MM
Mendel Money Management
分散投資型モメンタム追随型ハイクオリティ型
申告総資産額
$2.4億
報告対象四半期: 2026-03-31 · 銘柄数: 137
Mendel Money Managementは最新の13F報告書で137件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$2.4億、四半期回転率は17.4%です。
機関パーソナリティ・スノーフレーク
- 集中度
- 5.83
- 回転率
- 17.38
- モメンタム／逆張り
- 100
- セクター集中度
- 53.19
- 多様性
- 100
- ポジション規律
- 89.98
直近の動向
増加 APH
+428.6% $237.0万
減少 MSFT
+7.1% -$181.7万
減少 IBM
-5.8% -$143.2万
減少 GOOG
-6.8% -$120.7万
増加 CRAI
+162.7% $112.2万
増加 WMT
+50.1% $106.8万
保有マップ
新規購入増加変化なし減少
上位10銘柄の比率
今四半期の全保有銘柄
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 株式-IT | 3.46% | -0.76% | +7.08% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.38% | -0.25% | +3.38% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.90% | -0.51% | -6.82% | |
| 4 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.50% | -0.28% | +6.08% | |
| 5 | RTX | Rtx CORP | 株式-資本財 | 2.45% | — | -0.72% | |
| 6 | LIN | Linde plc | 株式-素材 | 2.40% | +0.36% | +1.45% | |
| 7 | AME | Ametek INC | 株式-資本財 | 2.40% | — | -1.88% | |
| 8 | GEV | GE Vernova INC | 株式-資本財 | 2.40% | +0.30% | -14.59% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 2.39% | -0.31% | +2.80% | |
| 10 | PANW | Palo Alto Networks INC | 株式-IT | 2.16% | +0.12% | +21.49% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.10% | -0.24% | -2.41% | |
| 12 | IBM | Intl Business Machines CORP | 株式-IT | 2.02% | -0.60% | -5.78% | |
| 13 | MRVL | Marvell Technology INC | 株式-IT | 1.92% | +0.30% | +1.34% | |
| 14 | DHR | Danaher CORP | 株式-ヘルスケア | 1.82% | -0.32% | +2.88% | |
| 15 | PWR | Quanta Services INC | 株式-資本財 | 1.81% | +0.43% | +0.98% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.74% | -0.16% | -1.59% | |
| 17 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.72% | -0.20% | -8.67% | |
| 18 | DE | Deere & Co | 株式-資本財 | 1.64% | +0.21% | -5.30% | |
| 19 | LFUS | Littelfuse INC | 株式-IT | 1.61% | +0.28% | -9.24% | |
| 20 | KEYS | Keysight Technologies In | 株式-IT | 1.53% | +0.27% | -12.83% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 1.51% | -0.26% | -4.97% | |
| 22 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 1.49% | +0.40% | +42.18% | |
| 23 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.39% | -0.30% | -9.05% | |
| 24 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 1.34% | +0.24% | +27.05% | |
| 25 | FMAO | Farmers & Merchants Banco/oh | 株式-その他 | 1.32% | — | -3.51% | |
| 26 | ACN | Accenture plc | 株式-IT | 1.28% | -0.17% | +19.37% | |
| 27 | APH | Amphenol Corp-cl A | 株式-IT | 1.24% | +0.99% | +428.57% | |
| 28 | CARY | Angel Oak Income ETF | ETF-その他 | 1.24% | +0.16% | +15.31% | |
| 29 | UBER | Uber Technologies INC | 株式-資本財 | 1.22% | — | +17.14% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 1.11% | +0.45% | +50.08% | |
| 31 | DMBS | Doubleline Mortgage ETF | ETF-その他 | 1.08% | +0.24% | +28.47% | |
| 32 | ULS | Ul Solutions INC - Class A | 株式-資本財 | 1.08% | -0.13% | -18.14% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | — | +7.78% | |
| 34 | NOW | Servicenow INC | 株式-IT | 1.03% | — | +56.41% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.00% | — | -1.94% | |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.99% | — | +1.75% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.94% | +0.16% | -2.22% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.92% | +0.18% | -8.25% | |
