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 FMAO
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,159,412 | 123,078 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,153,110 | 127,553 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,417,691 | 136,653 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,495,035 | 138,253 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,339,940 | 139,688 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,163,582 | 141,378 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,127,813 | 149,288 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,441,273 | 148,203 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,226,544 | 144,753 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,575,058 | 103,833 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,642,999 | 93,725 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,102,434 | 93,400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,165,817 | 89,055 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $400,225 | 14,725 | Shares | Sole | 2023-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||