Holdings

Brendel Financial Advisors LLC

As of Jun 30, 2026, Brendel Financial Advisors LLC reported 84 positions worth US$174M. Largest: Sherwin-williams Company (the), Caterpillar, Inc. and Johnson & Johnson. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Sherwin-williams Company (the)29,234US$10.1M−4,095Jun 30, 2026
Caterpillar, Inc.8,356US$8.9M−314Jun 30, 2026
Johnson & Johnson25,361US$6.44M−633Jun 30, 2026
Abbvie Inc.22,515US$5.67M+349Jun 30, 2026
Lam Research Corporation12,511US$5.42M+604Jun 30, 2026
Walmart Inc.46,645US$5.28M−374Jun 30, 2026
Alphabet Inc (google) Class C14,601US$5.22M−265Jun 30, 2026
Dover Corporation22,943US$5.15M−1,467Jun 30, 2026
Cintas Corporation29,055US$4.94M+167Jun 30, 2026
Nextera Energy, Inc.54,368US$4.77M−286Jun 30, 2026