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Home > Institutional Investor > Mendel Capital Management Llc > Profile

Instuitional Investor - Mendel Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Mendel Capital Management Llc
Portfolio Value $175,395,445
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 76,310 $19,323,857 11.02%
2.
Ishares Trust
 IEF 90,645 $15,705,978 8.95%
3.
Schwab Strategic Trust
 FNDF 491,318 $13,019,930 7.42%
4.
Vanguard Specialized Funds - DIV APP ETF
 60,546 $12,391,881 7.07%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 21,262 $12,077,532 6.89%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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