Mendel Money Management

13F filer · CIK 0001600585

Reported Jul 30, 2026

Net seller this quarter

13F portfolio value$273MU.S. long equity reported on 13F

Positions1096 new · 16 closed

Net flow last quarter-$11MBuys minus sells

Top 10 positions weight28.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 2026109 positions
PANWPalo Alto Networks Inc	$10.1M	3.71%	0.00%	-7.7%	Q3 2020
MSFTMicrosoft Corp	$9.46M	3.46%	0.00%	+13.7%	Q4 2017
AMZNAmazon Com Inc	$9.35M	3.42%	0.00%	+1.0%	Q2 2019
GOOGAlphabet Inc.	$7.93M	2.90%	Not reported	-7.2%	Q4 2017
GEVGE Vernova Inc.	$7.51M	2.75%	0.00%	-2.6%	Q1 2025
TMOThermo Fisher Scientific Inc.	$7.31M	2.67%	0.00%	+20.0%	Q3 2014
VVisa Inc.	$6.89M	2.52%	0.00%	+6.4%	Q3 2018
AMEAmetek Inc/	$6.69M	2.45%	0.01%	+3.3%	Q3 2014
LINLinde PLC	$6.35M	2.33%	0.00%	+5.7%	Q2 2019
RTXRTX Corp	$5.85M	2.14%	0.00%	+1.7%	Q3 2020
PWRQuanta Services, Inc.	$5.77M	2.11%	0.01%	+1.5%	Q3 2025
AVGOBroadcom Inc.	$5.76M	2.11%	0.00%	+31.0%	Q4 2020
DHRDanaher Corp	$5.67M	2.08%	0.00%	+29.5%	Q3 2014
APHAmphenol Corp	$5.61M	2.05%	0.00%	+35.4%	Q4 2025
IBMInternational Business Machines Corp	$5.48M	2.01%	0.00%	-2.1%	Q3 2014
MRVLMarvell Technology, Inc.	$5.46M	2.00%	0.00%	-60.3%	Q3 2020
GOOGLAlphabet Inc.	$5.05M	1.85%	0.00%	-19.0%	Q4 2017
LFUSLittelfuse Inc	$4.51M	1.65%	0.04%	-12.9%	Q1 2023
AAPLApple Inc.	$4.3M	1.58%	0.00%	-9.4%	Q3 2014
NXPINXP Semiconductors N.V.	$4.13M	1.51%	0.01%	-13.0%	Q3 2014
KEYSKeysight Technologies, Inc.	$4.08M	1.49%	0.01%	-9.8%	Q3 2024
DEDeere & Co	$3.9M	1.43%	0.00%	-11.8%	Q3 2014
