Mendel Money Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MM Mendel Money Management | Institutional Filer | ▲ 0.03% | $239.0M | 137 |
Current Portfolio Holdings
Showing all 137 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 22K | $8.3M | 3.46% |
| 2 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 39K | $8.1M | 3.38% |
| 3 | GOOG | Alphabet Inc. | Technology | 24K | $6.9M | 2.90% |
| 4 | TMO | Thermo Fisher Scientific Inc. | Healthcare | 12K | $6.0M | 2.50% |
| 5 | RTX | RTX Corporation | Industrials | 30K | $5.8M | 2.45% |
| 6 | LIN | Linde plc | Basic Materials | 12K | $5.7M | 2.40% |
| 7 | AME | AMETEK, Inc. | Industrials | 27K | $5.7M | 2.40% |
| 8 | GEV | GE Vernova Inc. | Utilities | 7K | $5.7M | 2.40% |
| 9 | V | Visa Inc. | Financial Services | 19K | $5.7M | 2.39% |
| 10 | PANW | Palo Alto Networks, Inc. | Technology | 32K | $5.2M | 2.16% |
| 11 | GOOGL | Alphabet Inc. | Technology | 17K | $5.0M | 2.10% |
| 12 | IBM | International Business Machines Corporation | Technology | 20K | $4.8M | 2.02% |
| 13 | MRVL | Marvell Technology, Inc. | Technology | 46K | $4.6M | 1.92% |
| 14 | DHR | Danaher Corporation | Healthcare | 23K | $4.4M | 1.82% |
| 15 | PWR | Quanta Services, Inc. | Industrials | 8K | $4.3M | 1.81% |
Showing 1 to 15 of 137 holdings