Mendel Money Management holds a diversified book of 127 stocks worth $273.1M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Medline Inc-CL A and trimmed Palo Alto Networks Inc. Their largest long position is Palo Alto Networks Inc at 4% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +26.7%, a 1.9-point gap that is the cost of the ~30-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Mendel Money Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
84% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Mendel Money Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $532.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $151.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $140.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $12.8B |
| JPMORGAN CHASE & CO | 79 / 80 | $528.5B |
| UBS Group AG | 79 / 80 | $139.9B |
| Integrated Wealth Concepts LLC | 79 / 80 | $4.1B |
| Farther Finance Advisors, LLC | 79 / 80 | $1.6B |
Ranked by how many of Mendel Money Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Palo Alto Networks Inc COM | $10.1M | 29.7K | 3.7% | ▼−7.7% Reduced · −2K sh | |
| 2 | Microsoft Corp COM | $9.5M | 25.4K | 3.5% | ▲+14% Added · +3K sh | |
| 3 | Amazon Com Inc COM | $9.4M | 39.2K | 3.4% | ▲+1.0% Added · +386 sh | |
| 4 | Alphabet Inc CAP STK CL C | $7.9M | 22.4K | 2.9% | ▼−7.2% Reduced · −2K sh | |
| 5 | Ge Vernova Inc COM | $7.5M | 6.4K | 2.7% | ▼−2.6% Reduced · −172 sh | |
| 6 | Thermo Fisher Scientific Inc COM | $7.3M | 14.6K | 2.7% | ▲+20% Added · +2K sh | |
| 7 | Visa Inc COM CL A | $6.9M | 20.1K | 2.5% | ▲+6.4% Added · +1K sh | |
| 8 | Ametek Inc COM | $6.7M | 27.6K | 2.4% | ▲+3.3% Added · +877 sh | |
| 9 | Linde PLC SHS | $6.4M | 12.2K | 2.3% | ▲+5.7% Added · +660 sh | |
| 10 | RTX Corporation COM | $5.8M | 30.8K | 2.1% | ▲+1.7% Added · +517 sh | |
| 11 | Quanta Svcs Inc COM | $5.8M | 8.0K | 2.1% | ▲+1.5% Added · +117 sh | |
| 12 | Broadcom Inc COM | $5.8M | 15.2K | 2.1% | ▲+31% Added · +4K sh | |
| 13 | Danaher Corp Del COM | $5.7M | 29.8K | 2.1% | ▲+30% Added · +7K sh | |
| 14 | Amphenol Corp CL A | $5.6M | 31.8K | 2.1% | ▲+35% Added · +8K sh | |
| 15 | International Business Machs COM | $5.5M | 19.5K | 2.0% | ▼−2.1% Reduced · −414 sh | |
| 16 | Marvell Technology Inc COM | $5.5M | 18.3K | 2.0% | ▼−60% Reduced · −28K sh | |
| 17 | Alphabet Inc CAP STK CL A | $5.1M | 14.1K | 1.8% | ▼−19% Reduced · −3K sh | |
| 18 | Littelfuse Inc COM | $4.5M | 9.9K | 1.7% | ▼−13% Reduced · −1K sh | |
| 19 | ETF Ser Solutions APTUS DEFINED | $4.4M | 154.6K | 1.6% | ▲+19% Added · +25K sh | |
| 20 | Apple Inc COM | $4.3M | 14.9K | 1.6% | ▼−9.4% Reduced · −2K sh | |
| 21 | ETF Ser Solutions APTUS COLLRD INV | $4.3M | 92.7K | 1.6% | ▲+22% Added · +17K sh | |
| 22 | NXP Semiconductors N V COM | $4.1M | 14.7K | 1.5% | ▼−13% Reduced · −2K sh | |
| 23 | Keysight Technologies Inc COM | $4.1M | 11.7K | 1.5% | ▼−9.8% Reduced · −1K sh | |
