030420103
942962
6437
SH
SOLE
6437
0
0
AMGEN INC
COM
031162100
1006407
4163
SH
SOLE
4163
0
0
APOLLO GLOBAL MGMT INC
COM
03769M106
865545
13704
SH
SOLE
13704
0
0
APPLE INC
COM
037833100
5440264
32991
SH
SOLE
32991
0
0
ASTRAZENECA PLC
SPONSORED ADR
046353108
788357
11358
SH
SOLE
11357
0
0
AUTODESK INC
COM
052769106
514155
2470
SH
SOLE
2470
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
1713335
7696
SH
SOLE
7695
0
0
BCE INC
COM NEW
05534B760
790138
17641
SH
SOLE
17640
0
0
BP PLC
SPONSORED ADR
055622104
607299
16007
SH
SOLE
16006
0
0
BANCFIRST CORP
COM
05945F103
468352
5636
SH
SOLE
5636
0
0
BANK AMERICA CORP
COM
060505104
1005879
35171
SH
SOLE
35170
0
0
BECTON DICKINSON & CO
COM
075887109
435013
1757
SH
SOLE
1757
0
0
BERKLEY W R CORP
COM
084423102
814709
13086
SH
SOLE
13085
0
0
BLACKROCK INC
COM
09247X101
1592004
2379
SH
SOLE
2379
0
0
BLACKSTONE INC
COM
09260D107
1481864
16870
SH
SOLE
16870
0
0
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
714097
20333
SH
SOLE
20333
0
0
BROADCOM INC
COM
11135F101
2015730
3142
SH
SOLE
3142
0
0
CARRIER GLOBAL CORPORATION
COM
14448C104
278777
6093
SH
SOLE
6093
0
0
CHARLES RIV LABS INTL INC
COM
159864107
460755
2283
SH
SOLE
2283
0
0
CHEMED CORP NEW
COM
16359R103
383420
713
SH
SOLE
713
0
0
CHEVRON CORP NEW
COM
166764100
1835565
11250
SH
SOLE
11250
0
0
CISCO SYS INC
COM
17275R102
1812929
34681
SH
SOLE
34680
0
0
COCA COLA CO
COM
191216100
1086166
17510
SH
SOLE
17510
0
0
COMCAST CORP NEW
CL A
20030N101
2964890
78209
SH
SOLE
78208
0
0
COOPER COS INC
COM NEW
216648402
577217
1546
SH
SOLE
1546
0
0
COPART INC
COM
217204106
666661
8864
SH
SOLE
8864
0
0
JOHNSON & JOHNSON
COM
478160104
2417882
15599
SH
SOLE
15599
0
0
KINDER MORGAN INC DEL
COM
49456B101
327647
18712
SH
SOLE
18712
0
0
KONINKLIJKE PHILIPS N V
NY REGIS SHS NEW
500472303
387961
21142
SH
SOLE
21142
0
0
L3HARRIS TECHNOLOGIES INC
COM
502431109
524213
2671
SH
SOLE
2671
0
0
LENNAR CORP
CL A
526057104
254366
2420
SH
SOLE
2420
0
0
LENNOX INTL INC
COM
526107107
609966
2427
SH
SOLE
2427
0
0
MANULIFE FINL CORP
COM
56501R106
199022
10840
SH
SOLE
10840
0
0
MARSH & MCLENNAN COS INC
COM
571748102
306785
1842
SH
SOLE
1842
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
791886
2179
SH
SOLE
2179
0
0
MATADOR RES CO
COM
576485205
421607
8848
SH
SOLE
8848
0
0
MCDONALDS CORP
COM
580135101
2149398
7687
SH
SOLE
7687
0
0
MERCK & CO INC
COM
58933Y105
1395327
13115
SH
SOLE
13115
0
0
METLIFE INC
COM
59156R108
719173
12412
SH
SOLE
12412
0
0
MICROSOFT CORP
COM
594918104
4605558
15975
SH
SOLE
15974
0
0
MONDELEZ INTL INC
CL A
609207105
2705364
38803
SH
SOLE
38803
0
0
NATIONAL GRID PLC
SPONSORED ADR NE
636274409
467475
6876
SH
SOLE
6875
0
0
COSTCO WHSL CORP NEW
COM
22160K105
1177889
2371
SH
SOLE
2370
0
0
CROWN CASTLE INC
COM
22822V101
844755
6312
SH
SOLE
6311
0
0
DEVON ENERGY CORP NEW
COM
25179M103
252392
4987
SH
SOLE
4987
0
0
DIAGEO PLC
SPON ADR NEW
25243Q205
803895
4437
SH
SOLE
4436
0
0
DISNEY WALT CO
COM
254687106
1763177
17609
SH
SOLE
17608
0
0
DOCUSIGN INC
COM
256163106
1026488
17607
SH
SOLE
17607
0
