Long-term investor
Mendel Capital Management LLC @mendelcapitalmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911384).
Record
- Tracked since 2025-03-31 (539 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +12.7% · 6 months n/a · 1 year +13.2% · all +22.6%
- Max drawdown n/a · win rate 8% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 81369Y803 · 12.5% · long · since 2025-03-31
- 464287721 · 9.6% · long · since 2025-03-31
- 808524797 · 6.9% · long · since 2025-03-31
- 922908363 · 6.8% · long · since 2025-03-31
- 921908844 · 6.4% · long · since 2025-03-31
- AAPL · 3.4% · long · since 2025-03-31
- 74316P579 · 3.1% · long · since 2026-03-31
- WMT · 2.7% · long · since 2025-03-31
- 464287168 · 2.6% · long · since 2025-03-31
- 74347G606 · 2.2% · long · since 2025-03-31
- 808524755 · 2.0% · long · since 2025-03-31
- MSFT · 1.8% · long · since 2025-03-31