Bradley Mendel

Mendel Money Management

Assets Managed

$239.003M

Holdings

137

Last Quarter

2026 - Q1

Filed Date

1mo 28d ago

Growth Rate

0.04%(2Q avg: 0.25%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mendel Money Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Mendel Money Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 239.003M in assets, with a quarterly growth rate of 0.04% and a 2-quarter average growth rate of 0.25%. The portfolio is managed by Bradley Mendel, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MSFT Microsoft Corp Recent Activity Increased 7.09%	3.46%	$8.259M 22,311 shares@ $370.17 avg price	Increased 7.09%
AMZN Amazon.com Inc Recent Activity Increased 3.38%	3.39%	$8.09M 38,844 shares@ $208.28 avg price	Increased 3.38%
GOOG Alphabet Inc-cl C Recent Activity Decreased -6.81%	2.91%	$6.937M 24,181 shares@ $286.87 avg price	Decreased -6.81%
TMO Thermo Fisher Scientific Inc Recent Activity Increased 6.08%	2.5%	$5.971M 12,148 shares@ $491.53 avg price	Increased 6.08%
RTX Rtx Corp Recent Activity Decreased -0.72%	2.45%	$5.848M 30,316 shares@ $192.9 avg price	Decreased -0.72%
LIN Linde Plc Recent Activity Increased 1.46%	2.41%	$5.743M 11,585 shares@ $495.77 avg price	Increased 1.46%
AME Ametek Inc Recent Activity Decreased -1.87%	2.4%	$5.735M 26,756 shares@ $214.36 avg price	Decreased -1.87%
GEV Ge Vernova Inc Recent Activity Decreased -14.58%	2.4%	$5.73M 6,564 shares@ $872.91 avg price	Decreased -14.58%
V Visa Inc-class A Shares Recent Activity Increased 2.81%	2.39%	$5.708M 18,886 shares@ $302.25 avg price	Increased 2.81%
PANW Palo Alto Networks Inc Recent Activity Increased 21.49%	2.16%	$5.161M 32,191 shares@ $160.32 avg price	Increased 21.49%

1-10 of 137