Kurt Ahrens

@Mendota Financial Group, Llc

Latest period2024 - Q4

Reported5d 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
VOEVanguard Index Fds Recent Activity New Position	0.01%	$7,442 46 shares@ $161.79 avg price	New Position
RIVNRivian Automotive Inc Recent Activity New Position	0.01%	$945 71 shares@ $13.31 avg price	New Position
SPOTSpotify Technology S A Recent Activity New Position	0.01%	$895 2 shares@ $447.5 avg price	New Position
RTORentokil Initial Plc Recent Activity New Position	0.01%	$228 9 shares@ $25.34 avg price	New Position
ICLIcl Group Ltd Recent Activity New Position	0.01%	$179 36 shares@ $4.98 avg price	New Position
GMABGenmab A S Recent Activity New Position	0.01%	$167 8 shares@ $20.88 avg price	New Position
CFLTConfluent Inc Recent Activity New Position	0.01%	$112 4 shares@ $28.0 avg price	New Position
BIOABioage Labs Inc Recent Activity New Position	0.01%	$58 10 shares@ $5.8 avg price	New Position