Fund HoldingsMendota Financial Group, LLC

Total Portfolio Value
$154.27M
Total Bought
$4.32M
Total Sold
$55.36M
Net Transaction
-$51.04M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR010,781+10,78102550.17%+255
ISHARES TR13,80624,402+10,5963646120.40%+248
TELEFLEX INCORPORATED(TFX)0698+69801240.08%+124
AMERIPRISE FINL INC(AMP)0232+23201240.08%+124
KODIAK GAS SVCS INC(KGS)02,998+2,99801220.08%+122
ESSENTIAL PPTYS RLTY TR INC03,925+3,92501230.08%+123
BLOCK H & R INC02,199+2,19901160.08%+116
YELP INC(YELP)02,798+2,79801080.07%+108
ORMAT TECHNOLOGIES INC(ORA)01,447+1,4470980.06%+98
QUALYS INC(QLYS)0651+6510910.06%+91
ALLIANT ENERGY CORP(LNT)01,462+1,4620860.06%+86
HOME DEPOT INC(HD)0482+48201870.12%+187
BLACKROCK INC(BLK)079+790810.05%+81
VANGUARD INDEX FDS0152+1520620.04%+62
VERIZON COMMUNICATIONS INC(VZ)01,570+1,5700630.04%+63
VITAL FARMS INC01,633+1,6330620.04%+62
AT&T INC(T)02,660+2,6600610.04%+61
INTERDIGITAL INC(IDCC)0292+2920570.04%+57
SUNRISE COMMUNICATIONS AG01,149+1,1490490.03%+49
CVS HEALTH CORP(CVS)0981+9810440.03%+44
VANGUARD TAX-MANAGED FDS01,110+1,1100530.03%+53
EVERUS CONSTR GROUP(ECG)0553+5530360.02%+36
HARMONY BIOSCIENCES HLDGS IN(HRMY)0969+9690330.02%+33
TESLA INC(TSLA)245240-564970.06%+33
PROCTER AND GAMBLE CO(PG)0376+3760630.04%+63
VANGUARD INDEX FDS098+980190.01%+19
MGE ENERGY INC(MGEE)0225+2250210.01%+21
VANGUARD INDEX FDS058+580160.01%+16
VANGUARD INDEX FDS088+880150.01%+15
ISHARES TR0222+2220130.01%+13
CAPITAL ONE FINL CORP(COF)0560+56001000.06%+100
SPDR S&P 500 ETF TR(SPY)0228+22801340.09%+134
ISHARES TR0212+2120110.01%+11
ISHARES TR0112+1120110.01%+11
DROPBOX INC(DBX)02,890+2,8900870.06%+87
VANGUARD INDEX FDS034+34090.01%+9
EXPAND ENERGY CORPORATION(EXE)0470+4700470.03%+47
VANGUARD INDEX FDS046+46070.00%+7
WARNER BROS DISCOVERY INC(WBD)0641+641070.00%+7
NIKE INC(NKE)0172+1720130.01%+13
MARVELL TECHNOLOGY INC(MRVL)0168+1680190.01%+19
BROOKFIELD ASSET MANAGMT LTD(BAM)0750+7500410.03%+41
VIATRIS INC(VTRS)05,337+5,3370660.04%+66
ALPHABET INC(GOOG)0373+3730710.05%+71
US FOODS HLDG CORP(USFD)1,4851,400-8591940.06%+3
KNIFE RIVER CORP(KNF)0183+1830190.01%+19
AMETEK INC0276+2760500.03%+50
US BANCORP DEL(USB)01,054+1,0540500.03%+50
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
200200040420.03%+2
NETFLIX INC(NFLX)2018-214160.01%+2
LULULEMON ATHLETICA INC(LULU)016+16060.00%+6
JPMORGAN CHASE & CO.(JPM)0747+74701790.12%+179
FS KKR CAP CORP(FSK)0731+7310160.01%+16
MOTOROLA SOLUTIONS INC(MSI)114114051530.03%+1
AXON ENTERPRISE INC(AXON)06+6040.00%+4
VANGUARD INDEX FDS100100053540.03%+1
ALLIANCEBERNSTEIN HLDG L P(AB)327334+711120.01%+1
RIVIAN AUTOMOTIVE INC(RIVN)071+71010.00%+1
SPOTIFY TECHNOLOGY S A(SPOT)02+2010.00%+1
ISHARES TR
US SML CAP EQT
0756+7560510.03%+51
SOUTHWEST AIRLS CO(LUV)0200+200070.00%+7
ISHARES TR0170+1700490.03%+49
CARNIVAL CORP0100+100020.00%+2
ALPHABET INC(GOOG)040+40080.00%+8
APPLE HOSPITALITY REIT INC(APLE)1,2641,260-419190.01%+1
FIRST BUSINESS FINL SVCS INC0800+8000370.02%+37
ISHARES TR0360+3600450.03%+45
EQUINOR ASA(EQNR)018+18000.00%0
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
512512059590.04%0
NOMURA HLDGS INC(NMR)064+64000.00%0
NASDAQ INC(NDAQ)05+5000.00%0
RENTOKIL INITIAL PLC(RTO)09+9000.00%0
EDWARDS LIFESCIENCES CORP036+36030.00%+3
ICL GROUP LTD(ICL)036+36000.00%0
AMPHENOL CORP NEW0102+102070.00%+7
BRISTOL-MYERS SQUIBB CO(BMY)0100+100060.00%+6
GENMAB A/S(GMAB)08+8000.00%0
MICRON TECHNOLOGY INC(MU)04+4000.00%0
STMICROELECTRONICS N V(STM)018+18000.00%0
CONFLUENT INC04+4000.00%0
ARGENX SE(ARGX)01+1010.00%+1
GRAB HOLDINGS LIMITED
CLASS A ORD
029+29000.00%0
ARCELORMITTAL SA LUXEMBOURG(MT)015+15000.00%0
BIOAGE LABS INC(BIOA)010+10000.00%0
FRESENIUS MEDICAL CARE AG(FMS)08+8000.00%0
WIX COM LTD
SHS
01+1000.00%0
CYBERARK SOFTWARE LTD01+1000.00%0
PARAMOUNT GLOBAL095+95020.00%+2
SCHWAB STRATEGIC TR066+66020.00%+2
INTERCONTINENTAL HOTELS GROU(IHG)02+2000.00%0
ISHARES TR0101+101090.01%+9
MIZUHO FINANCIAL GROUP INC(MFG)0173+173010.00%+1
WOODSIDE ENERGY GROUP LTD(WDS)044+44010.00%+1
SCHWAB STRATEGIC TR024+24010.00%+1
ISHARES TR025+25060.00%+6
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
000000
GLOBAL E ONLINE LTD
SHS
02+2000.00%0
ANNALY CAPITAL MANAGEMENT IN000000
NORWEGIAN CRUISE LINE HLDG L
SHS
000000
FULGENT GENETICS INC000000
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