13F Filings History of Mendel Money Management

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$238,924,154
Signature - Title
Bradley Mendel - Wealth Adviser and Vice President
Location
Northbrook, IL
Summary
This page shows a list of all the recent 13F filings made by Mendel Money Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mendel Money Management reported 147 stock holdings with total value $238,924,154 as of Q4 2025. Top holdings included MSFT, AMZN, GOOG, TMO, and V.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 147 $238,924,154 +$13,891,853 -$16,785,188 -$2,893,335 MSFT, AMZN, GOOG, TMO, V 13F-HR 28 Jan 2026, 21:41
Q3 2025 150 $237,838,075 +$20,390,742 -$20,580,923 -$190,181 MSFT, AMZN, GOOG, V, IBM 13F-HR 07 Nov 2025, 18:33
Q2 2025 142 $225,836,495 +$9,542,598 -$10,672,954 -$1,130,356 MSFT, AMZN, V, IBM, GOOG 13F-HR 01 Aug 2025, 16:32
Q1 2025 136 $211,093,491 +$8,792,183 -$11,527,124 -$2,734,941 MSFT, AMZN, V, IBM, TMO 13F-HR 06 May 2025, 14:13
Q4 2024 137 $223,980,679 +$8,975,729 -$12,224,691 -$3,248,962 MSFT, AMZN, GOOG, V, IBM 13F-HR 11 Feb 2025, 17:51
Q3 2024 134 $231,318,209 +$16,885,906 -$10,942,626 +$5,943,280 MSFT, AMZN, TMO, IBM, DHR 13F-HR 07 Nov 2024, 11:52
Q2 2024 131 $213,624,221 +$7,230,277 -$7,889,373 -$659,096 MSFT, AMZN, GOOG, TMO, V 13F-HR 13 Aug 2024, 13:29
Q1 2024 129 $216,188,789 +$10,161,312 -$15,507,525 -$5,346,213 MSFT, AMZN, TMO, V, IBM 13F-HR 01 May 2024, 19:15
Q4 2023 128 $208,137,944 +$7,718,829 -$4,564,240 +$3,154,589 MSFT, AMZN, TMO, V, IBM Restatement 14 Feb 2024, 10:26
Q3 2023 123 $186,495,118 +$9,079,817 -$6,734,845 +$2,344,972 MSFT, DHR, TMO, AMZN, LIN Restatement 14 Nov 2023, 14:27
Q2 2023 126 $194,499,504 +$7,661,198 -$7,658,995 +$2,203 MSFT, TMO, DHR, LOW, PEP 13F-HR 14 Aug 2023, 12:28
Q1 2023 125 $185,625,894 +$12,748,624 -$10,825,708 +$1,922,916 MSFT, TMO, DHR, PEP, ANSS 13F-HR 10 May 2023, 14:12
Q4 2022 120 $174,988,306 +$6,647,592 -$5,036,194 +$1,611,398 TMO, MSFT, DHR, PEP, LIN 13F-HR 13 Feb 2023, 14:42
Q3 2022 115 $160,371,000 +$15,462,948 -$5,353,127 +$10,109,821 TMO, MSFT, DHR, PEP, LOW 13F-HR 14 Nov 2022, 14:55
Q2 2022 114 $167,816,000 +$9,165,948 -$14,111,173 -$4,945,225 MSFT, TMO, DHR, PEP, LIN 13F-HR 12 Aug 2022, 18:12
Q1 2022 126 $204,739,000 +$50,948,288 -$3,347,963 +$47,600,325 MSFT, TMO, DHR, AMZN, LIN 13F-HR 16 May 2022, 11:29
Q4 2021 68 $173,432,000 +$3,299,709 -$9,323,806 -$6,024,097 MSFT, TMO, DHR, LOW, ANSS 13F-HR 11 Feb 2022, 20:32
Q3 2021 69 $159,774,000 +$5,019,905 -$4,913,007 +$106,898 MSFT, DHR, TMO, LOW, GOOG 13F-HR 08 Nov 2021, 18:19
Q2 2021 70 $159,013,000 +$2,330,675 -$7,110,132 -$4,779,457 MSFT, DHR, TMO, LOW, ANSS 13F-HR 10 Aug 2021, 18:43
Q1 2021 67 $153,143,000 +$10,601,282 -$6,585,835 +$4,015,447 MSFT, LOW, TMO, ANSS, DHR 13F-HR 17 May 2021, 12:55
Q4 2020 64 $142,797,000 +$4,415,116 -$2,703,889 +$1,711,227 MSFT, TMO, ANSS, DHR, LIN 13F-HR 09 Feb 2021, 15:49
Q3 2020 60 $127,798,000 +$7,413,539 -$4,284,192 +$3,129,347 TMO, MSFT, DHR, ANSS, LOW 13F-HR 10 Nov 2020, 16:22
Q2 2020 56 $113,589,000 +$12,821,184 -$17,522,653 -$4,701,469 MSFT, TMO, ANSS, DHR, LOW 13F-HR 29 Jul 2020, 12:46
Q4 2019 53 $115,564,000 +$3,678,975 -$2,227,151 +$1,451,824 MSFT, TMO, ANSS, DHR, LIN 13F-HR 13 Feb 2020, 14:26
Q3 2019 51 $108,181,000 +$7,082,648 -$5,000,074 +$2,082,574 MSFT, TMO, DHR, ANSS, BA 13F-HR 08 Nov 2019, 09:50
Q2 2019 50 $104,512,000 $0 $0 $0 TMO, MSFT, DHR, ANSS, LIN 13F-HR 08 Aug 2019, 13:36
Q3 2018 46 $103,087,000 $0 $0 $0 MSFT, TMO, BA, ANSS, LOW 13F-HR 29 Oct 2018, 17:01
Q4 2017 50 $104,204,000 $0 $0 $0 BA, MSFT, TMO, ANSS, PX 13F-HR 06 Feb 2018, 15:12
Q2 2015 53 $107,392,000 +$7,249,606 -$4,882,011 +$2,367,595 TMO, DHR, BA, LOW, NXPI 13F-HR 31 Jul 2015, 15:55
Q1 2015 51 $107,587,000 +$1,091,936 -$1,816,389 -$724,453 TMO, LOW, BA, DHR, UNP 13F-HR 01 May 2015, 16:41
Q4 2014 52 $106,365,000 +$8,203,245 -$7,614,654 +$588,591 TMO, UNP, DHR, LOW, BA 13F-HR 30 Jan 2015, 15:38
Q3 2014 50 $102,198,000 $0 $0 $0 TMO, UNP, DHR, BA, UTX 13F-HR 07 Nov 2014, 13:22