Q2 2026 13F · SEC CIK 1600585

Mendel Money Management

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $273.1M
Reported positions: 127
Top holdings a year, 3 yrs: +15.4%
Assets under management: $317.1M

Mendel Money Management is a wealth manager that reported 127 positions worth $273.1M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Palo Alto Networks Inc (PANW, 3.7%), Microsoft Corp (MSFT, 3.5%), Amazon Com Inc (AMZN, 3.4%). A portfolio copying its top holdings returned 15.4% a year over the last 3 years, against 20.4% for the S&P 500.

Mendel Money Management holdings largest 50 of 127 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mendel Money Management 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
PANWPalo Alto Networks Inc	3.7%	2.2%	29,709	-7.7%	$10.1M
MSFTMicrosoft Corp	3.5%	3.5%	25,357	+13.7%	$9.5M
AMZNAmazon Com Inc	3.4%	3.4%	39,230	+1.0%	$9.4M
GOOGAlphabet Inc	2.9%	2.9%	22,435	-7.2%	$7.9M
GEVGe Vernova Inc	2.7%	2.4%	6,392	-2.6%	$7.5M
TMOThermo Fisher Scientific Inc	2.7%	2.5%	14,571	+19.9%	$7.3M
VVisa Inc	2.5%	2.4%	20,088	+6.4%	$6.9M
AMEAmetek Inc	2.4%	2.4%	27,633	+3.3%	$6.7M
LINLinde PLC	2.3%	2.4%	12,245	+5.7%	$6.4M
RTXRtx Corporation	2.1%	2.4%	30,833	+1.7%	$5.8M
PWRQuanta Svcs Inc	2.1%	1.8%	8,015	+1.5%	$5.8M
AVGOBroadcom Inc	2.1%	1.5%	15,244	+31.0%	$5.8M
DHRDanaher Corp Del	2.1%	1.8%	29,778	+29.5%	$5.7M
APHAmphenol Corp	2.1%	1.2%	31,828	+35.4%	$5.6M
IBMInternational Business Machs	2.0%	2.0%	19,482	-2.1%	$5.5M
MRVLMarvell Technology Inc	2.0%	1.9%	18,332	-60.3%	$5.5M
GOOGLAlphabet Inc	1.9%	2.1%	14,135	-19.0%	$5.1M
LFUSLittelfuse Inc	1.6%	1.6%	9,901	-12.9%	$4.5M
DRSKETF Ser Solutions	1.6%	1.5%	154,633	+19.1%	$4.4M
AAPLApple Inc	1.6%	1.7%	14,873	-9.4%	$4.3M
ACIOETF Ser Solutions	1.6%	1.3%	92,681	+21.7%	$4.3M
NXPINxp Semiconductors N V	1.5%	1.4%	14,690	-13.0%	$4.1M
KEYSKeysight Technologies Inc	1.5%	1.5%	11,661	-9.8%	$4.1M
JAAAJanus Detroit Str Tr	1.5%	1.0%	78,972	+67.4%	$4.0M
DEDeere & Co	1.4%	1.6%	6,149	-11.8%	$3.9M
DMBSDoubleline ETF Trust	1.4%	1.1%	78,202	+49.7%	$3.8M
NOWServicenow Inc	1.4%	1.0%	37,485	+58.4%	$3.7M
LOWLowes Cos Inc	1.3%	1.7%	16,685	-3.9%	$3.7M
WMTWalmart Inc	1.3%	1.1%	32,020	+50.1%	$3.6M
FMAOFarmers &merchants Bancorp	1.3%	1.3%	115,877	-5.9%	$3.5M
UBERUber Technologies Inc	1.2%	1.2%	46,241	+14.0%	$3.3M
CARYAngel Oak Funds Trust	1.2%	1.2%	158,094	+10.8%	$3.3M
XONEBondbloxx ETF Trust	1.2%	0.8%	66,004	+65.5%	$3.3M
ABBVAbbvie Inc	1.2%	1.0%	12,753	+16.6%	$3.2M
ULSUl Solutions Inc	1.0%	1.1%	26,842	-10.7%	$2.7M
JPMJpmorgan Chase & Co	1.0%	1.0%	8,250	-2.7%	$2.7M
CRAICRA Intl Inc	0.9%	0.9%	17,042	+29.9%	$2.4M
OSCVETF Ser Solutions	0.9%	0.8%	56,735	+24.2%	$2.4M
ANETArista Networks Inc	0.8%	—	13,374	—	$2.3M
CHEChemed Corp New	0.8%	—	4,726	—	$2.2M
CGNGCapital Group New Geography	0.8%	0.6%	56,185	+16.4%	$2.1M
DGROIshares Tr	0.7%	0.7%	25,915	+13.8%	$2.0M
CATCaterpillar Inc	0.7%	0.9%	1,778	-43.9%	$1.9M
NVDANvidia Corporation	0.7%	—	9,266	—	$1.9M
SPLGSpdr Series Trust	0.7%	—	20,889	—	$1.8M
LLYEli Lilly & Co	0.7%	—	1,491	—	$1.8M
UPSUnited Parcel Svcs Inc	0.6%	—	16,233	—	$1.7M
JPINJ P Morgan Exchange Traded F	0.6%	—	23,956	—	$1.7M
FANGDiamondback Energy Inc	0.6%	0.6%	9,828	+25.6%	$1.7M
IQDGWisdomtree Tr	0.6%	—	39,756	—	$1.7M

What Mendel Money Management bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +29.1% /yr; S&P 500 +20.1%
3 years: +15.4% /yr; S&P 500 +20.4%
5 years: +6.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$273.1M	127
Q1 2026	$239.0M	137
Q4 2025	$238.9M	147
Q3 2025	$237.8M	150
Q2 2025	$225.8M	142
Q1 2025	$211.1M	136
Q4 2024	$224.0M	137
Q3 2024	$231.3M	134
Q2 2024	$213.6M	131
Q1 2024	$216.2M	129
Q4 2023	$208.1M	128
Q3 2023	$186.5M	123

Questions about Mendel Money Management's portfolio

What stocks does Mendel Money Management own?

Mendel Money Management's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 127 positions worth $273.1M. The largest are Palo Alto Networks Inc (PANW) at 3.7%, Microsoft Corp (MSFT) at 3.5%, Amazon Com Inc (AMZN) at 3.4%, Alphabet Inc (GOOG) at 2.9% and Ge Vernova Inc (GEV) at 2.7%.

What did Mendel Money Management buy last quarter?

In Q2 2026, Mendel Money Management added Janus Detroit Str Tr (JAAA) (+67.4% shares), Bondbloxx ETF Trust (XONE) (+65.5% shares) and Servicenow Inc (NOW) (+58.4% shares), compared with its Q1 2026 filing.

What did Mendel Money Management sell last quarter?

In Q2 2026, Mendel Money Management cut from its top 50 Accenture PLC Ireland (ACN), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 State Str Spdr S&p 500 ETF T (SPY), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Digital Rlty Tr Inc (DLR), Marvell Technology Inc (MRVL) (-60.3% shares), Caterpillar Inc (CAT) (-43.9% shares) and Alphabet Inc (GOOGL) (-19.0% shares), compared with its Q1 2026 filing.

How has Mendel Money Management's portfolio performed?

A portfolio copying Mendel Money Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +29.1% against +20.1%. Over 5 years: +6.6% a year against +11.6%.

When is Mendel Money Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Mendel Money Management's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Mendel Money Management manage?

Mendel Money Management reported $317.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $273.1M.