StockDriftsStockDriftsTop 50 Mendel Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 9.9% | 148.2K | $19.7M | new | $81.33(+117.45%) | 2026-03-31 | |
| IYW | ISHARES TR | 7.86% | 86.1K | $15.6M | new | $108.05(+122.72%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 7.49% | 485.8K | $14.9M | new | $25.82(+22.98%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.68% | 22.2K | $13.3M | new | $446.01(+53.00%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.56% | 60.7K | $13.1M | new | $162.19(+41.00%) | 2026-03-31 | |
| AKRE | PROFESIONALLY MANAGED PORTFO | 3.64% | 136.8K | $7.2M | new | $59.18(-11.61%) | 2026-03-31 | |
| WMT | WALMART INC | 3.34% | 53.4K | $6.6M | new | $48.51(+171.02%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.31% | 25.9K | $6.6M | new | $160.33(+86.41%) | 2026-03-31 | |
| DVY | ISHARES TR | 2.77% | 36.4K | $5.5M | new | $119.12(+27.64%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 2.03% | 82.6K | $4.0M | new | $34.76(+54.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.11% | +69.00% |
| Top 20 Holdings Unweighted | +16.62% | +58.62% |
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