NOWServiceNow, Inc.	$3.72M	1.36%	0.00%	+58.4%	Q3 2025
LOWLowes Companies Inc	$3.68M	1.35%	0.00%	-3.9%	Q3 2014
WMTWalmart Inc.	$3.63M	1.33%	0.00%	+50.1%	Q1 2022
FMAOFarmers & Merchants Bancorp Inc	$3.54M	1.30%	0.84%	-5.9%	Q4 2022
UBERUber Technologies, Inc	$3.34M	1.22%	0.00%	+14.0%	Q1 2025
XONEExOne Co	$3.26M	1.19%	0.29%	+65.5%	Q3 2025
ABBVAbbVie Inc.	$3.21M	1.17%	0.00%	+16.6%	Q3 2014
ULSUL Solutions Inc.	$2.73M	1.00%	0.01%	-10.7%	Q2 2024
JPMJPMorgan Chase & Co	$2.7M	0.99%	0.00%	-2.7%	Q2 2019
CRAICra International, Inc.	$2.43M	0.89%	0.26%	+29.9%	Q2 2025
ANETArista Networks, Inc.	$2.27M	0.83%	0.00%	+14.2%	Q3 2020
CHEChemed Corp	$2.2M	0.81%	0.04%	+20.7%	Q3 2025
CATCaterpillar Inc	$1.89M	0.69%	0.00%	-44.0%	Q3 2014
NVDANvidia Corp	$1.85M	0.68%	0.00%	+23.0%	Q1 2024
LLYELI LILLY & Co	$1.79M	0.65%	0.00%	-7.5%	Q1 2022
UPSUnited Parcel Service Inc	$1.75M	0.64%	0.00%	+11.0%	Q3 2020
FANGDiamondback Energy, Inc.	$1.73M	0.63%	0.00%	+25.6%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$1.69M	0.62%	Not reported	-20.4%	Q3 2014
ACNAccenture plc	$1.69M	0.62%	0.00%	-12.0%	Q3 2018
AMTAmerican Tower Corp	$1.64M	0.60%	0.00%	+15.8%	Q3 2025
PHParker-Hannifin Corp	$1.62M	0.59%	0.00%	-7.5%	Q1 2022
SNPSSynopsys Inc	$1.59M	0.58%	0.00%	-8.8%	Q3 2025
DLRDigital Realty Trust, Inc.	$1.56M	0.57%	0.00%	-5.9%	Q2 2019
UNHUnitedhealth Group Inc	$1.49M	0.54%	0.00%	-20.9%	Q1 2022
CVXChevron Corp	$1.48M	0.54%	0.00%	-16.1%	Q3 2014
MDLNMedline Inc.	$1.46M	0.53%	Not reported	New	Q2 2026
MCDMcdonalds Corp	$1.26M	0.46%	0.00%	-1.5%	Q1 2022
AMGNAmgen Inc	$1.2M	0.44%	0.00%	-17.2%	Q1 2022

