Brendel Financial Advisors LLC: 13F holdings
CIK 17680652026Q2
| Positions | 101 |
|---|
| Reported value | $216.0m |
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| Filed | 2026-07-31 |
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Change since last quarter
| Positions | 101 (+6 vs prior quarter) |
|---|
| Reported value | $216.0m (+6.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SHW SHERWIN WILLIAMS CO | 29,234 | $10.1m | 4.7% |
| CAT CATERPILLAR INC | 8,356 | $8.9m | 4.1% |
| JNJ JOHNSON & JOHNSON | 25,361 | $6.4m | 3.0% |
| BAR GRANITESHARES GOLD TR | 146,753 | $5.8m | 2.7% |
| ABBV ABBVIE INC | 22,515 | $5.7m | 2.6% |
| FTCB FIRST TR EXCHANGE-TRADED FD | 270,749 | $5.6m | 2.6% |
| FIRST TR EXCHANGE-TRADED FD | 262,638 | $5.4m | 2.5% |
| LRCX LAM RESEARCH CORP | 12,511 | $5.4m | 2.5% |
| AGG ISHARES TR | 53,803 | $5.3m | 2.5% |
| WMT WALMART INC | 46,645 | $5.3m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1768065")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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