Mendel Money Management Sells in Q2 2025

Mendel Money Management

  • $205 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
-5.69K
- 76.55%
$430.82 - $486.45 $2.45M - $2.77M
1.74K $806K
APD
Air Products & Chemicals, Inc.

Basic Materials
-3.87K
- 41.55%
$248.61 - $294.96 $962K - $1.14M
5.44K $1.53M
PEP
Pepsico Inc

Consumer Defensive
-300
- 1.07%
$128.02 - $151.37 $38.4K - $45.4K
27.7K $3.66M
AAPL
Apple Inc.

Technology
-239
- 1.35%
$172.42 - $223.89 $41.2K - $53.5K
17.5K $3.59M
CCI
Crown Castle International Corp

Real Estate
-2.88K
- 14.88%
$94.83 - $107.06 $273K - $308K
16.4K $1.69M
LOW
Lowes Companies Inc

Consumer Cyclical
-355
- 1.75%
$210.83 - $235.28 $74.8K - $83.5K
19.9K $4.42M
CVX
Chevron Corp

Energy
-53
- 0.44%
$133.73 - $168.51 $7.09K - $8.93K
12.1K $1.73M
V
Visa Inc.

Financial Services
-894
- 4.53%
$308.27 - $373.31 $276K - $334K
18.8K $6.69M
AMGN
Amgen Inc

Healthcare
-229
- 5.19%
$262.28 - $309.85 $60.1K - $71K
4.18K $1.17M
ACN
Accenture PLC

Technology
-98
- 0.79%
$279.23 - $323.21 $27.4K - $31.7K
12.3K $3.68M
JNJ
Johnson & Johnson

Healthcare
-683
- 13.11%
$146.36 - $159.82 $100K - $109K
4.53K $691K
SBUX
Starbucks Corp

Consumer Cyclical
-1.32K
- 18.9%
$79.69 - $99.41 $106K - $132K
5.68K $520K
LLY
Eli Lilly & CO

Healthcare
-102
- 5.5%
$713.71 - $898.95 $72.8K - $91.7K
1.75K $1.36M
UNP
Union Pacific Corp

Industrials
-474
- 8.14%
$208.27 - $238.46 $98.7K - $113K
5.35K $1.23M
YELP
Yelp Inc

Communication Services
-1.38K
- 6.18%
$32.56 - $40.93 $44.8K - $56.3K
20.9K $715K
DIS
Walt Disney CO

Communication Services
-2.93K
- 28.5%
$81.72 - $124.01 $240K - $364K
7.35K $911K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-1.78K
- 2.79%
$43.89 - $45.45 $78.1K - $80.9K
62K $2.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 1.75%
$483.48 - $539.8 $9.67K - $10.8K
1.13K $546K
TGT
Target Corp

Consumer Defensive
-336
- 7.42%
$88.76 - $105.77 $29.8K - $35.5K
4.19K $413K
SPY
Spdr S&P 500 ETF Trust

ETFs
-196
- 15.63%
$496.48 - $617.85 $97.3K - $121K
1.06K $653K
ETR
Entergy Corp

Utilities
-110
- 1.14%
$79.01 - $86.61 $8.69K - $9.53K
9.53K $792K
PFE
Pfizer Inc

Healthcare
-400
- 2.14%
$21.59 - $24.84 $8.64K - $9.94K
18.3K $442K
MBBB
Vaneck Moodys Analytics Bbb CO

ETFs
-1.08K
- 5.65%
$20.85 - $21.65 $22.5K - $23.4K
18K $390K
GILD
Gilead Sciences, Inc.

Healthcare
-43
- 0.42%
$96.91 - $113.0 $4.17K - $4.86K
10.2K $1.13M
CB
Chubb LTD

Financial Services
-10
- 1.22%
$274.32 - $302.46 $2.74K - $3.02K
812 $235K
SO
Southern CO

Utilities
-100
- 0.98%
$84.91 - $92.56 $8.49K - $9.26K
10.1K $926K
HD
Home Depot, Inc.

Consumer Cyclical
-18
- 0.59%
$335.24 - $380.78 $6.03K - $6.85K
3.01K $1.1M
INGR
Ingredion Inc

Consumer Defensive
-50
- 1.77%
$123.22 - $140.95 $6.16K - $7.05K
2.78K $377K
USFR
Wisdomtree Floating Rate Treas

ETFs
-35
- 0.7%
$50.28 - $50.47 $1.76K - $1.77K
4.96K $249K
Ul Solutions Inc
-4.39K
- 9.45%
N/A
42K $0
Ge Vernova Inc
-121
- 1.45%
N/A
8.21K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-711
- 2.46%
N/A
28.2K $0
Arista Networks Inc
-315
- 2.23%
N/A
13.8K $0
Capital Group New Geography
-1.34K
- 3.2%
N/A
40.3K $0
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-27
- 5.43%
$468.22 - $566.51 $12.6K - $15.3K
470 $266K
TRV
Travelers Companies, Inc.

Financial Services
-20
- 0.72%
$233.83 - $276.34 $4.68K - $5.53K
2.74K $733K
GNRC
Generac Holdings Inc.

Industrials
-300
- 10.19%
$101.92 - $143.21 $30.6K - $43K
2.65K $378K
GWW
W.W. Grainger, Inc.

Industrials
-12
- 2.94%
$919.93 - $1101.66 $11K - $13.2K
396 $411K
PEG
Public Service Enterprise Group Inc

Utilities
-25
- 0.37%
$77.13 - $84.18 $1.93K - $2.1K
6.69K $562K
MA
Mastercard Inc

Financial Services
-40
- 1.73%
$479.92 - $590.74 $19.2K - $23.6K
2.27K $1.28M
BAC
Bank Of America Corp

Financial Services
-4.73K
- 10.99%
$34.39 - $47.46 $162K - $224K
38.3K $1.81M
WMT
Walmart Inc.

Consumer Defensive
-50
- 1.83%
$81.79 - $99.98 $4.09K - $5K
2.68K $261K
JPIN
Jp Morgan Diversified Return I

ETFs
-213
- 4.07%
$52.18 - $64.25 $11.1K - $13.7K
5.01K $321K
COST
Costco Wholesale Corp

Consumer Defensive
-33
- 2.63%
$908.13 - $1056.85 $30K - $34.9K
1.22K $1.21M
DGRO
Ishares Core Dividend Growth E

ETFs
-519
- 1.92%
$55.22 - $63.94 $28.7K - $33.2K
26.6K $1.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-134
- 8.02%
$180.84 - $240.32 $24.2K - $32.2K
1.54K $369K
HON
Honeywell International Inc

Industrials
-251
- 5.27%
$182.86 - $232.88 $45.9K - $58.5K
4.51K $1.05M
NTNX
Nutanix, Inc.

Technology
-20
- 0.26%
$58.17 - $83.07 $1.16K - $1.66K
7.67K $586K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-410
- 2.31%
$32.02 - $39.74 $13.1K - $16.3K
17.3K $686K
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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