13F Filings History of Mendel Capital Management LLC

Latest 13F report
Q3 2025 - 31 Oct 2025
Value $
$190,664,384
Signature - Title
Maureen Ruggiero - CCO
Location
Little Rock, AR
Summary
This page shows a list of all the recent 13F filings made by Mendel Capital Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mendel Capital Management LLC reported 95 stock holdings with total value $190,664,384 as of Q3 2025. Top holdings included XLK, IYW, VOO, SCHD, and VIG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 95 $190,664,384 +$4,063,250 -$583,456 +$3,479,794 XLK, IYW, VOO, SCHD, VIG 13F-HR 31 Oct 2025, 10:56
Q2 2025 94 $175,395,445 +$3,730,816 -$6,394,398 -$2,663,582 XLK, IYW, SCHD, VIG, VOO 13F-HR 14 Aug 2025, 13:43
Q1 2025 97 $165,223,437 +$6,253,555 -$641,074 +$5,612,481 XLK, SCHD, IYW, VIG, VOO 13F-HR 24 Apr 2025, 15:40
Q4 2024 93 $164,948,084 +$17,509,781 -$3,451,168 +$14,058,613 XLK, IYW, SCHD, VIG, VOO 13F-HR 14 Feb 2025, 13:49
Q3 2024 94 $162,930,393 +$3,821,930 -$5,302,268 -$1,480,338 XLK, IYW, SCHD, VIG, VOO 13F-HR 07 Nov 2024, 14:55
Q2 2024 99 $154,716,323 +$3,108,987 -$2,346,990 +$761,997 XLK, IYW, SCHD, VIG, VOO 13F-HR 26 Jul 2024, 12:07
Q1 2024 99 $151,054,790 +$6,334,600 -$3,180,450 +$3,154,150 XLK, IYW, SCHD, VIG, VOO 13F-HR 15 May 2024, 12:10
Q4 2023 92 $139,194,403 +$4,909,068 -$1,088,689 +$3,820,379 XLK, IYW, SCHD, VIG, VOO 13F-HR 26 Jan 2024, 17:09
Q3 2023 89 $121,784,001 +$3,598,418 -$1,920,643 +$1,677,775 XLK, SCHD, IYW, VIG, AAPL 13F-HR 19 Oct 2023, 16:55
Q2 2023 92 $125,030,330 +$10,996,162 -$3,736,204 +$7,259,958 XLK, SCHD, IYW, VIG, AAPL 13F-HR 17 Jul 2023, 16:50
Q1 2023 86 $110,730,490 +$11,776,646 -$1,921,631 +$9,855,015 XLK, SCHD, IYW, VIG, DVY 13F-HR 03 May 2023, 15:47
Q4 2022 66 $95,902,311 +$4,696,566 -$1,004,729 +$3,691,837 SCHD, XLK, VIG, IYW, DVY 13F-HR 23 Jan 2023, 15:48
Q3 2022 63 $85,195,000 +$5,367,902 -$2,911,021 +$2,456,881 SCHD, XLK, IYW, VIG, DVY 13F-HR 25 Oct 2022, 10:05
Q2 2022 65 $89,383,000 +$2,627,065 -$3,575,875 -$948,810 XLK, SCHD, IYW, VIG, AAPL 13F-HR 25 Jul 2022, 18:36
Q1 2022 69 $105,735,000 +$3,549,820 -$925,993 +$2,623,827 XLK, IYW, SCHD, VIG, AAPL 13F-HR 02 May 2022, 17:16
Q4 2021 71 $108,938,000 $0 $0 $0 XLK, IYW, SCHD, VIG, AAPL 13F-HR 16 Feb 2022, 14:11