Top 50 Mendel Money Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 3.46% | 22.3K | $8.3M | +7.08%(+1.48K) | $126.69(+219.84%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.38% | 38.8K | $8.1M | +3.38%(+1.27K) | $113.23(+138.57%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.9% | 24.2K | $6.9M | -6.82%(-1.77K) | $52.31(+662.83%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.5% | 12.1K | $6.0M | +6.08%(+696) | $189.79(+135.01%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 2.45% | 30.3K | $5.8M | -0.72%(-220) | $122.78(+45.06%) | 2026-03-31 | |
| LIN | LINDE PLC | 2.4% | 11.6K | $5.7M | +1.45%(+166) | $273.18(+87.88%) | 2026-03-31 | |
| AME | AMETEK INC | 2.4% | 26.8K | $5.7M | -1.88%(-512) | $83.76(+176.30%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 2.4% | 6.6K | $5.7M | -14.59%(-1.12K) | $317.10(+235.08%) | 2026-03-31 | |
| V | VISA INC | 2.39% | 18.9K | $5.7M | +2.80%(+515) | $95.53(+235.31%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 2.16% | 32.2K | $5.2M | +21.49%(+5.69K) | $83.85(+171.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.28% | +26.95% |
| Top 20 Holdings Unweighted | +8.62% | +28.15% |
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