Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MENDEL CAPITAL MANAGEMENT LLC | 05-15-2024 | 03-31-2024 | 99 | 151,054,790 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| S&P GLOBAL INC | COM | 51 | $741,609 | 1,743 | 0.00 | 0.00 | 2 | 0.11 | 03-31-2024 |
| AMERICAN TOWER CORP NEW | COM | 52 | $719,181 | 3,640 | 0.00 | 0.00 | -342 | -8.59 | 03-31-2024 |
| MERCK & CO INC | COM | 53 | $685,752 | 5,197 | 0.00 | 0.00 | 1,056 | 25.50 | 03-31-2024 |
| ISHARES TR | 0-5YR HI YL CP | 54 | $634,983 | 14,923 | 0.00 | 0.00 | 44 | 0.30 | 03-31-2024 |
