Filed: 11/10/2025ACC: 0001600585-25-000005
📋 What this filing means
MENDEL MONEY MANAGEMENT filed this quarterly 13F‑HR report disclosing 150 equity positions with a total reported market value of $237.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
150
Positions
$237.84M
Total AUM (reported)
2M
Total Shares
Allocation by class
COM$170.11M71.5%
CAP STK CL C$6.98M2.9%
SHS$6.60M2.8%
COM CL A$6.38M2.7%
CL A$6.05M2.5%
CAP STK CL A$4.53M1.9%
SHS CLASS A$3.22M1.4%
Portfolio Concentration
Top 3$26.48M11.1%
4–10$38.91M16.4%
11–25$59.54M25.0%
Rest$112.91M47.5%
Top 3 weight
11.1%
Top 10 weight
27.5%
Voting Authority Distribution
Total shares with voting rights: 2M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole150
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings150
Rows:
MICROSOFT CORP
SOLEShares21.20K
TypeSH
Market value$10.98M
4.62%
Sole
0.00
Shared
0.00
None
21.20K
AMAZON COM INC
SOLEShares38.81K
TypeSH
Market value$8.52M
3.58%
Sole
0.00
Shared
0.00
None
38.81K
ALPHABET INC
SOLEShares28.66K
TypeSH
Market value$6.98M
2.93%
Sole
0.00
Shared
0.00
None
28.66K
VISA INC
SOLEShares18.70K
TypeSH
Market value$6.38M
2.68%
Sole
0.00
Shared
0.00
None
18.70K
INTERNATIONAL BUSINESS MACHS
SOLEShares21.86K
TypeSH
Market value$6.17M
2.59%
Sole
0.00
Shared
0.00
None
21.86K
THERMO FISHER SCIENTIFIC INC
SOLEShares11.41K
TypeSH
Market value$5.54M
2.33%
Sole
0.00
Shared
0.00
None
11.41K
PALO ALTO NETWORKS INC
SOLEShares26.35K
TypeSH
Market value$5.37M
2.26%
Sole
0.00
Shared
0.00
None
26.35K
RTX CORPORATION
SOLEShares31.19K
TypeSH
Market value$5.22M
2.19%
Sole
0.00
Shared
0.00
None
31.19K
LINDE PLC
SOLEShares10.79K
TypeSH
Market value$5.13M
2.16%
Sole
0.00
Shared
0.00
None
10.79K
AMETEK INC
SOLEShares27.20K
TypeSH
Market value$5.11M
2.15%
Sole
0.00
Shared
0.00
None
27.20K
LOWES COS INC
SOLEShares19.89K
TypeSH
Market value$5.00M
2.10%
Sole
0.00
Shared
0.00
None
19.89K
GE VERNOVA INC
SOLEShares8.04K
TypeSH
Market value$4.94M
2.08%
Sole
0.00
Shared
0.00
None
8.04K
DANAHER CORPORATION
SOLEShares23.13K
TypeSH
Market value$4.59M
1.93%
Sole
0.00
Shared
0.00
None
23.13K
ALPHABET INC
SOLEShares18.64K
TypeSH
Market value$4.53M
1.91%
Sole
0.00
Shared
0.00
None
18.64K
NXP SEMICONDUCTORS N V
SOLEShares19.82K
TypeSH
Market value$4.51M
1.90%
Sole
0.00
Shared
0.00
None
19.82K
APPLE INC
SOLEShares16.79K
TypeSH
Market value$4.28M
1.80%
Sole
0.00
Shared
0.00
None
16.79K
MARVELL TECHNOLOGY INC
SOLEShares50.42K
TypeSH
Market value$4.24M
1.78%
Sole
0.00
Shared
0.00
None
50.42K
BROADCOM INC
SOLEShares12.75K
TypeSH
Market value$4.21M
1.77%
Sole
0.00
Shared
0.00
None
12.75K
DEERE & CO
SOLEShares7.74K
TypeSH
Market value$3.54M
1.49%
Sole
0.00
Shared
0.00
None
7.74K
WORKDAY INC
SOLEShares14.33K
TypeSH
Market value$3.45M
