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Mendel Money Management
Mendel Money Management Inc., headquartered in Northbrook, Illinois, is an independent investment advisory firm primarily serving individuals, especially high net worth clients. Founded in Illinois, the firm manages over $300 million in assets as of August 2025 and employs around 6-7 professionals. Mendel Money Management provides tailored financial and investment advice, focusing on comprehensive wealth management for private clients.
Investment Strategy
Mendel Money Management employs a discretionary investment management approach, primarily serving high net worth and other individual clients. The firm builds diversified equity portfolios, with significant holdings in large-cap technology and healthcare stocks such as Microsoft, Amazon, Alphabet (Google), Thermo Fisher Scientific, and Visa. Their strategy emphasizes stock selection based on fundamental analysis, sector allocation, and risk-adjusted returns to meet client objectives. The adviser adjusts holdings based on market trends and performs periodic portfolio rebalancing, reflecting an active management philosophy.
Latest 13F Filing Activity
Mendel Money Management filed their most recent 13F report on Jun 30, 2025 disclosing 142 equity positions with a total 13F market value of $226M. The fund increased holdings in RTX Corporation, Microsoft Corp., Ge Vernova Inc. among other positions. Mendel Money Management reduced exposure to Lockheed Martin Corp., Air Prods & Chems Inc., Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (142)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.73% | $10.7M | 21,461 | $213.04 | $497.41 | +$2.3M |
A AMZN | AMAZON COM INC | 3.82% | $8.6M | 39,371 | $140.40 | $219.39 | +$1.0M |
V V | VISA INC | 2.96% | $6.7M | 18,839 | $198.93 | $355.05 | -$226.7K |
I IBM | INTERNATIONAL BUSINESS MACHS | 2.87% | $6.5M | 22,003 | $130.47 | $294.78 | +$508.3K |
G GOOG | ALPHABET INC | 2.52% | $5.7M | 32,052 | $72.13 | $177.39 | +$488.2K |
Industry Allocation
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