Mendel Money Management
All 13F Filings
- Location
- Northbrook, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 238,924
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 147 | 238,924 | 13F-HR | Mendel Money Management |
| Q3 2025 | 11/10/2025 | 150 | 237,838 | 13F-HR | Mendel Money Management |
| Q2 2025 | 8/1/2025 | 142 | 225,836 | 13F-HR | Mendel Money Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 233.7 K | 97.8% | 186 | 0 | 186 |
| ETFs | 5.189 K | 2.2% | 904 | 0 | 904 |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
238,924
Holdings
147
QoQ value change ($000)
1,086
(0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.