account_balance
Investment manager · 13F filer · SEC CIK 1768065
Brendel Financial Advisors LLC
Reported value$220Mas of Sep 30, 2026
Positions107 24 new, 18 sold out
Top 10 weight28.4%SHW alone is 4%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SHWSherwin Williams Co
4.2%
AAPLApple Inc.
3.4%Added +47%
BARGraniteShares Gold Trust
2.9%Added +6%
JNJJohnson & Johnson
2.9%Trimmed −6%
CTASCintas Corp
2.7%Added +5%
ABBVAbbVie Inc.
2.6%
FTCBFirst Tr Exchange-Traded Fd
2.5%
SCIOFirst Tr Exchange-Traded Fd
2.4%
TGTTarget Corp
2.4%
AGGiShares Tr
2.4%
EXPDExpeditors International of Washington Inc
2.3%Trimmed −2%
WMTWalmart Inc.
2.3%Added +3%
SHWSherwin Williams Co
4.2%
AAPLApple Inc.
3.4%
BARGraniteShares Gold Trust
2.9%
JNJJohnson & Johnson
2.9%−6%
CTASCintas Corp
2.7%+5%
ABBVAbbVie Inc.
2.6%
FTCBFirst Tr Exchange-Traded Fd
2.5%
SCIOFirst Tr Exchange-Traded Fd
2.4%
TGTTarget Corp
2.4%
AGGiShares Tr
2.4%
EXPDExpeditors International of Washington Inc
2.3%
WMTWalmart Inc.
2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SHW Sherwin Williams Co 4.2% HeldAAPL Apple Inc. 3.4% Added +47%BAR GraniteShares Gold Trust 2.9% Added +6%JNJ Johnson & Johnson 2.9% Trimmed −6%CTAS Cintas Corp 2.7% Added +5%ABBV AbbVie Inc. 2.6% Held
FTCB First Tr Exchange-Traded Fd 2.5% Held
SCIO First Tr Exchange-Traded Fd 2.4% Held
TGT Target Corp 2.4% HeldAGG iShares Tr 2.4% Held
EXPD Expeditors International of Washington Inc 2.3% Trimmed −2%WMT Walmart Inc. 2.3% Added +3%What changed
Biggest moves since Jun 30, 2026
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