Mendel Capital Management LLC Purchases in Q3 2025

Mendel Capital Management LLC

  • $187 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
320
+ 0.42%
$250.97 - $282.66 $80.3K - $90.5K
76.6K $21.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
794
+ 3.73%
$567.77 - $614.76 $451K - $488K
22.1K $13.5M
AAPL
Apple Inc.

Technology
97
+ 0.37%
$202.38 - $256.87 $19.6K - $24.9K
26K $6.61M
FNDF
Schwab Fundamental Intl Large

ETFs
8.02K
+ 12.08%
$39.84 - $43.15 $320K - $346K
74.4K $3.2M
VEA
Vanguard Ftse Developed Market

ETFs
4.82K
+ 12.62%
$56.02 - $60.3 $270K - $291K
43K $2.58M
ABBV
Abb Vie Inc.

Healthcare
115
+ 1.51%
$184.85 - $231.54 $21.3K - $26.6K
7.75K $1.79M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
2.26K
+ 5.09%
$81.75 - $88.12 $185K - $199K
46.7K $4.04M
EFG
Msci Eafe Growth ETF

ETFs
2.61K
+ 15.84%
$106.99 - $114.46 $279K - $299K
19.1K $2.18M
GOOGL
Alphabet Inc.

Communication Services
166
+ 3.93%
$174.36 - $254.72 $28.9K - $42.3K
4.39K $1.07M
WMT
Walmart Inc.

Consumer Defensive
227
+ 0.43%
$94.4 - $104.27 $21.4K - $23.7K
53.2K $5.49M
LHX
L3 Harris Technologies, Inc.

Industrials
117
+ 2.45%
$252.18 - $305.41 $29.5K - $35.7K
4.9K $1.5M
MSFT
Microsoft Corp

Technology
114
+ 1.06%
$491.09 - $535.64 $56K - $61.1K
10.8K $5.61M
JPM
Jpmorgan Chase & CO

Financial Services
89
+ 0.98%
$282.78 - $316.06 $25.2K - $28.1K
9.15K $2.88M
GS
Goldman Sachs Group Inc

Financial Services
104
+ 5.96%
$696.56 - $806.32 $72.4K - $83.9K
1.85K $1.47M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
875
+ 4.35%
$113.73 - $121.28 $99.5K - $106K
21K $2.51M
JPIE
J P Morgan Exchange Traded Fd
4.99K
New
$46.01 - $46.55 $229K - $232K
4.99K $231K
XLC
Select Sector Spdr Tr Communic

ETFs
453
+ 2.71%
$105.99 - $119.41 $48K - $54.1K
17.2K $2.03M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.74K
+ 3.22%
$25.29 - $28.33 $43.9K - $49.2K
55.6K $1.55M
HD
Home Depot, Inc.

Consumer Cyclical
54
+ 1.39%
$357.4 - $423.42 $19.3K - $22.9K
3.95K $1.6M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.47K
+ 11.61%
$98.52 - $103.93 $144K - $152K
14.1K $1.45M
PH
Parker Hannifin Corp

Industrials
10
+ 0.4%
$697.13 - $769.67 $6.97K - $7.7K
2.54K $1.92M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4
+ 0.03%
$134.94 - $145.86 $540 - $583
14K $2.03M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.19K
+ 7.99%
$22.9 - $23.58 $119K - $122K
70.2K $1.65M
LMT
Lockheed Martin Corp

Industrials
86
+ 3.35%
$410.74 - $499.21 $35.3K - $42.9K
2.65K $1.32M
SCHR
Schwab Intermediate Term Us Tr

ETFs
5.04K
+ 7.74%
$24.69 - $25.26 $124K - $127K
70.2K $1.76M
CVX
Chevron Corp

Energy
317
+ 4.96%
$145.57 - $161.83 $46.1K - $51.3K
6.71K $1.04M
XLY
Select Sector Spdr Consumer Di

ETFs
118
+ 2.66%
$216.09 - $242.18 $25.5K - $28.6K
4.56K $1.09M
AFL
Aflac Inc

Financial Services
27
+ 0.19%
$98.09 - $111.7 $2.65K - $3.02K
14.4K $1.61M
QCOM
Qualcomm Inc

Technology
207
+ 2.9%
$145.84 - $173.55 $30.2K - $35.9K
7.35K $1.22M
FDX
Fedex Corp

Industrials
143
+ 2.66%
$217.1 - $243.2 $31K - $34.8K
5.51K $1.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
771
+ 9.6%
$53.81 - $57.52 $41.5K - $44.3K
8.8K $506K
VZ
Verizon Communications Inc

Communication Services
886
+ 3.45%
$40.84 - $45.06 $36.2K - $39.9K
26.6K $1.17M
CLX
Clorox CO

Consumer Defensive
346
+ 8.87%
$117.67 - $131.43 $40.7K - $45.5K
4.25K $523K
SWK
Stanley Black & Decker, Inc.

Industrials
465
+ 15.29%
$66.98 - $79.52 $31.1K - $37K
3.51K $260K
AMGN
Amgen Inc

Healthcare
130
+ 2.62%
$271.18 - $309.22 $35.3K - $40.2K
5.09K $1.44M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.14K
+ 7.45%
$42.75 - $43.37 $48.7K - $49.4K
16.4K $711K
XOM
Exxon Mobil Corp

Energy
314
+ 10.12%
$105.83 - $117.22 $33.2K - $36.8K
3.42K $385K
LOW
Lowes Companies Inc

Consumer Cyclical
73
+ 7.31%
$215.01 - $273.02 $15.7K - $19.9K
1.07K $269K
AXP
American Express CO

Financial Services
94
+ 7.14%
$294.27 - $342.31 $27.7K - $32.2K
1.41K $468K
BNDX
Vanguard Total International B

ETFs
670
+ 7.0%
$49.0 - $49.51 $32.8K - $33.2K
10.2K $506K
JEPI
J P Morgan Exchange Traded Fd

ETFs
475
+ 2.37%
$55.61 - $57.37 $26.4K - $27.3K
20.5K $1.17M
MRK
Merck & Co., Inc.

Healthcare
74
+ 1.46%
$77.6 - $87.37 $5.74K - $6.47K
5.13K $430K
KKR
Kkr & Co. Inc.

Financial Services
362
+ 6.58%
$129.95 - $152.16 $47K - $55.1K
5.86K $761K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6
+ 0.03%
$28.15 - $30.13 $169 - $181
17.6K $520K
DGRO
Ishares Core Dividend Growth E

ETFs
8
+ 0.13%
$64.12 - $68.08 $513 - $545
6.26K $425K
COST
Costco Wholesale Corp

Consumer Defensive
80
+ 9.93%
$915.95 - $994.57 $73.3K - $79.6K
886 $820K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11
+ 0.31%
$72.65 - $78.68 $799 - $865
3.61K $282K
UNP
Union Pacific Corp

Industrials
12
+ 0.5%
$214.91 - $237.16 $2.58K - $2.85K
2.43K $573K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.5%
$291.67 - $316.99 $1.17K - $1.27K
811 $246K
Activity Summary
Buys All Purchases 68 New Holdings 2 Increased Positions 66 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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