Brendel Financial Advisors LLC
Brendel Financial Advisors LLC reported 101 positions worth $216.0M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: SHW (4.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SHW | SH | $10.1M | 4.66% | 29,234 | — | — | |
| ▸ 2 | CAT | SH | $8.9M | 4.12% | 8,356 | — | — | |
| ▸ 3 | JNJ | SH | $6.4M | 2.98% | 25,361 | — | — | |
| ▸ 4 | BAR | SH | $5.8M | 2.69% | 146,753 | — | — | |
| ▸ 5 | ABBV | SH | $5.7M | 2.62% | 22,515 | — | — | |
| ▸ 6 | FTCB | SH | $5.6M | 2.61% | 270,749 | — | — | |
| ▸ 7 | SCIO | SH | $5.4M | 2.51% | 262,638 | — | — | |
| ▸ 8 | LRCX | SH | $5.4M | 2.51% | 12,511 | — | — | |
| ▸ 9 | AGG | SH | $5.3M | 2.47% | 53,803 | — | — | |
| ▸ 10 | WMT | SH | $5.3M | 2.45% | 46,645 | — | — |
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Frequently Asked Questions
What stocks does Brendel Financial Advisors LLC hold as of Q2 2026?
Brendel Financial Advisors LLC reported 101 positions worth $216.0M in its Q2 2026 13F filing. Largest positions: SHW (4.7%), CAT (4.1%), JNJ (3.0%), BAR (2.7%) and ABBV (2.6%).
What did Brendel Financial Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Brendel Financial Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.