Mendel Money Management 13F Holdings

CIK 0001600585 · NORTHBROOK, IL

As of Sep 30, 2025, Mendel Money Management reported 150 positions worth $237.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology21,201 1.0M4.62%
AMAZON.COM INCAMZNEquity38,808$8.5M3.58%
ALPHABET INCGOOGEquity28,657$7.0M2.93%
VISA INC-CLASS A SHARESVFinancial Services18,698$6.4M2.68%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology21,863$6.2M2.59%
THERMO FISHER SCIENTIFIC INCTMOHealthcare11,413$5.5M2.33%
PALO ALTO NETWORKS INCPANWTechnology26,351$5.4M2.26%
RTX CORPRTXEquity31,191$5.2M2.19%
LINDE PLCLINBasic Materials10,794$5.1M2.16%
AMETEK INCAMEIndustrials27,197$5.1M2.15%
LOWES COMPANIES INCLOWConsumer Cyclical19,890$5.0M2.10%
GE VERNOVA INCGEVUtilities8,041$4.9M2.08%
DANAHER CORPDHRHealthcare23,128$4.6M1.93%
ALPHABET INCGOOGLEquity18,642$4.5M1.91%
NXP SEMICONDUCTORS NVNXPITechnology19,817$4.5M1.90%
APPLE INCAAPLTechnology16,792$4.3M1.80%
MARVELL TECHNOLOGY INCMRVLTechnology50,423$4.2M1.78%
BROADCOM INCAVGOTechnology12,753$4.2M1.77%
DEERE & CODEIndustrials7,740$3.5M1.49%
WORKDAY INCWDAYTechnology14,331$3.4M1.45%
FARMERS & MERCHANTS BANCORP INCFMAOFinancial Services136,653$3.4M1.44%
LITTELFUSE INCLFUSTechnology12,604$3.3M1.37%
ACCENTURE PLCACNTechnology13,072$3.2M1.36%
UBER TECHNOLOGIES INCUBERTechnology32,747$3.2M1.35%
QUANTA SERVICES INCPWRIndustrials7,578$3.1M1.32%