BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CERT CERTARA INC Healthcare 52,845.0 $301K 0.13% -27K -34.2% $5.70 -0.7%
62 SBUX STARBUCKS CORP Consumer Cyclical 3,361.0 $301K 0.13% -611.0 -15.4% $89.59 +13.0%
63 GH GUARDANT HEALTH INC Healthcare 3,235.0 $299K 0.12% -675.0 -17.3% $92.37 +41.3%
64 INGR INGREDION INC Consumer Defensive 2,647.0 $298K 0.12% -145.0 -5.2% $112.66 -8.2%
65 TGT TARGET CORP Consumer Defensive 2,184.0 $265K 0.11% -420.0 -16.1% $121.20 +6.7%
66 BDX BECTON DICKINSON & CO Healthcare 1,679.0 $264K 0.11% -150.0 -8.2% $157.23 -6.5%
67 PAYX PAYCHEX INC Industrials 2,659.0 $245K 0.10% -140.0 -5.0% $92.12 +3.8%
68 PFE PFIZER INC Healthcare 8,000.0 $225K 0.09% -4K -32.3% $28.08 -7.2%
69 AXP AMERICAN EXPRESS CO Financial Services 715.0 $216K 0.09% -16.0 -2.2% $302.48 +3.4%
70 SJM SMUCKER J M CO Consumer Defensive 2,180.0 $210K 0.09% -200.0 -8.4% $96.44 +7.7%
Page 4 of 4  ·  70 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%