Mendel Capital Management LLC Portfolio Holdings
Mendel Capital Management LLC
- $151 Million
- Q1 2024
Mendel Capital Management LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $151 Million distributed in 99 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $17.7M, Ishares Dj Us Tech ETF with a value of $14.5M, Schwab Strategic Tr Us Dividen with a value of $14M, Vanguard Dividend Appreciation with a value of $11.3M, and Vanguard Index Fds S&P 500 ETF with a value of $6.48M.
Examining the 13F form we can see an increase of $11.9M in the current position value, from $139M to 151M.
Below you can find more details about Mendel Capital Management LLC portfolio as well as his latest detailed transactions.