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
EVIEvi Inds Inc Recent Activity Exited	0%	$706,454 36,547 shares@ $19.34 avg price	Exited
VTIVanguard Index Fds Recent Activity Exited	0%	$294,770 1,041 shares@ $283.17 avg price	Exited
AGGIshares Tr Recent Activity Exited	0%	$140,968 1,392 shares@ $101.28 avg price	Exited
EMREmerson Elec Co Recent Activity Exited	0%	$73,388 671 shares@ $109.38 avg price	Exited
IWFIshares Tr Recent Activity Exited	0%	$70,947 189 shares@ $375.39 avg price	Exited
DGROIshares Tr Recent Activity Exited	0%	$67,330 1,074 shares@ $62.7 avg price	Exited
PGNYProgyny Inc Recent Activity Exited	0%	$56,465 3,369 shares@ $16.77 avg price	Exited
LYBLyondellbasell Industries N Recent Activity Exited	0%	$47,471 495 shares@ $95.91 avg price	Exited
IEMGIshares Inc Recent Activity Exited	0%	$32,954 574 shares@ $57.42 avg price	Exited
BILSpdr Ser Tr Recent Activity Exited	0%	$18,362 200 shares@ $91.81 avg price	Exited