Mendel Money Management

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$239.0M
Q ending 2026-03-31
Prior quarter
$238.9M
Q ending 2025-12-31
Change
+0.0% QoQ · +13.2% YoY
Positions
137
reported holdings

Largest positions

Top 100 of 137 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Microsoft CorpMSFTShares$8.3M22K
Amazon Com IncAMZNShares$8.1M39K
Alphabet IncGOOGShares$6.9M24K
Thermo Fisher Scientific IncTMOShares$6.0M12K
Rtx CorporationRTXShares$5.8M30K
Linde PlcShares$5.7M12K
Ametek IncAMEShares$5.7M27K
Ge Vernova IncGEVShares$5.7M7K
Visa IncVShares$5.7M19K
Palo Alto Networks IncPANWShares$5.2M32K
Alphabet IncGOOGLShares$5.0M17K
International Business MachsIBMShares$4.8M20K
Marvell Technology IncMRVLShares$4.6M46K
Danaher Corp DelDHRShares$4.4M23K
Quanta Svcs IncPWRShares$4.3M8K
Apple IncAAPLShares$4.2M16K
Lowes Cos IncLOWShares$4.1M17K
Deere & CoDEShares$3.9M7K
Littelfuse IncLFUSShares$3.9M11K
Keysight Technologies IncKEYSShares$3.7M13K
Broadcom IncAVGOShares$3.6M12K
Etf Ser SolutionsDRSKShares$3.5M130K
Nxp Semiconductors N VShares$3.3M17K
Etf Ser SolutionsACIOShares$3.2M76K
Farmers & Merchants BancorpFMAOShares$3.2M123K
Accenture Plc IrelandShares$3.0M15K
Amphenol CorpAPHShares$3.0M24K
Angel Oak Funds TrustCARYShares$3.0M143K
Uber Technologies IncUBERShares$2.9M41K
Walmart IncWMTShares$2.7M21K
Doubleline Etf TrustDMBSShares$2.6M52K
Ul Solutions IncULSShares$2.6M30K
Jpmorgan Chase & CoJPMShares$2.5M8K
Servicenow IncNOWShares$2.5M24K
Abbvie IncABBVShares$2.4M11K
Janus Detroit Str TrJAAAShares$2.4M47K
Caterpillar IncCATShares$2.2M3K
Chevron CorporationCVXShares$2.2M11K
Cra Intl IncCRAIShares$2.1M13K
Bondbloxx Etf TrustXONEShares$2.0M40K
State Str Spdr S&P 500 Etf TSPYShares$1.8M3K
Etf Ser SolutionsOSCVShares$1.8M46K
Pepsico IncPEPShares$1.7M11K
Digital Rlty Tr IncDLRShares$1.7M9K
Parker-Hannifin CorpPHShares$1.6M2K
Ishares TrDGROShares$1.6M23K
Diamondback Energy IncFANGShares$1.5M8K
Synopsys IncSNPSShares$1.5M4K
Capital Group New GeographyCGNGShares$1.5M48K
American Tower CorpAMTShares$1.5M9K
Eli Lilly & CoLLYShares$1.5M2K
Chemed Corp NewCHEShares$1.5M4K
Mcdonalds CorpMCDShares$1.5M5K
United Parcel Svcs IncUPSShares$1.4M15K
Arista Networks IncANETShares$1.4M12K
Amgen IncAMGNShares$1.4M4K
Spdr Series TrustSPYMShares$1.4M18K
Nvidia CorporationNVDAShares$1.3M8K
J P Morgan Exchange Traded FJPINShares$1.3M18K
Carriage Svcs IncCSVShares$1.3M27K
Vaneck Etf TrustMOATShares$1.2M13K
Unitedhealth Group IncUNHShares$1.2M5K
Gilead Sciences IncGILDShares$1.2M9K
Wisdomtree TrIQDGShares$1.2M30K
Costco Wholesale CorporationCOSTShares$1.2M1K
L3Harris Technologies IncLHXShares$1.2M3K
Mastercard IncorporatedMAShares$1.1M2K
Entergy Corp NewETRShares$1.1M10K
J P Morgan Exchange Traded FJQUAShares$1.1M18K
Cisco Sys IncCSCOShares$1.1M14K
Intuitive Surgical IncISRGShares$1.1M2K
Merck & Co IncMRKShares$1.1M9K
Johnson & JohnsonJNJShares$1.0M4K
General Dynamics CorpGDShares$1.0M3K
Home Depot IncHDShares$991K3K
Rockwell Automation IncROKShares$945K3K
Southern CoSOShares$943K10K
Packaging Corp AmerPKGShares$939K4K
SempraSREShares$882K9K
Gxo Logistics IncorporatedGXOShares$830K16K
Janus Detroit Str TrJMBSShares$818K18K
Pnc Finl Svcs Group IncPNCShares$798K4K
Goldman Sachs Etf TrGSEWShares$792K9K
Honeywell Intl IncHONGBPShares$792K4K
American Elec Pwr Co IncAEPShares$787K6K
Lockheed Martin CorpLMTShares$772K1K
Teledyne Technologies IncTDYShares$746K1K
Cvs Health CorpCVSShares$746K10K
Northrop Grumman CorpNOCShares$735K1K
Illinois Tool Wks IncITWShares$733K3K
Travelers Companies IncTRVShares$720K2K
Prologis Inc.PLDShares$688K5K
Norfolk Southn CorpNSCShares$672K2K
Union Pac CorpUNPShares$638K3K
Waste Mgmt Inc DelWMShares$626K3K
Air Products And Chemicals IAPDShares$619K2K
Stryker CorporationSYKShares$594K2K
Workday IncWDAYShares$592K5K
Bristol-Myers Squibb CoBMYShares$525K9K
Ea Series TrustFRDMShares$515K9K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.