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Kurt Ahrens

@Mendota Financial Group, Llc

Latest period2024 - Q4ReportedManaged Assets$154.272MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NKENike Inc
Recent Activity
Increased 126.32%
0.01%
$13,016
172 shares@ $75.68 avg price
ABAlliancebernstein Hldg L P
Recent Activity
Increased 2.15%
0.01%
$12,371
334 shares@ $37.04 avg price
GTNGray Television Inc
Recent Activity
Increased 2.54%
0.01%
$8,915
2,830 shares@ $3.16 avg price
WBDWarner Bros Discovery Inc
Recent Activity
Increased 64000%
0.01%
$6,776
641 shares@ $10.58 avg price
CATXPerspective Therapeutics Inc
Recent Activity
Increased 133.34%
0.01%
$5,583
1,750 shares@ $3.2 avg price
SONYSony Group Corp
Recent Activity
Increased 240%
0.01%
$1,799
85 shares@ $21.17 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 200%
0.01%
$1,530
66 shares@ $23.19 avg price
RIORio Tinto Plc
Recent Activity
Increased 4.55%
0.01%
$1,353
23 shares@ $58.83 avg price
WDSWoodside Energy Group Ltd
Recent Activity
Increased 12.83%
0.01%
$687
44 shares@ $15.62 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 100%
0.01%
$621
24 shares@ $25.88 avg price