Mendota Financial Group, LLC Portfolio Holdings
Mendota Financial Group, LLC
- $209 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,185
- Current Value $209 Billion
- Prior Value $187 Billion
- Filing
- Period Q3 2024
- Filing Date October 09, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 838 stocks
- Additional Purchases 151 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks