13F Insight
DOSSIER · 13F-HR · Q2 2026

Mendel Capital Management LLC

$222M in tracked AUM across 104 positions as of Q2 2026.

MC
CIK 0001911384 · last filed Jun 30, 2026
Total AUM
$222M
as of Q2 2026
Holdings
104
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Mendel Capital Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
XLK
SELECT SECTOR SPDR TR
$28M145K12.5%02
IYW
ISHARES TR
$21M85K9.6%03
SCHD
SCHWAB STRATEGIC TR
$15M485K6.9%04
VOO
VANGUARD INDEX FDS
$15M22K6.8%05
VIG
VANGUARD SPECIALIZED FUNDS
$14M60K6.4%06
AAPL
APPLE INC
$7M26K3.4%07
AKRE
PROFESIONALLY MANAGED PORTFO
$7M129K3.1%08
WMT
WALMART INC
$6M53K2.7%09
DVY
ISHARES TR
$6M36K2.6%10
TDV
PROSHARES TR
$5M47K2.2%

Filing history

2026Q2Jun 30
$222M▲ 11.7%
104 positionsView →2026Q1Mar 31
$199M▲ 4.3%
102 positionsView →2025Q3Sep 30
$191M▲ 263.3%
99 positionsView →2025Q2Jun 30
$52M▲ 11.4%
41 positionsLocked2025Q1Mar 31
$47M▼ 71.4%
42 positionsLocked2024Q4Dec 31
$165M▲ 1.2%
97 positionsLocked2024Q3Sep 30
$163M▲ 5.3%
98 positionsLocked2024Q2Jun 30
$155M▲ 2.4%
99 positionsLocked2024Q1Mar 31
$151M▲ 8.5%
99 positionsLocked2023Q4Dec 31
$139M▲ 14.3%
92 positionsLocked2023Q3Sep 30
$122M▼ 2.6%
89 positionsLocked2023Q2Jun 30
$125M▲ 12.9%
92 positionsLocked
Showing 12 of 18