Mendel Money Management
RIA/Wealth
Mendel Money Management is a RIA/Wealth based in Northbrook, IL led by Bradley Adam Mendel, reporting $301.1M in AUM as of Q3 2025 with MSFT as the largest holding (5% allocation).
PresidentBradley Adam Mendel
- Portfolio Value
- $237.8M
- Positions
- 150
- Top Holding
- MSFT at 4.62%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Mendel Money Management's portfolio (27.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $11.0M | 4.62% | -$134.7K Sold | 0.00% 21.2K shares | |
Specialty Retail Consumer Cyclical | $8.5M | 3.58% | -$123.6K Sold | 0.00% 38.8K shares | |
Internet Content & Information Communication Services | $7.0M | 2.93% | -$826.9K Sold | 0.00% 28.7K shares | |
Financial - Credit Services Financial Services | $6.4M | 2.68% | -$48.1K Sold | 0.00% 18.7K shares | |
Information Technology Services Technology | $6.2M | 2.59% | -$39.5K Sold | 0.00% 21.9K shares | |
Medical - Diagnostics & Research Healthcare | $5.5M | 2.33% | +$52.9K Bought | 0.00% 11.4K shares | |
Software - Infrastructure Technology | $5.4M | 2.26% | +$118.5K Bought | 0.00% 26.4K shares | |
Aerospace & Defense Industrials | $5.2M | 2.19% | +$167.3K Bought | 0.00% 31.2K shares | |
Chemicals - Specialty Basic Materials | $5.1M | 2.16% | +$172.4K Bought | 0.00% 10.8K shares | |
Industrial - Machinery Industrials | $5.1M | 2.15% | +$26.1K Bought | 0.01% 27.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Mendel Money Management's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Mendel Money Management
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