Mendota Financial Group, LLC Portfolio Holdings
Mendota Financial Group, LLC
- $187 Billion
- Q2 2024
Mendota Financial Group, LLC has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $187 Billion distributed in 384 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $22.9B, Berkshire Hathaway Inc Class B with a value of $17.3B, Dimensional ETF Tr with a value of $14B, Dimensional ETF Tr U S Equity with a value of $13.4B, and Ishares Trust Ishares 5 10 Yea with a value of $13.1B.
Examining the 13F form we can see an increase of $15.6B in the current position value, from $171B to 187B. Also it can be appreciated an additional of 85 stocks purchases and 1 closed positions.
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.