Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MENDEL MONEY MANAGEMENT | 02-09-2024 | 12-31-2023 | 128 | 208,137,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| L3HARRIS TECHNOLOGIES INC | COM | 151 | $818,469 | 3,886 | 0.00 | 3,886 | +Inf | 12-31-2023 | |
| Arista Networks Inc | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -7 | -0.16 | 12-31-2023 |
| Caterpillar | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 63 | 2.20 | 12-31-2023 |
| ROCKWELL AUTOMATION INC | COM | 154 | $799,176 | 2,574 | 0.00 | 2,574 | +Inf | 12-31-2023 |
