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
VITLVital Farms Inc Recent Activity New Position	0.04%	$61,548 1,633 shares@ $37.7 avg price	New Position
SNRESunrise Communications Ag Recent Activity New Position	0.04%	$49,499 1,149 shares@ $43.09 avg price	New Position
ECGEverus Constr Group Recent Activity New Position	0.03%	$36,360 553 shares@ $65.76 avg price	New Position
VBRVanguard Index Fds Recent Activity New Position	0.02%	$19,422 98 shares@ $198.19 avg price	New Position
VBKVanguard Index Fds Recent Activity New Position	0.02%	$16,244 58 shares@ $280.07 avg price	New Position
VTVVanguard Index Fds Recent Activity New Position	0.01%	$14,899 88 shares@ $169.31 avg price	New Position
SCZIshares Tr Recent Activity New Position	0.01%	$13,487 222 shares@ $60.76 avg price	New Position
EFVIshares Tr Recent Activity New Position	0.01%	$11,124 212 shares@ $52.48 avg price	New Position
EFGIshares Tr Recent Activity New Position	0.01%	$10,845 112 shares@ $96.84 avg price	New Position
VOTVanguard Index Fds Recent Activity New Position	0.01%	$8,628 34 shares@ $253.77 avg price	New Position