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CIK: 0001600585
Total reported value
$273.1M
$273.1M
147 檔
14.6%
During the Q4 2025 filing period, Mendel Money Management (CIK: 0001600585) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $273.1M across 147 reported positions.
In Q4 2025, Mendel Money Management adopted a defensive or profit-taking posture, trimming 84 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.22% | — | -1.73% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.63% | +0.04% | -3.18% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.41% | — | -9.45% | |
| 4 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.78% | +0.17% | +0.34% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 2.70% | +0.13% | -1.75% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 2.62% | -0.01% | -3.41% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 2.34% | -0.31% | -2.10% | |
| 8 | AME | Ametek Inc | Stock-Industrials | 2.34% | +0.05% | +0.26% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.34% | -0.25% | -4.10% | |
| 10 | DHR | Danaher CORP | Stock-Healthcare | 2.14% | +0.26% | -3.39% | |
| 11 | GEV | GE Vernova Inc | Stock-Industrials | 2.10% | +0.35% | -4.43% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.04% | +1.55% | +0.55% | |
| 13 | LIN | Linde plc | Stock-Materials | 2.04% | -0.07% | +5.79% | |
| 14 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.92% | -0.37% | -4.42% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.90% | -0.16% | -0.68% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.77% | +0.60% | -4.00% | |
| 17 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.69% | +0.12% | -6.33% | |
| 18 | MRVL | Marvell Technology Inc | Stock-Tech | 1.62% | +0.08% | -9.55% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.45% | -0.66% | -1.44% | |
| 20 | DE | Deere & Co | Stock-Industrials | 1.43% | -0.21% | -4.92% | |
| 21 | PWR | Quanta Services Inc | Stock-Industrials | 1.38% | +0.30% | +3.21% | |
| 22 | LFUS | Littelfuse Inc | Stock-Tech | 1.33% | +0.04% | -0.62% | |
| 23 | FMAO | Farmers & Merchants Banco/oh | Stock-Other | 1.32% | -0.02% | -6.66% | |
| 24 | KEYS | Keysight Technologies In | Stock-Tech | 1.26% | -0.04% | -7.34% | |
| 25 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 1.21% | -0.08% | -11.33% | |
| 26 | UBER | Uber Technologies Inc | Stock-Industrials | 1.18% | — | +5.76% | |
| 27 | ACIO | Aptus Collared Invest Opp | ETF-Other | 1.10% | +0.23% | +31.57% | |
| 28 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.09% | +0.14% | +53.69% | |
| 29 | CARY | Angel Oak Income ETF | ETF-Other | 1.08% | -0.04% | -1.38% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 1.07% | +0.17% | -1.93% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | -0.05% | +1.44% | |
| 32 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.98% | +0.47% | +2.02% | |
| 33 | NOW | Servicenow Inc | Stock-Tech | 0.97% | +0.33% | +611.48% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.87% | -0.39% | -11.53% | |
| 35 | DMBS | Doubleline Mortgage ETF | ETF-Other | 0.84% | +0.33% | +56.78% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | -0.15% | +138.73% | |
| 37 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.79% | -0.12% | -26.60% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.78% | -0.25% | -1.67% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.38% | -1.36% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.03% | -9.27% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.69% | +0.05% | -7.09% | |
| 42 | WDAY | Workday Inc-class A | Stock-Tech | 0.68% | -0.25% | EXIT | |
| 43 | PH | Parker Hannifin CORP | Stock-Industrials | 0.68% | -0.08% | — | |
| 44 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 0.68% | +0.36% | +91.08% | |
| 45 | SNPS | Synopsys Inc | Stock-Tech | 0.67% | -0.07% | -23.84% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | +0.22% | +41.13% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.03% | -7.68% | |
