Fund HoldingsMenard Financial Group LLC

Total Portfolio Value
$69.19M
Total Bought
$26.86M
Total Sold
$6.27M
Net Transaction
+$20.59M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ZACKS TRUST
EARNGS CONSTANT
181,236649,535+468,2994,53415,60122.55%+11,067
WALMART INC(WMT)06,252+6,25201,0001.45%+1,000
NOVO-NORDISK A S(NVO)2,11813,763+11,6453431,2521.81%+909
META PLATFORMS INC(META)1,2444,062+2,8183571,2191.76%+862
NVIDIA CORPORATION(NVDA)5,6397,408+1,7692,3853,2224.66%+837
CONOCOPHILLIPS(COP)04,960+4,96005940.86%+594
ADOBE INC(ADBE)01,085+1,08505530.80%+553
CACI INTL INC(CACI)01,650+1,65005180.75%+518
MASTERCARD INCORPORATED(MA)01,208+1,20804780.69%+478
VIRTU FINL INC(VIRT)026,958+26,95804660.67%+466
MONSTER BEVERAGE CORP NEW(MNST)08,304+8,30404400.64%+440
VANECK ETF TRUST
OIL SERVICES ETF
1,1692,219+1,0503367651.11%+429
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6,1358,948+2,8131,0671,4672.12%+400
EXXON MOBIL CORP19,05220,728+1,6762,0432,4373.52%+394
MSCI INC(MSCI)0760+76003900.56%+390
GE HEALTHCARE TECHNOLOGIES I(GEHC)05,099+5,09903470.50%+347
ENPHASE ENERGY INC(ENPH)02,856+2,85603430.50%+343
AXON ENTERPRISE INC(AXON)1,1092,786+1,6772165540.80%+338
LAM RESEARCH CORP(LRCX)4711,013+5423036350.92%+332
AGILENT TECHNOLOGIES INC(A)02,920+2,92003260.47%+326
TESLA INC(TSLA)1,2422,589+1,3473256480.94%+323
HCA HEALTHCARE INC(HCA)01,284+1,28403160.46%+316
UBER TECHNOLOGIES INC(UBER)5,54911,841+6,2922405450.79%+305
ALPHABET INC(GOOG)9,20610,744+1,5381,1021,4062.03%+304
BROADRIDGE FINL SOLUTIONS IN(BR)1,7223,264+1,5422855840.84%+299
CASEYS GEN STORES INC(CASY)01,099+1,09902980.43%+298
UNITEDHEALTH GROUP INC(UNH)3,8534,244+3911,8522,1403.09%+288
BROADCOM INC(AVGO)7231,101+3786279141.32%+287
ROLLINS INC(ROL)07,493+7,49302800.40%+280
INTELLIA THERAPEUTICS INC(NTLA)08,392+8,39202650.38%+265
CBRE GROUP INC(CBRE)03,487+3,48702580.37%+258
SPDR SER TR
ST STR SP REGBNK
05,812+5,81202430.35%+243
STEEL DYNAMICS INC(STLD)01,938+1,93802080.30%+208
AMAZON COM INC(AMZN)5,2356,961+1,7266828851.28%+202
SHOPIFY INC(SHOP)4,2178,164+3,9472724460.64%+173
MICROSOFT CORP(MSFT)7,5638,687+1,1242,5762,7433.96%+167
CHEVRON CORP NEW(CVX)9,5569,893+3371,5041,6682.41%+165
VISA INC(V)4,5155,364+8491,0721,2341.78%+162
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
6,02312,370+6,3472203640.53%+144
NETFLIX INC(NFLX)6091,078+4692684070.59%+139
CATERPILLAR INC(CAT)3,0373,232+1957478821.28%+135
BRISTOL-MYERS SQUIBB CO(BMY)3,2495,707+2,4582083310.48%+123
DEERE & CO(DE)534864+3302163260.47%+110
APPLE INC(AAPL)11,03813,062+2,0242,1412,2363.23%+95
BANK AMERICA CORP20,16524,597+4,4325796730.97%+95
MICRON TECHNOLOGY INC(MU)4,7975,827+1,0303033960.57%+94
ARCOSA INC3,1334,591+1,4582373300.48%+93
ICF INTL INC(ICFI)1,6752,452+7772082960.43%+88
ULTA BEAUTY INC(ULTA)1,1201,487+3675275940.86%+67
JPMORGAN CHASE & CO(JPM)5,2655,576+3117668091.17%+43
CROWDSTRIKE HLDGS INC(CRWD)1,5371,53702262570.37%+32
OREILLY AUTOMOTIVE INC(ORLY)220247+272102240.32%+14
HOME DEPOT INC(HD)3,1773,310+1339871,0001.45%+13
THERMO FISHER SCIENTIFIC INC(TMO)741785+443873970.57%+11
MERCK & CO INC(MRK)2,3912,755+3642762840.41%+8
PALO ALTO NETWORKS INC(PANW)2,4922,725+2336376390.92%+2
GALLAGHER ARTHUR J & CO(AJG)1,8291,771-584024040.58%+2
DIAMONDBACK ENERGY INC(FANG)3,2032,646-5574214100.59%-11
PROCTER AND GAMBLE CO(PG)7,1737,385+2121,0881,0771.56%-11
FREEPORT-MCMORAN INC(FCX)6,7946,953+1592722590.37%-12
ABBVIE INC(ABBV)2,0101,708-3022712550.37%-16
COCA COLA CO(KO)3,7433,719-242252080.30%-17
SITIO ROYALTIES CORP26,03826,03806846300.91%-54
PEPSICO INC(PEP)3,4053,401-46315760.83%-54
KEYCORP(KEY)10,8120-10,8121000-100
PROLOGIS INC.(PLD)4,4553,587-8685464030.58%-144
AMCOR PLC(AMCR)19,7090-19,7091970-197
WASTE MGMT INC DEL(WM)1,1600-1,1602010-201
DOLLAR GEN CORP NEW(DG)1,2360-1,2362100-210
APPLIED MATLS INC1,5430-1,5432230-223
ROPER TECHNOLOGIES INC(ROP)4720-4722270-227
UNION PAC CORP(UNP)1,1110-1,1112270-227
SPDR SER TR
ST STR BLO 1 ETF
2,5130-2,5132310-231
SHERWIN WILLIAMS CO(SHW)8760-8762330-233
BERKSHIRE HATHAWAY INC DEL7280-7282480-248
TRACTOR SUPPLY CO(TSCO)1,1260-1,1262490-249
BLACKROCK INC(BLK)3630-3632510-251
LOCKHEED MARTIN CORP(LMT)5760-5762650-265
MORGAN STANLEY(MS)3,2480-3,2482770-277
NEXTERA ENERGY INC(NEE)3,7510-3,7512780-278
RAYTHEON TECHNOLOGIES CORP(RTX)2,9500-2,9502890-289
CORTEVA INC(CTVA)5,4120-5,4123100-310
HP INC(HPQ)10,3640-10,3643180-318
UNITED STS OIL FD LP(USO)5,1680-5,1683280-328
SCHWAB CHARLES CORP(SCHW)5,9940-5,9943400-340
JOHNSON & JOHNSON(JNJ)3,9561,788-2,1686552780.40%-376
ETF SER SOLUTIONS
APTUS COLLRD INV
231,334215,245-16,0897,1976,5509.47%-647
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