Universe · entity

Mendel Money Management

Institutional manager (13F) · CIK 1600585
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $177M
#IssuerValueShares
1MICROSOFT CORP$8M22,311
2AMAZON COM INC$8M38,844
3ALPHABET INC$7M24,181
4THERMO FISHER SCIENTIFIC INC$6M12,148
5RTX CORPORATION$6M30,316
6LINDE PLC$6M11,585
7AMETEK INC$6M26,756
8GE VERNOVA INC$6M6,564
9VISA INC$6M18,886
10PALO ALTO NETWORKS INC$5M32,191
11ALPHABET INC$5M17,447
12INTERNATIONAL BUSINESS MACHS$5M19,896
13MARVELL TECHNOLOGY INC$5M46,217
14DANAHER CORP DEL$4M22,988
15QUANTA SVCS INC$4M7,898
16APPLE INC$4M16,412
17LOWES COS INC$4M17,361
18DEERE & CO$4M6,969
19LITTELFUSE INC$4M11,368
20KEYSIGHT TECHNOLOGIES INC$4M12,931
21BROADCOM INC$4M11,635
22ETF SER SOLUTIONS$4M129,870
23NXP SEMICONDUCTORS N V$3M16,883
24ETF SER SOLUTIONS$3M76,144
25FARMERS & MERCHANTS BANCORP$3M123,078
26ACCENTURE PLC IRELAND$3M15,379
27AMPHENOL CORP$3M23,511
28ANGEL OAK FUNDS TRUST$3M142,724
29UBER TECHNOLOGIES INC$3M40,569
30WALMART INC$3M21,337
31DOUBLELINE ETF TRUST$3M52,234
32UL SOLUTIONS INC$3M30,056
33JPMORGAN CHASE & CO$2M8,481
34SERVICENOW INC$2M23,659
35ABBVIE INC$2M10,942
36JANUS DETROIT STR TR$2M47,164
37CATERPILLAR INC$2M3,172
38CHEVRON CORPORATION$2M10,651
39CRA INTL INC$2M13,123
40BONDBLOXX ETF TRUST$2M39,882
41STATE STR SPDR S&P 500 ETF T$2M2,844
42ETF SER SOLUTIONS$2M45,677
43PEPSICO INC$2M10,790
44DIGITAL RLTY TR INC$2M9,207
45PARKER-HANNIFIN CORP$2M1,790
46ISHARES TR$2M22,763
47DIAMONDBACK ENERGY INC$2M7,823
48SYNOPSYS INC$2M3,898
49CAPITAL GROUP NEW GEOGRAPHY$2M48,254
50AMERICAN TOWER CORP$1M8,633
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.