Brendel Financial Advisors LLC
Top Portfolio Positions
79 positions ·
$167,008,945 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SHW |
Sherwin Williams Co
Basic Materials
|
33,345 | $10,804,780 | 6.47% |
| WMT |
Walmart Inc.
Consumer Defensive
|
50,561 | $5,633,001 | 3.37% |
| JNJ |
Johnson & Johnson
Healthcare
|
27,210 | $5,631,109 | 3.37% |
| ABBV |
AbbVie Inc.
Healthcare
|
23,974 | $5,477,819 | 3.28% |
| CAT |
Caterpillar Inc
Industrials
|
9,192 | $5,265,821 | 3.15% |
| AXP |
American Express Co
Financial Services
|
13,960 | $5,164,502 | 3.09% |
| CTAS |
Cintas Corp
Industrials
|
26,779 | $5,036,326 | 3.02% |
| IBM |
International Business Machines Corp
Technology
|
16,314 | $4,832,369 | 2.89% |
| NEE |
Nextera Energy Inc
Utilities
|
59,623 | $4,786,534 | 2.87% |
| MSFT |
Microsoft Corp
Technology
|
9,070 | $4,386,433 | 2.63% |
Portfolio Trend
Holdings in APPS
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $340,035 | 68,007 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $425,478 | 66,481 | Shares | Sole | 2025-10-20 | |
| 2021-03-31 | $498,071 | 6,198 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,985,274 | 70,461 | Shares | Sole | 2021-02-12 | |
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