Q1 2026Reported May 4, 2026118 positions
MSFTMicrosoft Corp	$8.26M	3.46%	0.00%	+7.1%	Q4 2017
AMZNAmazon Com Inc	$8.09M	3.38%	0.00%	+3.4%	Q2 2019
GOOGAlphabet Inc.	$6.94M	2.90%	Not reported	-6.8%	Q4 2017
TMOThermo Fisher Scientific Inc.	$5.97M	2.50%	0.00%	+6.1%	Q3 2014
RTXRTX Corp	$5.85M	2.45%	0.00%	-0.7%	Q3 2020
LINLinde PLC	$5.74M	2.40%	0.00%	+1.5%	Q2 2019
AMEAmetek Inc/	$5.74M	2.40%	0.01%	-1.9%	Q3 2014
GEVGE Vernova Inc.	$5.73M	2.40%	0.00%	-14.6%	Q1 2025
VVisa Inc.	$5.71M	2.39%	0.00%	+2.8%	Q3 2018
PANWPalo Alto Networks Inc	$5.16M	2.16%	0.00%	+21.5%	Q3 2020
GOOGLAlphabet Inc.	$5.02M	2.10%	0.00%	-2.4%	Q4 2017
IBMInternational Business Machines Corp	$4.82M	2.02%	0.00%	-5.8%	Q3 2014
MRVLMarvell Technology, Inc.	$4.58M	1.92%	0.01%	+1.3%	Q3 2020
DHRDanaher Corp	$4.36M	1.82%	0.00%	+2.9%	Q3 2014
PWRQuanta Services, Inc.	$4.34M	1.81%	0.01%	+1.0%	Q3 2025
AAPLApple Inc.	$4.17M	1.74%	0.00%	-1.6%	Q3 2014
LOWLowes Companies Inc	$4.1M	1.72%	0.00%	-8.7%	Q3 2014
DEDeere & Co	$3.93M	1.64%	0.00%	-5.3%	Q3 2014
LFUSLittelfuse Inc	$3.86M	1.61%	0.05%	-9.2%	Q1 2023
KEYSKeysight Technologies, Inc.	$3.65M	1.53%	0.01%	-12.8%	Q3 2024
AVGOBroadcom Inc.	$3.6M	1.51%	0.00%	-5.0%	Q4 2020
NXPINXP Semiconductors N.V.	$3.32M	1.39%	0.01%	-9.1%	Q3 2014
FMAOFarmers & Merchants Bancorp Inc	$3.16M	1.32%	0.89%	-3.5%	Q4 2022
ACNAccenture plc	$3.05M	1.28%	0.00%	+19.4%	Q3 2018
APHAmphenol Corp	$2.97M	1.24%	0.00%	+428.6%	Q4 2025
UBERUber Technologies, Inc	$2.92M	1.22%	0.00%	+17.1%	Q1 2025
WMTWalmart Inc.	$2.65M	1.11%	0.00%	+50.1%	Q1 2022
ULSUL Solutions Inc.	$2.58M	1.08%	0.02%	-18.1%	Q2 2024
JPMJPMorgan Chase & Co	$2.49M	1.04%	0.00%	+7.8%	Q2 2019
NOWServiceNow, Inc.	$2.47M	1.03%	0.00%	+56.4%	Q3 2025
ABBVAbbVie Inc.	$2.38M	1.00%	0.00%	-1.9%	Q3 2014
CATCaterpillar Inc	$2.25M	0.94%	0.00%	-2.2%	Q3 2014
CVXChevron Corp	$2.2M	0.92%	0.00%	-8.3%	Q3 2014
CRAICra International, Inc.	$2.12M	0.89%	0.20%	+162.7%	Q2 2025
XONEExOne Co	$1.97M	0.83%	0.18%	+22.0%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.85M	0.77%	Not reported	-2.7%	Q3 2014
PEPPepsico Inc	$1.68M	0.70%	0.00%	-25.5%	Q3 2014
DLRDigital Realty Trust, Inc.	$1.66M	0.69%	0.00%	-24.1%	Q2 2019
PHParker-Hannifin Corp	$1.6M	0.67%	0.00%	-3.5%	Q1 2022
FANGDiamondback Energy, Inc.	$1.55M	0.65%	0.00%	+23.5%	Q1 2022
SNPSSynopsys Inc	$1.55M	0.65%	0.00%	+13.6%	Q3 2025
AMTAmerican Tower Corp	$1.49M	0.62%	0.00%	+39.2%	Q3 2025
LLYELI LILLY & Co	$1.48M	0.62%	0.00%	-1.4%	Q1 2022
CHEChemed Corp	$1.48M	0.62%	0.03%	+35.5%	Q3 2025
MCDMcdonalds Corp	$1.47M	0.61%	0.00%	+4.1%	Q1 2022
UPSUnited Parcel Service Inc	$1.44M	0.60%	0.00%	+6.0%	Q3 2020
ANETArista Networks, Inc.	$1.44M	0.60%	0.00%	+27.0%	Q3 2020
AMGNAmgen Inc	$1.41M	0.59%	0.00%	-3.0%	Q1 2022
NVDANvidia Corp	$1.31M	0.55%	0.00%	+43.2%	Q1 2024
CSVCarriage Services Inc	$1.25M	0.52%	0.17%	-7.2%	Q3 2014