| 39 | CRAI | Cra International INC | 株式-その他 | 0.89% | +0.47% | +162.72% | |
| 40 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-その他 | 0.83% | +0.15% | +21.98% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | — | -2.67% | |
| 42 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 0.75% | +0.20% | +29.16% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.70% | -0.17% | -25.48% | |
| 44 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.69% | — | -24.10% | |
| 45 | PH | Parker Hannifin CORP | 株式-資本財 | 0.67% | — | -3.45% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.67% | — | -4.69% | |
| 47 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.65% | +0.25% | +23.47% | |
| 48 | SNPS | Synopsys INC | 株式-IT | 0.65% | — | +13.61% | |
| 49 | CGNG | Cap Group New Geography Eq | ETF-その他 | 0.64% | — | +6.45% | |
| 50 | AMT | American Tower CORP | 株式-不動産 | 0.62% | +0.16% | +39.24% |
1–50 of 137
申告時価額推移
セクター配分
過去のセクター分布推移
四半期履歴概要
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 137 | $2.4億 | 17 | |
| 2025-12-31 | 147 | $2.4億 | 16 | |
| 2025-09-30 | 150 | $2.4億 | 33 | |
| 2025-06-30 | 142 | $2.3億 | 0 | |
| 2025-03-31 | 136 | $2.1億 | 100 | |
| 2024-12-31 | 137 | $2.2億 | 0 | |
| 2024-09-30 | 134 | $2.3億 | 0 | |
| 2024-06-30 | 131 | $2.1億 | 0 | |
| 2024-03-31 | 129 | $2.2億 | 0 | |
| 2023-12-31 | 128 | $2.1億 | 0 | |
| 2023-09-30 | 123 | $1.9億 | 0 | |
| 2023-06-30 | 126 | $1.9億 | 0 | |
| 2023-03-31 | 125 | $1.9億 | 0 | |
| 2022-12-31 | 120 | $1.8億 | 0 | |
| 2022-09-30 | 115 | $1.6億 | 0 | |
| 2022-06-30 | 114 | $1.7億 | 0 | |
| 2022-03-31 | 126 | $2.0億 | 0 | |
| 2021-12-31 | 68 | $1.7億 | 0 | |
| 2021-09-30 | 69 | $1.6億 | 0 | |
| 2021-06-30 | 70 | $1.6億 | 100 | |
| 2021-03-31 | 67 | $1.5億 | 15 | |
| 2020-12-31 | 64 | $1.4億 | 14 | |
| 2020-09-30 | 60 | $1.3億 | 16 | |
| 2020-06-30 | 56 | $1.1億 | 32 | |
| 2019-12-31 | 53 | $1.2億 | 11 | |
| 2019-09-30 | 51 | $1.1億 | 14 | |
| 2019-06-30 | 50 | $1.0億 | 31 | |
| 2018-09-30 | 46 | $1.0億 | 26 | |
| 2017-12-31 | 50 | $1.0億 | 100 | |
| 2015-06-30 | 72 | $1.1億 | 14 | |
| 2015-03-31 | 70 | $1.1億 | 10 | |
| 2014-12-31 | 72 | $1.1億 | 21 | |
| 2014-09-30 | 71 | $1.0億 | — |
今四半期の持株変動
Mendel Money Managementの2026-03-31時点における主要なポジション変更： 全売却: Fortinet INC (FTNT); 全売却: Jpmorgan Ultra-short Income (JPST); 全売却: Kontoor Brands INC (KTB); 全売却: Salesforce INC (CRM); 増加: Amphenol Corp-cl A (APH) — 保有株数 +428.57%.
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | +1% | +428.57% | 増加 |
| 2 | CRAI | Cra International INC | +0.5% | +162.72% | 増加 |
| 3 | WMT | Walmart INC | +0.5% | +50.08% | 増加 |
| 4 | PWR | Quanta Services INC | +0.4% | +0.98% | 増加 |
| 5 | DRSK | Aptus Defined Risk ETF | +0.4% | +42.18% | 増加 |
| 6 | LIN | Linde plc | +0.4% | +1.45% | 増加 |
| 7 | GEV | GE Vernova INC | +0.3% | -14.59% | 減少 |
| 8 | MRVL | Marvell Technology INC | +0.3% | +1.34% | 増加 |
| 9 | LFUS | Littelfuse INC | +0.3% | -9.24% | 減少 |
| 10 | KEYS | Keysight Technologies In | +0.3% | -12.83% | 減少 |
| 11 | FANG | Diamondback Energy INC | +0.3% | +23.47% | 増加 |
| 12 | ACIO | Aptus Collared Invest Opp | +0.2% | +27.05% | 増加 |
| 13 | DMBS | Doubleline Mortgage ETF | +0.2% | +28.47% | 増加 |
