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Home > Institutional Investor > Mendota Financial Group, Llc > Profile

Instuitional Investor - Mendota Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Mendota Financial Group, Llc
Portfolio Value $128,119,769
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T
 124,501 $19,646,242 15.33%
2.
Berkshire Hathaway Inc
 BRK.A 49,561 $17,676,427 13.79%
3.
Loews Corp
 L 124,902 $8,691,961 6.78%
4.
Meta Platforms Inc.
 META 12,817 $4,536,706 3.54%
5.
Par Technology Corp
 PAR 103,790 $4,519,017 3.52%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)