| 24 | Janus Detroit STR TR HENDRSON AAA CL | $4.0M | 79.0K | 1.5% | ▲+67% Added · +32K sh | |
| 25 | Deere & Co COM | $3.9M | 6.1K | 1.4% | ▼−12% Reduced · −820 sh | |
| 26 | Doubleline ETF Trust MORTGAGE ETF | $3.8M | 78.2K | 1.4% | ▲+50% Added · +26K sh | |
| 27 | Servicenow Inc COM | $3.7M | 37.5K | 1.4% | ▲+58% Added · +14K sh | |
| 28 | Lowes Cos Inc COM | $3.7M | 16.7K | 1.3% | ▼−3.9% Reduced · −676 sh | |
| 29 | Walmart Inc COM | $3.6M | 32.0K | 1.3% | ▲+50% Added · +11K sh | |
| 30 | Farmers & Merchants Bancorp COM | $3.5M | 115.9K | 1.3% | ▼−5.8% Reduced · −7K sh | |
| 31 | Uber Technologies Inc COM | $3.3M | 46.2K | 1.2% | ▲+14% Added · +6K sh | |
| 32 | Angel Oak Funds Trust INCOME ETF | $3.3M | 158.1K | 1.2% | ▲+11% Added · +15K sh | |
| 33 | Bondbloxx ETF Trust BLOOMBERG ONE YR | $3.3M | 66.0K | 1.2% | ▲+65% Added · +26K sh | |
| 34 | Abbvie Inc COM | $3.2M | 12.8K | 1.2% | ▲+17% Added · +2K sh | |
| 35 | Ul Solutions Inc CLASS A COM SHS | $2.7M | 26.8K | 1.0% | ▼−11% Reduced · −3K sh | |
| 36 | JPMorgan Chase & Co COM | $2.7M | 8.3K | 1.0% | ▼−2.7% Reduced · −231 sh | |
| 37 | Cra Intl Inc COM | $2.4M | 17.0K | 0.9% | ▲+30% Added · +4K sh | |
| 38 | ETF Ser Solutions OPUS SML CP VL | $2.4M | 56.7K | 0.9% | ▲+24% Added · +11K sh | |
| 39 | Arista Networks Inc COM SHS | $2.3M | 13.4K | 0.8% | ▲+14% Added · +2K sh | |
| 40 | Chemed Corp New COM | $2.2M | 4.7K | 0.8% | ▲+21% Added · +809 sh | |
| 41 | Capital Group New Geography SHS | $2.1M | 56.2K | 0.8% | ▲+16% Added · +8K sh | |
| 42 | Ishares TR CORE DIV GRWTH | $2.0M | 25.9K | 0.7% | ▲+14% Added · +3K sh | |
| 43 | Caterpillar Inc COM | $1.9M | 1.8K | 0.7% | ▼−44% Reduced · −1K sh | |
| 44 | Nvidia Corporation COM | $1.9M | 9.3K | 0.7% | ▲+23% Added · +2K sh | |
| 45 | SPDR Series Trust ST STR P500ETF | $1.8M | 20.9K | 0.7% | ▲+15% Added · +3K sh | |
| 46 | Eli Lilly & Co COM | $1.8M | 1.5K | 0.7% | ▼−7.5% Reduced · −121 sh | |
| 47 | United Parcel Svcs Inc CL B | $1.7M | 16.2K | 0.6% | ▲+11% Added · +2K sh | |
| 48 | J P Morgan Exchange Traded F DIV RTN INT EQ | $1.7M | 24.0K | 0.6% | ▲+36% Added · +6K sh | |
| 49 | Diamondback Energy Inc COM | $1.7M | 9.8K | 0.6% | ▲+26% Added · +2K sh | |
| 50 | Wisdomtree TR INTL QULTY DIV | $1.7M | 39.8K | 0.6% | ▲+32% Added · +10K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1600585/holdings"
Use Arkolith to show Mendel Money Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 127 | $273.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 137 | $239.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 147 | $238.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 150 | $237.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 137 | $224.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 134 | $231.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.