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
STMStmicroelectronics N V Recent Activity Increased 63.64%	0.01%	$450 18 shares@ $25.0 avg price	Increased 63.64%
EQNREquinor Asa Recent Activity Increased 800%	0.01%	$427 18 shares@ $23.73 avg price	Increased 800%
NDAQNasdaq Inc Recent Activity Increased 150%	0.01%	$387 5 shares@ $77.4 avg price	Increased 150%
NMRNomura Hldgs Inc Recent Activity Increased 190.91%	0.01%	$371 64 shares@ $5.8 avg price	Increased 190.91%
MTArcelormittal Sa Luxembourg Recent Activity Increased 36.37%	0.01%	$347 15 shares@ $23.14 avg price	Increased 36.37%
MUMicron Technology Inc Recent Activity Increased 100%	0.01%	$337 4 shares@ $84.25 avg price	Increased 100%
SCHFSchwab Strategic Tr Recent Activity Increased 100%	0.01%	$259 14 shares@ $18.5 avg price	Increased 100%
FMSFresenius Medical Care Ag Recent Activity Increased 33.34%	0.01%	$182 8 shares@ $22.75 avg price	Increased 33.34%
GRABGrab Holdings Limited Recent Activity Increased 61.12%	0.01%	$137 29 shares@ $4.73 avg price	Increased 61.12%