§ 13F · FUND PROFILE
Mendel Money Management.
AUM · $273M (13F)Positions · 127Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PANW | PALO ALTO NETWORKS INC | 30K | $10M | 3.7% | −8% |
| 2 | MSFT | MICROSOFT CORP | 25K | $9M | 3.5% | +14% |
| 3 | AMZN | AMAZON COM INC | 39K | $9M | 3.4% | +1% |
| 4 | GOOG | ALPHABET INC | 22K | $8M | 2.9% | −7% |
| 5 | GEV | GE VERNOVA INC | 6K | $8M | 2.7% | −3% |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | 15K | $7M | 2.7% | +20% |
| 7 | V | VISA INC | 20K | $7M | 2.5% | +6% |
| 8 | AME | AMETEK INC | 28K | $7M | 2.4% | +3% |
| 9 | LIN | LINDE PLC | 12K | $6M | 2.3% | +6% |
| 10 | RTX | RTX CORPORATION | 31K | $6M | 2.1% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MENDEL SIGNAL
AC read
Mendel Money Management is a Other fund managing $273 million in assets. The fund runs a portfolio of 127 positions.
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