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 $273.1M across 127 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PANW ($10.1M, 3.71%), MSFT ($9.5M, 3.46%), AMZN ($9.4M, 3.42%), GOOG ($7.9M, 2.90%), GEV ($7.5M, 2.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PANW | PALO ALTO NETWORKS INC | $10.1M | 3.71% | 29,709 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $9.5M | 3.46% | 25,357 | Added |
| 3 | AMZN | AMAZON COM INC | $9.4M | 3.42% | 39,230 | Added |
| 4 | GOOG | ALPHABET INC | $7.9M | 2.90% | 22,435 | Trimmed |
| 5 | GEV | GE VERNOVA INC | $7.5M | 2.75% | 6,392 | Trimmed |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | $7.3M | 2.67% | 14,571 | Added |
| 7 | V | VISA INC | $6.9M | 2.52% | 20,088 | Added |
| 8 | AME | AMETEK INC | $6.7M | 2.45% | 27,633 | Added |
| 9 | LIN | LINDE PLC | $6.4M | 2.33% | 12,245 | Added |
| 10 | RTX | RTX CORPORATION | $5.8M | 2.14% | 30,833 | Added |
| 11 | PWR | QUANTA SVCS INC | $5.8M | 2.11% | 8,015 | Added |
| 12 | AVGO | BROADCOM INC | $5.8M | 2.11% | 15,244 | Added |
| 13 | DHR | DANAHER CORP DEL | $5.7M | 2.08% | 29,778 | Added |
| 14 | APH | AMPHENOL CORP | $5.6M | 2.05% | 31,828 | Added |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS | $5.5M | 2.01% | 19,482 | Trimmed |
| 16 | MRVL | MARVELL TECHNOLOGY INC | $5.5M | 2.00% | 18,332 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $5.1M | 1.85% | 14,135 | Trimmed |
| 18 | LFUS | LITTELFUSE INC | $4.5M | 1.65% | 9,901 | Trimmed |
| 19 | DRSK | ETF SER SOLUTIONS | $4.4M | 1.63% | 154,633 | Added |
| 20 | AAPL | APPLE INC | $4.3M | 1.58% | 14,873 | Trimmed |
| 21 | ACIO | ETF SER SOLUTIONS | $4.3M | 1.57% | 92,681 | Added |
| 22 | NXPI | NXP SEMICONDUCTORS N V | $4.1M | 1.51% | 14,690 | Trimmed |
| 23 | KEYS | KEYSIGHT TECHNOLOGIES INC | $4.1M | 1.49% | 11,661 | Trimmed |
| 24 | JAAA | JANUS DETROIT STR TR | $4.0M | 1.46% | 78,972 | Added |
| 25 | DE | DEERE & CO | $3.9M | 1.43% | 6,149 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30