HoldingsChannel.com



Mendel Money Management Top Holdings
As of  12/31/2023, below is a summary of the Mendel Money Management top holdings by largest position size, as per the latest 13f filing made by Mendel Money Management. In the Mendel Money Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Mendel Money Management in that top holding, then the share count change between reporting periods, and finally the Mendel Money Management top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
CLOROX CO DEL      $-201,194
     Put1,411+1,411$201,194
SALESFORCE INC      $-202,618
     Put770+770$202,618
GENERAC HLDGS INC      $-205,750
     Put1,592+1,592$205,750
MCCORMICK & CO INC      $-207,997
     Put3,040+3,040$207,997
KONTOOR BRANDS INC      $-211,167
     Put3,383+3,383$211,167
CHUBB LIMITED      $-232,102
     Put1,027+1,027$232,102
QUALCOMM INC      $-232,854
     Put1,610+1,610$232,854
REGENERON PHARMACEUTICALS      $-238,895
     Put272+272$238,895
RICHARDSON ELECTRS LTD      $-241,635
     Put18,100+18,100$241,635
TRUIST FINL CORP      $-252,127
     Put6,829+6,829$252,127
PAYPAL HLDGS INC      $-253,623
     Put4,130+4,130$253,623
SPDR S&P MIDCAP 400 ETF TR (MDY)      $-264,029
     Put520+520$264,029
NORTHROP GRUMMAN CORP      $-301,014
     Put643+643$301,014
ULTA BEAUTY INC      $-304,284
     Put621+621$304,284
PUBLIC SVC ENTERPRISE GRP IN      $-308,502
     Put5,045+5,045$308,502
ESSENTIAL UTILS INC      $-326,626
     Put8,745+8,745$326,626
GRAINGER W W INC      $-339,763
     Put410+410$339,763
ISHARES TR (MTUM)      $-345,001
     Put2,199+2,199$345,001
ISHARES TR (MBB)      $-352,330
     Put3,745+3,745$352,330
ISHARES TR (IVE)      $-357,344
     Put2,055+2,055$357,344
INGREDION INC      $-358,583
     Put3,304+3,304$358,583
PFIZER INC      $-364,251
     Put12,652+12,652$364,251
SPDR S&P 500 ETF TR (SPY)      $-378,617
     Put797+797$378,617
STRYKER CORPORATION      $-381,812
     Put1,275+1,275$381,812
ISHARES TR (IVW)      $-387,516
     Put5,160+5,160$387,516
ISHARES TR (USMV)      $-397,563
     Put5,095+5,095$397,563
J P MORGAN EXCHANGE TRADED F (JPST)      $-398,826
     Put7,940+7,940$398,826
VERIZON COMMUNICATIONS INC      $-407,952
     Put10,821+10,821$407,952
KIMBERLY CLARK CORP      $-409,003
     Put3,366+3,366$409,003
TEXAS INSTRS INC      $-412,513
     Put2,420+2,420$412,513
TELEDYNE TECHNOLOGIES INC      $-413,711
     Put927+927$413,711
VANECK ETF TRUST (MBBB)      $-418,821
     Put19,532+19,532$418,821
J P MORGAN EXCHANGE TRADED F (JPSE)      $-424,698
     Put9,640+9,640$424,698
SMUCKER J M CO      $-425,016
     Put3,363+3,363$425,016
BERKSHIRE HATHAWAY INC DEL      $-426,209
     Put1,195+1,195$426,209
VERALTO CORP      $-427,176
     Put5,193+5,193$427,176
J P MORGAN EXCHANGE TRADED F (JPIN)      $-429,237
     Put7,902+7,902$429,237
VANGUARD INDEX FDS (VNQ)      $-442,772
     Put5,011+5,011$442,772
BECTON DICKINSON & CO      $-443,039
     Put1,817+1,817$443,039
ENTERGY CORP NEW      $-447,057
     Put4,418+4,418$447,057
BRISTOL MYERS SQUIBB CO      $-467,455
     Put9,110+9,110$467,455
INVESCO ACTIVELY MANAGED ETF (VRIG)      $-472,811
     Put18,920+18,920$472,811
ORACLE CORP      $-473,908
     Put4,495+4,495$473,908
PAYCHEX INC      $-475,725
     Put3,994+3,994$475,725
WASTE MGMT INC DEL      $-476,048
     Put2,658+2,658$476,048
AMERICAN ELEC PWR CO INC      $-478,548
     Put5,892+5,892$478,548
ROPER TECHNOLOGIES INC      $-479,204
     Put879+879$479,204
J P MORGAN EXCHANGE TRADED F (JQUA)      $-526,699
     Put11,005+11,005$526,699
NUTANIX INC      $-534,366
     Put11,205+11,205$534,366
NORFOLK SOUTHN CORP      $-535,401
     Put2,265+2,265$535,401

See Full List: All Stocks Held By Mendel Money Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Mendel Money Management

Size ($ in 1000's)
At 12/31/2023: $208,137,944
At 09/30/2023: $186,290

Mendel Money Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mendel Money Management 13F filings. Link to 13F filings: SEC filings

Mendel Money Management Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.