Mendel Money Management Portfolio Holdings

Mendel Money Management

  • $215 Million
  • Q3 2025

Mendel Money Management has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $215 Million distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11M, Amazon Com Inc with a value of $8.52M, Alphabet Inc. with a value of $6.98M, Visa Inc. with a value of $6.38M, and International Business Machines Corp with a value of $6.17M.

Examining the 13F form we can see an increase of $9.84M in the current position value, from $205M to 215M.

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 $215 Million
Technology: $66.8 Million
Industrials: $33.2 Million
Healthcare: $26.6 Million
Consumer Cyclical: $20.9 Million
Financial Services: $18.3 Million
ETFs: $17.3 Million
Communication Services: $12.5 Million
Consumer Defensive: $6.28 Million
Other: $13.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$336M
$3.42 Million 1.59% of portfolio
136,653
Q3 2025 Reduced 1.16%
$607M
$1.78 Million 0.83% of portfolio
39,929
Q3 2025 Reduced 23.74%
$1.33B
$1.67 Million 0.78% of portfolio
136,675
Q3 2025 Added 1.76%
$1.99B
$238,000 0.11% of portfolio
7,653
Q3 2025 Reduced 63.34%
$1.3B
$224,000 0.1% of portfolio
1,075
Q2 2025 New
$597M
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $215 Million
  • Prior Value $205 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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