Mendota Financial Group, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $14B, Dimensional ETF Tr with a value of $11.7B, Invesco S&P 500 Equal Weight E with a value of $11.1B, Ishares Trust Ishares 5 10 Yea with a value of $10.1B, and Dimensional ETF Tr U S Small C with a value of $9.19B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $92.2B to 106B.

Mendota Financial Group, LLC is based out at Madison, WI

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

Portfolio value $106 Billion
ETFs: $83.6 Billion
Financial Services: $5.71 Billion
Technology: $1.24 Billion
Consumer Cyclical: $301 Million
Consumer Defensive: $223 Million
Healthcare: $179 Million
Basic Materials: $102 Million
Communication Services: $87.3 Million
Other: $213 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $106 Billion
  • Prior Value $92.2 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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