Mendel Capital Management LLC Purchases and Sells in Q2 2025

Mendel Capital Management LLC

$173 Million
Q2 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	118 + 0.56%	$456.74 - $568.03 $53.9K - $67K	21.3K $12.1M
TDV	409 + 0.93%	$62.35 - $83.2 $25.5K - $34K	44.5K $3.7M
FNDF	4.14K + 6.65%	$32.25 - $40.02 $133K - $166K	66.4K $2.66M
EFG	1.63K + 10.96%	$89.8 - $112.0 $146K - $182K	16.5K $1.85M
VEA	166 + 0.44%	$45.65 - $57.01 $7.58K - $9.46K	38.2K $2.18M
LHX	64 + 1.36%	$200.21 - $256.99 $12.8K - $16.4K	4.78K $1.2M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COST	806 New	$908.13 - $1056.85 $732K - $852K	806 $797K
KKR	5.5K New	$92.79 - $134.29 $510K - $739K	5.5K $731K
PGR	2.41K New	$255.27 - $288.74 $615K - $696K	2.41K $643K
FIRST TR EXCHNG TRADED FD VI	19.9K New	N/A	19.9K $0

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-13.2K - 2.62%	$24.32 - $27.87 $322K - $369K	491K $13M
AAPL	-486 - 1.84%	$172.42 - $223.89 $83.8K - $109K	25.9K $5.31M
VIG	-2.01K - 3.21%	N/A	60.5K $11M
DVY	-1.46K - 3.79%	$118.37 - $134.86 $173K - $197K	37.1K $4.93M
ABBV	-34 - 0.44%	$170.16 - $206.27 $5.79K - $7.01K	7.63K $1.42M
TSN	-816 - 5.23%	$54.33 - $63.56 $44.3K - $51.9K	14.8K $826K

Activity Summary All Purchases 35 New Holdings 4 Increased Positions 31 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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