Mendota Financial Group, LLC Sells in Q4 2025

Mendota Financial Group, LLC

  • $137 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-6.86K
- 12.28%
$185.12 - $192.11 $1.27M - $1.32M
49K $9.39B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-701
- 10.37%
$475.68 - $513.11 $333K - $360K
6.06K $3.05B
L
Loews Corp

Financial Services
-2.63K
- 21.48%
$97.8 - $104.41 $258K - $275K
9.63K $1.01B
MSFT
Microsoft Corp

Technology
-110
- 10.1%
$496.82 - $542.07 $54.7K - $59.6K
979 $473M
AAPL
Apple Inc.

Technology
-337
- 29.67%
$245.27 - $275.25 $82.7K - $92.8K
799 $217M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-3.65K
- 49.99%
$18.14 - $18.51 $66.2K - $67.6K
3.65K $66.5M
LLY
Eli Lilly & CO

Healthcare
-84
- 84.85%
$799.57 - $1025.28 $67.2K - $86.1K
15 $16.1M
HD
Home Depot, Inc.

Consumer Cyclical
-105
- 45.26%
$358.03 - $397.02 $37.6K - $41.7K
127 $43.7M
UNH
Unitedhealth Group Inc

Healthcare
-120
- 66.67%
$320.52 - $369.92 $38.5K - $44.4K
60 $19.8M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.3K
- 2.02%
$24.31 - $24.46 $31.6K - $31.8K
63K $1.54B
VB
Vanguard Small Cap ETF

ETFs
-103
- 18.49%
$248.1 - $260.08 $25.6K - $26.8K
454 $117M
SCHW
Schwab Charles Corp

Financial Services
-254
- 47.83%
$91.91 - $97.71 $23.3K - $24.8K
277 $27.7M
ECL
Ecolab Inc.

Basic Materials
-50
- 13.23%
$253.06 - $281.35 $12.7K - $14.1K
328 $86.1M
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 7.08%
$910.94 - $954.99 $7.29K - $7.64K
105 $90.5M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-304
- 11.57%
$17.53 - $24.57 $5.33K - $7.47K
2.32K $51.9M
META
Meta Platforms, Inc.

Communication Services
-6
- 6.0%
$609.01 - $751.67 $3.65K - $4.51K
94 $62M
PAR
Par Technology Corp

Technology
-59
- 2.25%
$33.17 - $39.15 $1.96K - $2.31K
2.56K $92.9M
DHR
Danaher Corp

Healthcare
-40
- 57.14%
$202.46 - $223.01 $8.1K - $8.92K
30 $6.87M
BYLD
Ishares Tr Yield Optimized Bd
-219
- 9.32%
N/A
2.13K $48.5M
ADI
Analog Devices Inc

Technology
-25
- 5.95%
$225.32 - $246.37 $5.63K - $6.16K
395 $107M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-401
- 2.03%
$37.61 - $39.41 $15.1K - $15.8K
19.3K $765M
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mendota Financial Group, LLC Portfolio

Follow Mendota Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mendota Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mendota Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email