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Mendel Money Management
Updated 3 days agoManaged by Mendel Money Management • Latest filing Q3 2026
Portfolio value
$277.2M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $237.8M |
| Q4 2025 | $238.9M |
| Q1 2026 | $239M |
| Q2 2026 | $273.1M |
| Q3 2026 | $277.2M |
Top holdings
119 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $12.4M | 24.1K | 4.46% | — | |
| 2 | $10.9M | 27.4K | 3.92% | — | |
| 3 | $9.7M | 39.0K | 3.50% | — | |
| 4 | $9.6M | 14.3K | 3.47% | — | |
| 5 | $7.4M | 21.8K | 2.68% | — | |
| 6 | $7.2M | 20.0K | 2.59% | — | |
| 7 | $6.8M | 27.3K | 2.44% | — | |
| 8 | $6.6M | 29.6K | 2.37% | — | |
| 9 | $6M | 6.3K | 2.17% | — | |
| 10 | $5.9M | 12.4K | 2.13% | — | |
| 11 | $5.8M | 69.0K | 2.10% | — | |
| 12 | $5.7M | 30.9K | 2.07% | — | |
| 13 | $5.7M | 16.2K | 2.06% | — | |
| 14 | $5.2M | 8.1K | 1.88% | — | |
| 15 | $5.2M | 38.7K | 1.87% | — | |
| 16 | $4.8M | 18.0K | 1.72% | — | |
| 17 | $4.7M | 14.2K | 1.71% | — | |
| 18 | $4.5M | 10.7K | 1.64% | — | |
| 19 | ? N/A BONDBLOXX ETF TRUST | $4.5M | 92.2K | 1.64% | — |
| 20 | $4.5M | 88.7K | 1.62% | — |