Mendel Money Management

CIK 0001600585 · NORTHBROOK, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

Mendel Money Management reported 127 positions worth $273.1M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: PANW (3.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$273.1M
2026 Q2
Positions
127
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.4%
Est. Net Flow (Q)
2026 Q2
10 / 127 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1PANWPALO ALTO NETWORKS INCSH$10.1M3.71%29,709
2MSFTMICROSOFT CORPSH$9.5M3.46%25,357
3AMZNAMAZON COM INCSH$9.4M3.42%39,230
4GOOGALPHABET INCSH$7.9M2.90%22,435
5GEVGE VERNOVA INCSH$7.5M2.75%6,392
6TMOTHERMO FISHER SCIENTIFIC INCSH$7.3M2.67%14,571
7VVISA INCSH$6.9M2.52%20,088
8AMEAMETEK INCSH$6.7M2.45%27,633
9LINLINDE PLCSH$6.4M2.33%12,245
10RTXRTX CORPORATIONSH$5.8M2.14%30,833

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Mendel Money Management hold as of Q2 2026?

Mendel Money Management reported 127 positions worth $273.1M in its Q2 2026 13F filing. Largest positions: PANW (3.7%), MSFT (3.5%), AMZN (3.4%), GOOG (2.9%) and GEV (2.7%).

What did Mendel Money Management buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Mendel Money Management 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.