Mendel Money Management — 13F holdings

Mendel Money Management reported 127 holdings worth $273M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. PANW PALO ALTO NETWORKS INC — $10.1M (3.7%)
2. MSFT MICROSOFT CORP — $9.46M (3.5%)
3. AMZN AMAZON COM INC — $9.35M (3.4%)
4. GOOG ALPHABET INC — $7.93M (2.9%)
5. GEV GE VERNOVA INC — $7.51M (2.7%)
6. TMO THERMO FISHER SCIENTIFIC INC — $7.31M (2.7%)
7. V VISA INC — $6.89M (2.5%)
8. AME AMETEK INC — $6.69M (2.4%)
9. LIN LINDE PLC — $6.35M (2.3%)
10. RTX RTX CORPORATION — $5.85M (2.1%)