Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Brendel Financial Advisors LLC (CIK 1768065) reported $202.1M across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SHW ($10.7M, 5.29%), BAR ($6.8M, 3.35%), JNJ ($6.4M, 3.14%), CAT ($6.1M, 3.04%), WMT ($5.8M, 2.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHW | SHERWIN WILLIAMS CO | $10.7M | 5.29% | 33,329 | Trimmed |
| 2 | BAR | GRANITESHARES GOLD TR | $6.8M | 3.35% | 146,753 | Trimmed |
| 3 | JNJ | JOHNSON & JOHNSON | $6.4M | 3.14% | 25,994 | Trimmed |
| 4 | CAT | CATERPILLAR INC | $6.1M | 3.04% | 8,670 | Trimmed |
| 5 | WMT | WALMART INC | $5.8M | 2.89% | 47,019 | Trimmed |
| 6 | FTCB | FIRST TR EXCHANGE-TRADED FD | $5.6M | 2.79% | 268,784 | New |
| 7 | SCIO | FIRST TR EXCHANGE-TRADED FD | $5.4M | 2.67% | 261,809 | New |
| 8 | AGG | ISHARES TR | $5.2M | 2.59% | 52,823 | Added |
| 9 | DOV | DOVER CORP | $5.1M | 2.52% | 24,410 | Added |
| 10 | NEE | NEXTERA ENERGY INC | $5.1M | 2.51% | 54,654 | Trimmed |
| 11 | CTAS | CINTAS CORP | $4.9M | 2.42% | 28,888 | Added |
| 12 | ABBV | ABBVIE INC | $4.8M | 2.39% | 22,166 | Trimmed |
| 13 | GD | GENERAL DYNAMICS CORP | $4.3M | 2.11% | 12,419 | Trimmed |
| 14 | AXP | AMERICAN EXPRESS CO | $4.2M | 2.09% | 13,960 | Hold |
| 15 | TGT | TARGET CORP | $4.2M | 2.07% | 34,492 | New |
| 16 | CB | CHUBB LTD SWITZ | $4.2M | 2.06% | 12,799 | Added |
| 17 | MSFT | MICROSOFT CORP | $4.0M | 2.00% | 10,913 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $4.0M | 1.99% | 23,044 | Added |
| 19 | NDSN | NORDSON CORP | $4.0M | 1.97% | 14,928 | Trimmed |
| 20 | EXPD | EXPEDITORS INTL WASH INC | $3.9M | 1.95% | 27,504 | Trimmed |
| 21 | GLD | SPDR GOLD TR | $3.9M | 1.94% | 9,132 | Added |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $3.9M | 1.92% | 16,008 | Trimmed |
| 23 | GOOG | ALPHABET INC | $3.9M | 1.91% | 13,483 | Added |
| 24 | AAPL | APPLE INC | $3.8M | 1.86% | 14,812 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $3.8M | 1.86% | 12,804 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31