Q4 2025Reported Jan 29, 2026127 positions
MSFTMicrosoft Corp	$10.1M	4.22%	0.00%	-1.7%	Q4 2017
AMZNAmazon Com Inc	$8.67M	3.63%	0.00%	-3.2%	Q2 2019
GOOGAlphabet Inc.	$8.14M	3.41%	Not reported	-9.5%	Q4 2017
TMOThermo Fisher Scientific Inc.	$6.64M	2.78%	0.00%	+0.3%	Q3 2014
VVisa Inc.	$6.44M	2.70%	0.00%	-1.8%	Q3 2018
IBMInternational Business Machines Corp	$6.26M	2.62%	0.00%	-3.4%	Q3 2014
RTXRTX Corp	$5.6M	2.34%	0.00%	-2.1%	Q3 2020
AMEAmetek Inc/	$5.6M	2.34%	0.01%	+0.3%	Q3 2014
GOOGLAlphabet Inc.	$5.6M	2.34%	0.00%	-4.1%	Q4 2017
DHRDanaher Corp	$5.11M	2.14%	0.00%	-3.4%	Q3 2014
GEVGE Vernova Inc.	$5.02M	2.10%	0.00%	-4.4%	Q1 2025
PANWPalo Alto Networks Inc	$4.88M	2.04%	0.00%	+0.6%	Q3 2020
LINLinde PLC	$4.87M	2.04%	0.00%	+5.8%	Q2 2019
LOWLowes Companies Inc	$4.58M	1.92%	0.00%	-4.4%	Q3 2014
AAPLApple Inc.	$4.53M	1.90%	0.00%	-0.7%	Q3 2014
AVGOBroadcom Inc.	$4.24M	1.77%	0.00%	-4.0%	Q4 2020
NXPINXP Semiconductors N.V.	$4.03M	1.69%	0.01%	-6.3%	Q3 2014
MRVLMarvell Technology, Inc.	$3.88M	1.62%	0.01%	-9.6%	Q3 2020
ACNAccenture plc	$3.46M	1.45%	0.00%	-1.4%	Q3 2018
DEDeere & Co	$3.43M	1.43%	0.00%	-4.9%	Q3 2014
PWRQuanta Services, Inc.	$3.3M	1.38%	0.01%	+3.2%	Q3 2025
LFUSLittelfuse Inc	$3.17M	1.33%	0.05%	-0.6%	Q1 2023
FMAOFarmers & Merchants Bancorp Inc	$3.15M	1.32%	0.93%	-6.7%	Q4 2022
KEYSKeysight Technologies, Inc.	$3.01M	1.26%	0.01%	-7.3%	Q3 2024
ULSUL Solutions Inc.	$2.9M	1.21%	0.02%	-11.3%	Q2 2024
UBERUber Technologies, Inc	$2.83M	1.18%	0.00%	+5.8%	Q1 2025
ABBVAbbVie Inc.	$2.55M	1.07%	0.00%	-1.9%	Q3 2014
JPMJPMorgan Chase & Co	$2.54M	1.06%	0.00%	+1.4%	Q2 2019
NOWServiceNow, Inc.	$2.32M	0.97%	0.00%	+42.3%	Q3 2025
PEPPepsico Inc	$2.08M	0.87%	0.00%	-11.5%	Q3 2014
SPYSPDR S&P 500 ETF Trust	$1.99M	0.83%	Not reported	+138.7%	Q3 2014
DLRDigital Realty Trust, Inc.	$1.88M	0.79%	0.00%	-26.6%	Q2 2019
CATCaterpillar Inc	$1.86M	0.78%	0.00%	-1.7%	Q3 2014
CVXChevron Corp	$1.77M	0.74%	0.00%	-1.4%	Q3 2014
LLYELI LILLY & Co	$1.76M	0.73%	0.00%	-9.3%	Q1 2022
WDAYWorkday, Inc.	$1.63M	0.68%	0.00%	-46.9%	Q3 2024
PHParker-Hannifin Corp	$1.63M	0.68%	0.00%	Not reported	Q1 2022
XONEExOne Co	$1.62M	0.68%	0.15%	+91.1%	Q3 2025
SNPSSynopsys Inc	$1.61M	0.67%	0.00%	-23.8%	Q3 2025
WMTWalmart Inc.	$1.58M	0.66%	0.00%	+41.1%	Q1 2022
UNHUnitedhealth Group Inc	$1.58M	0.66%	0.00%	-7.7%	Q1 2022
MCDMcdonalds Corp	$1.38M	0.58%	0.00%	Not reported	Q1 2022
UPSUnited Parcel Service Inc	$1.37M	0.57%	0.00%	+20.6%	Q3 2020
AMGNAmgen Inc	$1.35M	0.57%	0.00%	-0.1%	Q1 2022
ISRGIntuitive Surgical Inc	$1.32M	0.55%	0.00%	+6.7%	Q1 2022
MAMastercard Inc	$1.3M	0.54%	0.00%	Not reported	Q1 2022
CSVCarriage Services Inc	$1.25M	0.52%	0.19%	-26.1%	Q3 2014
CHEChemed Corp	$1.24M	0.52%	0.02%	+85.6%	Q3 2025
ANETArista Networks, Inc.	$1.21M	0.51%	0.00%	-23.7%	Q3 2020
CSCOCisco Systems, Inc.	$1.17M	0.49%	0.00%	-2.6%	Q1 2022

