Portfolio (Quarterly)
Guide ↗
Mendel Money Management
· CIK 0001600585| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | FORTINET INC | — | 4,530 | $360K | 0.15% | SOLD |
| 2 | — | J P MORGAN EXCHANGE TRADED F | — | 7,084 | $358K | 0.15% | SOLD |
| 3 | KTB | KONTOOR BRANDS INC | Consumer Cyclical | 4,599 | $281K | 0.12% | SOLD |
| 4 | CRM | SALESFORCE INC | Technology | 1,052 | $279K | 0.12% | SOLD |
| 5 | VFC | V F CORP | Consumer Cyclical | 14,455 | $261K | 0.11% | SOLD |
| 6 | NTNX | NUTANIX INC | Technology | 4,600 | $238K | 0.10% | SOLD |
| 7 | ORCL | ORACLE CORP | Technology | 1,184 | $231K | 0.10% | SOLD |
| 8 | VLTO | VERALTO CORP | Industrials | 2,311 | $231K | 0.10% | SOLD |
| 9 | PYPL | PAYPAL HLDGS INC | Financial Services | 3,650 | $213K | 0.09% | SOLD |
| 10 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 353 | $213K | 0.09% | SOLD |
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%