Menard Financial Group LLC Portfolio Holdings

Menard Financial Group LLC

  • $162 Million
  • Q2 2025

Menard Financial Group LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $162 Million distributed in 94 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 $42.3M, Nvidia Corp with a value of $15.4M, Meta Platforms, Inc. with a value of $8.14M, Amazon Com Inc with a value of $7.79M, and Microsoft Corp with a value of $5.79M.

Examining the 13F form we can see an increase of $17.3M in the current position value, from $145M to 162M.

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 $162 Million
ETFs: $49.1 Million
Technology: $46.8 Million
Communication Services: $18 Million
Consumer Cyclical: $14.2 Million
Financial Services: $8.65 Million
Industrials: $8.13 Million
Healthcare: $5.81 Million
Energy: $5.32 Million
Other: $5.31 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 94
  • Current Value $162 Million
  • Prior Value $145 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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