MITCHELL MCLEOD PUGH & WILLIAMS INC

All 13F Filings

Location
Mobile, AL
Most recent 13F
Q4 2025
Holdings value ($000)
700,385
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/11/2026 287 700,385 13F-HR MITCHELL MCLEOD PUGH & WILLIAMS INC
Q3 2025 10/30/2025 281 621,773 13F-HR MITCHELL MCLEOD PUGH & WILLIAMS INC
Q2 2025 7/28/2025 272 536,758 13F-HR MITCHELL MCLEOD PUGH & WILLIAMS INC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 495.6 K 70.8% 59.45 K 0 59.45 K
ETFs 203 K 29.0% 19.19 K 0 19.19 K
Debt 1.747 K 0.2% 177 0 177
Other 0 0.0% 0 214 -214
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
2/11/2026
Total value ($000)
700,385
Holdings
287
QoQ value change ($000)
78,612 (12.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.