0
DOLBY LABORATORIES INC
COM CL A
25659T107
1067870
12501
SH
SOLE
12501
0
0
ECOLAB INC
COM
278865100
2007290
12126
SH
SOLE
12126
0
0
EDISON INTL
COM
281020107
343773
4870
SH
SOLE
4870
0
0
ELANCO ANIMAL HEALTH INC
COM
28414H103
183037
19472
SH
SOLE
19472
0
0
EMERSON ELEC CO
COM
291011104
1477650
16957
SH
SOLE
16957
0
0
ASPEN TECHNOLOGY INC
COM
29109X106
381755
1668
SH
SOLE
1668
0
0
ENBRIDGE INC
COM
29250N105
529827
13888
SH
SOLE
13888
0
0
EQUIFAX INC
COM
294429105
416846
2055
SH
SOLE
2055
0
0
EXPONENT INC
COM
30214U102
345837
3469
SH
SOLE
3469
0
0
EXXON MOBIL CORP
COM
30231G102
3447398
31437
SH
SOLE
31437
0
0
FACTSET RESH SYS INC
COM
303075105
606031
1460
SH
SOLE
1460
0
0
FAIR ISAAC CORP
COM
303250104
852363
1213
SH
SOLE
1213
0
0
FORTIS INC
COM
349553107
423530
9958
SH
SOLE
9958
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
592131
14474
SH
SOLE
14474
0
0
GENERAL DYNAMICS CORP
COM
369550108
1496304
6557
SH
SOLE
6556
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
1139324
3483
SH
SOLE
3483
0
0
HSBC HLDGS PLC
SPON ADR NEW
404280406
605220
17733
SH
SOLE
17732
0
0
HENRY JACK & ASSOC INC
COM
426281101
500634
3322
SH
SOLE
3321
0
0
HOME DEPOT INC
COM
437076102
2305773
7813
SH
SOLE
7813
0
0
HUNT J B TRANS SVCS INC
COM
445658107
215465
1228
SH
SOLE
1228
0
0
ILLINOIS TOOL WKS INC
COM
452308109
1563596
6423
SH
SOLE
6422
0
0
INTERACTIVE BROKERS GROUP IN
COM CL A
45841N107
516473
6256
SH
SOLE
6255
0
0
INTERCONTINENTAL HOTELS GROU
SPONSORED ADS
45857P806
631016
9475
SH
SOLE
9474
0
0
INTERNATIONAL PAPER CO
COM
460146103
1480291
41051
SH
SOLE
41050
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
738869
1085
SH
SOLE
1085
0
0
NEXTERA ENERGY INC
COM
65339F101
2662239
34539
SH
SOLE
34538
0
0
NORDSON CORP
COM
655663102
762687
3432
SH
SOLE
3431
0
0
NOVARTIS AG
SPONSORED ADR
66987V109
1800917
19575
SH
SOLE
19575
0
0
NOVO-NORDISK A S
ADR
670100205
920613
5785
SH
SOLE
5784
0
0
NUCOR CORP
COM
670346105
721255
4669
SH
SOLE
4669
0
0
NVIDIA CORPORATION
COM
67066G104
264721
953
SH
SOLE
953
0
0
NUTRIEN LTD
COM
67077M108
498027
6744
SH
SOLE
6743
0
0
ONEOK INC NEW
COM
682680103
336762
5300
SH
SOLE
5300
0
0
PNC FINL SVCS GROUP INC
COM
693475105
453366
3567
SH
SOLE
3567
0
0
PPG INDS INC
COM
693506107
1283370
9608
SH
SOLE
9607
0
0
PEPSICO INC
COM
713448108
1571733
8622
SH
SOLE
8621
0
0
PFIZER INC
COM
717081103
908441
22266
SH
SOLE
22265
0
0
PHILLIPS 66
COM
718546104
1749541
17257
SH
SOLE
17257
0
0
POLARIS INC
COM
731068102
811140
7332
SH
SOLE
7332
0
0
POOL CORP
COM
73278L105
749022
2187
SH
SOLE
2187
0
0
PROCTER AND GAMBLE CO
COM
742718109
2800036
18831
SH
SOLE
18831
0
0
PROFRAC HLDG CORP
CLASS A COM
74319N100
278740
22000
SH
SOLE
22000
0
0
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
330680
5295
SH
SOLE
5295
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1613355
16475
SH
SOLE
16474
0
0
RELX PLC
SPONSORED ADR
759530108
465894
14362
SH
SOLE
14361
0
0
RENTOKIL INITIAL PLC
SPONSORED ADR
760125104
203835
5583
SH
SOLE
5583
0
0
RIO TINTO PLC
SPONSORED ADR
767204100
628135
9156
SH
