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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 $164,948,084
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 79,040 $18,378,424 11.14%
2.
Ishares Trust
 IEF 95,392 $15,216,873 9.22%
3.
Schwab Strategic Trust
 FNDF 500,727 $13,679,864 8.29%
4.
Vanguard Specialized Funds - DIV APP ETF
 61,019 $11,949,434 7.24%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 20,191 $10,879,070 6.59%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)