Mendel Money Management Diversified Active

Location: Northbrook, IL

CIK: 0001600585 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 30, 2015

Total Value: $106M (100.0% shares, 0.0% debt)

Holdings (52)

TMO THERMO FISHER SCIENTIFIC INC 5.0%
Value $5.266M Shares 42,030 Est. Cost $117.35 Unrealized +0.1%
UNP UNION PACIFIC CORP 4.7%
Value $4.974M Shares 41,760 Est. Cost $80.32 Unrealized +11.4%
DHR DANAHER CORP 4.6%
Value $4.865M Shares 56,760 Est. Cost $31.17 Unrealized +5.6%
LOW LOWES COMPANIES INC 4.4%
Value $4.685M Shares 68,106 Est. Cost $41.20 Unrealized +19.0%
BA BOEING CO 4.1%
Value $4.351M Shares 33,475 Est. Cost $109.28 Unrealized +1.3%
UNITED TECHNOLOGIES CORP 3.8%
Value $4.05M Shares 35,215 Est. Cost $105.58 Unrealized
STERICYCLE INC 3.6%
Value $3.856M Shares 29,415 Est. Cost $116.56 Unrealized
FEDEX CORP 3.5%
Value $3.762M Shares 21,665 Est. Cost $161.49 Unrealized
PRAXAIR INC 3.5%
Value $3.723M Shares 28,738 Est. Cost $128.99 Unrealized
MACQUARIE INFRASTRUCTURE CO LL 3.5%
Value $3.714M Shares 52,235 Est. Cost $68.32 Unrealized
ROP ROPER INDUSTRIES INC NEW 3.4%
Value $3.646M Shares 23,320 Est. Cost $137.24 Unrealized +4.5%
GENERAL ELECTRIC CO 3.4%
Value $3.606M Shares 142,677 Est. Cost $25.61 Unrealized
ITW ILLINOIS TOOL WORKS INC 3.4%
Value $3.591M Shares 37,921 Est. Cost $66.18 Unrealized +5.9%
ANSYS INC 3.3%
Value $3.519M Shares 42,910 Est. Cost $76.05 Unrealized
BWA BORG WARNER AUTOMOTIVE INC 3.2%
Value $3.359M Shares 61,120 Est. Cost $45.93 Unrealized -10.1%
GWW W W GRAINGER INC 3.0%
Value $3.17M Shares 12,435 Est. Cost $203.85 Unrealized +1.0%
NXP SEMICONDUCTORS NV COM ISIN 3.0%
Value $3.156M Shares 41,305 Est. Cost $69.16 Unrealized
CVX CHEVRON CORPORATION 3.0%
Value $3.153M Shares 28,107 Est. Cost $76.66 Unrealized -8.0%
COLFAX CORPORATION 3.0%
Value $3.141M Shares 60,905 Est. Cost $56.74 Unrealized
AXP AMERICAN EXPRESS COMPANY 2.9%
Value $3.069M Shares 32,986 Est. Cost $76.50 Unrealized -0.1%
FMC TECHNOLOGIES INC 2.8%
Value $2.94M Shares 62,757 Est. Cost $54.31 Unrealized
KINDER MORGAN INC 2.4%
Value $2.559M Shares 60,473 Est. Cost $42.32 Unrealized
AME AMETEK INC NEW 2.2%
Value $2.382M Shares 45,260 Est. Cost $47.90 Unrealized -1.7%
EMR EMERSON ELECTRIC CO 1.7%
Value $1.84M Shares 29,820 Est. Cost $47.77 Unrealized -2.8%
CAT CATERPILLAR INC 1.7%
Value $1.807M Shares 19,744 Est. Cost $79.29 Unrealized -7.5%
TUPPERWARE BRANDS CORPORATION 1.6%
Value $1.654M Shares 26,250 Est. Cost $69.02 Unrealized
DRESSER RAND GROUP INC 1.5%
Value $1.632M Shares 19,950 Est. Cost $82.24 Unrealized
VENTAS INC 1.4%
Value $1.464M Shares 20,414 Est. Cost $63.83 Unrealized
GILD GILEAD SCIENCES INC 1.3%
Value $1.42M Shares 15,070 Est. Cost $69.66 Unrealized +3.2%
GOOGLE INC CL C 1.2%
Value $1.322M Shares 2,512 Est. Cost $567.44 Unrealized
CSV CARRIAGE SERVICES INC 1.1%
Value $1.174M Shares 56,045 Est. Cost $15.83 Unrealized +6.7%
PEP PEPSICO INC 0.9%
Value $967K Shares 10,222 Est. Cost $65.04 Unrealized +5.5%
POWER SOLUTIONS INTERNATIONAL 0.8%
Value $815K Shares 15,790 Est. Cost $66.85 Unrealized
STANDARD & POORS MIDCAP 400 SP 0.7%
Value $787K Shares 2,980 Est. Cost $249.32 Unrealized
GOOGLE INC CL A 0.7%
Value $778K Shares 1,467 Est. Cost $588.62 Unrealized
ABBV ABBVIE INC 0.7%
Value $727K Shares 11,103 Est. Cost $35.17 Unrealized +14.4%
SPDR S&P 500 ETF TRUST 0.6%
Value $645K Shares 3,136 Est. Cost $197.25 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value $598K Shares 3,105 Est. Cost $125.50 Unrealized +9.4%
DOV DOVER CORPORATION 0.5%
Value $516K Shares 7,200 Est. Cost $57.43 Unrealized -11.5%
ABT ABBOTT LABORATORIES 0.4%
Value $464K Shares 10,303 Est. Cost $34.11 Unrealized +3.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.4%
Value $459K Shares 3,052 Est. Cost $133.21 Unrealized +8.4%
DE DEERE & CO 0.4%
Value $416K Shares 4,700 Est. Cost $69.38 Unrealized +1.8%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value $326K Shares 2,260 Est. Cost $92.44 Unrealized +4.1%
ALTRIA GROUP INC 0.3%
Value $301K Shares 6,100 Est. Cost $45.90 Unrealized
PM PHILIP MORRIS INTERNATIONAL IN 0.3%
Value $281K Shares 3,450 Est. Cost $48.14 Unrealized +2.2%
VERIZON COMMUNICATIONS 0.3%
Value $276K Shares 5,902 Est. Cost $49.38 Unrealized
MARATHON OIL CORP 0.3%
Value $269K Shares 9,503 Est. Cost $37.61 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value $235K Shares 2,035 Est. Cost $70.85 Unrealized +7.4%
AAPL APPLE INC 0.2%
Value $229K Shares 2,072 Est. Cost $21.63 Unrealized +11.4%
JNJ JOHNSON & JOHNSON 0.2%
Value $210K Shares 2,013 Est. Cost $75.58 Unrealized +2.3%
SBUX STARBUCKS CORP 0.2%
Value $209K Shares 2,552 Est. Cost $31.27 Unrealized 0.0%
Kina Petroleum, Ltd. 0.0%
Value $7,000 Shares 29,000 Est. Cost $0.24 Unrealized