§ 13F · FUND PROFILE
Mendel Money Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $238M (13F)Positions · 150Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 22K | $8M | 3.5% | +7% |
| 2 | AMZN | AMAZON COM INC | 39K | $8M | 3.4% | +3% |
| 3 | GOOG | ALPHABET INC | 24K | $7M | 2.9% | −7% |
| 4 | TMO | THERMO FISHER SCIENTIFIC INC | 12K | $6M | 2.5% | +6% |
| 5 | RTX | RTX CORPORATION | 30K | $6M | 2.4% | −1% |
| 6 | LIN | LINDE PLC | 12K | $6M | 2.4% | +1% |
| 7 | AME | AMETEK INC | 27K | $6M | 2.4% | −2% |
| 8 | GEV | GE VERNOVA INC | 7K | $6M | 2.4% | −15% |
| 9 | V | VISA INC | 19K | $6M | 2.4% | +3% |
| 10 | PANW | PALO ALTO NETWORKS INC | 32K | $5M | 2.2% | +21% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MENDEL SIGNAL
AC read
Mendel Money Management is a Other fund managing $238 million in assets. The fund runs a portfolio of 150 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed