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Showing Q3 2025 data
Mendel Capital Management LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Mendel Capital Management LLC
•CIK: 1911384•Filing: Q3 2025
**Mendel Capital Management LLC** manages $191M across a diversified portfolio of 95 positions. The strategy exhibits a clear tilt toward technology and quality, evidenced by top holdings including XLK at $21.6M and IYW at $17.6M. Significant allocations are also maintained in core indices such as VOO ($13.5M), SCHD ($13.2M), and VIG ($13.1M). The concentrated exposure to mega-cap tech names, notably AAPL ($6.6M) and MSFT ($5.6M), suggests a conviction in established growth leaders.
Total AUM
$190.7M
QoQ Performance
+8.7%
Positions
72
Top 10 Concentration
55.6%
Latest Filing
Q3 2025
Top Holdings Allocation
XLK
IYW
VOO
SCHD
VIG
XLK11.3%
IYW9.2%
VOO7.1%
SCHD6.9%
VIG6.9%
AAPL3.5%
MSFT2.9%
WMT2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.0%
Technology10.3%
ETF8.0%
Consumer5.3%
Financial5.1%
Healthcare2.7%
Industrial1.7%
Consumer Staples1.3%
🚪 Exited Positionssold since Q2 2025
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FIRST TR EXCHNG TRADED FD VI
SOLD
$83.5K
Changes from Q2 2025
NEW2 new positions
↑66 increased
↓9 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023