$106 Million is the total value of Mendel Money Management's 72 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO | $416,000 | +8.1% | 4,700 | 0.0% | 0.39% | +3.7% | |
| APD | AIR PRODUCTS & CHEMICALS INC | $326,000 | +10.9% | 2,260 | 0.0% | 0.31% | +6.2% | |
| MO | ALTRIA GROUP INC | $301,000 | +7.5% | 6,100 | 0.0% | 0.28% | +3.3% | |
| KMB | KIMBERLY CLARK CORP | $235,000 | +7.3% | 2,035 | 0.0% | 0.22% | +3.3% | |
| AAPL | APPLE INC | $229,000 | +9.6% | 2,072 | 0.0% | 0.22% | +4.9% | |
| JNJ | JOHNSON & JOHNSON | $210,000 | -2.3% | 2,013 | 0.0% | 0.20% | -6.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC COM | 23 | Q3 2023 | 5.9% |
| DANAHER CORPORATION COM | 23 | Q3 2023 | 5.6% |
| LOWES COS INC COM | 23 | Q3 2023 | 4.9% |
| ANSYS INC COM | 23 | Q3 2023 | 5.5% |
| NXP SEMICONDUCTORS NV COM ISIN | 23 | Q3 2023 | 4.1% |
| PEPSICO INC COM | 23 | Q3 2023 | 3.8% |
| FEDEX CORP COM | 23 | Q3 2023 | 4.1% |
| AMETEK INC NEW COM | 23 | Q3 2023 | 2.9% |
| CHEVRON CORPORATION | 23 | Q3 2023 | 3.0% |
| CARRIAGE SVCS INC COM | 23 | Q3 2023 | 2.8% |
View Mendel Money Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR/A | 2024-02-14 |
| 13F-HR | 2024-02-09 |
| 13F-HR/A | 2023-11-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Mendel Money Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.