Mendel Money Management Sells in Q3 2025

Mendel Money Management

  • $215 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-11.3K
- 40.93%
$133.81 - $152.16 $1.52M - $1.73M
16.4K $2.3M
DE
Deere & CO

Industrials
-1.73K
- 18.26%
$457.26 - $524.37 $791K - $907K
7.74K $3.54M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-28.5K
- 46.0%
$44.34 - $45.94 $1.26M - $1.31M
33.5K $1.53M
CCI
Crown Castle International Corp

Real Estate
-12K
- 73.12%
$92.96 - $113.91 $1.12M - $1.37M
4.42K $426K
GXO
Gxo Logistics, Inc.

Industrials
-26K
- 48.59%
$48.07 - $54.59 $1.25M - $1.42M
27.5K $1.46M
BAC
Bank Of America Corp

Financial Services
-17K
- 44.31%
$44.92 - $52.42 $761K - $889K
21.3K $1.1M
CSV
Carriage Services Inc

Consumer Cyclical
-12.4K
- 23.74%
$41.55 - $48.29 $516K - $600K
39.9K $1.78M
YELP
Yelp Inc

Communication Services
-13.2K
- 63.34%
$30.48 - $35.26 $403K - $466K
7.65K $238K
UNP
Union Pacific Corp

Industrials
-1.58K
- 29.56%
$214.91 - $237.16 $340K - $375K
3.77K $890K
IBM
International Business Machines Corp

Technology
-140
- 0.64%
$234.77 - $292.47 $32.9K - $40.9K
21.9K $6.17M
APD
Air Products & Chemicals, Inc.

Basic Materials
-750
- 13.78%
$265.78 - $299.3 $199K - $224K
4.69K $1.28M
LMT
Lockheed Martin Corp

Industrials
-415
- 23.82%
$410.74 - $499.21 $170K - $207K
1.33K $662K
DIS
Walt Disney CO

Communication Services
-551
- 7.49%
$112.25 - $124.0 $61.8K - $68.3K
6.8K $778K
AMZN
Amazon Com Inc

Consumer Cyclical
-563
- 1.43%
$211.65 - $238.24 $119K - $134K
38.8K $8.52M
COST
Costco Wholesale Corp

Consumer Defensive
-29
- 2.37%
$915.95 - $994.57 $26.6K - $28.8K
1.19K $1.11M
DLR
Digital Realty Trust, Inc.

Real Estate
-385
- 2.28%
$161.21 - $180.02 $62.1K - $69.3K
16.5K $2.86M
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
-1.6K
- 1.16%
$23.67 - $28.19 $37.9K - $45.1K
137K $3.42M
TGT
Target Corp

Consumer Defensive
-443
- 10.57%
$86.56 - $107.43 $38.3K - $47.6K
3.75K $336K
ROP
Roper Technologies Inc

Industrials
-8
- 0.83%
$495.03 - $573.0 $3.96K - $4.58K
955 $476K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-400
- 7.38%
$65.64 - $78.22 $26.3K - $31.3K
5.02K $336K
ABT
Abbott Laboratories

Healthcare
-383
- 7.94%
$120.51 - $136.62 $46.2K - $52.3K
4.44K $594K
SBUX
Starbucks Corp

Consumer Cyclical
-210
- 3.7%
$81.9 - $96.86 $17.2K - $20.3K
5.47K $462K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-587
- 4.35%
N/A
12.9K $1.11M
NTNX
Nutanix, Inc.

Technology
-470
- 6.13%
$66.06 - $81.12 $31K - $38.1K
7.2K $535K
CRM
Salesforce, Inc.

Technology
-5
- 0.39%
$231.66 - $273.65 $1.16K - $1.37K
1.27K $301K
AON
Aon PLC

Financial Services
-109
- 7.74%
$350.91 - $375.27 $38.2K - $40.9K
1.3K $463K
ADBE
Adobe Inc.

Technology
-14
- 1.76%
$333.65 - $392.1 $4.67K - $5.49K
782 $275K
MBBB
Vaneck Moodys Analytics Bbb CO

ETFs
-1.55K
- 8.59%
$21.34 - $22.05 $33K - $34.1K
16.5K $361K
PFE
Pfizer Inc

Healthcare
-2K
- 10.94%
$23.29 - $25.88 $46.5K - $51.7K
16.3K $414K
BDX
Becton Dickinson & CO

Healthcare
-328
- 14.55%
$172.41 - $199.66 $56.6K - $65.5K
1.93K $360K
WDAY
Workday, Inc.

Technology
-148
- 1.02%
$213.69 - $247.69 $31.6K - $36.7K
14.3K $3.45M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-500
- 6.36%
$50.47 - $50.74 $25.2K - $25.4K
7.36K $373K
ITW
Illinois Tool Works Inc

Industrials
-250
- 8.16%
$252.31 - $269.41 $63.1K - $67.4K
2.82K $734K
CSCO
Cisco Systems, Inc.

Technology
-90
- 0.57%
$66.2 - $71.79 $5.96K - $6.46K
15.6K $1.07M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-53
- 11.28%
$567.09 - $607.37 $30.1K - $32.2K
417 $248K
VRIG
Invesco Actively Managed ETF F

ETFs
-650
- 4.2%
$25.04 - $25.16 $16.3K - $16.4K
14.8K $371K
AEP
American Electric Power CO Inc

Utilities
-640
- 9.64%
$103.26 - $115.0 $66.1K - $73.6K
6K $674K
GILD
Gilead Sciences, Inc.

Healthcare
-100
- 0.98%
$108.22 - $120.47 $10.8K - $12K
10.1K $1.12M
CB
Chubb LTD

Financial Services
-10
- 1.23%
$265.99 - $289.59 $2.66K - $2.9K
802 $226K
AMGN
Amgen Inc

Healthcare
-50
- 1.2%
$271.18 - $309.22 $13.6K - $15.5K
4.13K $1.17M
Coherent Corp
-420
- 15.14%
N/A
2.36K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-12.3K
- 43.66%
N/A
15.9K $0
Ul Solutions Inc
-640
- 1.52%
N/A
41.4K $0
Veralto Corp
-60
- 2.15%
N/A
2.73K $0
Arista Networks Inc
-1.75K
- 12.62%
N/A
12.1K $0
Ge Vernova Inc
-164
- 2.0%
N/A
8.04K $0
DHR
Danaher Corp

Healthcare
-28
- 0.12%
$181.46 - $212.2 $5.08K - $5.94K
23.1K $4.59M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-75
- 10.55%
$473.44 - $553.71 $35.5K - $41.5K
636 $347K
FANG
Diamondback Energy, Inc.

Energy
-75
- 1.6%
$134.53 - $152.5 $10.1K - $11.4K
4.61K $660K
Activity Summary
Buys All Purchases 51 New Holdings 15 Increased Positions 36 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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