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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
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -11.28%
0.12%
$179,064
747 shares@ $239.72 avg price
VVisa Inc
Recent Activity
Decreased -14.37%
0.12%
$176,983
560 shares@ $316.05 avg price
BRCBrady Corp
Recent Activity
Decreased -24.03%
0.11%
$163,357
2,212 shares@ $73.86 avg price
SRADSportradar Group Ag
Recent Activity
Decreased -40.31%
0.11%
$158,956
9,167 shares@ $17.35 avg price
DFSVDimensional Etf Trust
Recent Activity
Decreased -22.49%
0.11%
$158,887
5,162 shares@ $30.79 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.63%
0.11%
$157,323
311 shares@ $505.87 avg price
ULTAUlta Beauty Inc
Recent Activity
Decreased -25.47%
0.1%
$152,661
351 shares@ $434.94 avg price
PAYCPaycom Software Inc
Recent Activity
Decreased -32.38%
0.1%
$151,063
737 shares@ $204.98 avg price
LAMRLamar Advertising Co New
Recent Activity
Decreased -21.63%
0.1%
$145,480
1,195 shares@ $121.75 avg price
JNPRJuniper Networks Inc
Recent Activity
Decreased -25.95%
0.1%
$144,258
3,852 shares@ $37.46 avg price