Mendel Capital Management LLC Portfolio Holdings
Mendel Capital Management LLC
- $163 Million
- Q4 2024
Mendel Capital Management LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $163 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $18.4M, Ishares Dj Us Tech ETF with a value of $15.2M, Schwab Strategic Tr Us Dividen with a value of $13.7M, Vanguard Dividend Appreciation with a value of $11.1M, and Vanguard Index Fds S&P 500 ETF with a value of $10.9M.
Examining the 13F form we can see an increase of $1.12M in the current position value, from $162M to 163M.
Below you can find more details about Mendel Capital Management LLC portfolio as well as his latest detailed transactions.