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Mendel Money Management

Portfolio Manager
Mendel Money Management
Performance
-5.99% (2026 Q1)
AUM (13F)
$239.00M
# of Holdings
137
Performance Rank
Allocation (Top 20)
44.35%

Mendel Money Management Holdings Map

Top 50 Mendel Money Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
3.46%22.3K$8.3M
+7.08%(+1.48K)
2025-Q1: 22.2K shares2025-Q2: 21.5K shares2025-Q3: 21.2K shares2025-Q4: 20.8K shares2026-Q1: 22.3K shares
$126.69(+219.84%)
2026-03-31
AMZN
AMAZON COM INC
3.38%38.8K$8.1M
+3.38%(+1.27K)
2025-Q1: 40.1K shares2025-Q2: 39.4K shares2025-Q3: 38.8K shares2025-Q4: 37.6K shares2026-Q1: 38.8K shares
$113.23(+138.57%)
2026-03-31
GOOG
ALPHABET INC
2.9%24.2K$6.9M
-6.82%(-1.77K)
2025-Q1: 33.3K shares2025-Q2: 32.1K shares2025-Q3: 28.7K shares2025-Q4: 25.9K shares2026-Q1: 24.2K shares
$52.31(+662.83%)
2026-03-31
TMO
THERMO FISHER SCIENTIFIC INC
2.5%12.1K$6.0M
+6.08%(+696)
2025-Q1: 10.8K shares2025-Q2: 11.3K shares2025-Q3: 11.4K shares2025-Q4: 11.5K shares2026-Q1: 12.1K shares
$189.79(+135.01%)
2026-03-31
RTX
RTX CORPORATION
2.45%30.3K$5.8M
-0.72%(-220)
2025-Q1: 9.8K shares2025-Q2: 30.2K shares2025-Q3: 31.2K shares2025-Q4: 30.5K shares2026-Q1: 30.3K shares
$122.78(+45.06%)
2026-03-31
LIN
LINDE PLC
2.4%11.6K$5.7M
+1.45%(+166)
2025-Q1: 10.3K shares2025-Q2: 10.4K shares2025-Q3: 10.8K shares2025-Q4: 11.4K shares2026-Q1: 11.6K shares
$273.18(+87.88%)
2026-03-31
AME
AMETEK INC
2.4%26.8K$5.7M
-1.88%(-512)
2025-Q1: 27.7K shares2025-Q2: 27.1K shares2025-Q3: 27.2K shares2025-Q4: 27.3K shares2026-Q1: 26.8K shares
$83.76(+176.30%)
2026-03-31
GEV
GE VERNOVA INC
2.4%6.6K$5.7M
-14.59%(-1.12K)
2025-Q1: 8.3K shares2025-Q2: 8.2K shares2025-Q3: 8.0K shares2025-Q4: 7.7K shares2026-Q1: 6.6K shares
$317.10(+235.08%)
2026-03-31
V
VISA INC
2.39%18.9K$5.7M
+2.80%(+515)
2025-Q1: 19.7K shares2025-Q2: 18.8K shares2025-Q3: 18.7K shares2025-Q4: 18.4K shares2026-Q1: 18.9K shares
$95.53(+235.31%)
2026-03-31
PANW
PALO ALTO NETWORKS INC
2.16%32.2K$5.2M
+21.49%(+5.69K)
2025-Q1: 27.9K shares2025-Q2: 25.8K shares2025-Q3: 26.4K shares2025-Q4: 26.5K shares2026-Q1: 32.2K shares
$83.85(+171.67%)
2026-03-31

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