Mendel Money Management
Top Portfolio Positions
115 positions ·
$200,773,407 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
22,311 | $8,258,862 | 4.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,844 | $8,090,039 | 4.03% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
12,148 | $5,971,106 | 2.97% | |
| RTX |
RTX Corp
Industrials
|
30,316 | $5,847,956 | 2.91% | |
| LIN |
Linde PLC
Basic Materials
|
11,585 | $5,743,379 | 2.86% | |
| AME |
Ametek Inc/
Industrials
|
26,756 | $5,735,416 | 2.86% | |
| GEV |
GE Vernova Inc.
Industrials
|
6,564 | $5,729,715 | 2.85% | |
| V |
Visa Inc.
Financial Services
|
18,886 | $5,708,104 | 2.84% | |
| PANW |
Palo Alto Networks Inc
Technology
|
32,191 | $5,160,861 | 2.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,447 | $5,017,059 | 2.50% |
Portfolio Trend
24 quarters · across all stocks
Holdings in CRAI
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,124,351 | 13,123 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,002,496 | 4,995 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $224,169 | 1,075 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $201,422 | 1,075 | Shares | Sole | 2025-08-01 | |
| No 13F history on record for this holder in this stock. | ||||||