MITCHELL MCLEOD PUGH & WILLIAMS INC

Est. AUM

$677.6M

13F long equity, this entity only

Positions

360

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$45.1M	103293	6.66%	SOLE
2	APPLE INC	COM	$22.9M	90379	3.39%	SOLE
3	MICROSOFT CORP	COM	$15.6M	42184	2.30%	SOLE
4	NVIDIA CORPORATION	COM	$15.3M	87957	2.26%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$15.2M	25407	2.24%	OTR
6	VANGUARD INDEX FDS	SMALL CP ETF	$13.5M	51535	1.99%	SOLE
7	VANGUARD BD INDEX FDS	INTERMED TERM	$12.6M	163398	1.86%	SOLE
8	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.2M	23285	1.65%	SOLE
9	PACER FDS TR	US CASH COWS 100	$9.5M	151159	1.40%	SOLE
10	JPMORGAN CHASE & CO	COM	$9.0M	30725	1.33%	SOLE
11	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$8.7M	174305	1.29%	SOLE
12	SOUTHERN CO	COM	$6.5M	67187	0.96%	SOLE
13	WALMART INC	COM	$6.3M	50964	0.93%	SOLE
14	VANGUARD STAR FDS	VG TL INTL STK F	$5.8M	75169	0.86%	SOLE
15	ELI LILLY & CO	COM	$5.7M	6224	0.84%	SOLE
16	SERVISFIRST BANCSHARES INC	COM	$5.7M	78063	0.84%	SOLE
17	VANGUARD INDEX FDS	TOTAL STK MKT	$5.6M	17526	0.83%	SOLE
18	HOME DEPOT INC	COM	$4.9M	14821	0.72%	SOLE
19	CHEVRON CORPORATION	COM	$4.8M	23377	0.71%	SOLE
20	TESLA INC	COM	$4.6M	12451	0.68%	SOLE
21	APPLIED MATLS INC	COM	$4.4M	12877	0.65%	SOLE
22	META PLATFORMS INC	CL A	$3.7M	6506	0.55%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL A	$3.6M	5	0.53%	SOLE
24	PROCTER & GAMBLE CO	COM	$3.5M	23889	0.51%	SOLE
25	COSTCO WHOLESALE CORPORATION	COM	$3.4M	3372	0.50%	SOLE
26	ENTERPRISE PRODS PARTNERS L	COM	$3.2M	85538	0.48%	SOLE
27	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.2M	64823	0.48%	SOLE
28	INTERNATIONAL BUSINESS MACHS	COM	$3.2M	13131	0.47%	SOLE
29	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.2M	58293	0.47%	SOLE
30	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$3.1M	74293	0.46%	SOLE
31	RTX CORPORATION	COM	$3.0M	15382	0.44%	SOLE
32	MERCK & CO INC	COM	$2.8M	23390	0.42%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.7M	4225	0.41%	SOLE
34	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.7M	36340	0.39%	SOLE
35	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.7M	32272	0.39%	SOLE
36	BANK AMERICA CORP	COM	$2.7M	54470	0.39%	SOLE
37	ISHARES TR	CORE DIV GRWTH	$2.6M	37294	0.39%	SOLE
38	WELLS FARGO & CO	COM	$2.3M	29454	0.35%	SOLE
39	HONEYWELL INTL INC	COM	$2.3M	10348	0.35%	SOLE
40	KLA CORP	COM NEW	$2.3M	1574	0.34%	SOLE
41	YUM BRANDS INC	COM	$2.3M	14894	0.34%	SOLE
42	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.2M	31026	0.33%	SOLE
43	TRAVELERS COMPANIES INC	COM	$2.2M	7558	0.33%	SOLE
44	CISCO SYS INC	COM	$2.2M	28322	0.32%	SOLE
45	PALANTIR TECHNOLOGIES INC	CL A	$2.2M	14850	0.32%	SOLE
46	GE AEROSPACE	COM NEW	$2.2M	7606	0.32%	SOLE
47	DUKE ENERGY CORP NEW	COM NEW	$2.1M	16189	0.31%	SOLE
48	VISA INC	COM CL A	$2.1M	6893	0.31%	SOLE
49	COCA COLA CO	COM	$2.0M	26631	0.30%	SOLE
50	LINDE PLC	SHS	$2.0M	3964	0.29%	SOLE

1–50 of 283

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.