| 48 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.61% | +0.13% | -4.79% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.15% | — | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.57% | +0.04% | +20.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +138.73% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | -9.45% | Trim |
| 3 | TMO | Thermo Fisher Scientific Inc | +0.5% | +0.34% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -4.10% | Trim |
| 5 | DRSK | Aptus Defined Risk ETF | +0.4% | +53.69% | Add |
| 6 | CRAI | Cra International Inc | +0.3% | +364.65% | Add |
| 7 | XONE | Bondbloxx Bbg 1 Dur US Treas | +0.3% | +91.08% | Add |
| 8 | DMBS | Doubleline Mortgage ETF | +0.3% | +56.78% | Add |
| 9 | ACIO | Aptus Collared Invest Opp | +0.3% | +31.57% | Add |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +130.97% | Add |
| 11 | CHE | Chemed CORP | +0.2% | +85.61% | Add |
| 12 | WMT | Walmart Inc | +0.2% | +41.13% | Add |
| 13 | AMT | American Tower CORP | +0.2% | +105.64% | Add |
| 14 | DHR | Danaher CORP | +0.2% | -3.39% | Trim |
| 15 | AME | Ametek Inc | +0.2% | +0.26% | Add |
| 16 | NVDA | Nvidia CORP | +0.2% | +73.17% | Add |
| 17 | UPS | United Parcel Service-cl B | +0.2% | +20.61% | Add |
| 18 | LLY | Eli Lilly & Co | +0.2% | -9.27% | Trim |
| 19 | RTX | Rtx CORP | +0.2% | -2.10% | Trim |
| 20 | OSCV | Opus Small Cap Value ETF | +0.2% | +42.78% | Add |
| 21 | NOW | Servicenow Inc | +0.2% | +611.48% | Add |
| 22 | ISRG | Intuitive Surgical Inc | +0.1% | +6.67% | Add |
| 23 | JPIN | JPM Diversified Ret Intl Eq | +0.1% | +52.16% | Add |
| 24 | FANG | Diamondback Energy Inc | +0.1% | +37.32% | Add |
| 25 | CAT | Caterpillar Inc | +0.1% | -1.67% | Trim |
| 26 | AAPL | Apple Inc | +0.1% | -0.68% | Trim |
| 27 | ACN | Accenture plc | +0.1% | -1.44% | Trim |
| 28 | PH | Parker Hannifin CORP | +0.1% | — | Unchanged |
| 29 | MRK | Merck & Co. Inc. | +0.1% | +3.99% | Add |
| 30 | GSEW | Goldman Sachs Eql Wght Large | +0.1% | +69.92% | Add |
| 31 | KEYS | Keysight Technologies In | +0.1% | -7.34% | Trim |
| 32 | AMGN | Amgen Inc | +0.1% | -0.10% | Trim |
| 33 | IQDG | Wisdomtree Intl Qlty Dvd Grw | +0.1% | +16.34% | Add |
| 34 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.1% | +55.36% | Add |
| 35 | PWR | Quanta Services Inc | +0.1% | +3.21% | Add |
| 36 | SYK | Stryker CORP | +0.1% | +31.41% | Add |
| 37 | AMZN | Amazon.com Inc | +0.1% | -3.18% | Trim |
| 38 | GH | Guardant Health Inc | +0.1% | -12.23% | Trim |
| 39 | NEE | Nextera Energy Inc | +0.1% | +44.25% | Add |
| 40 | CSCO | Cisco Systems Inc | 0% | -2.63% | Trim |
| 41 | JNJ | Johnson & Johnson | 0% | -0.89% | Trim |
| 42 | JPM | Jpmorgan Chase & Co | 0% | +1.44% | Add |
| 43 | IBM | Intl Business Machines CORP | 0% | -3.41% | Trim |
| 44 | ROK | Rockwell Automation Inc | 0% | -3.67% | Trim |
| 45 | GEV | GE Vernova Inc | 0% | -4.43% | Trim |
| 46 | PLD | Prologis Inc | 0% | — | Unchanged |
| 47 | V | Visa Inc-class A Shares | 0% | -1.75% | Trim |
| 48 | NUE | Nucor CORP | 0% | — | Unchanged |
| 49 | MBBB | Vaneck Moody's Analytics Bbb | 0% | +13.10% | Add |
| 50 | JQUA | Jpmorgan US Quality Factor | 0% | +2.56% | Add |
According to official SEC Form 13F filings, Mendel Money Management reported a total U.S. public equity portfolio value of $273.1M across 147 disclosed positions in Q4 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, GOOG) accounted for 14.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
APH
市值: $601.1K
Top Position Liquidated / Trimmed
OBIL
前期市值: $800.2K
During Q4 2025, Mendel Money Management's top holdings by market value included MSFT (4.2%)、AMZN (3.6%)、GOOG (3.4%). The largest single position, MSFT, represented 4.2% of total portfolio value.
In Q4 2025, Mendel Money Management made 134 total portfolio adjustments, initiating 4 new buys, adding to 39 positions, trimming 84 holdings, and fully liquidating 7 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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