Mendel Money Management Diversified Active

CIK: 0001600585 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 31, 2015

Total Value ($000): $107,392 (100.0% shares, 0.0% debt)

Holdings (53)

TMO THERMO FISHER SCIENTIFIC INC 5.1%
Value ($000) $5,530 Shares 42,615 Est. Cost $117.35 Unrealized +7.6%
DHR DANAHER CORPORATION 4.6%
Value ($000) $4,924 Shares 57,530 Est. Cost $31.17 Unrealized +11.8%
BA BOEING CO 4.4%
Value ($000) $4,692 Shares 33,825 Est. Cost $109.28 Unrealized +17.9%
LOW LOWES COMPANIES INC 4.2%
Value ($000) $4,472 Shares 66,776 Est. Cost $41.20 Unrealized +42.7%
NXP SEMICONDUCTORS N V 4.1%
Value ($000) $4,396 Shares 44,765 Est. Cost $71.44 Unrealized
MACQUARIE INFRASTRUCTURE CORPO 3.9%
Value ($000) $4,219 Shares 51,060 Est. Cost $68.32 Unrealized
UNP UNION PACIFIC CORP 3.8%
Value ($000) $4,047 Shares 42,440 Est. Cost $80.32 Unrealized +2.1%
STERICYCLE INC 3.8%
Value ($000) $4,029 Shares 30,090 Est. Cost $117.02 Unrealized
ROP ROPER TECHNOLOGIES NEW 3.7%
Value ($000) $4,013 Shares 23,270 Est. Cost $137.24 Unrealized +18.3%
FEDEX CORP 3.7%
Value ($000) $3,965 Shares 23,270 Est. Cost $162.04 Unrealized
ANSYS INC 3.7%
Value ($000) $3,943 Shares 43,220 Est. Cost $76.26 Unrealized
UNITED TECHNOLOGIES CORP 3.7%
Value ($000) $3,921 Shares 35,345 Est. Cost $105.71 Unrealized
GENERAL ELECTRIC CO 3.4%
Value ($000) $3,694 Shares 139,027 Est. Cost $25.60 Unrealized
BWA BORG WARNER AUTOMOTIVE INC 3.4%
Value ($000) $3,607 Shares 63,460 Est. Cost $45.88 Unrealized -1.0%
HON HONEYWELL INTL INC 3.3%
Value ($000) $3,580 Shares 35,105 Est. Cost $74.76 Unrealized 0.0%
ITW ILLINOIS TOOL WORKS INC 3.3%
Value ($000) $3,495 Shares 38,071 Est. Cost $66.27 Unrealized +11.6%
PRAXAIR INC 3.2%
Value ($000) $3,435 Shares 28,733 Est. Cost $128.99 Unrealized
GWW W W GRAINGER INC 2.8%
Value ($000) $2,998 Shares 12,670 Est. Cost $203.86 Unrealized +0.2%
CVX CHEVRON CORPORATION 2.6%
Value ($000) $2,751 Shares 28,512 Est. Cost $76.49 Unrealized -13.1%
AME AMETEK INC NEW 2.4%
Value ($000) $2,631 Shares 48,020 Est. Cost $47.97 Unrealized +4.0%
KINDER MORGAN INC 2.4%
Value ($000) $2,607 Shares 67,894 Est. Cost $42.04 Unrealized
COLFAX CORPORATION 2.4%
Value ($000) $2,541 Shares 55,055 Est. Cost $56.74 Unrealized
FMC TECHNOLOGIES INC 2.2%
Value ($000) $2,315 Shares 55,807 Est. Cost $54.31 Unrealized
TUPPERWARE BRANDS CORPORATION 1.7%
Value ($000) $1,878 Shares 29,100 Est. Cost $68.57 Unrealized
GILD GILEAD SCIENCES INC 1.7%
Value ($000) $1,824 Shares 15,580 Est. Cost $69.69 Unrealized +9.0%
CSV CARRIAGE SERVICES INC 1.5%
Value ($000) $1,613 Shares 67,545 Est. Cost $16.74 Unrealized +27.7%
VENTAS INC 1.4%
Value ($000) $1,505 Shares 24,244 Est. Cost $63.72 Unrealized
GOOGLE INC CL C 1.3%
Value ($000) $1,371 Shares 2,633 Est. Cost $566.73 Unrealized
AXP AMERICAN EXPRESS COMPANY 1.2%
Value ($000) $1,291 Shares 16,611 Est. Cost $76.38 Unrealized -10.9%
PEP PEPSICO INC 1.2%
Value ($000) $1,248 Shares 13,372 Est. Cost $66.04 Unrealized +5.0%
CAT CATERPILLAR INC 1.0%
Value ($000) $1,044 Shares 12,304 Est. Cost $79.29 Unrealized -16.9%
VASCO DATA SECURITY INTL INC 0.8%
Value ($000) $883 Shares 29,250 Est. Cost $30.19 Unrealized
POWER SOLUTIONS INTERNATIONAL 0.8%
Value ($000) $834 Shares 15,440 Est. Cost $66.85 Unrealized
STANDARD & POORS MIDCAP 400 SP 0.8%
Value ($000) $822 Shares 3,010 Est. Cost $250.25 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $746 Shares 11,103 Est. Cost $35.17 Unrealized +20.3%
SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $618 Shares 3,001 Est. Cost $197.25 Unrealized
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $615 Shares 11,100 Est. Cost $47.77 Unrealized -7.4%
GOOGLE INC CL A 0.6%
Value ($000) $603 Shares 1,117 Est. Cost $588.62 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $579 Shares 3,110 Est. Cost $125.50 Unrealized +15.2%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $501 Shares 10,203 Est. Cost $34.11 Unrealized +15.3%
DE DEERE & CO 0.4%
Value ($000) $446 Shares 4,600 Est. Cost $69.38 Unrealized +8.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.4%
Value ($000) $416 Shares 3,052 Est. Cost $133.21 Unrealized +7.1%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $336 Shares 2,460 Est. Cost $93.46 Unrealized +12.2%
BFH ALLIANCE DATA SYSTEM CORP 0.3%
Value ($000) $326 Shares 1,115 Est. Cost $206.58 Unrealized 0.0%
ALTRIA GROUP INC 0.3%
Value ($000) $289 Shares 5,900 Est. Cost $45.90 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $285 Shares 2,685 Est. Cost $72.12 Unrealized +5.2%
SBUX STARBUCKS CORP 0.3%
Value ($000) $274 Shares 5,104 Est. Cost $36.10 Unrealized +13.4%
PM PHILIP MORRIS INTERNATIONAL IN 0.3%
Value ($000) $273 Shares 3,400 Est. Cost $48.11 Unrealized +0.4%
VERIZON COMMUNICATIONS 0.2%
Value ($000) $264 Shares 5,669 Est. Cost $49.37 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $260 Shares 2,072 Est. Cost $21.63 Unrealized +32.0%
MARATHON OIL CORP 0.2%
Value ($000) $236 Shares 8,903 Est. Cost $37.61 Unrealized
MERCK & CO INC 0.2%
Value ($000) $202 Shares 3,550 Est. Cost $56.90 Unrealized
Kina Petroleum, Ltd. 0.0%
Value ($000) $5 Shares 29,000 Est. Cost $0.24 Unrealized