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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 $139,194,403
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 87,148 $16,774,299 12.05%
2.
Ishares Trust
 IEF 110,286 $13,537,645 9.72%
3.
Schwab Strategic Trust
 FNDF 171,843 $13,082,416 9.39%
4.
Vanguard Specialized Funds
 61,784 $10,528,013 7.56%
5.
Vanguard Index Fds
 13,212 $5,771,065 4.14%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)