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CIK: 0001600585
Total reported value
$273.1M
$273.1M
142 檔
14.0%
In Q2 2025, Mendel Money Management's U.S. equity holdings reached a combined market value of $273.1M, distributed across 142 disclosed stock positions.
During Q2 2025, Mendel Money Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.73% | — | -3.52% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.82% | +0.04% | -1.82% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 2.96% | +0.13% | -4.53% | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 2.87% | -0.01% | -8.47% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.52% | — | -3.66% | |
| 6 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.34% | +1.55% | -7.48% | |
| 7 | AME | Ametek Inc | Stock-Industrials | 2.17% | +0.05% | -2.30% | |
| 8 | LIN | Linde plc | Stock-Materials | 2.17% | -0.07% | +0.89% | |
| 9 | AKX | Ansys Inc | Stock-Other | 2.16% | — | -2.15% | |
| 10 | DE | Deere & Co | Stock-Industrials | 2.13% | -0.21% | -3.76% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.03% | +0.17% | +4.39% | |
| 12 | DHR | Danaher CORP | Stock-Healthcare | 2.03% | +0.26% | +1.66% | |
| 13 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.96% | -0.37% | -1.75% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.95% | -0.31% | +209.08% | |
| 15 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.95% | +0.12% | -1.33% | |
| 16 | GEV | GE Vernova Inc | Stock-Industrials | 1.92% | +0.35% | -1.45% | |
| 17 | MRVL | Marvell Technology Inc | Stock-Tech | 1.76% | +0.08% | +1.57% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.65% | +0.60% | -5.33% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.63% | -0.66% | -0.79% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.62% | -0.39% | -1.07% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.59% | -0.16% | -1.35% | |
| 22 | FMAO | Farmers & Merchants Banco/oh | Stock-Other | 1.55% | -0.02% | -1.03% | |
| 23 | WDAY | Workday Inc-class A | Stock-Tech | 1.54% | -0.25% | EXIT | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.47% | -0.25% | +1.37% | |
| 25 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 1.36% | -0.08% | -9.45% | |
| 26 | UBER | Uber Technologies Inc | Stock-Industrials | 1.33% | — | +9.51% | |
| 27 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.31% | -0.12% | -0.54% | |
| 28 | LFUS | Littelfuse Inc | Stock-Tech | 1.28% | +0.04% | -2.35% | |
| 29 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.24% | -0.16% | -2.79% | |
| 30 | KEYS | Keysight Technologies In | Stock-Tech | 1.19% | -0.04% | +1.17% | |
| 31 | GXO | Gxo Logistics Inc | Stock-Industrials | 1.16% | -0.19% | -9.62% | |
| 32 | CARY | Angel Oak Income ETF | ETF-Other | 1.15% | -0.04% | +8.39% | |
| 33 | CSV | Carriage Services Inc | Stock-Other | 1.06% | -0.14% | -7.57% | |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.00% | +0.47% | +1.54% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.05% | -3.45% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.98% | +0.17% | +1.37% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.80% | -0.03% | -10.99% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.38% | -0.44% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.75% | +0.05% | -1.92% | |
| 40 | CCI | Crown Castle Inc | Stock-Real Estate | 0.75% | — | -14.88% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.71% | +0.03% | +58.34% | |
| 42 | CERT | Certara Inc | Stock-Other | 0.70% | -0.10% | +24.86% | |
| 43 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.68% | -0.17% | -41.55% | |
| 44 | OBIL | F/m US Treasury 12 Month Bil | ETF-Gov Bonds | 0.63% | — | -2.46% | |
| 45 | ANET | Arista Networks Inc | Stock-Tech | 0.63% | +0.23% | -2.23% | |
| 46 | FISV | Fiserv Inc | Stock-Other | 0.62% | -0.16% | EXIT | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.03% | -5.50% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.15% | +0.04% | |
| 49 | PH | Parker Hannifin CORP | Stock-Industrials | 0.59% | -0.08% | -1.66% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | -0.25% | -0.75% |
According to official SEC Form 13F filings, Mendel Money Management reported a total U.S. public equity portfolio value of $273.1M across 142 disclosed positions in Q2 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 14.0% of total reported equity market value during Q2 2025.
During Q2 2025, Mendel Money Management's top holdings by market value included MSFT (4.7%)、AMZN (3.8%)、V (3.0%). The largest single position, MSFT, represented 4.7% of total portfolio value.
In Q2 2025, Mendel Money Management made 0 total portfolio adjustments, initiating 0 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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