1.45%
Sole
0.00
Shared
0.00
None
14.33K
FARMERS & MERCHANTS BANCORP
SOLEShares136.65K
TypeSH
Market value$3.42M
1.44%
Sole
0.00
Shared
0.00
None
136.65K
LITTELFUSE INC
SOLEShares12.60K
TypeSH
Market value$3.26M
1.37%
Sole
0.00
Shared
0.00
None
12.60K
ACCENTURE PLC IRELAND
SOLEShares13.07K
TypeSH
Market value$3.22M
1.36%
Sole
0.00
Shared
0.00
None
13.07K
UBER TECHNOLOGIES INC
SOLEShares32.75K
TypeSH
Market value$3.21M
1.35%
Sole
0.00
Shared
0.00
None
32.75K
QUANTA SVCS INC
SOLEShares7.58K
TypeSH
Market value$3.14M
1.32%
Sole
0.00
Shared
0.00
None
7.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 21.20K | SH | $10.98M 4.62% | 0.00 | 0.00 | 21.20K |
AMAZON COM INCSOLE | COM | 38.81K | SH | $8.52M 3.58% | 0.00 | 0.00 | 38.81K |
ALPHABET INCSOLE | CAP STK CL C | 28.66K | SH | $6.98M 2.93% | 0.00 | 0.00 | 28.66K |
VISA INCSOLE | COM CL A | 18.70K | SH | $6.38M 2.68% | 0.00 | 0.00 | 18.70K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 21.86K | SH | $6.17M 2.59% | 0.00 | 0.00 | 21.86K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 11.41K | SH | $5.54M 2.33% | 0.00 | 0.00 | 11.41K |
PALO ALTO NETWORKS INCSOLE | COM | 26.35K | SH | $5.37M 2.26% | 0.00 | 0.00 | 26.35K |
RTX CORPORATIONSOLE | COM | 31.19K | SH | $5.22M 2.19% | 0.00 | 0.00 | 31.19K |
LINDE PLCSOLE | SHS | 10.79K | SH | $5.13M 2.16% | 0.00 | 0.00 | 10.79K |
AMETEK INCSOLE | COM | 27.20K | SH | $5.11M 2.15% | 0.00 | 0.00 | 27.20K |
LOWES COS INCSOLE | COM | 19.89K | SH | $5.00M 2.10% | 0.00 | 0.00 | 19.89K |
GE VERNOVA INCSOLE | COM | 8.04K | SH | $4.94M 2.08% | 0.00 | 0.00 | 8.04K |
DANAHER CORPORATIONSOLE | COM | 23.13K | SH | $4.59M 1.93% | 0.00 | 0.00 | 23.13K |
ALPHABET INCSOLE | CAP STK CL A | 18.64K | SH | $4.53M 1.91% | 0.00 | 0.00 | 18.64K |
NXP SEMICONDUCTORS N VSOLE | COM | 19.82K | SH | $4.51M 1.90% | 0.00 | 0.00 | 19.82K |
APPLE INCSOLE | COM | 16.79K | SH | $4.28M 1.80% | 0.00 | 0.00 | 16.79K |
MARVELL TECHNOLOGY INCSOLE | COM | 50.42K | SH | $4.24M 1.78% | 0.00 | 0.00 | 50.42K |
BROADCOM INCSOLE | COM | 12.75K | SH | $4.21M 1.77% | 0.00 | 0.00 | 12.75K |
DEERE & COSOLE | COM | 7.74K | SH | $3.54M 1.49% | 0.00 | 0.00 | 7.74K |
WORKDAY INCSOLE | CL A | 14.33K | SH | $3.45M 1.45% | 0.00 | 0.00 | 14.33K |
FARMERS & MERCHANTS BANCORPSOLE | COM | 136.65K | SH | $3.42M 1.44% | 0.00 | 0.00 | 136.65K |
LITTELFUSE INCSOLE | COM | 12.60K | SH | $3.26M 1.37% | 0.00 | 0.00 | 12.60K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 13.07K | SH | $3.22M 1.36% | 0.00 | 0.00 | 13.07K |
UBER TECHNOLOGIES INCSOLE | COM | 32.75K | SH | $3.21M 1.35% | 0.00 | 0.00 | 32.75K |
QUANTA SVCS INCSOLE | COM | 7.58K | SH | $3.14M 1.32% | 0.00 | 0.00 | 7.58K |
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