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
Deere & Co Common Stock Liquidated $0 0 0.00 0.00 173 1.55 12-31-2023
Accenture PLC Common Stock Liquidated $0 0 0.00 0.00 -13 -0.09 12-31-2023
Linde PLC Common Stock Liquidated $0 0 0.00 0.00 88 0.78 12-31-2023
Palo Alto Networks Inc Common Stock Liquidated $0 0 0.00 0.00 29 0.17 12-31-2023
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