Mitchell McLeod Pugh & Williams Inc. has filed its latest 13F-HR report, which details the firm's investment holdings as of September 30, 2026. The filing indicates that the company has a total value of $855 million in securities, showcasing its investment strategies and portfolio management.

This filing is significant as it reflects the company's commitment to transparency and regulatory compliance in the asset management industry. With the evolving investment landscape, such disclosures are essential for stakeholders, including investors and regulators, to understand the firm's positions and strategies.

Background

Mitchell McLeod Pugh & Williams Inc. is an asset management firm based in Mobile, Alabama. The company is incorporated in Alabama and is categorized under the SEC's other entity type. The firm has been active in filing various reports, including its most recent 13F-HR on November 13, 2026.

What the Filing Says

The 13F-HR filing reveals that Mitchell McLeod Pugh & Williams Inc. holds a total of 394 securities, with a combined value of $855,349,435. This filing is not an amendment, and it is the latest in a series of reports that the company has submitted to the SEC.

Impact

This filing may affect various stakeholders, including investors who rely on the transparency of the firm's holdings to make informed decisions. The data provided in the filing can also influence market perceptions of the firm and its investment strategies.

What's Next

The filing does not say what happens next.