Mendel Money Management

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$394.63M
13F filings
2
Latest filing
Feb 14, 2024

Top 10 holdings

MSFT $10.10M
4.85% of AUM
AMZN $6.73M
3.23% of AUM
TMO $6.38M
3.07% of AUM
V $5.90M
2.83% of AUM
IBM $5.69M
2.73% of AUM
GOOG $5.55M
2.66% of AUM
DHR $5.50M
2.64% of AUM
ANSS $5.49M
2.64% of AUM
LOW $5.35M
2.57% of AUM
AME $5.32M
2.56% of AUM

About this filer

FilingIQ has indexed 2 quarterly Form 13F filings from Mendel Money Management. Reported assets under management total $394.63M.

View live Mendel Money Management filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Mendel Money Management have under management?
Per Mendel Money Management's most recent SEC Form 13F filing dated Feb 14, 2024, total assets under management are $394.63M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Mendel Money Management submitted?
FilingIQ has indexed 2 quarterly Form 13F filings from Mendel Money Management. Filings are due 45 days after quarter-end.
Where does Mendel Money Management's holdings data come from?
Every position shown on this page sources back to Mendel Money Management's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.