Menard Financial Group LLC has filed its 13F form on February 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $160 Million distributed in 316 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Zacks Tr Earnings Constant Por with a value of $35.4M, Nvidia Corp with a value of $12.8M, Amazon Com Inc with a value of $6.69M, Meta Platforms, Inc. with a value of $5.75M, and Microsoft Corp with a value of $4.87M.

Examining the 13F form we can see an increase of $14.3M in the current position value, from $146M to 160M.

Menard Financial Group LLC is based out at Houston, TX

Below you can find more details about Menard Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $160 Million
ETFs: $50.1 Million
Technology: $42.8 Million
Consumer Cyclical: $13.1 Million
Communication Services: $11.5 Million
Industrials: $10.2 Million
Healthcare: $9.37 Million
Financial Services: $8.43 Million
Energy: $5.76 Million
Other: $8.25 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 316
  • Current Value $160 Million
  • Prior Value $146 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 207 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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