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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 $198,868,272
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 148,197 $19,695,337 9.9%
2.
Ishares Trust
 IEF 86,108 $15,621,800 7.86%
3.
Schwab Strategic Trust
 FNDF 485,811 $14,904,676 7.49%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 22,242 $13,290,797 6.68%
5.
Vanguard Specialized Funds - DIV APP ETF
 60,700 $13,054,192 6.56%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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