• 13F History

Mendel Money Management

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$224M
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 137 stock holdings with total value $224M as of Q4 2024. Top holdings included MSFT, AMZN, GOOG, V, and IBM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 137 $224M +$8.98M -$12.2M -$3.25M MSFT, AMZN, GOOG, V, IBM 13F-HR 2/11/2025, 05:51 PM
Q3 2024 134 $231M +$16.9M -$10.9M +$5.94M MSFT, AMZN, TMO, IBM, DHR 13F-HR 11/7/2024, 11:52 AM
Q2 2024 131 $214M +$7.23M -$7.89M -$659K MSFT, AMZN, GOOG, TMO, V 13F-HR 8/13/2024, 01:29 PM
Q1 2024 129 $216M +$10.2M -$15.5M -$5.35M MSFT, AMZN, TMO, V, IBM 13F-HR 5/1/2024, 07:15 PM
Q4 2023 128 $208M +$7.72M -$4.56M +$3.15M MSFT, AMZN, TMO, V, IBM Restatement 2/14/2024, 10:26 AM
Q3 2023 129 $186M +$9.08M -$6.73M +$2.34M MSFT, DHR, TMO, AMZN, LIN Restatement 11/14/2023, 02:27 PM
Q2 2023 129 $194M +$7.66M -$7.66M +$2.2K MSFT, TMO, DHR, LOW, PEP 13F-HR 8/14/2023, 01:28 PM
Q1 2023 125 $186M +$12.7M -$17.4M -$4.61M MSFT, TMO, DHR, PEP, ANSS 13F-HR 5/10/2023, 02:12 PM
Q4 2022 119 $175M +$6.65M -$4.6M +$2.04M TMO, MSFT, DHR, PEP, LINXXXX 13F-HR 2/13/2023, 01:42 PM
Q3 2022 115 $160M +$15.5M -$3.69M +$11.8M TMO, MSFT, DHR, PEP, LOW 13F-HR 11/14/2022, 01:55 PM
Q2 2022 114 $168M +$9.17M -$9.15M +$14.8K MSFT, TMO, DHR, PEP, LINXXXX 13F-HR 8/12/2022, 06:12 PM
Q1 2022 126 $205M +$50.9M -$3.35M +$47.6M MSFT, TMO, DHR, AMZN, LINXXXX 13F-HR 5/16/2022, 11:29 AM
Q4 2021 68 $173M +$3.3M -$8.54M -$5.25M MSFT, TMO, DHR, LOW, ANSS 13F-HR 2/11/2022, 07:32 PM
Q3 2021 69 $160M +$5.02M -$4.91M +$107K MSFT, DHR, TMO, LOW, GOOG 13F-HR 11/8/2021, 06:19 PM
Q2 2021 70 $159M +$2.33M -$6.56M -$4.23M MSFT, DHR, TMO, LOW, ANSS 13F-HR 8/10/2021, 06:43 PM
Q1 2021 67 $153M +$10.6M -$6.52M +$4.08M MSFT, LOW, TMO, ANSS, DHR 13F-HR 5/17/2021, 12:55 PM
Q4 2020 63 $141M +$4.42M -$1.82M +$2.59M MSFT, TMO, ANSS, DHR, LINXXXX 13F-HR 2/9/2021, 02:49 PM
Q3 2020 59 $125M +$7.41M -$3.54M +$3.88M TMO, MSFT, DHR, ANSS, LOW 13F-HR 11/10/2020, 03:22 PM
Q2 2020 55 $111M +$12.7M -$7.93M +$4.8M MSFT, TMO, ANSS, DHR, LOW 13F-HR 7/29/2020, 12:46 PM
Q4 2019 53 $116M +$3.68M -$2.23M +$1.45M MSFT, TMO, ANSS, DHR, LINXXXX 13F-HR 2/13/2020, 01:26 PM
Q3 2019 51 $108M +$7.08M -$4.56M +$2.52M MSFT, TMO, DHR, ANSS, BA 13F-HR 11/8/2019, 08:50 AM
Q2 2019 50 $105M TMO, MSFT, DHR, ANSS, LINXXXX 13F-HR 8/8/2019, 01:36 PM
Q3 2018 46 $103M MSFT, TMO, BA, ANSS, LOW 13F-HR 10/29/2018, 05:01 PM
Q4 2017 50 $104M BA, MSFT, TMO, ANSS, PX 13F-HR 2/6/2018, 02:12 PM
Q2 2015 53 $107M +$7.25M -$4.21M +$3.04M TMO, DHR, BA, LOW, NXPI 13F-HR 7/31/2015, 03:55 PM
Q1 2015 51 $108M +$1.09M -$184K +$908K TMO, LOW, BA, DHR, UNP 13F-HR 5/1/2015, 04:41 PM
Q4 2014 52 $106M +$8.2M -$4.5M +$3.7M TMO, UNP, DHR, LOW, BA 13F-HR 1/30/2015, 02:38 PM
Q3 2014 50 $102M TMO, UNP, DHR, BA, UTX 13F-HR 11/7/2014, 12:22 PM