Mendel Capital Management LLC
Mendel Capital Management LLC reported 99 positions worth $222.2M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: XLK (12.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | XLK | SH | $27.7M | 12.47% | 145,442 | — | — | |
| ▸ 2 | IYW | SH | $21.4M | 9.62% | 84,767 | — | — | |
| ▸ 3 | SCHD | SH | $15.4M | 6.92% | 484,713 | — | — | |
| ▸ 4 | VOO | SH | $15.2M | 6.84% | 22,115 | — | — | |
| ▸ 5 | VIG | SH | $14.2M | 6.41% | 60,179 | — | — | |
| ▸ 6 | AAPL | SH | $7.5M | 3.37% | 25,860 | — | — | |
| ▸ 7 | AKRE | SH | $6.9M | 3.09% | 128,936 | — | — | |
| ▸ 8 | WMT | SH | $6.1M | 2.72% | 53,450 | — | — | |
| ▸ 9 | DVY | SH | $5.7M | 2.56% | 36,386 | — | — | |
| ▸ 10 | TDV | SH | $4.8M | 2.18% | 46,649 | — | — |
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Frequently Asked Questions
What stocks does Mendel Capital Management LLC hold as of Q2 2026?
Mendel Capital Management LLC reported 99 positions worth $222.2M in its Q2 2026 13F filing. Largest positions: XLK (12.5%), IYW (9.6%), SCHD (6.9%), VOO (6.8%) and VIG (6.4%).
What did Mendel Capital Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Mendel Capital Management 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.