Mendel Money Management
All 13F Filings
- Location
- Northbrook, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 273,123
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 127 | 273,123 | 13F-HR | Mendel Money Management |
| Q1 2026 | 5/4/2026 | 137 | 239,003 | 13F-HR | Mendel Money Management |
| 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 | 239.2 K | 87.6% | 27.28 K | 0 | 27.28 K |
| ETFs | 33.93 K | 12.4% | 6.842 K | 0 | 6.842 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
273,123
Holdings
127
QoQ value change ($000)
34,120
(14.3%)
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.