Mendel Money Management Portfolio Holdings

Mendel Money Management

  • $215 Million
  • Q3 2025

Mendel Money Management has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $215 Million distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11M, Amazon Com Inc with a value of $8.52M, Alphabet Inc. with a value of $6.98M, Visa Inc. with a value of $6.38M, and International Business Machines Corp with a value of $6.17M.

Examining the 13F form we can see an increase of $9.84M in the current position value, from $205M to 215M.

Mendel Money Management is based out at Northbrook, IL

Below you can find more details about Mendel Money Management portfolio as well as his latest detailed transactions.

Portfolio value $215 Million
Technology: $66.8 Million
Industrials: $33.2 Million
Healthcare: $26.6 Million
Consumer Cyclical: $20.9 Million
Financial Services: $18.3 Million
ETFs: $17.3 Million
Communication Services: $12.5 Million
Consumer Defensive: $6.28 Million
Other: $13.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$11 Million 5.1% of portfolio
21,201
Q3 2025 Reduced 1.21%
$2.39T
$8.52 Million 3.96% of portfolio
38,808
Q3 2025 Reduced 1.43%
$1.74T
$6.98 Million 3.24% of portfolio
28,657
Q3 2025 Reduced 10.59%
$533B
$6.38 Million 2.97% of portfolio
18,698
Q3 2025 Reduced 0.75%
$266B
$6.17 Million 2.87% of portfolio
21,863
Q3 2025 Reduced 0.64%
$222B
$5.54 Million 2.57% of portfolio
11,413
Q3 2025 Added 0.96%
$61.4B
$5.37 Million 2.49% of portfolio
26,351
Q3 2025 Added 2.26%
$258B
$5.22 Million 2.43% of portfolio
31,191
Q3 2025 Added 3.31%
$44.4B
$5.11 Million 2.38% of portfolio
27,197
Q3 2025 Added 0.51%
$140B
$5 Million 2.32% of portfolio
19,890
Q3 2025 Reduced 0.2%
$160B
$4.59 Million 2.13% of portfolio
23,128
Q3 2025 Reduced 0.12%
$1.65T
$4.53 Million 2.11% of portfolio
18,642
Q3 2025 Reduced 0.75%
$51.8B
$4.51 Million 2.1% of portfolio
19,817
Q3 2025 Reduced 1.58%
$4.3T
$4.28 Million 1.99% of portfolio
16,792
Q3 2025 Reduced 4.13%
$73.7B
$4.24 Million 1.97% of portfolio
50,423
Q3 2025 Reduced 1.54%
$139B
$4.21 Million 1.95% of portfolio
12,753
Q3 2025 Reduced 5.76%
$46.4B
$3.45 Million 1.6% of portfolio
14,331
Q3 2025 Reduced 1.02%
$336M
$3.42 Million 1.59% of portfolio
136,653
Q3 2025 Reduced 1.16%
$5.96B
$3.26 Million 1.52% of portfolio
12,604
Q3 2025 Reduced 0.78%
$152B
$3.22 Million 1.5% of portfolio
13,072
Q3 2025 Added 6.3%
$181B
$3.21 Million 1.49% of portfolio
32,747
Q3 2025 Added 1.73%
$61.4B
$3.14 Million 1.46% of portfolio
7,578
Q3 2025 New
$45.5B
$2.86 Million 1.33% of portfolio
16,527
Q3 2025 Reduced 2.28%
$32B
$2.8 Million 1.3% of portfolio
16,009
Q3 2025 Reduced 2.53%
$414B
$2.63 Million 1.22% of portfolio
11,379
Q3 2025 Reduced 4.44%
$881B
$2.45 Million 1.14% of portfolio
7,757
Q3 2025 Reduced 0.65%
$204B
$2.3 Million 1.07% of portfolio
16,366
Q3 2025 Reduced 40.93%
$0
$2.31 Million 1.07% of portfolio
45,437
Q3 2025 Added 1.68%
$59.7B
$2.22 Million 1.03% of portfolio
4,505
Q3 2025 New
$0
$1.98 Million 0.92% of portfolio
45,550
Q3 2025 New
$169B
$1.96 Million 0.91% of portfolio
2,126
Q3 2025 New
$303B
$1.83 Million 0.85% of portfolio
11,769
Q3 2025 Reduced 2.72%
$300B
$1.78 Million 0.83% of portfolio
5,169
Q3 2025 Added 1.25%
$607M
$1.78 Million 0.83% of portfolio
39,929
Q3 2025 Reduced 23.74%
$0
$1.75 Million 0.81% of portfolio
25,707
Q3 2025 Reduced 3.23%
$0
$1.71 Million 0.8% of portfolio
59,434
Q3 2025 New
$79.5B
$1.7 Million 0.79% of portfolio
13,552
Q3 2025 Added 65.83%
$1.33B
$1.67 Million 0.78% of portfolio
136,675
Q3 2025 Added 1.76%
$291B
$1.57 Million 0.73% of portfolio
3,299
Q3 2025 Reduced 0.6%
$0
$1.53 Million 0.71% of portfolio
33,484
Q3 2025 Reduced 46.0%
$5.88B
$1.46 Million 0.68% of portfolio
27,540
Q3 2025 Reduced 48.59%
$107B
$1.41 Million 0.65% of portfolio
1,854
Q3 2025 Reduced 2.11%
$224B
$1.38 Million 0.64% of portfolio
4,529
Q3 2025 Reduced 1.14%
$971B
$1.37 Million 0.64% of portfolio
1,801
Q3 2025 Added 2.86%
$512B
$1.29 Million 0.6% of portfolio
2,269
Q2 2025 Reduced 1.73%
$57.5B
$1.28 Million 0.59% of portfolio
4,692
Q3 2025 Reduced 13.78%
$0
$1.22 Million 0.57% of portfolio
19,409
Q3 2025 Added 0.22%
$367B
$1.22 Million 0.57% of portfolio
3,003
Q3 2025 Reduced 0.17%
$183B
$1.17 Million 0.54% of portfolio
4,134
Q3 2025 Reduced 1.2%

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $215 Million
  • Prior Value $205 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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