Mendel Capital Management LLC: 13F holdings
CIK 19113842026Q2
| Positions | 99 |
|---|
| Reported value | $222.2m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 99 (+2 vs prior quarter) |
|---|
| Reported value | $222.2m (+11.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| XLK SELECT SECTOR SPDR TR | 145,442 | $27.7m | 12.5% |
| IYW ISHARES TR | 84,767 | $21.4m | 9.6% |
| SCHD SCHWAB STRATEGIC TR | 484,713 | $15.4m | 6.9% |
| VOO VANGUARD INDEX FDS | 22,115 | $15.2m | 6.8% |
| VIG VANGUARD SPECIALIZED FUNDS | 60,179 | $14.2m | 6.4% |
| AAPL APPLE INC | 25,860 | $7.5m | 3.4% |
| AKRE PROFESIONALLY MANAGED PORTFO | 128,936 | $6.9m | 3.1% |
| WMT WALMART INC | 53,450 | $6.1m | 2.7% |
| DVY ISHARES TR | 36,386 | $5.7m | 2.6% |
| TDV PROSHARES TR | 46,649 | $4.8m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911384")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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