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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 $165,223,437
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 79,706 $16,457,788 9.96%
2.
Schwab Strategic Trust
 FNDF 504,551 $14,107,246 8.54%
3.
Ishares Trust
 IEF 93,965 $13,196,383 7.99%
4.
Vanguard Specialized Funds - DIV APP ETF
 62,555 $12,134,992 7.34%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 21,144 $10,866,308 6.58%
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)