Kurt Ahrens

@Mendota Financial Group, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$154.272M

Total holdings372

Assets growth rate-26.31%

Assets growth rate (2-Q avg)-7.04%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mendota Financial Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 372 positions.

Assets under management

The assets under management (AUM) of Mendota Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 154.272M in assets, with a quarterly growth rate of -26.31% and a 2-quarter average growth rate of -7.04%. The portfolio is managed by Kurt Ahrens, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IBTOIshares Tr Recent Activity New Position	0.17%	$254,759 10,781 shares@ $23.64 avg price	New Position
TFXTeleflex Incorporated Recent Activity New Position	0.09%	$124,231 698 shares@ $177.99 avg price	New Position
AMPAmeriprise Finl Inc Recent Activity New Position	0.09%	$123,524 232 shares@ $532.44 avg price	New Position
KGSKodiak Gas Svcs Inc Recent Activity New Position	0.08%	$122,409 2,998 shares@ $40.84 avg price	New Position
HRBBlock H & R Inc Recent Activity New Position	0.08%	$116,196 2,199 shares@ $52.85 avg price	New Position
ORAOrmat Technologies Inc Recent Activity New Position	0.07%	$97,991 1,447 shares@ $67.73 avg price	New Position
QLYSQualys Inc Recent Activity New Position	0.06%	$91,284 651 shares@ $140.23 avg price	New Position
LNTAlliant Energy Corp Recent Activity New Position	0.06%	$86,463 1,462 shares@ $59.15 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.06%	$80,984 79 shares@ $1025.12 avg price	New Position
VUGVanguard Index Fds Recent Activity New Position	0.05%	$62,387 152 shares@ $410.45 avg price	New Position