Mendel Money Management Diversified Active

CIK: 0001600585 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 30, 2015

Total Value ($000): $106,365 (100.0% shares, 0.0% debt)

Holdings (52)

TMO THERMO FISHER SCIENTIFIC INC 5.0%
Value ($000) $5,266 Shares 42,030 Est. Cost $117.35 Unrealized +0.1%
UNP UNION PACIFIC CORP 4.7%
Value ($000) $4,974 Shares 41,760 Est. Cost $80.32 Unrealized +11.4%
DHR DANAHER CORP 4.6%
Value ($000) $4,865 Shares 56,760 Est. Cost $31.17 Unrealized +5.6%
LOW LOWES COMPANIES INC 4.4%
Value ($000) $4,685 Shares 68,106 Est. Cost $41.20 Unrealized +19.0%
BA BOEING CO 4.1%
Value ($000) $4,351 Shares 33,475 Est. Cost $109.28 Unrealized +1.3%
UNITED TECHNOLOGIES CORP 3.8%
Value ($000) $4,050 Shares 35,215 Est. Cost $105.58 Unrealized
STERICYCLE INC 3.6%
Value ($000) $3,856 Shares 29,415 Est. Cost $116.56 Unrealized
FEDEX CORP 3.5%
Value ($000) $3,762 Shares 21,665 Est. Cost $161.49 Unrealized
PRAXAIR INC 3.5%
Value ($000) $3,723 Shares 28,738 Est. Cost $128.99 Unrealized
MACQUARIE INFRASTRUCTURE CO LL 3.5%
Value ($000) $3,714 Shares 52,235 Est. Cost $68.32 Unrealized
ROP ROPER INDUSTRIES INC NEW 3.4%
Value ($000) $3,646 Shares 23,320 Est. Cost $137.24 Unrealized +4.5%
GENERAL ELECTRIC CO 3.4%
Value ($000) $3,606 Shares 142,677 Est. Cost $25.61 Unrealized
ITW ILLINOIS TOOL WORKS INC 3.4%
Value ($000) $3,591 Shares 37,921 Est. Cost $66.18 Unrealized +5.9%
ANSYS INC 3.3%
Value ($000) $3,519 Shares 42,910 Est. Cost $76.05 Unrealized
BWA BORG WARNER AUTOMOTIVE INC 3.2%
Value ($000) $3,359 Shares 61,120 Est. Cost $45.93 Unrealized -10.1%
GWW W W GRAINGER INC 3.0%
Value ($000) $3,170 Shares 12,435 Est. Cost $203.85 Unrealized +1.0%
NXP SEMICONDUCTORS NV COM ISIN 3.0%
Value ($000) $3,156 Shares 41,305 Est. Cost $69.16 Unrealized
CVX CHEVRON CORPORATION 3.0%
Value ($000) $3,153 Shares 28,107 Est. Cost $76.66 Unrealized -8.0%
COLFAX CORPORATION 3.0%
Value ($000) $3,141 Shares 60,905 Est. Cost $56.74 Unrealized
AXP AMERICAN EXPRESS COMPANY 2.9%
Value ($000) $3,069 Shares 32,986 Est. Cost $76.50 Unrealized -0.1%
FMC TECHNOLOGIES INC 2.8%
Value ($000) $2,940 Shares 62,757 Est. Cost $54.31 Unrealized
KINDER MORGAN INC 2.4%
Value ($000) $2,559 Shares 60,473 Est. Cost $42.32 Unrealized
AME AMETEK INC NEW 2.2%
Value ($000) $2,382 Shares 45,260 Est. Cost $47.90 Unrealized -1.7%
EMR EMERSON ELECTRIC CO 1.7%
Value ($000) $1,840 Shares 29,820 Est. Cost $47.77 Unrealized -2.8%
CAT CATERPILLAR INC 1.7%
Value ($000) $1,807 Shares 19,744 Est. Cost $79.29 Unrealized -7.5%
TUPPERWARE BRANDS CORPORATION 1.6%
Value ($000) $1,654 Shares 26,250 Est. Cost $69.02 Unrealized
DRESSER RAND GROUP INC 1.5%
Value ($000) $1,632 Shares 19,950 Est. Cost $82.24 Unrealized
VENTAS INC 1.4%
Value ($000) $1,464 Shares 20,414 Est. Cost $63.83 Unrealized
GILD GILEAD SCIENCES INC 1.3%
Value ($000) $1,420 Shares 15,070 Est. Cost $69.66 Unrealized +3.2%
GOOGLE INC CL C 1.2%
Value ($000) $1,322 Shares 2,512 Est. Cost $567.44 Unrealized
CSV CARRIAGE SERVICES INC 1.1%
Value ($000) $1,174 Shares 56,045 Est. Cost $15.83 Unrealized +6.7%
PEP PEPSICO INC 0.9%
Value ($000) $967 Shares 10,222 Est. Cost $65.04 Unrealized +5.5%
POWER SOLUTIONS INTERNATIONAL 0.8%
Value ($000) $815 Shares 15,790 Est. Cost $66.85 Unrealized
STANDARD & POORS MIDCAP 400 SP 0.7%
Value ($000) $787 Shares 2,980 Est. Cost $249.32 Unrealized
GOOGLE INC CL A 0.7%
Value ($000) $778 Shares 1,467 Est. Cost $588.62 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $727 Shares 11,103 Est. Cost $35.17 Unrealized +14.4%
SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $645 Shares 3,136 Est. Cost $197.25 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $598 Shares 3,105 Est. Cost $125.50 Unrealized +9.4%
DOV DOVER CORPORATION 0.5%
Value ($000) $516 Shares 7,200 Est. Cost $57.43 Unrealized -11.5%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $464 Shares 10,303 Est. Cost $34.11 Unrealized +3.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.4%
Value ($000) $459 Shares 3,052 Est. Cost $133.21 Unrealized +8.4%
DE DEERE & CO 0.4%
Value ($000) $416 Shares 4,700 Est. Cost $69.38 Unrealized +1.8%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $326 Shares 2,260 Est. Cost $92.44 Unrealized +4.1%
ALTRIA GROUP INC 0.3%
Value ($000) $301 Shares 6,100 Est. Cost $45.90 Unrealized
PM PHILIP MORRIS INTERNATIONAL IN 0.3%
Value ($000) $281 Shares 3,450 Est. Cost $48.14 Unrealized +2.2%
VERIZON COMMUNICATIONS 0.3%
Value ($000) $276 Shares 5,902 Est. Cost $49.38 Unrealized
MARATHON OIL CORP 0.3%
Value ($000) $269 Shares 9,503 Est. Cost $37.61 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $235 Shares 2,035 Est. Cost $70.85 Unrealized +7.4%
AAPL APPLE INC 0.2%
Value ($000) $229 Shares 2,072 Est. Cost $21.63 Unrealized +11.4%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $210 Shares 2,013 Est. Cost $75.58 Unrealized +2.3%
SBUX STARBUCKS CORP 0.2%
Value ($000) $209 Shares 2,552 Est. Cost $31.27 Unrealized 0.0%
Kina Petroleum, Ltd. 0.0%
Value ($000) $7 Shares 29,000 Est. Cost $0.24 Unrealized