Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SELECT SECTOR SPDR TR | 11 | Q2 2024 | 17.1% |
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 13.9% |
ISHARES TR | 11 | Q2 2024 | 14.6% |
VANGUARD SPECIALIZED FUNDS | 11 | Q2 2024 | 10.3% |
APPLE INC | 11 | Q2 2024 | 4.1% |
MICROSOFT CORP | 11 | Q2 2024 | 3.4% |
ISHARES TR | 11 | Q2 2024 | 4.7% |
WALMART INC | 11 | Q2 2024 | 2.8% |
KROGER CO | 11 | Q2 2024 | 1.9% |
AUTOMATIC DATA PROCESSING IN | 11 | Q2 2024 | 1.8% |
View Mendel Capital Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-26 |
13F-HR | 2024-07-26 |
13F-HR | 2024-05-15 |
13F-HR | 2024-01-26 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-17 |
13F-HR | 2023-05-03 |
13F-HR | 2023-01-23 |
13F-HR | 2022-10-25 |
13F-HR | 2022-07-26 |
View Mendel Capital Management LLC'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.