§ 13F · FUND PROFILE
Brendel Financial Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $178.5B (13F)Positions · 101Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$203.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SHW | SHERWIN WILLIAMS CO | 33K | $10.8T | 5.3% | NEW |
| 2 | BAR | GRANITESHARES GOLD TR | 148K | $6.3T | 3.1% | NEW |
| 3 | WMT | WALMART INC | 51K | $5.6T | 2.8% | NEW |
| 4 | JNJ | JOHNSON & JOHNSON | 27K | $5.6T | 2.8% | NEW |
| 5 | ABBV | ABBVIE INC | 24K | $5.5T | 2.7% | NEW |
| 6 | CAT | CATERPILLAR INC | 9K | $5.3T | 2.6% | NEW |
| 7 | AXP | AMERICAN EXPRESS CO | 14K | $5.2T | 2.5% | NEW |
| 8 | CTAS | CINTAS CORP | 27K | $5.0T | 2.5% | NEW |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | 16K | $4.8T | 2.4% | NEW |
| 10 | NEE | NEXTERA ENERGY INC | 60K | $4.8T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRENDEL SIGNAL
AC read
Brendel Financial Advisors LLC is a Other fund managing $178.5 trillion in assets. The fund runs a portfolio of 101 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed