Mendel Money Management: 13F holdings
CIK 16005852026Q2
| Positions | 127 |
|---|---|
| Reported value | $273.1m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PANW PALO ALTO NETWORKS INC | 29,709 | $10.1m | 3.7% |
| MSFT MICROSOFT CORP | 25,357 | $9.5m | 3.5% |
| AMZN AMAZON COM INC | 39,230 | $9.4m | 3.4% |
| GOOG ALPHABET INC | 22,435 | $7.9m | 2.9% |
| GEV GE VERNOVA INC | 6,392 | $7.5m | 2.7% |
| TMO THERMO FISHER SCIENTIFIC INC | 14,571 | $7.3m | 2.7% |
| V VISA INC | 20,088 | $6.9m | 2.5% |
| AME AMETEK INC | 27,633 | $6.7m | 2.4% |
| LINDE PLC | 12,245 | $6.4m | 2.3% |
| RTX RTX CORPORATION | 30,833 | $5.8m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1600585")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.