Mendel Money Management Portfolio Holdings

Mendel Money Management

  • $211 Million
  • Q4 2024

Mendel Money Management has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $211 Million distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.34M, Amazon Com Inc with a value of $8.9M, Alphabet Inc. with a value of $6.63M, Visa Inc. with a value of $6.35M, and International Business Machines Corp with a value of $5.96M.

Examining the 13F form we can see an decrease of $9.15M in the current position value, from $220M to 211M.

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 $211 Million
Technology: $60 Million
Industrials: $29.5 Million
Healthcare: $25.2 Million
Consumer Cyclical: $22.1 Million
Financial Services: $19.3 Million
ETFs: $14.8 Million
Communication Services: $13.7 Million
Consumer Defensive: $7.33 Million
Other: $18.7 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$154M
$206,000 0.1% of portfolio
14,700
Q4 2024 Reduced 20.54%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $211 Million
  • Prior Value $220 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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