Mendel Money Management - Portfolio overview

Mendel Money Management has 156 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 3.34%
2. AMZN - AMAZON COM INC, 3.27%
3. GOOG - ALPHABET INC, 2.81%

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.