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
KVUEKenvue Inc Recent Activity Exited	0%	$18,296 791 shares@ $23.14 avg price	Exited
CCKCrown Hldgs Inc Recent Activity Exited	0%	$17,259 180 shares@ $95.89 avg price	Exited
SCHDSchwab Strategic Tr Recent Activity Exited	0%	$16,906 200 shares@ $84.53 avg price	Exited
EBAYEbay Inc. Recent Activity Exited	0%	$16,343 251 shares@ $65.12 avg price	Exited
RBLXRoblox Corp Recent Activity Exited	0%	$11,110 251 shares@ $44.27 avg price	Exited
PFGPrincipal Financial Group In Recent Activity Exited	0%	$10,137 118 shares@ $85.91 avg price	Exited
TSCOTractor Supply Co Recent Activity Exited	0%	$8,728 30 shares@ $290.94 avg price	Exited
PARAParamount Global Recent Activity Exited	0%	$7,010 660 shares@ $10.63 avg price	Exited
GLPIGaming & Leisure Pptys Inc Recent Activity Exited	0%	$6,689 130 shares@ $51.46 avg price	Exited
OGEOge Energy Corp Recent Activity Exited	0%	$5,948 145 shares@ $41.03 avg price	Exited