Fund HoldingsMenard Financial Group LLC

Total Portfolio Value
$166.70M
Total Bought
$26.07M
Total Sold
$11.11M
Net Transaction
+$14.96M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)095,303+95,303012,7987.68%+12,798
AMAZON COM INC(AMZN)28,74130,489+1,7485,3556,6894.01%+1,334
PALANTIR TECHNOLOGIES INC(PLTR)21,40823,974+2,5667961,8131.09%+1,017
TESLA INC(TSLA)3,0224,449+1,4277911,7971.08%+1,006
BROADCOM INC(AVGO)14,36914,350-192,4793,3272.00%+848
ATLASSIAN CORPORATION03,327+3,32708100.49%+810
META PLATFORMS INC(META)8,6299,754+1,1254,9395,7113.43%+772
MARVELL TECHNOLOGY INC(MRVL)06,060+6,06006690.40%+669
AXON ENTERPRISE INC(AXON)3,0143,01401,2041,7911.07%+587
ZACKS TRUST
EARNGS CONSTANT
1,130,5001,163,253+32,75334,86335,42721.25%+564
APPLOVIN CORP(APP)1,9212,482+5612518040.48%+553
EMERSON ELEC CO(EMR)04,132+4,13205120.31%+512
CLOUDFLARE INC(NET)04,167+4,16704490.27%+449
HUBSPOT INC(HUBS)0580+58004040.24%+404
SPDR S&P 500 ETF TR(SPY)0617+61703620.22%+362
BXP INC(BXP)04,849+4,84903610.22%+361
PALO ALTO NETWORKS INC(PANW)09,282+9,28201,6891.01%+1,689
ALPHABET INC(GOOG)013,181+13,18102,4951.50%+2,495
APPLE INC(AAPL)12,22112,523+3022,8483,1361.88%+288
VISA INC(V)6,2176,233+161,7091,9701.18%+260
EMCOR GROUP INC(EME)2,0862,528+4428981,1470.69%+249
T-MOBILE US INC(TMUS)3,1574,063+9066518970.54%+245
APOLLO GLOBAL MGMT INC(APO)5,7615,786+257209560.57%+236
SPOTIFY TECHNOLOGY S A(SPOT)1,7701,981+2116528860.53%+234
PAYPAL HLDGS INC(PYPL)02,684+2,68402290.14%+229
EXXON MOBIL CORP19,04422,867+3,8232,2322,4601.48%+227
INTAPP INC(INTA)03,383+3,38302170.13%+217
FIVE9 INC(FIVN)05,061+5,06102060.12%+206
PURE STORAGE INC(P)010,915+10,91506710.40%+671
SERVICENOW INC(NOW)0187+18701980.12%+198
JPMORGAN CHASE & CO.(JPM)5,9946,076+821,2641,4560.87%+193
ISHARES TR01,456+1,45601820.11%+182
VANGUARD INDEX FDS0333+33301790.11%+179
TAIWAN SEMICONDUCTOR MFG LTD(TSM)7,4157,422+71,2881,4660.88%+178
SHOPIFY INC(SHOP)10,8389,829-1,0098691,0450.63%+177
WALMART INC(WMT)01,913+1,91301730.10%+173
ISHARES TR02,705+2,70501690.10%+169
FISERV INC(FISV)0818+81801680.10%+168
INTUIT(INTU)0265+26501670.10%+167
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
04,000+4,00001610.10%+161
MANHATTAN ASSOCIATES INC(MANH)2,4213,115+6946818420.50%+161
TRACTOR SUPPLY CO(TSCO)03,023+3,02301600.10%+160
AUTOMATIC DATA PROCESSING IN0543+54301590.10%+159
AUTOZONE INC(AZO)049+4901570.09%+157
NETFLIX INC(NFLX)85085006037580.45%+155
