Mendel Capital Management LLC Reduced Holdings in Q2 2025

Mendel Capital Management LLC

  • $173 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-13.2K
- 2.62%
$24.32 - $27.87 $322K - $369K
491K $13M
AAPL
Apple Inc.

Technology
-486
- 1.84%
$172.42 - $223.89 $83.8K - $109K
25.9K $5.31M
VIG
Vanguard Dividend Appreciation

ETFs
-2.01K
- 3.21%
N/A
60.5K $11M
DVY
Ishares Tr

ETFs
-1.46K
- 3.79%
$118.37 - $134.86 $173K - $197K
37.1K $4.93M
ABBV
Abb Vie Inc.

Healthcare
-34
- 0.44%
$170.16 - $206.27 $5.79K - $7.01K
7.63K $1.42M
TSN
Tyson Foods, Inc.

Consumer Defensive
-816
- 5.23%
$54.33 - $63.56 $44.3K - $51.9K
14.8K $826K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-128
- 9.17%
$483.48 - $539.8 $61.9K - $69.1K
1.27K $615K
FDX
Fedex Corp

Industrials
-149
- 2.7%
$198.07 - $245.17 $29.5K - $36.5K
5.37K $1.22M
LOW
Lowes Companies Inc

Consumer Cyclical
-460
- 31.53%
$210.83 - $235.28 $97K - $108K
999 $221K
AFL
Aflac Inc

Financial Services
-237
- 1.62%
$99.77 - $112.45 $23.6K - $26.7K
14.4K $1.51M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-5.91K
- 17.82%
$9.25 - $10.26 $54.6K - $60.6K
27.2K $279K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-166
- 1.3%
$97.29 - $105.63 $16.2K - $17.5K
12.6K $1.28M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-6.8K
- 20.3%
$7.19 - $8.75 $48.9K - $59.5K
26.7K $233K
SWK
Stanley Black & Decker, Inc.

Industrials
-114
- 3.61%
$55.86 - $76.98 $6.37K - $8.78K
3.04K $206K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-3.96K
- 16.41%
$12.25 - $15.47 $48.5K - $61.3K
20.2K $312K
CNS
Cohen & Steers, Inc.

Financial Services
-66
- 1.38%
$70.24 - $83.51 $4.64K - $5.51K
4.71K $354K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-153
- 5.02%
$83.97 - $92.85 $12.8K - $14.2K
2.89K $255K
HD
Home Depot, Inc.

Consumer Cyclical
-54
- 1.37%
$335.24 - $380.78 $18.1K - $20.6K
3.9K $1.43M
AMT
American Tower Corp

Real Estate
-124
- 3.84%
$203.96 - $228.19 $25.3K - $28.3K
3.11K $686K
VO
Vanguard Mid Cap ETF

ETFs
-100
- 10.73%
$228.54 - $279.83 $22.9K - $28K
832 $232K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-440
- 2.8%
$40.82 - $43.14 $18K - $19K
15.3K $659K
LUV
Southwest Airlines CO

Industrials
-1
- 0.01%
$24.04 - $34.36 $24 - $34.4
6.81K $220K
TGRW
T Rowe Price Exchange Traded F

Technology
-1.3K
- 16.16%
$31.94 - $42.04 $41.5K - $54.7K
6.75K $283K
ADP
Automatic Data Processing Inc

Industrials
-67
- 0.99%
$276.76 - $326.81 $18.5K - $21.9K
6.72K $2.07M
IVV
Ishares Core S&P 500 ETF

ETFs
-221
- 9.5%
$498.8 - $620.9 $110K - $137K
2.11K $1.31M
Blackrock Inc
-20
- 1.99%
N/A
985 $0
XLY
Select Sector Spdr Consumer Di

ETFs
-432
- 8.86%
$176.34 - $218.59 $76.2K - $94.4K
4.44K $965K
QCOM
Qualcomm Inc

Technology
-175
- 2.39%
$124.66 - $159.48 $21.8K - $27.9K
7.14K $1.14M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-575
- 3.17%
$22.92 - $28.05 $13.2K - $16.1K
17.6K $492K
SPGI
S&P Global Inc.

Financial Services
-21
- 1.2%
$438.31 - $527.29 $9.2K - $11.1K
1.74K $914K
CSCO
Cisco Systems, Inc.

Technology
-20
- 0.56%
$53.19 - $69.38 $1.06K - $1.39K
3.54K $245K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.08K
- 5.4%
$20.42 - $25.3 $62.8K - $77.8K
53.9K $1.36M
GWW
W.W. Grainger, Inc.

Industrials
-22
- 1.44%
$919.93 - $1101.66 $20.2K - $24.2K
1.5K $1.56M
SYK
Stryker Corp

Healthcare
-60
- 1.22%
$337.37 - $395.63 $20.2K - $23.7K
4.87K $1.93M
KR
Kroger CO

Consumer Defensive
-461
- 1.42%
$64.62 - $74.0 $29.8K - $34.1K
31.9K $2.29M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-785
- 3.76%
$91.51 - $113.03 $71.8K - $88.7K
20.1K $2.27M
AMZN
Amazon Com Inc

Consumer Cyclical
-50
- 0.84%
$167.32 - $223.3 $8.37K - $11.2K
5.88K $1.29M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-40
- 0.29%
$108.06 - $135.3 $4.32K - $5.41K
14K $1.89M
PH
Parker Hannifin Corp

Industrials
-55
- 2.13%
$517.23 - $700.54 $28.4K - $38.5K
2.53K $1.76M
GS
Goldman Sachs Group Inc

Financial Services
-19
- 1.08%
$462.22 - $707.75 $8.78K - $13.4K
1.75K $1.24M
JPM
Jpmorgan Chase & CO

Financial Services
-140
- 1.52%
$210.28 - $289.91 $29.4K - $40.6K
9.06K $2.63M
IBM
International Business Machines Corp

Technology
-142
- 1.46%
$221.03 - $294.78 $31.4K - $41.9K
9.55K $2.82M
WMT
Walmart Inc.

Consumer Defensive
-268
- 0.5%
$81.79 - $99.98 $21.9K - $26.8K
53K $5.18M
NVDA
Nvidia Corp

Technology
-296
- 2.49%
$94.31 - $157.99 $27.9K - $46.8K
11.6K $1.83M
MSFT
Microsoft Corp

Technology
-75
- 0.7%
$354.56 - $497.45 $26.6K - $37.3K
10.7K $5.33M
IYW
Ishares Dj Us Tech ETF

ETFs
-3.32K
- 3.53%
$122.57 - $173.27 $407K - $575K
90.6K $15.7M
XLK
Technology Sector Spdr

ETFs
-3.4K
- 4.26%
$179.73 - $253.23 $610K - $860K
76.3K $19.3M
Activity Summary
Buys All Purchases 35 New Holdings 4 Increased Positions 31 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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