Mendel Money Management
•CIK: 1600585•Filing: Q4 2025
**Mendel Money Management** is a quantitative-focused hedge fund managing $239M across 147 diverse positions. The portfolio exhibits significant concentration in mega-cap technology and healthcare names, notably holding $10.1M in MSFT and $8.7M in AMZN. Further allocations include substantial positions in GOOG ($8.1M), TMO ($6.6M), and V ($6.4M). This structure suggests a conviction-driven approach targeting established market leaders.
Total AUM
$238.9M
QoQ Performance
+0.5%
Positions
140
Top 10 Concentration
28.5%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT4.2%
AMZN3.6%
GOOG3.4%
TMO2.8%
V2.7%
IBM2.6%
RTX2.3%
AME2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.8%
Technology20.7%
Healthcare10.1%
Consumer9.0%
Industrial6.1%
Financial5.3%
Materials2.5%
Consumer Staples0.9%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW4 new positions
↑39 increased
↓84 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023