Mendel Money Management
Mendel Money Management reported 119 stocks worth $277M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are MSFT (4.5%), PANW (3.9%) and AMZN (3.5%). Compared with Q2 2026, the fund added to LIN, APH and RTX, trimmed MSFT, PANW and AMZN and sold out of GXO, COHR and MBBB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $12.4M | 4.5% | 24K | −1,245 (−5%) | 8 of 8 | |
| 2 |  PANW Palo Alto Networks Inc | $10.9M | 3.9% | 27K | −2,358 (−8%) | 8 of 8 | |
| 3 |  AMZN Amazon Com Inc | $9.7M | 3.5% | 39K | −235 (−1%) | 8 of 8 | |
| 4 |  TMO Thermo Fisher Scientific Inc | $9.6M | 3.5% | 14K | −309 (−2%) | 8 of 8 | |
| 5 |  GOOG Alphabet Inc | $7.4M | 2.7% | 22K | −637 (−3%) | 8 of 8 | |
| 6 |  V Visa Inc | $7.2M | 2.6% | 20K | −137 (−1%) | 8 of 8 | |
| 7 |  AME Ametek Inc | $6.8M | 2.4% | 27K | −314 (−1%) | 8 of 8 | |
| 8 |  DHR Danaher Corp | $6.6M | 2.4% | 30K | −166 (−1%) | 8 of 8 | |
| 9 |  GEV GE Vernova Inc | $6M | 2.2% | 6,340 | −52 (−1%) | 7 of 8 | |
| 10 |  LIN Linde PLC | $5.9M | 2.1% | 12K | +204 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GXO Gxo Logistics Inc | $444K | 8,765 |
 COHR Coherent Corp | $331K | 840 |
 MBBB Vaneck ETF Trust | $326K | 15K |
 WTRG Essential Utils Inc | $299K | 7,815 |
 HONA Honeywell Aerospace Inc Com | $283K | 1,282 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mendel Money Management 13F FAQ
What does Mendel Money Management own?
Mendel Money Management reported 119 stocks worth $277M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are MSFT (4.5%), PANW (3.9%) and AMZN (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did Mendel Money Management buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 40 added to, 68 trimmed and 10 sold out. It sold all of GXO, COHR and MBBB.
When will Mendel Money Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Mendel Money Management's portfolio worth?
The Q3 2026 filing reports $277M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.