Mendel Money Management Portfolio Holdings

Mendel Money Management

  • $223 Million
  • Q4 2025

Mendel Money Management has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $223 Million distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Service Now, Inc. with a value of $12.6M, Microsoft Corp with a value of $10.6M, Amazon Com Inc with a value of $8.82M, Alphabet Inc. with a value of $7.41M, and Thermo Fisher Scientific Inc. with a value of $6.5M.

Examining the 13F form we can see an increase of $7.99M in the current position value, from $215M to 223M.

Mendel Money Management is based out at Northbrook, IL

Below you can find more details about Mendel Money Management portfolio as well as his latest detailed transactions.

Portfolio value $223 Million
Technology: $72.4 Million
Industrials: $33.4 Million
Healthcare: $28.2 Million
ETFs: $21.4 Million
Consumer Cyclical: $19.1 Million
Financial Services: $16.8 Million
Communication Services: $13.3 Million
Consumer Defensive: $6.02 Million
Other: $12.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$169B
$12.6 Million 5.66% of portfolio
15,126
Q4 2025 Added 611.48%
$3.78T
$10.6 Million 4.74% of portfolio
20,835
Q4 2025 Reduced 1.73%
$2.39T
$8.82 Million 3.95% of portfolio
37,575
Q4 2025 Reduced 3.18%
$1.74T
$7.41 Million 3.32% of portfolio
25,950
Q4 2025 Reduced 9.45%
$222B
$6.5 Million 2.91% of portfolio
11,452
Q4 2025 Added 0.34%
$266B
$6.28 Million 2.81% of portfolio
21,117
Q4 2025 Reduced 3.41%
$533B
$5.98 Million 2.68% of portfolio
18,371
Q4 2025 Reduced 1.75%
$61.4B
$5.44 Million 2.44% of portfolio
26,497
Q4 2025 Added 0.55%
$258B
$5.36 Million 2.4% of portfolio
30,536
Q4 2025 Reduced 2.1%
$44.4B
$5.27 Million 2.36% of portfolio
27,268
Q4 2025 Added 0.26%
$1.65T
$4.94 Million 2.21% of portfolio
17,877
Q4 2025 Reduced 4.1%
$160B
$4.93 Million 2.21% of portfolio
22,344
Q4 2025 Reduced 3.39%
$4.3T
$4.46 Million 2.0% of portfolio
16,677
Q4 2025 Reduced 0.68%
$140B
$4.28 Million 1.92% of portfolio
19,010
Q4 2025 Reduced 4.42%
$139B
$4.2 Million 1.88% of portfolio
12,243
Q4 2025 Reduced 4.0%
$73.7B
$3.94 Million 1.77% of portfolio
45,607
Q4 2025 Reduced 9.55%
$144B
$3.5 Million 1.57% of portfolio
7,359
Q4 2025 Reduced 4.92%
$61.4B
$3.36 Million 1.5% of portfolio
7,821
Q4 2025 Added 3.21%
$181B
$3.17 Million 1.42% of portfolio
34,632
Q4 2025 Added 5.76%
$336M
$3.15 Million 1.41% of portfolio
127,553
Q4 2025 Reduced 6.66%
$152B
$3.11 Million 1.39% of portfolio
12,884
Q4 2025 Reduced 1.44%
$5.96B
$3.01 Million 1.35% of portfolio
12,526
Q4 2025 Reduced 0.62%
$32B
$2.66 Million 1.19% of portfolio
14,834
Q4 2025 Reduced 7.34%
$414B
$2.61 Million 1.17% of portfolio
11,159
Q4 2025 Reduced 1.93%
$881B
$2.36 Million 1.06% of portfolio
7,869
Q4 2025 Added 1.44%
$204B
$2.14 Million 0.96% of portfolio
14,479
Q4 2025 Reduced 11.53%
$45.5B
$1.92 Million 0.86% of portfolio
12,131
Q4 2025 Reduced 26.6%
$303B
$1.8 Million 0.81% of portfolio
11,609
Q4 2025 Reduced 1.36%
$291B
$1.79 Million 0.8% of portfolio
3,244
Q4 2025 Reduced 1.67%
$46.4B
$1.76 Million 0.79% of portfolio
7,609
Q4 2025 Reduced 46.91%
$971B
$1.67 Million 0.75% of portfolio
1,634
Q4 2025 Reduced 9.27%
$300B
$1.53 Million 0.69% of portfolio
4,772
Q4 2025 Reduced 7.68%
$107B
$1.54 Million 0.69% of portfolio
1,854
Q3 2025 Reduced 2.11%
$279B
$1.46 Million 0.66% of portfolio
14,217
Q4 2025 Added 41.13%
$183B
$1.41 Million 0.63% of portfolio
4,130
Q4 2025 Reduced 0.1%
$224B
$1.38 Million 0.62% of portfolio
4,529
Q3 2025 Reduced 1.14%
$59.7B
$1.34 Million 0.6% of portfolio
3,431
Q4 2025 Reduced 23.84%
$68.7B
$1.3 Million 0.58% of portfolio
13,795
Q4 2025 Added 20.61%
$193B
$1.28 Million 0.57% of portfolio
2,334
Q4 2025 Added 6.67%
$6.49B
$1.26 Million 0.56% of portfolio
2,890
Q4 2025 Added 85.61%
$512B
$1.22 Million 0.55% of portfolio
2,269
Q2 2025 Reduced 1.73%
$607M
$1.22 Million 0.55% of portfolio
29,495
Q4 2025 Reduced 26.13%
$319B
$1.18 Million 0.53% of portfolio
15,157
Q4 2025 Reduced 2.63%
$156B
$1.14 Million 0.51% of portfolio
9,177
Q4 2025 Reduced 9.02%
$84B
$1.12 Million 0.5% of portfolio
6,200
Q4 2025 Added 105.64%
$367B
$1.11 Million 0.5% of portfolio
3,113
Q4 2025 Added 3.66%
$404B
$1.1 Million 0.49% of portfolio
1,209
Q4 2025 Added 1.26%
$79.5B
$1.04 Million 0.46% of portfolio
8,282
Q4 2025 Reduced 38.89%
$94.5B
$1.01 Million 0.45% of portfolio
2,948
Q2 2025 Added 0.27%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $223 Million
  • Prior Value $215 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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