Mendel Money Management has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $194 Million distributed in 136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.35M, Amazon Com Inc with a value of $7.63M, Visa Inc. with a value of $6.92M, International Business Machines Corp with a value of $5.98M, and Thermo Fisher Scientific Inc. with a value of $5.39M.
Examining the 13F form we can see an decrease of $16.2M in the current position value, from $211M to 194M.
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
$194 Million
Technology: $55.2 Million
Industrials: $28.4 Million
Healthcare: $25.9 Million
Consumer Cyclical: $20 Million
Financial Services: $18.7 Million
ETFs: $14 Million
Communication Services: $9.9 Million
Consumer Defensive: $7.41 Million
Other: $14.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
