Mendel Money Management has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $205 Million distributed in 142 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10.7M, Amazon Com Inc with a value of $8.64M, Visa Inc. with a value of $6.69M, International Business Machines Corp with a value of $6.49M, and Alphabet Inc. with a value of $5.69M.
Examining the 13F form we can see an increase of $10.9M in the current position value, from $194M to 205M.
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
$205 Million
Technology: $64.7 Million
Industrials: $31.1 Million
Healthcare: $24.3 Million
Consumer Cyclical: $20.7 Million
Financial Services: $19.1 Million
ETFs: $14.4 Million
Communication Services: $10.6 Million
Consumer Defensive: $6.9 Million
Other: $13.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
