Fund HoldingsMenard Financial Group LLC

Total Portfolio Value
$80.55M
Total Bought
$13.15M
Total Sold
$1.93M
Net Transaction
+$11.22M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ZACKS TRUST
EARNGS CONSTANT
649,535728,529+78,99415,60119,02923.62%+3,428
SELECT SECTOR SPDR TR
ST STR TECHN ETF
8,94812,848+3,9001,4672,4733.07%+1,006
MICROSOFT CORP(MSFT)8,6879,587+9002,7433,6054.48%+862
NVIDIA CORPORATION(NVDA)7,4087,907+4993,2223,9164.86%+693
AMAZON COM INC(AMZN)6,9618,745+1,7848851,3291.65%+444
BROADCOM INC(AVGO)1,1011,152+519141,2861.60%+372
SHOPIFY INC(SHOP)8,1649,861+1,6974467680.95%+323
APPLE INC(AAPL)13,06213,103+412,2362,5233.13%+286
HUNTINGTON INGALLS INDS INC(HII)0984+98402560.32%+256
UBER TECHNOLOGIES INC(UBER)11,84112,848+1,0075457910.98%+246
META PLATFORMS INC(META)4,0624,139+771,2191,4651.82%+246
PULTE GROUP INC(PHM)02,237+2,23702310.29%+231
RTX CORPORATION(RTX)02,552+2,55202150.27%+215
SKYLINE CHAMPION CORPORATION(SKY)02,872+2,87202130.26%+213
PALO ALTO NETWORKS INC(PANW)2,7252,875+1506398481.05%+209
COSTCO WHSL CORP NEW(COST)0312+31202060.26%+206
VANGUARD INDEX FDS0458+45802000.25%+200
VISA INC(V)5,3645,504+1401,2341,4331.78%+199
GALLAGHER ARTHUR J & CO(AJG)1,7712,667+8964046000.74%+196
AXON ENTERPRISE INC(AXON)2,7862,880+945547440.92%+190
NOVO-NORDISK A S(NVO)13,76313,874+1111,2521,4351.78%+184
LAM RESEARCH CORP(LRCX)1,0131,028+156358051.00%+170
ALPHABET INC(GOOG)10,74411,240+4961,4061,5701.95%+164
AGILENT TECHNOLOGIES INC(A)2,9203,484+5643264840.60%+158
JPMORGAN CHASE & CO(JPM)5,5765,643+678099601.19%+151
MICRON TECHNOLOGY INC(MU)5,8276,370+5433965440.67%+147
HOME DEPOT INC(HD)3,3103,305-51,0001,1451.42%+145
NETFLIX INC(NFLX)1,0781,127+494075490.68%+142
CROWDSTRIKE HLDGS INC(CRWD)1,5371,53702573920.49%+135
ADOBE INC(ADBE)1,0851,153+685536880.85%+135
CATERPILLAR INC(CAT)3,2323,439+2078821,0171.26%+134
ULTA BEAUTY INC(ULTA)1,4871,472-155947210.90%+127
DEERE & CO(DE)8641,088+2243264350.54%+109
MONSTER BEVERAGE CORP NEW(MNST)8,3049,512+1,2084405480.68%+108
HCA HEALTHCARE INC(HCA)1,2841,557+2733164220.52%+106
BROADRIDGE FINL SOLUTIONS IN(BR)3,2643,311+475846810.85%+97
UNITEDHEALTH GROUP INC(UNH)4,2444,238-62,1402,2312.77%+92
CACI INTL INC(CACI)1,6501,855+2055186010.75%+83
GE HEALTHCARE TECHNOLOGIES I(GEHC)5,0995,544+4453474290.53%+82
CBRE GROUP INC(CBRE)3,4873,635+1482583380.42%+81
MSCI INC(MSCI)760829+693904690.58%+79
PROLOGIS INC.(PLD)3,5873,580-74034770.59%+75
ARCOSA INC4,5914,807+2163303970.49%+67
FREEPORT-MCMORAN INC(FCX)6,9537,664+7112593260.41%+67
ROLLINS INC(ROL)7,4937,889+3962803450.43%+65
SPDR SER TR
ST STR SP REGBNK
5,8125,806-62433040.38%+62
STEEL DYNAMICS INC(STLD)1,9382,176+2382082570.32%+49
PROCTER AND GAMBLE CO(PG)7,3857,685+3001,0771,1261.40%+49
BANK AMERICA CORP24,59721,279-3,3186737160.89%+43
ICF INTL INC(ICFI)2,4522,499+472963350.42%+39
ABBVIE INC(ABBV)1,7081,845+1372552860.36%+31
TESLA INC(TSLA)2,5892,724+1356486770.84%+29
MASTERCARD INCORPORATED(MA)1,2081,169-394784990.62%+20
THERMO FISHER SCIENTIFIC INC(TMO)78578503974170.52%+19
VIRTU FINL INC(VIRT)26,95823,582-3,3764664780.59%+12
COCA COLA CO(KO)3,7193,71902082190.27%+11
OREILLY AUTOMOTIVE INC(ORLY)24724702242350.29%+10
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
12,37011,858-5123643730.46%+10
MERCK & CO INC(MRK)2,7552,678-772842920.36%+8
DIAMONDBACK ENERGY INC(FANG)2,6462,656+104104120.51%+2
JOHNSON & JOHNSON(JNJ)1,7881,78802782800.35%+2
PEPSICO INC(PEP)3,4013,40105765780.72%+1
CONOCOPHILLIPS(COP)4,9605,106+1465945930.74%-2
CASEYS GEN STORES INC(CASY)1,0991,067-322982930.36%-5
SITIO ROYALTIES CORP26,03826,03806306120.76%-18
VANECK ETF TRUST
OIL SERVICES ETF
2,2192,236+177656920.86%-74
ETF SER SOLUTIONS
APTUS COLLRD INV
215,245193,527-21,7186,5506,4177.97%-133
CHEVRON CORP NEW(CVX)9,89310,004+1111,6681,4921.85%-176
WALMART INC(WMT)6,2524,694-1,5581,0007400.92%-260
INTELLIA THERAPEUTICS INC(NTLA)8,3920-8,3922650-265
BRISTOL-MYERS SQUIBB CO(BMY)5,7070-5,7073310-331
ENPHASE ENERGY INC(ENPH)2,8560-2,8563430-343
EXXON MOBIL CORP20,72820,871+1432,4372,0872.59%-351
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