MENDEL MONEY MANAGEMENT

PrivateCIK: 1600585
Location

NORTHBROOK, IL

137
Positions
$239.00M
Total AUM (reported)
2M
Total Shares

Allocation by class

TOTAL AUM$239.00M137 positions
COM$164.55M68.8%
SHS$7.27M3.0%
CAP STK CL C$6.94M2.9%
COM CL A$5.71M2.4%
CL A$5.41M2.3%
CAP STK CL A$5.02M2.1%
APTUS DEFINED$3.55M1.5%

Portfolio Concentration

Top 39.7%4–1016.7%11–2525.0%Rest48.6%TOP 1026.4%0%100%
Top 3$23.29M9.7%
4–10$39.90M16.7%
11–25$59.64M25.0%
Rest$116.18M48.6%

Top 3 weight

9.7%

Top 10 weight

26.4%

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)

Sole137
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings137
Rows:

MICROSOFT CORP

SOLE
COM
Shares22.31K
TypeSH
Market value$8.26M
3.46%
Sole
0.00
Shared
0.00
None
22.31K

AMAZON COM INC

SOLE
COM
Shares38.84K
TypeSH
Market value$8.09M
3.38%
Sole
0.00
Shared
0.00
None
38.84K

ALPHABET INC

SOLE
CAP STK CL C
Shares24.18K
TypeSH
Market value$6.94M
2.90%
Sole
0.00
Shared
0.00
None
24.18K

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares12.15K
TypeSH
Market value$5.97M
2.50%
Sole
0.00
Shared
0.00
None
12.15K

RTX CORPORATION

SOLE
COM
Shares30.32K
TypeSH
Market value$5.85M
2.45%
Sole
0.00
Shared
0.00
None
30.32K

LINDE PLC

SOLE
SHS
Shares11.59K
TypeSH
Market value$5.74M
2.40%
Sole
0.00
Shared
0.00
None
11.59K

AMETEK INC

SOLE
COM
Shares26.76K
TypeSH
Market value$5.74M
2.40%
Sole
0.00
Shared
0.00
None
26.76K

GE VERNOVA INC

SOLE
COM
Shares6.56K
TypeSH
Market value$5.73M
2.40%
Sole
0.00
Shared
0.00
None
6.56K

VISA INC

SOLE
COM CL A
Shares18.89K
TypeSH
Market value$5.71M
2.39%
Sole
0.00
Shared
0.00
None
18.89K

PALO ALTO NETWORKS INC

SOLE
COM
Shares32.19K
TypeSH
Market value$5.16M
2.16%
Sole
0.00
Shared
0.00
None
32.19K

ALPHABET INC

SOLE
CAP STK CL A
Shares17.45K
TypeSH
Market value$5.02M
2.10%
Sole
0.00
Shared
0.00
None
17.45K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares19.90K
TypeSH
Market value$4.82M
2.02%
Sole
0.00
Shared
0.00
None
19.90K

MARVELL TECHNOLOGY INC

SOLE
COM
Shares46.22K
TypeSH
Market value$4.58M
1.92%
Sole
0.00
Shared
0.00
None
46.22K

DANAHER CORP DEL

SOLE
COM
Shares22.99K
TypeSH
Market value$4.36M
1.82%
Sole
0.00
Shared
0.00
None
22.99K

QUANTA SVCS INC

SOLE
COM
Shares7.90K
TypeSH
Market value$4.34M
1.81%
Sole
0.00
Shared
0.00
None
7.90K

APPLE INC

SOLE
COM
Shares16.41K
TypeSH
Market value$4.17M
1.74%
Sole
0.00
Shared
0.00
None
16.41K

LOWES COS INC

SOLE
COM
Shares17.36K
TypeSH
Market value$4.10M
1.72%
Sole
0.00
Shared
0.00
None
17.36K

DEERE & CO

SOLE
COM
Shares6.97K
TypeSH
Market value$3.93M
1.64%
Sole
0.00
Shared
0.00
None
6.97K

LITTELFUSE INC

SOLE
COM
Shares11.37K
TypeSH
Market value$3.86M
1.61%
Sole
0.00
Shared
0.00
None
11.37K

KEYSIGHT TECHNOLOGIES INC

SOLE
COM
Shares12.93K
TypeSH
Market value$3.65M
1.53%
Sole
0.00
Shared
0.00
None
12.93K

BROADCOM INC

SOLE
COM
Shares11.63K
TypeSH
Market value$3.60M
1.51%
Sole
0.00
Shared
0.00
None
11.63K

ETF SER SOLUTIONS

SOLE
APTUS DEFINED
Shares129.87K
TypeSH
Market value$3.55M
1.49%
Sole
0.00
Shared
0.00
None
129.87K

NXP SEMICONDUCTORS N V

SOLE
COM
Shares16.88K
TypeSH
Market value$3.32M
1.39%
Sole
0.00
Shared
0.00
None
16.88K

ETF SER SOLUTIONS

SOLE
APTUS COLLRD INV
Shares76.14K
TypeSH
Market value$3.20M
1.34%
Sole
0.00
Shared
0.00
None
76.14K

FARMERS & MERCHANTS BANCORP

SOLE
COM
Shares123.08K
TypeSH
Market value$3.16M
1.32%
Sole
0.00
Shared
0.00
None
123.08K
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