Brendel Financial Advisors LLC
Top Portfolio Positions
82 positions ·
$170,552,527 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SHW |
Sherwin Williams Co
Basic Materials
|
33,329 | $10,683,610 | 6.26% | |
| BAR |
GraniteShares Gold Trust
|
146,753 | $6,769,715 | 3.97% | |
| JNJ |
Johnson & Johnson
Healthcare
|
25,994 | $6,353,973 | 3.73% | |
| CAT |
Caterpillar Inc
Industrials
|
8,670 | $6,142,348 | 3.60% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
47,019 | $5,843,521 | 3.43% | |
| DOV |
DOVER Corp
Industrials
|
24,410 | $5,088,264 | 2.98% | |
| NEE |
Nextera Energy Inc
Utilities
|
54,654 | $5,076,263 | 2.98% | |
| CTAS |
Cintas Corp
Industrials
|
28,888 | $4,886,116 | 2.86% | |
| ABBV |
AbbVie Inc.
Healthcare
|
22,166 | $4,820,883 | 2.83% | |
| GD |
General Dynamics Corp
Industrials
|
12,419 | $4,262,449 | 2.50% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VMD
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $334,304 | 36,298 | Shares | Sole | 2026-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||