Mendel Money Management Diversified Active

CIK: 0001600585 · Show all filings

Period: Q3 2014 (Next →)

Filing Date: Nov 7, 2014

Total Value ($000): $102,198 (100.0% shares, 0.0% debt)

Holdings (50)

TMO THERMO FISHER SCIENTIFIC INC 5.0%
Value ($000) $5,159 Shares 42,390 Est. Cost $117.35 Unrealized 0.0%
UNP UNION PACIFIC CORP 4.5%
Value ($000) $4,568 Shares 42,130 Est. Cost $80.32 Unrealized 0.0%
DHR DANAHER CORP 4.3%
Value ($000) $4,394 Shares 57,830 Est. Cost $31.17 Unrealized 0.0%
BA BOEING CO 4.1%
Value ($000) $4,213 Shares 33,075 Est. Cost $109.27 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 3.6%
Value ($000) $3,696 Shares 35,005 Est. Cost $105.58 Unrealized
PRAXAIR INC 3.6%
Value ($000) $3,681 Shares 28,538 Est. Cost $128.99 Unrealized
LOW LOWES COMPANIES INC 3.6%
Value ($000) $3,679 Shares 69,535 Est. Cost $41.20 Unrealized 0.0%
DRESSER RAND GROUP INC 3.5%
Value ($000) $3,585 Shares 43,590 Est. Cost $82.24 Unrealized
GENERAL ELECTRIC CO 3.5%
Value ($000) $3,578 Shares 139,667 Est. Cost $25.62 Unrealized
FMC TECHNOLOGIES INC 3.5%
Value ($000) $3,544 Shares 65,257 Est. Cost $54.31 Unrealized
FEDEX CORP 3.5%
Value ($000) $3,539 Shares 21,915 Est. Cost $161.49 Unrealized
ROP ROPER INDUSTRIES INC NEW 3.4%
Value ($000) $3,435 Shares 23,480 Est. Cost $137.24 Unrealized 0.0%
STERICYCLE INC 3.4%
Value ($000) $3,424 Shares 29,375 Est. Cost $116.56 Unrealized
COLFAX CORPORATION 3.3%
Value ($000) $3,324 Shares 58,350 Est. Cost $56.97 Unrealized
ITW ILLINOIS TOOL WORKS INC 3.2%
Value ($000) $3,235 Shares 38,321 Est. Cost $66.18 Unrealized 0.0%
GWW W W GRAINGER INC 3.1%
Value ($000) $3,192 Shares 12,685 Est. Cost $203.85 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHINE 3.0%
Value ($000) $3,112 Shares 16,395 Est. Cost $114.33 Unrealized 0.0%
ANSYS INC 3.0%
Value ($000) $3,059 Shares 40,420 Est. Cost $75.68 Unrealized
BWA BORG WARNER AUTOMOTIVE INC 2.9%
Value ($000) $2,954 Shares 56,135 Est. Cost $46.34 Unrealized 0.0%
AXP AMERICAN EXPRESS COMPANY 2.8%
Value ($000) $2,868 Shares 32,761 Est. Cost $76.50 Unrealized 0.0%
CVX CHEVRON CORPORATION 2.5%
Value ($000) $2,576 Shares 21,592 Est. Cost $78.51 Unrealized 0.0%
NXP SEMICONDUCTORS NV COM ISIN 2.5%
Value ($000) $2,568 Shares 37,525 Est. Cost $68.43 Unrealized
MACQUARIE INFRASTRUCTURE CO LL 2.1%
Value ($000) $2,195 Shares 32,915 Est. Cost $66.69 Unrealized
TUPPERWARE BRANDS CORPORATION 2.1%
Value ($000) $2,138 Shares 30,975 Est. Cost $69.02 Unrealized
EMR EMERSON ELECTRIC CO 2.1%
Value ($000) $2,137 Shares 34,152 Est. Cost $47.77 Unrealized 0.0%
CAT CATERPILLAR INC 1.9%
Value ($000) $1,980 Shares 19,994 Est. Cost $79.29 Unrealized 0.0%
DOV DOVER CORPORATION 1.9%
Value ($000) $1,956 Shares 24,355 Est. Cost $57.43 Unrealized 0.0%
AME AMETEK INC NEW 1.8%
Value ($000) $1,884 Shares 37,530 Est. Cost $48.07 Unrealized 0.0%
GOOGLE INC CL C 1.1%
Value ($000) $1,167 Shares 2,021 Est. Cost $577.44 Unrealized
VENTAS INC 1.0%
Value ($000) $1,022 Shares 16,494 Est. Cost $61.96 Unrealized
POWER SOLUTIONS INTERNATIONAL 0.9%
Value ($000) $956 Shares 13,860 Est. Cost $68.98 Unrealized
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $922 Shares 8,660 Est. Cost $68.03 Unrealized 0.0%
PEP PEPSICO INC 0.9%
Value ($000) $910 Shares 9,772 Est. Cost $64.88 Unrealized 0.0%
GOOGLE INC CL A 0.9%
Value ($000) $900 Shares 1,529 Est. Cost $588.62 Unrealized
STANDARD & POORS MIDCAP 400 SP 0.7%
Value ($000) $738 Shares 2,960 Est. Cost $249.32 Unrealized
CSV CARRIAGE SERVICES INC 0.7%
Value ($000) $667 Shares 38,475 Est. Cost $15.34 Unrealized 0.0%
ABBV ABBVIE INC 0.6%
Value ($000) $659 Shares 11,403 Est. Cost $35.17 Unrealized 0.0%
SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $598 Shares 3,036 Est. Cost $196.97 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $540 Shares 2,950 Est. Cost $124.88 Unrealized 0.0%
MARATHON OIL CORP 0.5%
Value ($000) $489 Shares 13,003 Est. Cost $37.61 Unrealized
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $441 Shares 10,603 Est. Cost $34.11 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.4%
Value ($000) $440 Shares 3,185 Est. Cost $133.21 Unrealized 0.0%
DE DEERE & CO 0.4%
Value ($000) $385 Shares 4,700 Est. Cost $69.38 Unrealized 0.0%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $294 Shares 2,260 Est. Cost $92.44 Unrealized 0.0%
ALTRIA GROUP INC 0.3%
Value ($000) $280 Shares 6,100 Est. Cost $45.90 Unrealized
VERIZON COMMUNICATIONS 0.2%
Value ($000) $240 Shares 4,802 Est. Cost $49.98 Unrealized
PM PHILIP MORRIS INTERNATIONAL IN 0.2%
Value ($000) $234 Shares 2,800 Est. Cost $47.89 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $219 Shares 2,035 Est. Cost $70.85 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $215 Shares 2,013 Est. Cost $75.58 Unrealized 0.0%
AAPL APPLE INC 0.2%
Value ($000) $209 Shares 2,072 Est. Cost $21.63 Unrealized 0.0%