Portfolio (Quarterly)
Guide ↗
Mendota Financial Group, LLC
· CIK 0001964538| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | KMI | KINDER MORGAN INC DEL | Energy | 1,120 | $31K | 0.02% | SOLD |
| 42 | XOM | EXXON MOBIL CORP | Energy | 249 | $30K | 0.02% | SOLD |
| 43 | DEMZ | ADVISORS INNER CIRCLE FD III | — | 669 | $29K | 0.02% | SOLD |
| 44 | MGM | MGM RESORTS INTERNATIONAL | Consumer Cyclical | 775 | $28K | 0.02% | SOLD |
| 45 | FISV | FISERV INC | Technology | 419 | $28K | 0.02% | SOLD |
| 46 | SCHW | SCHWAB CHARLES CORP | Financial Services | 277 | $28K | 0.02% | SOLD |
| 47 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 90 | $27K | 0.02% | SOLD |
| 48 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 60 | $20K | 0.01% | SOLD |
| 49 | ACN | ACCENTURE PLC IRELAND | Technology | 70 | $19K | 0.01% | SOLD |
| 50 | COKE | COCA COLA CONS INC | Consumer Defensive | 110 | $17K | 0.01% | SOLD |
| 51 | VEA | VANGUARD TAX-MANAGED FDS | — | 266 | $17K | 0.01% | SOLD |
| 52 | LLY | ELI LILLY & CO | Healthcare | 15 | $16K | 0.01% | SOLD |
| 53 | GE | GE AEROSPACE | Industrials | 52 | $16K | 0.01% | SOLD |
| 54 | AMTM | AMENTUM HOLDINGS INC | Industrials | 515 | $15K | 0.01% | SOLD |
| 55 | FANG | DIAMONDBACK ENERGY INC | Energy | 90 | $14K | 0.01% | SOLD |
| 56 | GOOG | ALPHABET INC | Communication Services | 40 | $13K | 0.01% | SOLD |
| 57 | SMLF | ISHARES TR | — | 158 | $12K | 0.01% | SOLD |
| 58 | PGR | PROGRESSIVE CORP | Financial Services | 49 | $11K | 0.01% | SOLD |
| 59 | MRK | MERCK & CO INC | Healthcare | 87 | $9K | 0.01% | SOLD |
| 60 | VCIT | VANGUARD SCOTTSDALE FDS | — | 97 | $8K | 0.01% | SOLD |
Sector Allocation
Financial Services
84.8%
Technology
15.2%