account_balance
Investment manager · 13F filer · SEC CIK 1911384
Mendel Capital Management LLC
Reported value$201Mas of Sep 30, 2026
Positions92 1 new, 8 sold out
Top 10 weight57.3%XLK alone is 12%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XLKSelect Sector SPDR Tr
12.0%Trimmed −15%
IYWiShares Tr
9.3%Trimmed −17%
SCHDSchwab Strategic Tr
7.5%Trimmed −4%
VOOVanguard Index FDS
7.1%Trimmed −7%
VIGVanguard Specialized Funds
6.6%Trimmed −5%
AAPLApple Inc.
4.2%Trimmed −3%
AKREProfesionally Managed Portfo
2.9%Trimmed −15%
WMTWalmart Inc.
2.6%Trimmed −5%
DVYiShares Tr
2.6%−5%
MSFTMicrosoft Corp
2.6%−6%
TDVProshares Tr
2.2%−3%
FNDFSchwab Strategic Tr
2.2%
XLKSelect Sector SPDR Tr
12.0%Trimmed −15%
IYWiShares Tr
9.3%Trimmed −17%
SCHDSchwab Strategic Tr
7.5%−4%
VOOVanguard Index FDS
7.1%−7%
VIGVanguard Specialized Funds
6.6%−5%
AAPLApple Inc.
4.2%
AKRE2.9%
WMT2.6%DVY2.6%
MSFTTDV2.2%
FNDF
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
XLK Select Sector SPDR Tr 12.0% Trimmed −15%
IYW iShares Tr 9.3% Trimmed −17%
SCHD Schwab Strategic Tr 7.5% Trimmed −4%
VOO Vanguard Index FDS 7.1% Trimmed −7%
VIG Vanguard Specialized Funds 6.6% Trimmed −5%
AAPL Apple Inc. 4.2% Trimmed −3%AKRE Profesionally Managed Portfo 2.9% Trimmed −15%
WMT Walmart Inc. 2.6% Trimmed −5%DVY iShares Tr 2.6% Trimmed −5%
MSFT Microsoft Corp 2.6% Trimmed −6%TDV Proshares Tr 2.2% Trimmed −3%
FNDF Schwab Strategic Tr 2.2% Held
What changed
Biggest moves since Jun 30, 2026
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