AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Mendota Financial Group, LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 92.5%, growing from $71.38 million to $137.40 million. This dramatic increase in capital was accompanied by a high level of portfolio turnover, with the manager executing 54 distinct trades (27 new positions and 27 exits). Despite the substantial inflow of capital, the manager maintains...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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