Mendota Financial Group, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $209 Billion distributed in 1185 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 $25B, Berkshire Hathaway Inc Class B with a value of $19.3B, Dimensional ETF Tr with a value of $16.6B, Dimensional ETF Tr U S Equity with a value of $16.2B, and Ishares Trust Ishares 5 10 Yea with a value of $14.9B.
Examining the 13F form we can see an increase of $22.8B in the current position value, from $187B to 209B.
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
$209 Billion
ETFs: $137 Billion
Financial Services: $29.8 Billion
Technology: $9.26 Billion
Communication Services: $7.93 Billion
Industrials: $3.06 Billion
Healthcare: $3.03 Billion
Consumer Cyclical: $2.12 Billion
Consumer Defensive: $1.23 Billion
Other: $2.02 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
