Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

Mendota Financial Group, LLC

Quarter ended Q3 2023 · Filed July 27, 2023 · Accession 0001964538-23-000004

Total Value
$88.6M
Positions
303
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (302)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A51,263$17.5M19.74%
2INVESCO EXCHANGE TRADED FD TIVZ81,493$12.2M13.77%
3LOEWS CORPL140,790$8.4M9.44%
4META PLATFORMS INCMETA14,033$4.0M4.55%
5PAR TECHNOLOGY CORPPAR107,040$3.5M3.98%
6API GROUP CORPAPG113,325$3.1M3.49%
7LIBERTY MEDIA CORP DELFWONB75,646$2.5M2.80%
8FIRST TR EXCH TRADED FD III33739E108144,833$2.3M2.61%
9EXTREME NETWORKSEXTR87,610$2.3M2.58%
10DIMENSIONAL ETF TRUST25434V70875,954$2.1M2.33%
11ALPHABET INCGOOG14,420$1.7M1.97%
12ALPHABET INCGOOG12,935$1.5M1.75%
13EVI INDS INC26929N10270,207$1.5M1.74%
14LIBERTY GLOBAL PLCLBTYK81,050$1.4M1.63%
15DISNEY WALT CO25468710615,392$1.4M1.55%
16VANGUARD SCOTTSDALE FDS92206C40916,808$1.3M1.44%
17UBER TECHNOLOGIES INCUBER28,225$1.2M1.38%
18LIBERTY BROADBAND CORPLBRDP15,000$1.2M1.36%
19ISHARES TR4642872001,820$811,1930.92%
20DIMENSIONAL ETF TRUST25434V87214,963$624,3900.71%
21AMAZON COM INCAMZN4,671$608,9120.69%
22MICROSOFT CORPMSFT1,471$500,9350.57%
23VANGUARD SPECIALIZED FUNDS9219088443,035$492,9760.56%
24DIMENSIONAL ETF TRUST25434V81518,834$484,0370.55%
25VENTAS INCVTR9,261$437,7680.49%
26HARROW HEALTH INCHROW19,073$363,1500.41%
27RIVERNORTH CAP AND INCM FD I76882B10823,432$361,3220.41%
28ISHARES TR4642875071,329$347,5070.39%
29APPLE INCAAPL1,783$345,8490.39%
30ISHARES TR46432F8423,300$222,7500.25%
31ADOBE SYSTEMS INCORPORATEDADBE426$208,3100.24%
32LIBERTY MEDIA CORP DELFWONB2,639$198,6640.22%
33LAM RESEARCH CORPLRCX300$192,8580.22%
34DROPBOX INCDBX7,042$187,8110.21%
35DARLING INGREDIENTS INCDAR2,791$178,0380.20%
36ASML HOLDING N VASMLF244$176,8390.20%
37DIODES INCDIOD1,879$173,7890.20%
38HOME DEPOT INCHD559$173,6480.20%
39AMN HEALTHCARE SVCS INC0017441011,573$171,6460.19%
40UNITEDHEALTH GROUP INCUNH357$171,5890.19%
41QUEST DIAGNOSTICS INCDGX1,220$171,4840.19%
42LULULEMON ATHLETICA INCLULU453$171,4610.19%
43INTUITINTU374$171,3640.19%
44FOX CORPFOX5,357$170,8350.19%
45XPO INCXPO2,876$169,6840.19%
46PROSHARES TR74347X8314,100$168,1000.19%
47POOL CORPPOOL445$166,7150.19%
48TFI INTL INC87241L1091,442$164,3310.19%
49POLARIS INCPII1,356$163,9820.19%
50FIRST TR EXCHANGE-TRADED FD33739Q2003,402$162,1810.18%
51ETF SER SOLUTIONS26922A3213,500$158,4280.18%
52NVENT ELECTRIC PLCNVT3,050$157,5940.18%
53SCHWAB CHARLES CORPSCHW-PJ2,772$157,1170.18%
54HENRY SCHEIN INCHSIC1,920$155,7120.18%
55CROWN HLDGS INCCCK1,791$155,5850.18%
56KINDER MORGAN INC DELEP-PC8,806$151,6400.17%
