StockDriftsStockDriftsTop 50 Mendel Money Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | 3.71% | 29.7K | $10.1M | -7.71%(-2.48K) | $83.85(+351.06%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.46% | 25.4K | $9.5M | +13.65%(+3.05K) | $155.44(+212.71%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.42% | 39.2K | $9.4M | +0.99%(+386) | $114.28(+129.74%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.9% | 22.4K | $7.9M | -7.22%(-1.75K) | $52.31(+555.03%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 2.75% | 6.4K | $7.5M | -2.62%(-172) | $317.10(+240.87%) | 2026-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.67% | 14.6K | $7.3M | +19.95%(+2.42K) | $239.83(+146.09%) | 2026-06-30 | |
| V | VISA INC | 2.52% | 20.1K | $6.9M | +6.36%(+1.20K) | $109.04(+231.95%) | 2026-06-30 | |
| AME | AMETEK INC | 2.45% | 27.6K | $6.7M | +3.28%(+877) | $88.25(+188.73%) | 2026-06-30 | |
| LIN | LINDE PLC | 2.33% | 12.2K | $6.4M | +5.70%(+660) | $285.89(+67.50%) | 2026-06-30 | |
| RTX | RTX CORPORATION | 2.14% | 30.8K | $5.8M | +1.71%(+517) | $123.88(+80.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.47% | +53.94% | +7.50% | +43.55% |
| Top 20 Holdings Unweighted | +16.50% | +58.12% | +7.86% | +45.96% |
Mendel Money Management reports $273.12M in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are PANW (3.7%), MSFT (3.5%) and AMZN (3.4%). The top 20 holdings account for 47.42% of reported assets. Its disclosed equity book has returned +53.94% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Mendel Money Management, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Mendel Money Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1600585). View Mendel Money Management’s 13F filings on SEC