Mendel Money Management
Top Portfolio Positions
114 positions ·
$200,408,257 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
22,311 | $8,258,862 | 4.12% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,844 | $8,090,039 | 4.04% |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
12,148 | $5,971,106 | 2.98% |
| RTX |
RTX Corp
Industrials
|
30,316 | $5,847,956 | 2.92% |
| LIN |
Linde Plc
Basic Materials
|
11,585 | $5,743,379 | 2.87% |
| AME |
Ametek Inc/
Industrials
|
26,756 | $5,735,416 | 2.86% |
| GEV |
GE Vernova Inc.
Industrials
|
6,564 | $5,729,715 | 2.86% |
| V |
Visa Inc.
Financial Services
|
18,886 | $5,708,104 | 2.85% |
| PANW |
Palo Alto Networks Inc
Technology
|
32,191 | $5,160,861 | 2.58% |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,447 | $5,017,059 | 2.50% |
Portfolio Trend
Holdings in CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,250,170 | 27,380 | Shares | Sole | 2026-05-04 | |
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