57SUN CMNTYS INC8666741041,146$149,5080.17%
58JUNIPER NETWORKS INC48203R1044,694$147,0640.17%
59TEGNA INC87901J1058,980$145,8360.16%
60PENTAIR PLCPNR2,210$142,7660.16%
61MIDDLEBY CORPMIDD960$141,9170.16%
62PAYPAL HLDGS INCPYPL2,120$141,4680.16%
63QUALCOMM INCQCOM1,168$139,0390.16%
64BRIGHT HORIZONS FAM SOL IN D1091941001,459$134,8850.15%
65YETI HLDGS INCYETI3,465$134,5810.15%
66BRUNSWICK CORPBC-PC1,546$133,9460.15%
67ALIGN TECHNOLOGY INCALGN369$130,4940.15%
68AGILENT TECHNOLOGIES INCA1,061$127,5860.14%
69CLEAN HARBORS INCCLH774$127,2690.14%
70ARCH CAP GROUP LTDG0450A1051,666$124,7010.14%
71GOLDMAN SACHS GROUP INCGSCE385$124,1780.14%
72HANCOCK JOHN FINL OPPTYS FD4097352064,485$120,2880.14%
73BRIGHTSPHERE INVT GROUP INCAAMI5,644$118,2420.13%
74CHIPOTLE MEXICAN GRILL INCCMG55$117,6450.13%
75WNS HLDGS LTD92932M1011,586$116,9200.13%
76TRIMBLE INCTRMB2,198$116,3630.13%
77FISERV INCFISV919$115,9320.13%
78JOHNSON & JOHNSONJNJ693$114,7060.13%
79DIAMONDBACK ENERGY INCFANG856$112,4450.13%
80NORTHERN OIL & GAS INCNOG3,270$112,2270.13%
81THERMO FISHER SCIENTIFIC INCTMO212$110,6110.12%
82ADVISORS INNER CIRCLE FD III00774Q3464,000$108,4560.12%
83JOHNSON CTLS INTL PLCG515021051,590$108,3430.12%
84TRACTOR SUPPLY COTSCO490$108,3390.12%
85CHEMED CORP NEWCHE200$108,3340.12%
86NEUROCRINE BIOSCIENCES INCNBIX1,127$106,2770.12%
87SBA COMMUNICATIONS CORP NEWSBAC454$105,2200.12%
88WEST PHARMACEUTICAL SVSC INC955306105275$105,1800.12%
89MARTEN TRANS LTDMRTN4,729$101,6740.11%
90JABIL INCJBL930$100,3750.11%
91MARKEL GROUP INCMKL71$98,2060.11%
92DIMENSIONAL ETF TRUST25434V8562,375$98,1110.11%
93AGCO CORPAGCO745$97,9080.11%
94MDU RES GROUP INC5526901094,615$96,6390.11%
95ROBERT HALF INTL INCRHI1,278$96,1320.11%
96CUMMINS INCCMI390$95,6130.11%
97ALBEMARLE CORPALB-PA428$95,4830.11%
98SPDR S&P 500 ETF TRSPY212$93,9760.11%
99QUIDELORTHO CORPQDEL1,131$93,7150.11%
100ISHARES INC46434G1031,900$93,6510.11%
101INTEL CORPINTC2,763$92,3950.10%
102MCDONALDS CORPMCD303$90,4190.10%
103CISCO SYS INCCSCO1,722$89,0970.10%
104SEI INVTS CO7841171031,468$87,5230.10%
105PARAMOUNT GLOBAL92556H2065,300$84,3230.10%
106DIMENSIONAL ETF TRUST25434V8641,777$82,3740.09%
107COCA COLA CONS INCCOKE123$78,2310.09%
108APPLIED MATLS INC038222105514$74,2940.08%
109CAPITAL ONE FINL CORP14040H105678$74,1530.08%
110THE CIGNA GROUP125523100264$74,0790.08%
111MATERION CORPMTRN630$71,9460.08%
112SALESFORCE INCCRM337$71,1950.08%
113OGE ENERGY CORPOGE1,965$70,5640.08%
114JPMORGAN CHASE & COVYLD483$70,2480.08%
115TIMKEN COTKR755$69,1060.08%
116WELLS FARGO CO NEW9497461011,604$68,4590.08%
117EMERSON ELEC COEMR745$67,3410.08%
118PHILLIPS 66PSX705$67,2430.08%
119CHESAPEAKE ENERGY CORPEXE775$64,8520.07%
