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Latest Mendel Capital Management LLC Stock Portfolio

About Mendel Capital Management LLC and 13F Hedge Fund Stock Holdings

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Mendel Capital Management LLC reported an equity portfolio of $198.9 Millions as of 31 Mar, 2026.

The top stock holdings of Mendel Capital Management LLC are XLB, IJR, FNDA. The fund has invested 9.9% of it's portfolio in SELECT SECTOR SPDR TR and 7.9% of portfolio in ISHARES TR.

Mendel Capital Management LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and SCHWAB STRATEGIC TR (FNDA).

Mendel Capital Management LLC Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
select sector spdr tr19,695,300
ishares tr15,621,800
schwab strategic tr14,904,700
vanguard index fds13,290,800
vanguard specialized funds13,054,200
profesionally managed portfo7,230,730
walmart inc6,640,140
apple inc6,575,360
New stocks bought by Mendel Capital Management LLC

Additions

No additions were made to existing positions by Mendel Capital Management LLC

Reductions

None of the existing positions were reduced by Mendel Capital Management LLC

Sold off

None of the stocks were completely sold off by Mendel Capital Management LLC

Sector Distribution

Sector%
Others65.6
Technology8.1
Consumer Defensive6.6
Industrials6.1
Financial Services5
Healthcare3.9
Consumer Cyclical1.7
Communication Services1.5
Energy1.1

Market Cap. Distribution

Category%
UNALLOCATED65.6
MEGA-CAP21.1
LARGE-CAP13

Stocks belong to which Index?

Index%
Others65.9
S&P 50033.3
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

Mendel Capital Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Mendel Capital Management LLC

Last Reported on: 21 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions