Long-term investor
Mendel Money Management @mendelmoneymanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001600585).
Record
- Tracked since 2025-06-30 (434 days), 110 trades recorded
- Returns: week n/a · month n/a · 90 days +10.3% · 6 months +11.0% · 1 year +17.1% · all +17.1%
- Max drawdown -1.6% · Sharpe 1.09 · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PANW · 3.7% · long · since 2025-06-30
- MSFT · 3.5% · long · since 2025-06-30
- AMZN · 3.4% · long · since 2025-06-30
- GOOG · 2.9% · long · since 2025-06-30
- GEV · 2.7% · long · since 2025-06-30
- TMO · 2.7% · long · since 2025-06-30
- V · 2.5% · long · since 2025-06-30
- AME · 2.4% · long · since 2025-06-30
- LIN · 2.3% · long · since 2025-06-30
- RTX · 2.1% · long · since 2025-06-30
- PWR · 2.1% · long · since 2025-09-30
- AVGO · 2.1% · long · since 2025-06-30