120IDACORP INCIDA626$64,2280.07%
121VISA INCV270$64,1200.07%
122PRICE T ROWE GROUP INCTROW570$63,8520.07%
123GLOBAL PMTS INC37940X102630$62,0680.07%
124BERKLEY W R CORPWRB-PH1,040$61,9430.07%
125CROCS INCCROX538$60,4930.07%
126UNION PAC CORPUNP296$60,4710.07%
127ELECTRONIC ARTS INCEA447$57,9760.07%
128CDW CORPCDW305$55,9680.06%
129MP MATERIALS CORPMP2,349$53,7460.06%
130BANK NEW YORK MELLON CORP0640581001,199$53,3800.06%
131EXPEDIA GROUP INCEXPE479$52,3980.06%
132MASONITE INTL CORP575385109500$51,2200.06%
133HOST HOTELS & RESORTS INCHST3,030$50,9950.06%
134WEX INCWEX280$50,9800.06%
135LYONDELLBASELL INDUSTRIES NLYB555$50,9660.06%
136ACUITY BRANDS INCAYI302$49,2510.06%
137TEXAS INSTRS INC882508104272$48,9660.06%
138GENERAL ELECTRIC CO369604301436$47,8950.05%
139VIATRIS INCVTRS4,507$44,9800.05%
140ROYALTY PHARMA PLCRPRX1,441$44,2970.05%
141VANGUARD INDEX FDS922908611257$42,5080.05%
142DOVER CORPDOV285$42,0810.05%
143ISHARES TR464287648170$41,2530.05%
144EXXON MOBIL CORPXOM364$39,0390.04%
145OWENS CORNING NEWOC297$38,7590.04%
146ISHARES TR464287705360$38,5670.04%
147HUMANA INCHUM86$38,4540.04%
148SHUTTERSTOCK INCSSTK750$36,5030.04%
149PEPSICO INCPEP187$34,6370.04%
150AON PLCAON100$34,5200.04%
151US BANCORP DELUSB-PS1,005$33,2060.04%
152BOEING COBA-PA150$31,6740.04%
153BANK AMERICA CORP0605051041,095$31,4160.04%
154MOTOROLA SOLUTIONS INCMSI107$31,3810.04%
155TECK RESOURCES LTDTCKRF730$30,7330.03%
156TRONOX HOLDINGS PLCTROX2,412$30,6570.03%
157TESLA INCTSLA115$30,1040.03%
158MODERNA INCMRNA245$29,7680.03%
159VANGUARD INDEX FDS922908769134$29,5180.03%
160CINCINNATI FINL CORP172062101295$28,7100.03%
161NATIONAL STORAGE AFFILIATESNSA-PB805$28,0390.03%
162FULGENT GENETICS INCFLGT715$26,4770.03%
163COMCAST CORP NEWCCZ612$25,4290.03%
164WASTE MGMT INC DEL94106L109146$25,3200.03%
165ISHARES TR464287804254$25,3120.03%
166SHELL PLCRYDAF415$25,0580.03%
167BROOKFIELD ASSET MANAGMT LTD113004105750$24,4730.03%
168INDEPENDENCE RLTY TR INC45378A1061,309$23,8500.03%
169ISHARES TR464287697290$23,7080.03%
170FIRST BUSINESS FINL SVCS INC319390100800$23,5920.03%
1712ND VOTE FDS81386P108655$21,9110.02%
1722ND VOTE FDS81386P306588$21,3030.02%
173CVS HEALTH CORPCVS299$20,6700.02%
174COLGATE PALMOLIVE COCL255$19,6460.02%
175NISOURCE INCNI670$18,3250.02%
176VANGUARD BD INDEX FDS921937827223$16,8530.02%
177ZIMMER BIOMET HOLDINGS INCZBH115$16,7440.02%
178MERCK & CO INCMRK143$16,5010.02%
179GILEAD SCIENCES INCGILD200$15,4140.02%
180PROSHARES TR74347X849707$15,3350.02%
181HARTFORD FINL SVCS GROUP INCHIG-PG200$14,4040.02%
182INTERNATIONAL BUSINESS MACHSINTR105$14,0510.02%
183FS KKR CAP CORPFSK731$14,0210.02%
184LOCKHEED MARTIN CORPLMT30$13,8120.02%
