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.
Mendel Capital Management LLC (CIK 1911384) reported $198.9M across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XLK ($19.7M, 9.90%), IYW ($15.6M, 7.86%), SCHD ($14.9M, 7.49%), VOO ($13.3M, 6.68%), VIG ($13.1M, 6.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $19.7M | 9.90% | 148,197 | Added |
| 2 | IYW | ISHARES TR | $15.6M | 7.86% | 86,108 | Trimmed |
| 3 | SCHD | SCHWAB STRATEGIC TR | $14.9M | 7.49% | 485,811 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $13.3M | 6.68% | 22,242 | Added |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $13.1M | 6.56% | 60,700 | Added |
| 6 | MZLSX | PROFESIONALLY MANAGED PORTFO | $7.2M | 3.64% | 136,816 | New |
| 7 | WMT | WALMART INC | $6.6M | 3.34% | 53,429 | Added |
| 8 | AAPL | APPLE INC | $6.6M | 3.31% | 25,909 | Trimmed |
| 9 | DVY | ISHARES TR | $5.5M | 2.77% | 36,388 | Added |
| 10 | FNDF | SCHWAB STRATEGIC TR | $4.0M | 2.03% | 82,565 | Added |
| 11 | TDV | PROSHARES TR | $4.0M | 2.02% | 47,426 | Added |
| 12 | MSFT | MICROSOFT CORP | $4.0M | 1.99% | 10,705 | Trimmed |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $3.2M | 1.59% | 49,254 | Added |
| 14 | IVOG | VANGUARD ADMIRAL FDS INC | $2.8M | 1.40% | 22,321 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $2.7M | 1.36% | 9,195 | Added |
| 16 | EFG | ISHARES TR | $2.5M | 1.27% | 22,723 | Added |
| 17 | IBM | INTERNATIONAL BUSINESS MACHS | $2.4M | 1.19% | 9,742 | Added |
| 18 | KR | KROGER CO | $2.3M | 1.16% | 31,889 | Trimmed |
| 19 | PH | PARKER-HANNIFIN CORP | $2.3M | 1.13% | 2,517 | Trimmed |
| 20 | JNJ | JOHNSON & JOHNSON | $2.0M | 1.02% | 8,327 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $2.0M | 1.00% | 11,390 | Trimmed |
| 22 | FDX | FEDEX CORP | $2.0M | 1.00% | 5,556 | Added |
| 23 | XLC | SELECT SECTOR SPDR TR | $1.9M | 0.98% | 17,547 | Added |
| 24 | SCHR | SCHWAB STRATEGIC TR | $1.9M | 0.93% | 74,401 | Added |
| 25 | AMGN | AMGEN INC | $1.8M | 0.92% | 5,220 | Added |
Source: SEC Form 13F filings · as of 2026-03-31