ISHARES TR20,20620,897+6914,4634,6172.77%+154
STRYKER CORPORATION(SYK)0425+42501530.09%+153
ISHARES TR0251+25101480.09%+148
PROSHARES TR
ULTRAPRO QQQ
01,840+1,84001460.09%+146
LINDE PLC(LIN)0339+33901420.09%+142
WASTE MGMT INC DEL(WM)0698+69801410.08%+141
CENTERPOINT ENERGY INC(CNP)04,327+4,32701370.08%+137
FASTENAL CO(FAST)01,867+1,86701340.08%+134
UNITED STS OIL FD LP(USO)01,726+1,72601300.08%+130
WATERS CORP(WAT)0346+34601280.08%+128
ACCENTURE PLC IRELAND
SHS CLASS A
0355+35501250.07%+125
PAYCHEX INC(PAYX)0859+85901200.07%+120
ABBOTT LABS01,016+1,01601150.07%+115
APTARGROUP INC0709+70901110.07%+111
QUEST DIAGNOSTICS INC(DGX)0723+72301090.07%+109
INVESCO QQQ TR0211+21101080.06%+108
JACOBS SOLUTIONS INC(J)0798+79801070.06%+107
CORTEVA INC(CTVA)01,864+1,86401060.06%+106
TOAST INC(TOST)12,04412,263+2193414470.27%+106
COLGATE PALMOLIVE CO(CL)01,123+1,12301020.06%+102
SHERWIN WILLIAMS CO(SHW)0298+29801010.06%+101
MONSTER BEVERAGE CORP NEW(MNST)01,913+1,91301010.06%+101
ECOLAB INC(ECL)0424+4240990.06%+99
CHURCH & DWIGHT CO INC(CHD)0948+9480990.06%+99
RESMED INC(RMD)0428+4280980.06%+98
BANK AMERICA CORP20,38020,620+2408099060.54%+98
ISHARES TR0841+8410970.06%+97
ISHARES TR01,065+1,0650970.06%+97
NORTHROP GRUMMAN CORP(NOC)0206+2060970.06%+97
MCDONALDS CORP(MCD)0331+3310960.06%+96
UNION PAC CORP(UNP)0420+4200960.06%+96
SELECT SECTOR SPDR TR
ST STR INDL ETF
0705+7050930.06%+93
ISHARES TR0684+6840930.06%+93
HENRY SCHEIN INC(HSIC)01,328+1,3280920.06%+92
FACTSET RESH SYS INC(FDS)0190+1900910.05%+91
C H ROBINSON WORLDWIDE INC(CHRW)0883+8830910.05%+91
THERMO FISHER SCIENTIFIC INC(TMO)0174+1740910.05%+91
DONALDSON INC(DCI)01,337+1,3370900.05%+90
ILLINOIS TOOL WKS INC(ITW)0354+3540900.05%+90
KIMCO RLTY CORP(KIM)03,826+3,8260900.05%+90
POOL CORP(POOL)0257+2570880.05%+88
SILICON MOTION TECHNOLOGY CO(SIMO)01,620+1,6200880.05%+88
ROPER TECHNOLOGIES INC(ROP)0168+1680870.05%+87
STARBUCKS CORP(SBUX)0951+9510870.05%+87
VANGUARD INDEX FDS0206+2060850.05%+85
BROADRIDGE FINL SOLUTIONS IN(BR)3,9144,086+1728429240.55%+82
BECTON DICKINSON & CO(BDX)0358+3580810.05%+81
CROWDSTRIKE HLDGS INC(CRWD)01,538+1,53805260.32%+526
ISHARES TR0759+7590810.05%+81
HERSHEY CO(HSY)0469+4690790.05%+79
AMGEN INC(AMGN)0303+3030790.05%+79
ACUITY BRANDS INC(AYI)0270+2700790.05%+79
GENERAL MLS INC(GIS)01,228+1,2280780.05%+78
ZOOM COMMUNICATIONS INC(ZM)4,3314,651+3203023800.23%+78
ALPHABET INC(GOOG)3,3203,315-55556310.38%+76
Page 1 of 1