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 Money Management (CIK 1600585) reported $239.0M across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($8.3M, 3.46%), AMZN ($8.1M, 3.38%), GOOG ($6.9M, 2.90%), TMO ($6.0M, 2.50%), RTX ($5.8M, 2.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $8.3M | 3.46% | 22,311 | Added |
| 2 | AMZN | AMAZON COM INC | $8.1M | 3.38% | 38,844 | Added |
| 3 | GOOG | ALPHABET INC | $6.9M | 2.90% | 24,181 | Trimmed |
| 4 | TMO | THERMO FISHER SCIENTIFIC INC | $6.0M | 2.50% | 12,148 | Added |
| 5 | RTX | RTX CORPORATION | $5.8M | 2.45% | 30,316 | Trimmed |
| 6 | GEV | GE VERNOVA INC | $5.7M | 2.40% | 6,564 | Trimmed |
| 7 | LIN | LINDE PLC | $5.7M | 2.40% | 11,585 | Added |
| 8 | AME | AMETEK INC | $5.7M | 2.40% | 26,756 | Trimmed |
| 9 | V | VISA INC | $5.7M | 2.39% | 18,886 | Added |
| 10 | PANW | PALO ALTO NETWORKS INC | $5.2M | 2.16% | 32,191 | Added |
| 11 | GOOGL | ALPHABET INC | $5.0M | 2.10% | 17,447 | Trimmed |
| 12 | IBM | INTERNATIONAL BUSINESS MACHS | $4.8M | 2.02% | 19,896 | Trimmed |
| 13 | MRVL | MARVELL TECHNOLOGY INC | $4.6M | 1.92% | 46,217 | Added |
| 14 | DHR | DANAHER CORP DEL | $4.4M | 1.82% | 22,988 | Added |
| 15 | PWR | QUANTA SVCS INC | $4.3M | 1.81% | 7,898 | Added |
| 16 | AAPL | APPLE INC | $4.2M | 1.74% | 16,412 | Trimmed |
| 17 | LOW | LOWES COS INC | $4.1M | 1.72% | 17,361 | Trimmed |
| 18 | DE | DEERE & CO | $3.9M | 1.64% | 6,969 | Trimmed |
| 19 | LFUS | LITTELFUSE INC | $3.9M | 1.61% | 11,368 | Trimmed |
| 20 | KEYS | KEYSIGHT TECHNOLOGIES INC | $3.7M | 1.53% | 12,931 | Trimmed |
| 21 | AVGO | BROADCOM INC | $3.6M | 1.51% | 11,635 | Trimmed |
| 22 | DRSK | ETF SER SOLUTIONS | $3.5M | 1.49% | 129,870 | Added |
| 23 | NXPI | NXP SEMICONDUCTORS N V | $3.3M | 1.39% | 16,883 | Trimmed |
| 24 | ACIO | ETF SER SOLUTIONS | $3.2M | 1.34% | 76,144 | Added |
| 25 | FMAO | FARMERS & MERCHANTS BANCORP | $3.2M | 1.32% | 123,078 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31