Mendota Financial Group, LLC Portfolio Holdings

Mendota Financial Group, LLC

  • $134 Billion
  • Q3 2025

Mendota Financial Group, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 114 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 $16.1B, Dimensional ETF Tr with a value of $13.1B, Dimensional ETF Tr U S Small C with a value of $11B, Ishares Trust Ishares 5 10 Yea with a value of $10.7B, and Invesco S&P 500 Equal Weight E with a value of $10.6B.

Examining the 13F form we can see an increase of $28.2B in the current position value, from $106B to 134B.

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 $134 Billion
ETFs: $107 Billion
Financial Services: $5.56 Billion
Technology: $1.19 Billion
Consumer Cyclical: $502 Million
Consumer Defensive: $194 Million
Healthcare: $169 Million
Basic Materials: $104 Million
Communication Services: $83.2 Million
Other: $220 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35B
$11.2 Million 0.01% of portfolio
72
Q2 2025 Reduced 42.4%
$2.43B
$98,000 0.0% of portfolio
9
Q4 2024 Reduced 68.97%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $134 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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