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Portfolio (Quarterly) Guide ↗

Mendel Money Management

· CIK 0001600585
13F Portfolio $239M AUM 137 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 Added 70 Reduced 10 Exited
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRAI CRA INTL INC Industrials 13,123.0 $2.1M 0.89% +8K +162.7% $161.88 -9.3%
22 XONE BONDBLOXX ETF TRUST 39,882.0 $2.0M 0.83% +7K +22.0% $49.52 -0.2%
23 OSCV ETF SER SOLUTIONS 45,677.0 $1.8M 0.75% +10K +29.2% $39.44 +3.2%
24 FANG DIAMONDBACK ENERGY INC Energy 7,823.0 $1.5M 0.65% +1K +23.5% $197.79 -2.4%
25 SNPS SYNOPSYS INC Technology 3,898.0 $1.5M 0.65% +467.0 +13.6% $396.48 +19.7%
26 CGNG CAPITAL GROUP NEW GEOGRAPHY 48,254.0 $1.5M 0.64% +3K +6.5% $31.57 +17.1%
27 AMT AMERICAN TOWER CORP Real Estate 8,633.0 $1.5M 0.62% +2K +39.2% $172.58 +8.6%
28 CHE CHEMED CORP NEW Healthcare 3,917.0 $1.5M 0.62% +1K +35.5% $377.74 +16.6%
29 MCD MCDONALDS CORP Consumer Cyclical 4,716.0 $1.5M 0.61% +187.0 +4.1% $310.76 -10.6%
30 UPS UNITED PARCEL SVCS INC Industrials 14,620.0 $1.4M 0.60% +825.0 +6.0% $98.38 +8.1%
31 ANET ARISTA NETWORKS INC Technology 11,713.0 $1.4M 0.60% +2K +27.0% $122.78 +26.0%
32 SPYM SPDR SERIES TRUST 18,210.0 $1.4M 0.58% +6K +49.7% $76.54 +16.0%
33 NVDA NVIDIA CORPORATION Technology 7,536.0 $1.3M 0.55% +2K +43.2% $174.40 +22.8%
34 JPIN J P MORGAN EXCHANGE TRADED F 17,658.0 $1.3M 0.53% +5K +41.5% $71.24 +4.9%
35 MOAT VANECK ETF TRUST 12,884.0 $1.2M 0.52% +249.0 +2.0% $96.70 +6.5%
36 IQDG WISDOMTREE TR 30,134.0 $1.2M 0.51% +3K +12.5% $40.14 +7.8%
37 ENTERGY CORP NEW 9,979.0 $1.1M 0.47% +460.0 +4.8% $112.36
38 ISRG INTUITIVE SURGICAL INC Healthcare 2,379.0 $1.1M 0.46% +45.0 +1.9% $460.99 -8.2%
39 SRE SEMPRA Utilities 9,076.0 $882K 0.37% +545.0 +6.4% $97.17 -7.8%
40 GSEW GOLDMAN SACHS ETF TR 9,359.0 $792K 0.33% +3K +54.4% $84.66 +9.7%
Page 2 of 3  ·  50 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.5%
Industrials 19.7%
Healthcare 12.7%
Consumer Cyclical 8.5%
Financial Services 8.5%
Communication Services 6.1%
Utilities 4.7%
Consumer Defensive 3.3%
Basic Materials 3.2%
Real Estate 2.0%