Mendel Money Management Portfolio Holdings

Mendel Money Management

  • $205 Million
  • Q2 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$351M
$3.5 Million 1.7% of portfolio
138,253
Q2 2025 Reduced 1.03%
$710M
$2.39 Million 1.17% of portfolio
52,359
Q2 2025 Reduced 7.57%
$1.72B
$1.57 Million 0.76% of portfolio
134,305
Q2 2025 Added 24.86%
$1.36B
$201,000 0.1% of portfolio
1,075
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $205 Million
  • Prior Value $194 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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