Mendel Money Management
CIK 1600585 · Holdings on Jun 30, 2026 · First reported Jul 30, 2026
Top ten holdings
Q2 2026- PANW3.71%
- MSFT3.46%
- AMZN3.42%
- GOOG2.90%
- GEV2.75%
- TMO2.67%
- V2.52%
- AME2.45%
- LIN2.33%
- RTX2.14%
Share classes counted separately28.35%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PANWWeight increased · +1.55 pp2.16% → 3.71%Shares -2.48K (-7.71%)
- APHWeight increased · +0.81 pp1.24% → 2.05%Shares +8.32K (+35.37%)
- AVGOWeight increased · +0.60 pp1.51% → 2.11%Shares +3.61K (+31.02%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PANWPALO ALTO NETWORKS INC View history and evidence | $10.13M | 3.71% | 29.71K shares | 2.16% → 3.71%+1.55 pp -2.48K (-7.71%) | Reduced | ▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $9.46M | 3.46% | 25.36K shares | 3.46% → 3.46%+0.00 pp +3.05K (+13.65%) | Added | ▾ |
| 03 | AMZNAMAZON.COM INC View history and evidence | $9.35M | 3.42% | 39.23K shares | 3.38% → 3.42%+0.04 pp +386 (+0.99%) | Added | ▾ |
| 04 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $7.93M | 2.90% | 22.43K shares | 2.90% → 2.90%+0.00 pp -1.75K (-7.22%) | Reduced | ▾ |
| 05 | GEVGE VERNOVA INC View history and evidence | $7.51M | 2.75% | 6.39K shares | 2.40% → 2.75%+0.35 pp -172 (-2.62%) | Reduced | ▾ |
| 06 | TMOTHERMO FISHER SCIENTIFIC INC View history and evidence | $7.31M | 2.67% | 14.57K shares | 2.50% → 2.67%+0.17 pp +2.42K (+19.95%) | Added | ▾ |
| 07 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $6.89M | 2.52% | 20.09K shares | 2.39% → 2.52%+0.13 pp +1.20K (+6.36%) | Added | ▾ |
| 08 | AMEAMETEK INC View history and evidence | $6.69M | 2.45% | 27.63K shares | 2.40% → 2.45%+0.05 pp +877 (+3.28%) | Added | ▾ |
| 09 | LINLINDE PLCSHS View history and evidence | $6.35M | 2.33% | 12.24K shares | 2.40% → 2.33%-0.07 pp +660 (+5.70%) | Added | ▾ |
| 10 | RTXRTX CORP View history and evidence | $5.85M | 2.14% | 30.83K shares | 2.45% → 2.14%-0.31 pp +517 (+1.71%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 17
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| WDAY WORKDAY INC-CLASS A | Non-derivative | -4,559 | -$592.30K | SEC filing ↗ | SEC filing ↗ |
| GPC GENUINE PARTS CO | Non-derivative | -4,185 | -$442.56K | SEC filing ↗ | SEC filing ↗ |
| ABT ABBOTT LABORATORIES | Non-derivative | -4,000 | -$410.65K | SEC filing ↗ | SEC filing ↗ |
3 / 17 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1600585 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 273122693
}Research all 127 reported holdings.
This page includes 30 of 127 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 127 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1600585","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"1600585","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.