Mendel Money Management Purchases in Q3 2024

Mendel Money Management

  • $220 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WDAY
Workday, Inc.

Technology
11.7K
New
$207.75 - $264.68 $2.43M - $3.1M
11.7K $2.86M
KEYS
Keysight Technologies, Inc.

Technology
11.5K
New
$119.86 - $158.87 $1.38M - $1.83M
11.5K $1.83M
MRVL
Marvell Technology, Inc.

Technology
12.3K
+ 31.11%
$56.15 - $76.24 $691K - $939K
51.9K $3.74M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
11.1K
+ 366.01%
$85.84 - $85.84 $950K - $950K
14.1K $1.21M
CCI
Crown Castle International Corp

Real Estate
269
+ 0.78%
$95.29 - $120.24 $25.6K - $32.3K
34.6K $4.11M
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
1.09K
+ 0.73%
$21.25 - $28.21 $23.1K - $30.6K
149K $4.13M
APD
Air Products & Chemicals, Inc.

Basic Materials
56
+ 0.33%
$247.34 - $300.11 $13.9K - $16.8K
16.9K $5.02M
DHR
Danaher Corp

Healthcare
125
+ 0.56%
$239.25 - $280.76 $29.9K - $35.1K
22.3K $6.19M
JMBS
Janus Detroit Str Tr Henderson

ETFs
10.8K
+ 18.19%
$44.13 - $47.01 $479K - $510K
70.5K $3.29M
CSV
Carriage Services Inc

Consumer Cyclical
1.66K
+ 2.64%
$26.02 - $33.38 $43.2K - $55.4K
64.4K $2.12M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.23K
+ 14.33%
$50.52 - $50.95 $264K - $267K
41.8K $2.12M
LFUS
Littelfuse Inc

Technology
486
+ 3.67%
$233.9 - $274.34 $114K - $133K
13.7K $3.64M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.43K
+ 25.86%
$51.29 - $56.57 $176K - $194K
16.7K $944K
CLX
Clorox CO

Consumer Defensive
1.44K
New
$131.73 - $166.97 $189K - $240K
1.44K $233K
AME
Ametek Inc

Industrials
325
+ 1.1%
$152.74 - $176.01 $49.6K - $57.2K
29.8K $5.12M
GXO
Gxo Logistics, Inc.

Industrials
1.78K
+ 2.52%
$46.45 - $55.98 $82.7K - $99.6K
72.4K $3.77M
VNQ
Vanguard Specialized Funds Van

ETFs
1.3K
+ 34.52%
$82.97 - $98.97 $108K - $129K
5.08K $495K
PEP
Pepsico Inc

Consumer Defensive
162
+ 0.55%
$161.9 - $179.3 $26.2K - $29K
29.6K $5.04M
DGRO
Ishares Core Dividend Growth E

ETFs
590
+ 2.23%
$57.47 - $62.76 $33.9K - $37K
27K $1.69M
UNP
Union Pacific Corp

Industrials
98
+ 1.44%
$221.78 - $256.09 $21.7K - $25.1K
6.88K $1.69M
GILD
Gilead Sciences, Inc.

Healthcare
50
+ 0.49%
$66.59 - $83.99 $3.33K - $4.2K
10.2K $858K
PNC
Pnc Financial Services Group, Inc.

Financial Services
5
+ 0.1%
$156.14 - $187.2 $781 - $936
5.06K $935K
BMY
Bristol Myers Squibb CO

Healthcare
577
+ 5.28%
$39.66 - $51.75 $22.9K - $29.9K
11.5K $594K
COST
Costco Wholesale Corp

Consumer Defensive
112
+ 10.15%
$801.83 - $917.05 $89.8K - $103K
1.22K $1.08M
AVGO
Broadcom Inc.

Technology
13.1K
+ 883.18%
$136.27 - $1745.86 $1.79M - $22.9M
14.6K $2.52M
ISRG
Intuitive Surgical Inc

Healthcare
78
+ 3.86%
$416.14 - $494.01 $32.5K - $38.5K
2.1K $1.03M
MA
Mastercard Inc

Financial Services
2
+ 0.09%
$429.6 - $500.99 $859 - $1K
2.3K $1.14M
ETR
Entergy Corp

Utilities
2
+ 0.04%
$104.75 - $131.61 $210 - $263
4.83K $635K
VFC
V F Corp

Consumer Cyclical
1.29K
+ 9.48%
$12.74 - $19.95 $16.4K - $25.6K
14.8K $296K
GNRC
Generac Holdings Inc.

Industrials
255
+ 9.53%
$133.16 - $159.78 $34K - $40.7K
2.93K $465K
TDY
Teledyne Technologies Inc

Technology
128
+ 11.59%
$381.47 - $437.71 $48.8K - $56K
1.23K $539K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
1.88K
+ 10.86%
$35.73 - $39.48 $67K - $74.1K
19.2K $749K
AEP
American Electric Power CO Inc

Utilities
59
+ 0.92%
$87.11 - $104.95 $5.14K - $6.19K
6.44K $660K
FTNT
Fortinet, Inc.

Technology
300
+ 6.89%
$55.39 - $77.55 $16.6K - $23.3K
4.66K $360K
PLD
Prologis, Inc.

Real Estate
197
+ 4.55%
$111.95 - $132.43 $22.1K - $26.1K
4.53K $572K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
99
+ 2.11%
$63.18 - $82.13 $6.25K - $8.13K
4.8K $392K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
379
+ 7.1%
$83.76 - $91.82 $31.7K - $34.8K
5.71K $521K
ANSS
Ansys Inc

Technology
360
+ 2.5%
$296.54 - $331.25 $107K - $119K
14.8K $4.7M
SRE
Sempra Energy

Utilities
23
+ 0.28%
$74.97 - $84.04 $1.72K - $1.93K
8.35K $698K
GIS
General Mills Inc

Consumer Defensive
210
+ 6.46%
$62.5 - $75.15 $13.1K - $15.8K
3.46K $255K
SJM
J M Smucker CO

Consumer Defensive
25
+ 0.66%
$109.12 - $122.4 $2.73K - $3.06K
3.82K $462K
TGT
Target Corp

Consumer Defensive
1
+ 0.02%
$133.47 - $159.25 $133 - $159
5.24K $816K
PFE
Pfizer Inc

Healthcare
620
+ 3.47%
$27.7 - $31.39 $17.2K - $19.5K
18.5K $535K
BDX
Becton Dickinson & CO

Healthcare
70
+ 3.22%
$221.47 - $242.41 $15.5K - $17K
2.25K $541K
SYK
Stryker Corp

Healthcare
5
+ 0.38%
$315.94 - $371.96 $1.58K - $1.86K
1.33K $480K
CRM
Salesforce, Inc.

Technology
27
+ 2.58%
$238.42 - $276.53 $6.44K - $7.47K
1.07K $293K
WTRG
Essential Utilities, Inc.

Utilities
10
+ 0.11%
$36.74 - $41.49 $367 - $415
9.04K $348K
GPC
Genuine Parts CO

Consumer Cyclical
29
+ 0.68%
$131.04 - $147.11 $3.8K - $4.27K
4.32K $603K
UPS
United Parcel Service Inc

Industrials
68
+ 1.15%
$123.32 - $147.38 $8.39K - $10K
5.96K $812K
Activity Summary
Buys All Purchases 65 New Holdings 6 Increased Positions 59 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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