Mendel Money Management Incresed Positions in Q2 2025

Mendel Money Management

  • $205 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
20.4K
+ 209.08%
$113.75 - $148.48 $2.32M - $3.03M
30.2K $4.41M
UBER
Uber Technologies, Inc

Technology
2.8K
+ 9.51%
$64.62 - $93.3 $181K - $261K
32.2K $3M
MRVL
Marvell Technology, Inc.

Technology
792
+ 1.57%
$49.38 - $79.97 $39.1K - $63.3K
51.2K $3.96M
CERT
Certara, Inc.

Healthcare
26.7K
+ 24.86%
$9.05 - $14.47 $242K - $387K
134K $1.57M
UPS
United Parcel Service Inc

Industrials
5.07K
+ 81.98%
$91.92 - $110.2 $466K - $558K
11.2K $1.13M
GOOGL
Alphabet Inc.

Communication Services
253
+ 1.37%
$144.7 - $178.6 $36.6K - $45.2K
18.8K $3.31M
WDAY
Workday, Inc.

Technology
910
+ 6.71%
$210.47 - $274.71 $192K - $250K
14.5K $3.47M
KEYS
Keysight Technologies, Inc.

Technology
190
+ 1.17%
$127.02 - $165.4 $24.1K - $31.4K
16.4K $2.69M
LHX
L3 Harris Technologies, Inc.

Industrials
50
+ 1.48%
$200.21 - $256.99 $10K - $12.8K
3.44K $861K
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 0.09%
$451.58 - $565.94 $903 - $1.13K
2.11K $1.15M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
83
+ 0.43%
$50.39 - $60.05 $4.18K - $4.98K
19.4K $1.16M
PNC
Pnc Financial Services Group, Inc.

Financial Services
75
+ 1.47%
$149.76 - $186.42 $11.2K - $14K
5.17K $964K
VRIG
Invesco Actively Managed ETF F

ETFs
2.54K
+ 19.61%
$24.89 - $25.14 $63.1K - $63.7K
15.5K $387K
NSC
Norfolk Southern Corp

Industrials
67
+ 2.84%
$206.34 - $257.46 $13.8K - $17.2K
2.43K $621K
GD
General Dynamics Corp

Industrials
8
+ 0.27%
$247.68 - $291.66 $1.98K - $2.33K
2.95K $859K
PSTL
Postal Realty Trust, Inc.

Real Estate
3.36K
+ 20.44%
$12.59 - $15.36 $42.3K - $51.6K
19.8K $291K
SHOP
Shopify Inc.

Technology
100
+ 4.76%
$76.89 - $115.35 $7.69K - $11.5K
2.2K $253K
CRM
Salesforce, Inc.

Technology
167
+ 15.02%
$236.26 - $291.15 $39.5K - $48.6K
1.28K $348K
SRE
Sempra Energy

Utilities
130
+ 1.56%
$63.78 - $78.91 $8.29K - $10.3K
8.48K $642K
JPSE
J P Morgan Diversified Return

ETFs
491
+ 5.18%
$38.2 - $45.49 $18.8K - $22.3K
9.96K $453K
NUE
Nucor Corp

Basic Materials
175
+ 10.48%
$103.22 - $131.43 $18.1K - $23K
1.85K $239K
SYK
Stryker Corp

Healthcare
12
+ 0.88%
$337.37 - $395.63 $4.05K - $4.75K
1.37K $542K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
677
+ 1.54%
$49.79 - $50.75 $33.7K - $34.4K
44.7K $2.27M
CVS
Cvs Health Corp

Healthcare
250
+ 2.25%
$60.04 - $70.18 $15K - $17.5K
11.4K $784K
ABT
Abbott Laboratories

Healthcare
34
+ 0.71%
$123.95 - $138.08 $4.21K - $4.69K
4.82K $656K
NOC
Northrop Grumman Corp

Industrials
50
+ 6.97%
$456.3 - $540.39 $22.8K - $27K
767 $383K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
60
+ 1.22%
$52.22 - $73.66 $3.13K - $4.42K
4.99K $329K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
75
+ 0.56%
N/A
13.5K $1.16M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
61
+ 1.1%
$85.42 - $94.39 $5.21K - $5.76K
5.62K $527K
ADBE
Adobe Inc.

Technology
9
+ 1.14%
$340.0 - $420.68 $3.06K - $3.79K
796 $307K
CARY
Angel Oak Fds Tr Income Etf(De
9.63K
+ 8.39%
N/A
124K $0
Canadian Pacific Kansas City
705
+ 12.62%
N/A
6.29K $0
Veralto Corp
482
+ 20.87%
N/A
2.79K $0
Linde PLC
92
+ 0.89%
N/A
10.4K $0
VNQ
Vanguard Specialized Funds Van

ETFs
70
+ 1.51%
$79.79 - $91.42 $5.59K - $6.4K
4.69K $417K
WM
Waste Management Inc

Industrials
20
+ 0.71%
$216.47 - $242.1 $4.33K - $4.84K
2.85K $652K
PLD
Prologis, Inc.

Real Estate
230
+ 4.79%
$89.76 - $112.34 $20.6K - $25.8K
5.03K $528K
WTRG
Essential Utilities, Inc.

Utilities
100
+ 1.08%
$36.92 - $41.39 $3.69K - $4.14K
9.39K $348K
AEP
American Electric Power CO Inc

Utilities
50
+ 0.76%
$98.59 - $109.11 $4.93K - $5.46K
6.64K $688K
PKG
Packaging Corp Of America

Consumer Cyclical
16
+ 0.36%
$175.97 - $201.36 $2.82K - $3.22K
4.5K $847K
VFC
V F Corp

Consumer Cyclical
965
+ 5.81%
$9.74 - $16.39 $9.4K - $15.8K
17.6K $206K
MRK
Merck & Co., Inc.

Healthcare
286
+ 3.27%
$73.47 - $87.12 $21K - $24.9K
9.03K $714K
SJM
J M Smucker CO

Consumer Defensive
75
+ 1.77%
$94.41 - $118.52 $7.08K - $8.89K
4.3K $422K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.04%
$285.55 - $321.23 $571 - $642
4.58K $1.34M
DHR
Danaher Corp

Healthcare
378
+ 1.66%
$174.64 - $205.16 $66K - $77.6K
23.2K $4.57M
FANG
Diamondback Energy, Inc.

Energy
63
+ 1.36%
$119.25 - $161.49 $7.51K - $10.2K
4.69K $644K
UNH
Unitedhealth Group Inc

Healthcare
1.88K
+ 58.34%
$274.35 - $599.47 $516K - $1.13M
5.11K $1.59M
BDX
Becton Dickinson & CO

Healthcare
58
+ 2.64%
$165.15 - $226.42 $9.58K - $13.1K
2.25K $388K
ABBV
Abb Vie Inc.

Healthcare
161
+ 1.37%
$170.16 - $206.27 $27.4K - $33.2K
11.9K $2.21M
Activity Summary
Buys All Purchases 60 New Holdings 9 Increased Positions 51 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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