Mendel Money Management Diversified Active

CIK: 0001600585 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 1, 2015

Total Value ($000): $107,587 (100.0% shares, 0.0% debt)

Holdings (51)

TMO THERMO FISHER SCIENTIFIC INC 5.3%
Value ($000) $5,681 Shares 42,285 Est. Cost $117.35 Unrealized +6.3%
LOW LOWES COMPANIES INC 4.7%
Value ($000) $5,103 Shares 68,586 Est. Cost $41.20 Unrealized +43.1%
BA BOEING CO 4.7%
Value ($000) $5,069 Shares 33,775 Est. Cost $109.28 Unrealized +16.9%
DHR DANAHER CORP 4.5%
Value ($000) $4,856 Shares 57,190 Est. Cost $31.17 Unrealized +11.9%
UNP UNION PACIFIC CORP 4.2%
Value ($000) $4,556 Shares 42,060 Est. Cost $80.32 Unrealized +14.4%
MACQUARIE INFRASTRUCTURE CO LL 4.0%
Value ($000) $4,286 Shares 52,085 Est. Cost $68.32 Unrealized
NXP SEMICONDUCTORS N V 3.9%
Value ($000) $4,202 Shares 41,865 Est. Cost $69.58 Unrealized
UNITED TECHNOLOGIES CORP 3.9%
Value ($000) $4,173 Shares 35,605 Est. Cost $105.71 Unrealized
STERICYCLE INC 3.9%
Value ($000) $4,173 Shares 29,715 Est. Cost $116.80 Unrealized
ROP ROPER TECHNOLOGIES NEW 3.7%
Value ($000) $4,011 Shares 23,320 Est. Cost $137.24 Unrealized +10.5%
ANSYS INC 3.6%
Value ($000) $3,850 Shares 43,660 Est. Cost $76.26 Unrealized
BWA BORG WARNER AUTOMOTIVE INC 3.5%
Value ($000) $3,749 Shares 61,990 Est. Cost $45.89 Unrealized -5.8%
ITW ILLINOIS TOOL WORKS INC 3.5%
Value ($000) $3,723 Shares 38,321 Est. Cost $66.27 Unrealized +12.5%
FEDEX CORP 3.4%
Value ($000) $3,631 Shares 21,945 Est. Cost $161.54 Unrealized
GENERAL ELECTRIC CO 3.3%
Value ($000) $3,584 Shares 144,477 Est. Cost $25.60 Unrealized
PRAXAIR INC 3.2%
Value ($000) $3,473 Shares 28,768 Est. Cost $128.99 Unrealized
CVX CHEVRON CORPORATION 2.8%
Value ($000) $3,001 Shares 28,587 Est. Cost $76.49 Unrealized -12.5%
GWW W W GRAINGER INC 2.7%
Value ($000) $2,937 Shares 12,455 Est. Cost $203.85 Unrealized -1.9%
COLFAX CORPORATION 2.7%
Value ($000) $2,917 Shares 61,105 Est. Cost $56.74 Unrealized
KINDER MORGAN INC 2.5%
Value ($000) $2,662 Shares 63,287 Est. Cost $42.31 Unrealized
AXP AMERICAN EXPRESS COMPANY 2.4%
Value ($000) $2,631 Shares 33,676 Est. Cost $76.38 Unrealized -7.0%
AME AMETEK INC NEW 2.3%
Value ($000) $2,429 Shares 46,240 Est. Cost $47.89 Unrealized -0.7%
FMC TECHNOLOGIES INC 2.1%
Value ($000) $2,302 Shares 62,197 Est. Cost $54.31 Unrealized
TUPPERWARE BRANDS CORPORATION 1.7%
Value ($000) $1,806 Shares 26,170 Est. Cost $69.02 Unrealized
EMR EMERSON ELECTRIC CO 1.6%
Value ($000) $1,688 Shares 29,820 Est. Cost $47.77 Unrealized -9.1%
GILD GILEAD SCIENCES INC 1.4%
Value ($000) $1,534 Shares 15,630 Est. Cost $69.69 Unrealized +1.2%
VENTAS INC 1.4%
Value ($000) $1,516 Shares 20,764 Est. Cost $63.99 Unrealized
CAT CATERPILLAR INC 1.4%
Value ($000) $1,499 Shares 18,734 Est. Cost $79.29 Unrealized -20.4%
GOOGLE INC CL C 1.3%
Value ($000) $1,429 Shares 2,607 Est. Cost $566.73 Unrealized
CSV CARRIAGE SERVICES INC 1.3%
Value ($000) $1,376 Shares 57,665 Est. Cost $15.94 Unrealized +24.6%
POWER SOLUTIONS INTERNATIONAL 0.9%
Value ($000) $1,015 Shares 15,790 Est. Cost $66.85 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $981 Shares 10,262 Est. Cost $65.04 Unrealized +7.2%
GOOGLE INC CL A 0.8%
Value ($000) $811 Shares 1,462 Est. Cost $588.62 Unrealized
STANDARD & POORS MIDCAP 400 SP 0.7%
Value ($000) $802 Shares 2,893 Est. Cost $249.32 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $650 Shares 11,103 Est. Cost $35.17 Unrealized +10.4%
SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $638 Shares 3,091 Est. Cost $197.25 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $630 Shares 3,105 Est. Cost $125.50 Unrealized +17.2%
DOV DOVER CORPORATION 0.4%
Value ($000) $473 Shares 6,850 Est. Cost $57.43 Unrealized -17.3%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $473 Shares 10,203 Est. Cost $34.11 Unrealized +9.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.4%
Value ($000) $441 Shares 3,052 Est. Cost $133.21 Unrealized +10.5%
DE DEERE & CO 0.4%
Value ($000) $412 Shares 4,700 Est. Cost $69.38 Unrealized +5.2%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $342 Shares 2,260 Est. Cost $92.44 Unrealized +14.5%
ALTRIA GROUP INC 0.3%
Value ($000) $305 Shares 6,100 Est. Cost $45.90 Unrealized
VERIZON COMMUNICATIONS 0.3%
Value ($000) $290 Shares 5,969 Est. Cost $49.37 Unrealized
PM PHILIP MORRIS INTERNATIONAL IN 0.2%
Value ($000) $267 Shares 3,550 Est. Cost $48.11 Unrealized -2.2%
AAPL APPLE INC 0.2%
Value ($000) $258 Shares 2,072 Est. Cost $21.63 Unrealized +24.1%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $255 Shares 2,385 Est. Cost $71.65 Unrealized +6.5%
MARATHON OIL CORP 0.2%
Value ($000) $248 Shares 9,503 Est. Cost $37.61 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $242 Shares 2,552 Est. Cost $31.27 Unrealized +15.5%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $202 Shares 2,013 Est. Cost $75.58 Unrealized -0.6%
Kina Petroleum, Ltd. 0.0%
Value ($000) $5 Shares 29,000 Est. Cost $0.24 Unrealized