13F Filings History of Mendota Financial Group, LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$137,404,367
Signature - Title
Kurt Ahrens - Principal
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by Mendota Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mendota Financial Group, LLC reported 100 stock holdings with total value $137,404,367 as of Q4 2025. Top holdings included DFUS, DFAI, DFAS, IGIB, and RSP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 100 $137,404,367 +$14,712,297 -$13,363,913 +$1,348,384 DFUS, DFAI, DFAS, IGIB, RSP 13F-HR 20 Jan 2026, 09:51
Q3 2025 114 $133,916,160 +$25,017,988 -$1,794,151 +$23,223,837 DFUS, DFAI, DFAS, IGIB, RSP 13F-HR 14 Oct 2025, 10:18
Q2 2025 98 $105,736,226 +$10,223,450 -$1,926,061 +$8,297,389 DFUS, DFAI, RSP, IGIB, DFAS 13F-HR 21 Jul 2025, 11:22
Q1 2025 115 $92,165,964 +$3,791,357 -$66,742,353 -$62,950,996 DFUS, RSP, DFAI, IGIB, DFAS 13F-HR 22 Apr 2025, 15:33
Q4 2024 372 $154,272,349 +$4,055,636 -$54,314,048 -$50,258,412 RSP, DFUS, DFAI, DFAS, IGIB 13F-HR 13 Jan 2025, 17:58
Q3 2024 1,184 $209,366,708 +$17,359,789 -$8,588,657 +$8,771,132 RSP, BRKB, DFAI, DFUS, IGIB 13F-HR 09 Oct 2024, 18:22
Q2 2024 382 $186,551,404 +$21,995,961 -$4,188,767 +$17,807,194 RSP, BRKB, DFAI, DFUS, IGIB 13F-HR 11 Jul 2024, 17:21
Q1 2024 327 $170,958,341 +$57,287,832 -$23,919,694 +$33,368,138 RSP, BRKB, DFAI, IGIB, DFUS 13F-HR 25 Apr 2024, 14:50
Q4 2023 372 $128,119,769 +$33,384,259 -$9,873,759 +$23,510,500 RSP, BRKB, L, META, PAR 13F-HR 19 Jan 2024, 10:28
Q3 2023 301 $95,997,921 +$15,074,926 -$8,428,319 +$6,646,607 BRKB, RSP, L, META, PAR 13F-HR 12 Oct 2023, 15:24
Q2 2023 302 $88,565,640 +$20,449,732 -$19,399,016 +$1,050,716 BRKB, RSP, L, META, PAR Restatement 27 Jul 2023, 15:14
Q1 2023 305 $72,192,642 +$8,560,893 -$5,077,173 +$3,483,720 BRKB, L, PAR, PHYS, META 13F-HR 24 Apr 2023, 15:21
Q4 2022 312 $78,514,271 $0 $0 $0 BRKB, L, EXTR, PHYS, LSXMK 13F-HR 03 Feb 2023, 09:42