SOLE
9156
0
0
SANOFI
SPONSORED ADR
80105N105
302249
5554
SH
SOLE
5554
0
0
SAP SE
SPON ADR
803054204
492423
3891
SH
SOLE
3891
0
0
SCOTTS MIRACLE-GRO CO
CL A
810186106
422404
6057
SH
SOLE
6056
0
0
SEMPRA
COM
816851109
1781139
11783
SH
SOLE
11783
0
0
SHERWIN WILLIAMS CO
COM
824348106
1496237
6657
SH
SOLE
6656
0
0
SITEONE LANDSCAPE SUPPLY INC
COM
82982L103
469738
3432
SH
SOLE
3432
0
0
SONY GROUP CORPORATION
SPONSORED ADR
835699307
423820
4675
SH
SOLE
4675
0
0
STARBUCKS CORP
COM
855244109
1161614
11155
SH
SOLE
11155
0
0
SUNCOR ENERGY INC NEW
COM
867224107
517961
16682
SH
SOLE
16681
0
0
SYSCO CORP
COM
871829107
1235159
15993
SH
SOLE
15993
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
608393
6540
SH
SOLE
6540
0
0
TARGET CORP
COM
87612E106
1153016
6961
SH
SOLE
6961
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
492991
1102
SH
SOLE
1102
0
0
TELEFONICA S A
SPONSORED ADR
879382208
372594
87055
SH
SOLE
87054
0
0
TERADYNE INC
COM
880770102
655149
6094
SH
SOLE
6093
0
0
TEXAS INSTRS INC
COM
882508104
2217183
11920
SH
SOLE
11919
0
0
3M CO
COM
88579Y101
1516586
14429
SH
SOLE
14428
0
0
TOTALENERGIES SE
SPONSORED ADS
89151E109
373550
6326
SH
SOLE
6326
0
0
TOYOTA MOTOR CORP
ADS
892331307
644860
4551
SH
SOLE
4551
0
0
TRAVELERS COMPANIES INC
COM
89417E109
688379
4016
SH
SOLE
4015
0
0
US BANCORP DEL
COM NEW
902973304
1195122
33152
SH
SOLE
33151
0
0
UNILEVER PLC
SPON ADR NEW
904767704
796748
15343
SH
SOLE
15342
0
0
UNION PAC CORP
COM
907818108
803027
3990
SH
SOLE
3990
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
2744635
14148
SH
SOLE
14148
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
3884181
8219
SH
SOLE
8218
0
0
V F CORP
COM
918204108
656399
28651
SH
SOLE
28651
0
0
VAIL RESORTS INC
COM
91879Q109
356596
1526
SH
SOLE
1526
0
0
VALERO ENERGY CORP
COM
91913Y100
1639335
11743
SH
SOLE
11743
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
343508
3256
SH
SOLE
3256
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1629837
41909
SH
SOLE
41908
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
716154
2273
SH
SOLE
2273
0
0
PARAMOUNT GLOBAL
CLASS B COM
92556H206
577651
25892
SH
SOLE
25892
0
0
VISA INC
COM CL A
92826C839
1037395
4601
SH
SOLE
4601
0
0
WEC ENERGY GROUP INC
COM
92939U106
2087648
22024
SH
SOLE
22023
0
0
WASTE MGMT INC DEL
COM
94106L109
2362666
14480
SH
SOLE
14479
0
0
WILLIAMS COS INC
COM
969457100
730794
24474
SH
SOLE
24474
0
0
WOLFSPEED INC
COM
977852102
268503
4134
SH
SOLE
4134
0
0
XCEL ENERGY INC
COM
98389B100
955128
14163
SH
SOLE
14162
0
0
ZOETIS INC
CL A
98978V103
781436
4695
SH
SOLE
4695
0
0
JOHNSON CTLS INTL PLC
SHS
G51502105
500209
8306
SH
SOLE
8306
0
0
LINDE PLC
SHS
G54950103
2762480
7772
SH
SOLE
7772
0
0
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
675813
10221
SH
SOLE
10221
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
453930
2467
SH
SOLE
2467
0
0
CHUBB LIMITED
COM
H1467J104
1177651
6065
SH
SOLE
6064
0
0
UBS GROUP AG
SHS
H42097107
1129197
52915
SH
SOLE
52914
0
0
TE CONNECTIVITY LTD
SHS
H84989104
709325
5409
SH
SOLE
5408
0
0