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Holders — by stockHoldings — by fund

Brendel Financial Advisors LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001768065

$216.0M

disclosed book value

101

positions

4.7%

largest position share

Positions, as of 2026-06-30

top 100 of 101 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SHWSHERWIN WILLIAMS CO29,234$10.1M4.7%
2CATCATERPILLAR INC8,356$8.9M4.1%
3JNJJOHNSON & JOHNSON25,361$6.4M3%
4BARGRANITESHARES GOLD TR146,753$5.8M2.7%
5ABBVABBVIE INC22,515$5.7M2.6%
6FTCBFIRST TR EXCHANGE-TRADED FD270,749$5.6M2.6%
7SCIOFIRST TR EXCHANGE-TRADED FD262,638$5.4M2.5%
8LRCXLAM RESEARCH CORP12,511$5.4M2.5%
9AGGISHARES TR53,803$5.3M2.5%
10WMTWALMART INC46,645$5.3M2.4%
11DOVDOVER CORP22,943$5.1M2.4%
12CTASCINTAS CORP29,055$4.9M2.3%
13NEENEXTERA ENERGY INC54,368$4.8M2.2%
14GOOGALPHABET INC13,336$4.7M2.2%
15EXPDEXPEDITORS INTL WASH INC28,146$4.6M2.1%
16NVDANVIDIA CORPORATION22,873$4.6M2.1%
17NDSNNORDSON CORP14,926$4.5M2.1%
18TGTTARGET CORP34,285$4.5M2.1%
19AAPLAPPLE INC15,257$4.4M2%
20GDGENERAL DYNAMICS CORP12,401$4.4M2%
21CHUBB LIMITED12,840$4.4M2%
22AXPAMERICAN EXPRESS CO12,800$4.3M2%
23WSTWEST PHARMACEUTICAL SVSC INC11,891$4.3M2%
24AMZNAMAZON COM INC17,761$4.2M2%
25MSFTMICROSOFT CORP11,056$4.1M1.9%
26TSLATESLA INC9,748$4.1M1.9%
27JPMJPMORGAN CHASE & CO12,504$4.1M1.9%
28CMICUMMINS INC5,555$4.0M1.8%
29KOCOCA COLA CO45,157$3.7M1.7%
30ADMARCHER DANIELS MIDLAND CO45,333$3.5M1.6%
31GLDSPDR GOLD TR9,102$3.4M1.6%
32GNRCGENERAC HLDGS INC10,984$3.2M1.5%
33VRTVERTIV HOLDINGS CO9,585$3.2M1.5%
34MNSTMONSTER BEVERAGE CORP NEW32,050$3.1M1.4%
35MRKMERCK & CO INC23,668$3.0M1.4%
36LOGITECH INTL S A30,775$2.9M1.3%
37CHRWC H ROBINSON WORLDWIDE IN15,265$2.9M1.3%
38PLTRPALANTIR TECHNOLOGIES INC24,093$2.8M1.3%
39METAMETA PLATFORMS INC4,969$2.8M1.3%
40JPIBJ P MORGAN EXCHANGE TRADED F51,898$2.5M1.2%
41ARCCARES CAPITAL CORP133,968$2.5M1.1%
42NFLXNETFLIX INC.33,536$2.4M1.1%
43EXMOCEXXON MOBIL CORP16,514$2.3M1%
44PFEPFIZER INC81,988$2.0M0.9%
45SOXXISHARES TR2,140$1.4M0.6%
46IHEISHARES TR11,958$1.2M0.5%
47IEZISHARES TR43,423$1.2M0.5%
48AMPAMERIPRISE FINL INC2,534$1.2M0.5%
49IYZISHARES TR24,768$1.0M0.5%
50CVXCHEVRON CORPORATION6,223$1.0M0.5%
51IYEISHARES TR17,948$1.0M0.5%
52IBMINTERNATIONAL BUSINESS MACHS2,983$838,8500.4%
53MMM3M CO4,642$751,5870.3%
54OGEOGE ENERGY CORP12,000$583,9200.3%
55GWWWW GRAINGER INC411$559,1250.3%
56BNYBANK OF NY MELLON CORP3,649$527,6820.2%
57ENBENBRIDGE INC9,563$518,4110.2%
58GOOGLALPHABET INC1,416$506,0500.2%
59AVGOBROADCOM INC1,331$502,7860.2%
60RTXRTX CORPORATION2,599$493,1090.2%
61AFLAFLAC INC4,045$474,2770.2%
62ORCLORACLE CORP3,169$464,4170.2%
63AMATAPPLIED MATLS INC600$433,8000.2%
64NEMNEWMONT CORP4,537$423,7560.2%
65CINFCINCINNATI FINL CORP2,257$417,8610.2%
66VMDVIEMED HEALTHCARE INC36,524$416,3740.2%
67RELLRICHARDSON ELECTRS LTD21,747$413,4110.2%
68GEGE AEROSPACE1,083$404,7500.2%
69PPGPPG INDS INC3,334$404,3810.2%
70OCCOPTICAL CABLE CORP18,207$381,8010.2%
71ABTABBOTT LABORATORIES4,187$379,9290.2%
72BHBBAR HBR BANKSHARES9,963$376,2030.2%
73RKLBROCKET LAB CORP3,552$361,0610.2%
74GSGOLDMAN SACHS GROUP INC355$359,0370.2%
75RFILRF INDS LTD16,868$357,7710.2%
76KULRKULR TECHNOLOGY GROUP INC84,095$320,4020.1%
77GEVGE VERNOVA INC267$313,6880.1%
78TRVTRAVELERS COMPANIES INC944$311,6340.1%
79AEPAMERICAN ELEC PWR CO INC2,226$304,5400.1%
80SOSOUTHERN CO3,100$296,7010.1%
81VMIVALMONT INDS INC508$293,4210.1%
82SPGIS&P GLOBAL INC690$281,0100.1%
83CRSCARPENTER TECHNOLOGY CORP438$270,1760.1%
84WMBWILLIAMS COS INC3,516$261,3800.1%
85ITWILLINOIS TOOL WKS INC960$259,6520.1%
86MLIMUELLER INDS INC2,109$259,2600.1%
87GLWCORNING INC1,000$255,4300.1%
88ADPAUTOMATIC DATA PROCESSING IN1,130$253,0640.1%
89CITHE CIGNA GROUP913$251,6960.1%
90LOWLOWES COS INC1,139$251,1390.1%
91BACBANK OF AMER CORP4,291$244,5020.1%
92TRGPTARGA RES CORP901$241,5950.1%
93LLYELI LILLY & CO201$241,0860.1%
94CSCOCISCO SYS INC2,000$234,9200.1%
95JBLJABIL INC604$232,8300.1%
96IJHISHARES TR3,000$231,3300.1%
97RSPINVESCO EXCHANGE TRADED FD T1,035$220,2170.1%
98EMREMERSON ELEC CO1,534$219,5930.1%
99FLEX LTD1,295$209,8810.1%
100SBUXSTARBUCKS CORP1,993$203,6650.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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