Mendel Money Management
SEC Form 13F institutional filer · CIK 0001600585
13F-HR · 107 reported holdings · 2026-03-31
Reported long-US-equity value
$0.19B
Top-10 concentration
32.5%
Mendel Money Management — $194M AUM allocation strategy
Mendel Money Management files SEC Form 13F and reports $194M of long US equity value across 107 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.6%, followed by Industrials 13.2% and Consumer Discretionary 6.3%.
The top 10 holdings account for 33% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Mendel Money Management — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$194M
total across 107 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
33% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$APH +19.1K sh · +$2.37M+$NOW +8.53K sh · +$156K+$WMT +7.12K sh · +$1.07M
Biggest trims (shares)
−$BAC −12.2K sh · −$715K−$PFE −3.81K sh · −$69.6K−$PEP −3.69K sh · −$402K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$FTNT ($360K last qtr)$CRM ($279K last qtr)$ORCL ($231K last qtr)$VLTO ($231K last qtr)$PYPL ($213K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software6.9%—
- Interactive Media & Services6.1%—
- Life Sciences Tools & Services5.3%—
- Semiconductors4.2%—
- Broadline Retail4.2%—
- Aerospace & Defense3.0%—
- Industrial Gases2.9%—
- Electrical Components & Equipment2.9%—
- Other holdings64.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 22.3K | $8.26M | +1.48K | 4.2% |
| $AMZN | Amazon.com Inc | 38.8K | $8.09M | +1.27K | 4.2% |
| $GOOGL | Alphabet Inc | 24.2K | $6.94M | -1.77K | 3.6% |
| $TMO | Thermo Fisher Scientific Inc | 12.1K | $5.97M | +696 | 3.1% |
| $RTX | RTX Corporation | 30.3K | $5.85M | -220 | 3.0% |
| $LIN | Linde plc | 11.6K | $5.74M | +166 | 3.0% |
| $AME | AMETEK Inc | 26.8K | $5.74M | -512 | 3.0% |
| $GEV | GE Vernova Inc | 6.56K | $5.73M | -1.12K | 2.9% |
| $V | Visa Inc | 18.9K | $5.71M | +515 | 2.9% |
| $PANW | Palo Alto Networks Inc | 32.2K | $5.16M | +5.69K | 2.7% |
…and 97 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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