1y return+19.0%S&P 500 +20.9%
3y return+42.4%S&P 500 +68.5%
5y return+40.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2020: $190 against $242 in the S&P 500.2
Mendel Money ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PANWPalo Alto Networks Inc | $10.1M | 3.7% | −7.7% |
| MSFTMicrosoft Corp | $9.5M | 3.5% | +13.7% |
| AMZNAmazon Com Inc | $9.4M | 3.4% | |
| GOOGAlphabet Inc | $7.9M | 2.9% | −7.2% |
| GEVGe Vernova Inc | $7.5M | 2.7% | −2.6% |
| TMOThermo Fisher Scientific Inc | $7.3M | 2.7% | +19.9% |
| VVisa Inc | $6.9M | 2.5% | +6.4% |
| AMEAmetek Inc | $6.7M | 2.4% | +3.3% |
| Linde PLCCUSIP G54950103 | $6.4M | 2.3% | +5.7% |
| RTXRtx Corporation | $5.8M | 2.1% | +1.7% |
| PWRQuanta Svcs Inc | $5.8M | 2.1% | +1.5% |
| AVGOBroadcom Inc | $5.8M | 2.1% | +31.0% |
| DHRDanaher Corp Del | $5.7M | 2.1% | +29.5% |
| APHAmphenol Corp | $5.6M | 2.1% | +35.4% |
| IBMInternational Business Machs | $5.5M | 2.0% | −2.1% |
| MRVLMarvell Technology Inc | $5.5M | 2.0% | −60.3% |
| GOOGLAlphabet Inc | $5.1M | 1.8% | −19.0% |
| LFUSLittelfuse Inc | $4.5M | 1.7% | −12.9% |
| DRSKEtf Ser Solutions | $4.4M | 1.6% | +19.1% |
| AAPLApple Inc | $4.3M | 1.6% | −9.4% |
| ACIOEtf Ser Solutions | $4.3M | 1.6% | +21.7% |
| Nxp Semiconductors N VCUSIP N6596X109 | $4.1M | 1.5% | −13.0% |
| KEYSKeysight Technologies Inc | $4.1M | 1.5% | −9.8% |
| JAAAJanus Detroit Str Tr | $4.0M | 1.5% | +67.4% |
| DEDeere & Co | $3.9M | 1.4% | −11.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | December 31, 2020 | +762.7% | $5.8M |
| PANWPalo Alto Networks Inc | September 30, 2020 | +736.0% | $10.1M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $7.9M |
| DEDeere & Co | June 30, 2020 | +303.7% | $3.9M |
| GEVGe Vernova Inc | March 31, 2025 | +284.8% | $7.5M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $2.7M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $4.3M |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $5.8M |
| AMEAmetek Inc | June 30, 2020 | +170.7% | $6.7M |
| GOOGLAlphabet Inc | March 31, 2022 | +157.0% | $5.1M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $792K
- WDAYWorkday Inc was $592K
- GPCGenuine Parts Co was $443K
- ABTAbbott Laboratories was $411K
- PSTLPostal Realty Trust Inc was $390K
- DISDisney Walt Co was $386K
- QQQInvesco Qqq Tr was $384K
- FISVFiserv Inc was $383K
- ADIAnalog Devices Inc was $338K
- INGRIngredion Inc was $298K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.3% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −4.7% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +6.6% | +5.4% |
| June 30, 2024 | −0.7% | +4.0% |
| March 31, 2024 | +6.5% | +10.0% |
| December 31, 2023 | +9.9% | +11.2% |
| September 30, 2023 | −5.3% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +4.9% | +7.0% |
| December 31, 2022 | +8.4% | +7.1% |
| September 30, 2022 | −6.2% | −5.3% |
| June 30, 2022 | −13.9% | −16.5% |
| March 31, 2022 | −9.4% | −4.9% |
| December 31, 2021 | +12.4% | +10.7% |
| September 30, 2021 | +0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mendel Money Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1600585&type=13F-HR&dateb=&owner=include&count=40CIK 1600585
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1600585/000160058526000005/Filed July 30, 2026 · accession 0001600585-26-000005