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CIK: 0001600585
Total reported value
$273.1M
$273.1M
136 檔
12.5%
As reported in its official Q1 2025 Form 13F filing, Mendel Money Management's tracked investment portfolio stood at $273.1M with 136 total positions.
In Q1 2025, Mendel Money Management displayed an active expansion posture, initiating 136 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.96% | — | +0.35% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.61% | +0.04% | -1.13% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 3.28% | +0.13% | -1.83% | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 2.83% | -0.01% | -11.33% | |
| 5 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.55% | +0.17% | +0.44% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.46% | — | -4.42% | |
| 7 | LIN | Linde plc | Stock-Materials | 2.28% | -0.07% | +17.61% | |
| 8 | AME | Ametek Inc | Stock-Industrials | 2.26% | +0.05% | -2.12% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.25% | +1.55% | -2.72% | |
| 10 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.24% | -0.37% | -1.29% | |
| 11 | DHR | Danaher CORP | Stock-Healthcare | 2.21% | +0.26% | +1.47% | |
| 12 | DE | Deere & Co | Stock-Industrials | 2.19% | -0.21% | -3.90% | |
| 13 | AKX | Ansys Inc | Stock-Other | 2.13% | — | -1.24% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.99% | -0.39% | +0.01% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.87% | -0.16% | +1.01% | |
| 16 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.84% | +0.12% | -0.27% | |
| 17 | ACN | Accenture plc | Stock-Tech | 1.83% | -0.66% | -1.41% | |
| 18 | FMAO | Farmers & Merchants Banco/oh | Stock-Other | 1.58% | -0.02% | -1.20% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.57% | -0.19% | -5.87% | |
| 20 | WDAY | Workday Inc-class A | Stock-Tech | 1.50% | -0.25% | EXIT | |
| 21 | MRVL | Marvell Technology Inc | Stock-Tech | 1.47% | +0.08% | +5.15% | |
| 22 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.37% | -0.16% | -1.51% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | -0.25% | +1.51% | |
| 24 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.30% | -0.17% | -43.50% | |
| 25 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 1.24% | -0.08% | -3.58% | |
| 26 | LFUS | Littelfuse Inc | Stock-Tech | 1.21% | +0.04% | +0.27% | |
| 27 | GEV | GE Vernova Inc | Stock-Industrials | 1.20% | +0.35% | — | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 1.17% | +0.17% | -4.30% | |
| 29 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.15% | -0.12% | +0.16% | |
| 30 | KEYS | Keysight Technologies In | Stock-Tech | 1.15% | -0.04% | +1.88% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.60% | +2.80% | |
| 32 | CARY | Angel Oak Income ETF | ETF-Other | 1.13% | -0.04% | +0.21% | |
| 33 | GXO | Gxo Logistics Inc | Stock-Industrials | 1.10% | -0.19% | -8.27% | |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.06% | +0.47% | +6.99% | |
| 35 | CSV | Carriage Services Inc | Stock-Other | 1.04% | -0.14% | -6.15% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 1.01% | — | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.96% | -0.38% | -0.54% | |
| 38 | CCI | Crown Castle Inc | Stock-Real Estate | 0.95% | — | -34.87% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | -0.05% | +2.64% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.85% | -0.03% | -3.03% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.80% | +0.03% | +0.40% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.79% | +0.05% | +0.26% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.03% | -0.05% | |
| 44 | OBIL | F/m US Treasury 12 Month Bil | ETF-Gov Bonds | 0.69% | — | -0.28% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | -0.15% | -2.26% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.65% | -0.04% | -0.38% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.65% | -0.15% | -2.30% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.61% | -0.31% | -0.01% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.04% | — | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.13% | +3.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 4 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 5 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 7 | LIN | Linde plc | — | NEW | New buy |
| 8 | AME | Ametek Inc | — | NEW | New buy |
| 9 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 10 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 11 | DHR | Danaher CORP | — | NEW | New buy |
| 12 | DE | Deere & Co | — | NEW | New buy |
| 13 | AKX | Ansys Inc | — | NEW | New buy |
| 14 | PEP | Pepsico Inc | — | NEW | New buy |
| 15 | AAPL | Apple Inc | — | NEW | New buy |
| 16 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 17 | ACN | Accenture plc | — | NEW | New buy |
| 18 | FMAO | Farmers & Merchants Banco/oh | — | NEW | New buy |
| 19 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 20 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 21 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 22 | JMBS | Janus Henderson Mortg Backed | — | NEW | New buy |
| 23 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 24 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 25 | ULS | Ul Solutions Inc - Class A | — | NEW | New buy |
| 26 | LFUS | Littelfuse Inc | — | NEW | New buy |
| 27 | GEV | GE Vernova Inc | — | NEW | New buy |
| 28 | ABBV | Abbvie Inc | — | NEW | New buy |
| 29 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 30 | KEYS | Keysight Technologies In | — | NEW | New buy |
| 31 | AVGO | Broadcom Inc | — | NEW | New buy |
| 32 | CARY | Angel Oak Income ETF | — | NEW | New buy |
| 33 | GXO | Gxo Logistics Inc | — | NEW | New buy |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 35 | CSV | Carriage Services Inc | — | NEW | New buy |
| 36 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 37 | CVX | Chevron CORP | — | NEW | New buy |
| 38 | CCI | Crown Castle Inc | — | NEW | New buy |
| 39 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 40 | BAC | Bank Of America CORP | — | NEW | New buy |
| 41 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 42 | DGRO | Ishares Core Dividend Growth | — | NEW | New buy |
| 43 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 44 | OBIL | F/m US Treasury 12 Month Bil | — | NEW | New buy |
| 45 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 46 | UNP | Union Pacific CORP | — | NEW | New buy |
| 47 | AMGN | Amgen Inc | — | NEW | New buy |
| 48 | RTX | Rtx CORP | — | NEW | New buy |
| 49 | MA | Mastercard Inc - A | — | NEW | New buy |
| 50 | COST | Costco Wholesale CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Mendel Money Management reported a total U.S. public equity portfolio value of $273.1M across 136 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, V) accounted for 12.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $8.4M
During Q1 2025, Mendel Money Management's top holdings by market value included MSFT (4.0%)、AMZN (3.6%)、V (3.3%). The largest single position, MSFT, represented 4.0% of total portfolio value.
In Q1 2025, Mendel Money Management made 136 total portfolio adjustments, initiating 136 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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