Q3 2025Reported Nov 10, 2025130 positions
MSFTMicrosoft Corp	$11M	4.62%	0.00%	-1.2%	Q4 2017
AMZNAmazon Com Inc	$8.52M	3.58%	0.00%	-1.4%	Q2 2019
GOOGAlphabet Inc.	$6.98M	2.93%	Not reported	-10.6%	Q4 2017
VVisa Inc.	$6.38M	2.68%	0.00%	-0.8%	Q3 2018
IBMInternational Business Machines Corp	$6.17M	2.59%	0.00%	-0.6%	Q3 2014
TMOThermo Fisher Scientific Inc.	$5.54M	2.33%	0.00%	+1.0%	Q3 2014
PANWPalo Alto Networks Inc	$5.37M	2.26%	0.00%	+2.3%	Q3 2020
RTXRTX Corp	$5.22M	2.19%	0.00%	+3.3%	Q3 2020
LINLinde PLC	$5.13M	2.16%	0.00%	+3.5%	Q2 2019
AMEAmetek Inc/	$5.11M	2.15%	0.01%	+0.5%	Q3 2014
LOWLowes Companies Inc	$5M	2.10%	0.00%	-0.2%	Q3 2014
GEVGE Vernova Inc.	$4.94M	2.08%	0.00%	-2.0%	Q1 2025
DHRDanaher Corp	$4.59M	1.93%	0.00%	-0.1%	Q3 2014
GOOGLAlphabet Inc.	$4.53M	1.91%	0.00%	-0.8%	Q4 2017
NXPINXP Semiconductors N.V.	$4.51M	1.90%	0.01%	-1.6%	Q3 2014
AAPLApple Inc.	$4.28M	1.80%	0.00%	-4.1%	Q3 2014
MRVLMarvell Technology, Inc.	$4.24M	1.78%	0.01%	-1.5%	Q3 2020
AVGOBroadcom Inc.	$4.21M	1.77%	0.00%	-5.8%	Q4 2020
DEDeere & Co	$3.54M	1.49%	0.00%	-18.3%	Q3 2014
WDAYWorkday, Inc.	$3.45M	1.45%	0.01%	-1.0%	Q3 2024
FMAOFarmers & Merchants Bancorp Inc	$3.42M	1.44%	0.99%	-1.2%	Q4 2022
LFUSLittelfuse Inc	$3.26M	1.37%	0.05%	-0.8%	Q1 2023
ACNAccenture plc	$3.22M	1.36%	0.00%	+6.3%	Q3 2018
UBERUber Technologies, Inc	$3.21M	1.35%	0.00%	+1.7%	Q1 2025
PWRQuanta Services, Inc.	$3.14M	1.32%	0.01%	New	Q3 2025
ULSUL Solutions Inc.	$2.93M	1.23%	0.02%	-1.5%	Q2 2024
DLRDigital Realty Trust, Inc.	$2.86M	1.20%	0.00%	-2.3%	Q2 2019
KEYSKeysight Technologies, Inc.	$2.8M	1.18%	0.01%	-2.5%	Q3 2024
ABBVAbbVie Inc.	$2.63M	1.11%	0.00%	-4.4%	Q3 2014
JPMJPMorgan Chase & Co	$2.45M	1.03%	0.00%	-0.7%	Q2 2019
PEPPepsico Inc	$2.3M	0.97%	0.00%	-40.9%	Q3 2014
SNPSSynopsys Inc	$2.22M	0.93%	0.00%	New	Q3 2025
NOWServiceNow, Inc.	$1.96M	0.82%	0.00%	New	Q3 2025
CVXChevron Corp	$1.83M	0.77%	0.00%	-2.7%	Q3 2014
UNHUnitedhealth Group Inc	$1.78M	0.75%	0.00%	+1.3%	Q1 2022
CSVCarriage Services Inc	$1.78M	0.75%	0.25%	-23.7%	Q3 2014
ANETArista Networks, Inc.	$1.76M	0.74%	0.00%	-12.6%	Q3 2020
FISVFiserv Inc	$1.75M	0.73%	0.00%	+65.8%	Q2 2025
CERTCertara, Inc.	$1.67M	0.70%	0.09%	+1.8%	Q4 2024
CATCaterpillar Inc	$1.57M	0.66%	0.00%	-0.6%	Q3 2014
GXOGXO Logistics, Inc.	$1.46M	0.61%	0.02%	-48.6%	Q1 2023
PHParker-Hannifin Corp	$1.41M	0.59%	0.00%	-2.1%	Q1 2022
MCDMcdonalds Corp	$1.38M	0.58%	0.00%	-1.1%	Q1 2022
LLYELI LILLY & Co	$1.37M	0.58%	0.00%	+2.9%	Q1 2022
MAMastercard Inc	$1.29M	0.54%	0.00%	Not reported	Q1 2022
APDAir Products & Chemicals, Inc.	$1.28M	0.54%	0.00%	-13.8%	Q3 2014
HDHome Depot, Inc.	$1.22M	0.51%	0.00%	-0.2%	Q1 2022
AMGNAmgen Inc	$1.17M	0.49%	0.00%	-1.2%	Q1 2022
GILDGilead Sciences, Inc.	$1.12M	0.47%	0.00%	-1.0%	Q3 2014
COSTCostco Wholesale Corp	$1.11M	0.46%	0.00%	-2.4%	Q1 2022

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