Mendel Capital Management LLC - Portfolio overview

Mendel Capital Management LLC has 100 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. XLK - SELECT SECTOR SPDR TR, 9.90%
2. IYW - ISHARES TR, 7.85%
3. SCHD - SCHWAB STRATEGIC TR, 7.49%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.