Mendel Capital Management LLC — 13F holdings

Mendel Capital Management LLC reported 104 holdings worth $222M in its 13F filing for Q2 2026, filed July 21, 2026.

Largest positions

1. XLK SELECT SECTOR SPDR TR — $27.7M (12.5%)
2. IYW ISHARES TR — $21.4M (9.6%)
3. SCHD SCHWAB STRATEGIC TR — $15.4M (6.9%)
4. VOO VANGUARD INDEX FDS — $15.2M (6.8%)
5. VIG VANGUARD SPECIALIZED FUNDS — $14.2M (6.4%)
6. AAPL APPLE INC — $7.48M (3.4%)
7. AKRE PROFESIONALLY MANAGED PORTFO — $6.86M (3.1%)
8. WMT WALMART INC — $6.05M (2.7%)
9. DVY ISHARES TR — $5.69M (2.6%)
10. TDV PROSHARES TR — $4.85M (2.2%)