Brendel Financial Advisors LLC

Institutional manager (13F) · CIK 1768065

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $186M

#	Issuer	Value	Shares
1	SHERWIN WILLIAMS CO	$11M	33,329
2	GRANITESHARES GOLD TR	$7M	146,753
3	JOHNSON & JOHNSON	$6M	25,994
4	CATERPILLAR INC	$6M	8,670
5	WALMART INC	$6M	47,019
6	FIRST TR EXCHANGE-TRADED FD	$6M	268,784
7	FIRST TR EXCHANGE-TRADED FD	$5M	261,809
8	ISHARES TR	$5M	52,823
9	DOVER CORP	$5M	24,410
10	NEXTERA ENERGY INC	$5M	54,654
11	CINTAS CORP	$5M	28,888
12	ABBVIE INC	$5M	22,166
13	GENERAL DYNAMICS CORP	$4M	12,419
14	AMERICAN EXPRESS CO	$4M	13,960
15	TARGET CORP	$4M	34,492
16	CHUBB LTD SWITZ	$4M	12,799
17	MICROSOFT CORP	$4M	10,913
18	NVIDIA CORPORATION	$4M	23,044
19	NORDSON CORP	$4M	14,928
20	EXPEDITORS INTL WASH INC	$4M	27,504
21	SPDR GOLD TR	$4M	9,132
22	INTERNATIONAL BUSINESS MACHS	$4M	16,008
23	ALPHABET INC	$4M	13,483
24	JPMORGAN CHASE & CO	$4M	12,804
25	APPLE INC	$4M	14,812
26	AMAZON COM INC	$4M	17,880
27	PALANTIR TECHNOLOGIES INC	$3M	23,813
28	TESLA INC	$3M	9,348
29	ALCOA CORP	$3M	48,798
30	STANLEY BLACK & DECKER INC	$3M	45,070
31	NETFLIX INC.	$3M	33,219
32	COSTCO WHOLESALE CORPORATION	$3M	3,098
33	FIRST TR EXCHANGE-TRADED FD	$3M	61,622
34	ARCHER DANIELS MIDLAND CO	$3M	41,839
35	CUMMINS INC	$3M	5,554
36	MERCK & CO INC	$3M	23,668
37	EXXON MOBIL CORP	$3M	16,514
38	META PLATFORMS INC	$3M	4,701
39	LAM RESEARCH CORP	$3M	11,907
40	ATMOS ENERGY CORP	$3M	13,644
41	J P MORGAN EXCHANGE TRADED F	$2M	50,729
42	ARES CAPITAL CORP	$2M	133,598
43	VERTIV HOLDINGS CO	$2M	9,606
44	PFIZER INC	$2M	82,188
45	ISHARES TR	$1M	45,112
46	CHEVRON CORPORATION	$1M	6,223
47	AMERIPRISE FINL INC	$1M	2,534
48	ISHARES TR	$966k	2,939
49	ISHARES TR	$958k	5,676
50	BLACKROCK ETF TRUST	$917k	25,310

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