Mendota Financial Group, LLC
All 13F Filings
- Location
- Madison, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 161,235
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 32 | 161,235 | 13F-HR | Mendota Financial Group, LLC |
| Q2 2026 | 7/9/2026 | 33 | 161,363 | 13F-HR | Mendota Financial Group, LLC |
| Q1 2026 | 4/16/2026 | 32 | 134,977 | 13F-HR | Mendota Financial Group, LLC |
| Q4 2025 | 1/20/2026 | 100 | 137,404 | 13F-HR | Mendota Financial Group, LLC |
| Q3 2025 | 10/14/2025 | 114 | 133,916 | 13F-HR | Mendota Financial Group, LLC |
| Q2 2025 | 7/21/2025 | 98 | 105,736 | 13F-HR | Mendota Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.887 K | 5.5% | 0 | 1.044 K | -1.044 K |
| ETFs | 149.6 K | 92.8% | 938 | 0 | 938 |
| Debt | 2.787 K | 1.7% | 0 | 21 | -21 |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
161,235
Holdings
32
QoQ value change ($000)
-128
(-0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.