| 14 | DE | Deere & Co | +0.2% | -5.30% | 減少 |
| 15 | OSCV | Opus Small Cap Value ETF | +0.2% | +29.16% | 増加 |
| 16 | CVX | Chevron CORP | +0.2% | -8.25% | 減少 |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +49.72% | 増加 |
| 18 | JPIN | JPM Diversified Ret Intl Eq | +0.2% | +41.47% | 増加 |
| 19 | AMT | American Tower CORP | +0.2% | +39.24% | 増加 |
| 20 | CAT | Caterpillar INC | +0.2% | -2.22% | 減少 |
| 21 | CARY | Angel Oak Income ETF | +0.2% | +15.31% | 増加 |
| 22 | XONE | Bondbloxx Bbg 1 Dur US Treas | +0.2% | +21.98% | 増加 |
| 23 | NVDA | Nvidia CORP | +0.1% | +43.24% | 増加 |
| 24 | PANW | Palo Alto Networks INC | +0.1% | +21.49% | 増加 |
| 25 | GSEW | Goldman Sachs Eql Wght Large | +0.1% | +54.41% | 増加 |
| 26 | LLY | Eli Lilly & Co | -0.1% | -1.35% | 減少 |
| 27 | ULS | Ul Solutions INC - Class A | -0.1% | -18.14% | 減少 |
| 28 | DIS | Walt Disney Co/the | -0.1% | -36.32% | 減少 |
| 29 | UNH | Unitedhealth Group INC | -0.2% | -5.13% | 減少 |
| 30 | AAPL | Apple INC | -0.2% | -1.59% | 減少 |
| 31 | ACN | Accenture plc | -0.2% | +19.37% | 増加 |
| 32 | CERT | Certara INC | -0.2% | -34.22% | 減少 |
| 33 | PEP | Pepsico INC | -0.2% | -25.48% | 減少 |
| 34 | LOW | Lowe's Cos INC | -0.2% | -8.67% | 減少 |
| 35 | GOOGL | Alphabet Inc-cl A | -0.2% | -2.41% | 減少 |
| 36 | AMZN | Amazon.com INC | -0.3% | +3.38% | 増加 |
| 37 | AVGO | Broadcom INC | -0.3% | -4.97% | 減少 |
| 38 | TMO | Thermo Fisher Scientific INC | -0.3% | +6.08% | 増加 |
| 39 | BAC | Bank Of America CORP | -0.3% | -63.86% | 減少 |
| 40 | NXPI | NXP Semiconductors N.V. | -0.3% | -9.05% | 減少 |
| 41 | V | Visa Inc-class A Shares | -0.3% | +2.80% | 増加 |
| 42 | DHR | Danaher CORP | -0.3% | +2.88% | 増加 |
| 43 | WDAY | Workday Inc-class A | -0.4% | -40.08% | 減少 |
| 44 | GOOG | Alphabet Inc-cl C | -0.5% | -6.82% | 減少 |
| 45 | IBM | Intl Business Machines CORP | -0.6% | -5.78% | 減少 |
| 46 | MSFT | Microsoft CORP | -0.8% | +7.08% | 増加 |
| 47 | FTNT | Fortinet INC | — | EXIT | 全売却 |
| 48 | JPST | Jpmorgan Ultra-short Income | — | EXIT | 全売却 |
| 49 | KTB | Kontoor Brands INC | — | EXIT | 全売却 |
| 50 | CRM | Salesforce INC | — | EXIT | 全売却 |
FAQ
Mendel Money Managementとはどのような機関投資家ですか？
Mendel Money Managementはの投資運用会社で、SEC フォーム 13F を四半期ごとに提出し、米国上場株式の保有状況を開示しています。直近の報告期間（2026-03-31）時点で、同社が追跡する株式ポートフォリオの評価額は約 $2.4億、137 件のポジションが開示されています。
Mendel Money Managementの主要ポジションは何ですか？
最新の13Fファイリングによると、Mendel Money Managementの時価総額上位の保有銘柄は以下の通りです：
1. Microsoft CORP (MSFT) — $825.9万 (3.5%)
2. Amazon.com INC (AMZN) — $809.0万 (3.4%)
3. Alphabet Inc-cl C (GOOG) — $693.7万 (2.9%)
4. Thermo Fisher Scientific INC (TMO) — $597.1万 (2.5%)
5. Rtx CORP (RTX) — $584.8万 (2.5%)
Mendel Money Managementは直近のファイリングでどのような変更を行いましたか？
直近の報告四半期において、Mendel Money Managementは50件の主要なポジション調整を実施しました：0件の新規ポジション開設、25件の保有増加、21件の一部売却、および4件の完全売却です。 その中でも特に大きな変動：全売却: Fortinet INC (FTNT); 全売却: Jpmorgan Ultra-short Income (JPST); 全売却: Kontoor Brands INC (KTB); 全売却: Salesforce INC (CRM); 増加: Amphenol Corp-cl A (APH) — 保有株数 +428.57%
Mendel Money Managementはどのセクターに重点を置いていますか？
現在開示されている株式ポートフォリオに基づくMendel Money Managementの主要セクター配分は以下の通りです：
• Information Technology: 29.4%
• Industrials: 23.5%
• Health Care: 13.0%
• Consumer Discretionary: 8.4%
• Communication Services: 6.4%
• Financials: 6.3%