Brendel Financial Advisors LLC 13F Holdings
CIK 0001768065 · HANOVER, NH
As of Sep 30, 2025, Brendel Financial Advisors LLC reported 102 positions worth
CIK 0001768065 · HANOVER, NH
As of Sep 30, 2025, Brendel Financial Advisors LLC reported 102 positions worth
94.8M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 33,469 | 1.6M | 5.95% |
| GRANITESHARES GOLD TRUST | BAR | — | 149,063 | $5.7M | 2.91% |
| ABBVIE INC | ABBV | Equity | 22,908 | $5.3M | 2.72% |
| CINTAS CORP | CTAS | Industrials | 24,645 | $5.1M | 2.60% |
| WALMART INC | WMT | Consumer Defensive | 48,680 | $5.0M | 2.58% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 26,396 | $4.9M | 2.51% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 13,960 | $4.6M | 2.38% |
| MICROSOFT CORP | MSFT | Technology | 8,815 | $4.6M | 2.34% |
| CATERPILLAR INC | CAT | Industrials | 9,314 | $4.4M | 2.28% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 15,692 | $4.4M | 2.27% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 23,685 | $4.3M | 2.22% |
| NEXTERA ENERGY INC | NEE | Utilities | 57,127 | $4.3M | 2.21% |
| NVIDIA CORP | NVDA | Technology | 22,238 | $4.1M | 2.13% |
| GENERAL DYNAMICS CORP | GD | Industrials | 12,055 | $4.1M | 2.11% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 12,815 | $4.0M | 2.08% |
| CINCINNATI FINANCIAL CORP | CINF | Financial Services | 25,512 | $4.0M | 2.07% |
| FASTENAL CO | FAST | Industrials | 79,564 | $3.9M | 2.00% |
| TESLA INC | TSLA | Consumer Cyclical | 8,741 | $3.9M | 2.00% |
| ATMOS ENERGY CORP | ATO | Utilities | 22,339 | $3.8M | 1.96% |
| S&P GLOBAL INC | SPGI | Financial Services | 7,790 | $3.8M | 1.95% |
| AFLAC INC | AFL | Financial Services | 33,410 | $3.7M | 1.92% |
| ILLINOIS TOOL WORKS INC | ITW | Industrials | 13,929 | $3.6M | 1.86% |
| APPLE INC | AAPL | Technology | 14,174 | $3.6M | 1.85% |
| STANLEY BLACK & DECKER INC | SWK | Industrials | 46,449 | $3.5M | 1.77% |
| ALPHABET INC | GOOG | Equity | 13,880 | $3.4M | 1.74% |