Mendel Money Management Reduced Holdings in Q1 2025

Mendel Money Management

  • $194 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
-7.17K
- 43.5%
$283.24 - $338.07 $2.03M - $2.42M
9.31K $2.75M
DIS
Walt Disney CO

Communication Services
-14.6K
- 58.67%
$96.87 - $114.0 $1.41M - $1.66M
10.3K $1.02M
GOOG
Alphabet Inc.

Communication Services
-1.54K
- 4.42%
$156.06 - $207.71 $240K - $319K
33.3K $5.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-459
- 1.13%
$190.26 - $242.06 $87.3K - $111K
40.1K $7.63M
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
-1.69K
- 1.2%
$23.31 - $28.35 $39.4K - $47.9K
140K $3.34M
CCI
Crown Castle International Corp

Real Estate
-10.3K
- 34.87%
$84.33 - $106.39 $872K - $1.1M
19.3K $2.01M
ACN
Accenture PLC

Technology
-177
- 1.41%
$300.91 - $398.25 $53.3K - $70.5K
12.4K $3.87M
LMT
Lockheed Martin Corp

Industrials
-463
- 5.87%
$423.19 - $506.29 $196K - $234K
7.43K $3.32M
GXO
Gxo Logistics, Inc.

Industrials
-5.34K
- 8.26%
$36.31 - $46.18 $194K - $247K
59.3K $2.32M
PANW
Palo Alto Networks Inc

Technology
-778
- 2.72%
$167.82 - $208.28 $131K - $162K
27.9K $4.75M
ANSS
Ansys Inc

Technology
-179
- 1.24%
$316.56 - $360.36 $56.7K - $64.5K
14.2K $4.5M
LOW
Lowes Companies Inc

Consumer Cyclical
-266
- 1.29%
$222.66 - $268.42 $59.2K - $71.4K
20.3K $4.73M
AME
Ametek Inc

Industrials
-601
- 2.12%
$170.39 - $190.43 $102K - $114K
27.7K $4.77M
TGT
Target Corp

Consumer Defensive
-754
- 14.27%
$103.65 - $142.5 $78.2K - $107K
4.53K $472K
CSV
Carriage Services Inc

Consumer Cyclical
-3.71K
- 6.15%
$37.15 - $42.2 $138K - $157K
56.6K $2.2M
BAC
Bank Of America Corp

Financial Services
-1.35K
- 3.03%
$39.61 - $47.74 $53.3K - $64.2K
43K $1.79M
SRE
Sempra Energy

Utilities
-63
- 0.75%
$67.85 - $87.67 $4.27K - $5.52K
8.35K $595K
HON
Honeywell International Inc

Industrials
-265
- 5.27%
$202.75 - $226.52 $53.7K - $60K
4.76K $1.01M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-50
- 0.91%
$65.15 - $91.81 $3.26K - $4.59K
5.42K $353K
NVDA
Nvidia Corp

Technology
-217
- 6.39%
$106.98 - $149.43 $23.2K - $32.4K
3.18K $344K
ADBE
Adobe Inc.

Technology
-141
- 15.19%
$377.84 - $464.11 $53.3K - $65.4K
787 $301K
HD
Home Depot, Inc.

Consumer Cyclical
-23
- 0.75%
$347.25 - $424.87 $7.99K - $9.77K
3.03K $1.11M
JNJ
Johnson & Johnson

Healthcare
-1.16K
- 18.18%
$142.06 - $167.7 $164K - $194K
5.21K $863K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-7
- 0.97%
$314.47 - $431.35 $2.2K - $3.02K
711 $260K
MBBB
Vaneck Moodys Analytics Bbb CO

ETFs
-1.8K
- 8.6%
$20.92 - $21.61 $37.6K - $38.9K
19.1K $410K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-65
- 3.75%
$196.12 - $229.48 $12.7K - $14.9K
1.67K $337K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2
- 0.4%
$522.96 - $601.18 $1.05K - $1.2K
497 $265K
PEG
Public Service Enterprise Group Inc

Utilities
-15
- 0.22%
$78.2 - $90.39 $1.17K - $1.36K
6.71K $552K
VNQ
Vanguard Specialized Funds Van

ETFs
-141
- 2.96%
$85.55 - $94.34 $12.1K - $13.3K
4.62K $418K
BDX
Becton Dickinson & CO

Healthcare
-50
- 2.23%
$222.79 - $249.08 $11.1K - $12.5K
2.2K $503K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-886
- 4.76%
$34.14 - $37.91 $30.2K - $33.6K
17.7K $632K
Ul Solutions Inc
-1.73K
- 3.58%
N/A
46.4K $0
Arista Networks Inc
-50
- 0.35%
N/A
14.1K $0
Canadian Pacific Kansas City
-98
- 1.72%
N/A
5.59K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-80
- 0.28%
N/A
28.9K $0
Capital Group New Geography
-1.05K
- 2.45%
N/A
41.7K $0
CB
Chubb LTD

Financial Services
-65
- 7.33%
$257.71 - $301.99 $16.8K - $19.6K
822 $248K
JPIN
Jp Morgan Diversified Return I

ETFs
-295
- 5.34%
$52.75 - $58.91 $15.6K - $17.4K
5.23K $298K
ABT
Abbott Laboratories

Healthcare
-698
- 12.72%
$111.1 - $140.22 $77.5K - $97.9K
4.79K $635K
IBM
International Business Machines Corp

Technology
-3.07K
- 11.33%
$217.4 - $264.74 $668K - $813K
24K $5.98M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-980
- 1.51%
$43.53 - $45.42 $42.7K - $44.5K
63.8K $2.88M
CSCO
Cisco Systems, Inc.

Technology
-26
- 0.16%
$58.74 - $64.87 $1.53K - $1.69K
16.4K $1.01M
UNP
Union Pacific Corp

Industrials
-22
- 0.38%
$225.21 - $254.42 $4.95K - $5.6K
5.83K $1.38M
NTNX
Nutanix, Inc.

Technology
-20
- 0.26%
$61.28 - $77.44 $1.23K - $1.55K
7.69K $536K
MCD
Mcdonalds Corp

Consumer Cyclical
-106
- 2.26%
$279.74 - $321.29 $29.7K - $34.1K
4.58K $1.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25
- 2.13%
$442.66 - $534.52 $11.1K - $13.4K
1.15K $610K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.05%
$725.72 - $929.72 $726 - $930
1.85K $1.53M
RTX
Raytheon Technologies Corp

Industrials
-1
- 0.01%
$114.1 - $135.66 $114 - $136
9.77K $1.29M
AMGN
Amgen Inc

Healthcare
-104
- 2.3%
$258.59 - $327.36 $26.9K - $34K
4.41K $1.37M
Activity Summary
Buys All Purchases 67 New Holdings 6 Increased Positions 61 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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