| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
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.