Brendel Financial Advisors LLC - Portfolio Stock Holdings

Brendel Financial Advisors LLC disclosed 115 stock positions in a recent SEC 13F filing. $213,592,223 of stock holdings were filed, with the largest holdings including SHW, CAT, and JNJ. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $260,157,732 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.