185IAC INCIAC208$13,0630.01%
186BROWN FORMAN CORPBF-B195$13,0230.01%
187COSTCO WHSL CORP NEW22160K10524$12,9220.01%
188CHUBB LIMITEDCB65$12,5170.01%
189VANGUARD TAX-MANAGED FDS921943858266$12,2840.01%
190ALTRIA GROUP INCMO265$12,0050.01%
191TEMPLETON EMERGING MKTS FD8801911011,000$11,8400.01%
192GE HEALTHCARE TECHNOLOGIES IGEHC144$11,6990.01%
193AMERICAN ELEC PWR CO INC025537101134$11,2830.01%
194EBAY INC.EBAY250$11,1730.01%
195EXACT SCIENCES CORP30063P105118$11,0810.01%
196SOUTHWEST AIRLS CO844741108300$10,8630.01%
197WEYERHAEUSER CO MTN BEWY305$10,2210.01%
198ROBLOX CORPRBLX250$10,0750.01%
199PERSPECTIVE THERAPEUTICS INCCATX15,000$10,0200.01%
200TRAVEL PLUS LEISURE CO894164102245$9,8840.01%
201ISHARES TR464287325114$9,6890.01%
202SNAP INCSNAP764$9,0460.01%
203PRINCIPAL FINANCIAL GROUP INPFG118$8,9500.01%
204NMI HLDGS INCNMIH338$8,7280.01%
205ATKORE INCATKR55$8,5770.01%
206INVESCO EXCHANGE TRADED FD TIVZ163$7,9900.01%
207NIKE INCNKE72$7,9470.01%
208PARKER-HANNIFIN CORPPH20$7,8010.01%
209VANGUARD SCOTTSDALE FDS92206C87097$7,6660.01%
210VANGUARD CHARLOTTE FDS92203J407153$7,4790.01%
211DEFINITIVE HEALTHCARE CORPDH650$7,1500.01%
212AMERICAN EXPRESS COAXP40$6,9680.01%
213SHOPIFY INCSHOP100$6,4600.01%
214NATIONAL GRID PLCNMPWP95$6,3970.01%
215BRISTOL-MYERS SQUIBB COCELG-RI100$6,3950.01%
216GAMING & LEISURE PPTYS INC36467J108130$6,3000.01%
217PROCTER AND GAMBLE CO74271810941$6,2220.01%
218MAGELLAN MIDSTREAM PRTNRS LP55908010695$5,9210.01%
219MICROCHIP TECHNOLOGY INC.MCHPP66$5,9130.01%
220QUANTUMSCAPE CORPQS720$5,7530.01%
221SKYWORKS SOLUTIONS INCSWKS51$5,6460.01%
222FORD MTR CO DEL345370860366$5,5380.01%
223UNITED PARCEL SERVICE INCUPS30$5,3780.01%
224SCHWAB STRATEGIC TR808524854107$5,2730.01%
225LIBERTY GLOBAL PLCLBTYK300$5,0580.01%
226DEERE & CODE12$4,8630.01%
227DOCUSIGN INCDOCU95$4,8540.01%
228KEYCORP493267108500$4,6200.01%
229HONEYWELL INTL INC43851610620$4,1500.00%
230CHORD ENERGY CORPORATIONCHRD26$3,9990.00%
231CHEVRON CORP NEWCVX25$3,9340.00%
232RIVIAN AUTOMOTIVE INCRIVN229$3,8160.00%
233VANGUARD INDEX FDS92290855341$3,4260.00%
234AMGEN INCAMGN14$3,1090.00%
235ISHARES TR46428861229$2,9850.00%
236GENCO SHIPPING & TRADING LTDGNK210$2,9470.00%
237SOLID POWER INCSLDPW1,099$2,7920.00%
238SHERWIN WILLIAMS COSHW10$2,6560.00%
239BANKUNITED INCBKU120$2,5860.00%
240PHOTRONICS INCPLAB100$2,5790.00%
241DBX ETF TR23305143268$2,3460.00%
242ISHARES TR46428828127$2,3370.00%
243VANGUARD INTL EQUITY INDEX F92204285857$2,3190.00%
244NEXTERA ENERGY INCNEE-PW30$2,2260.00%
245MGE ENERGY INCMGEE28$2,2160.00%
246PROSHARES TR74347B20175$2,2050.00%
247COINBASE GLOBAL INCCOIN30$2,1470.00%
248UNITED THERAPEUTICS CORP DELUTHR9$1,9870.00%
249GFL ENVIRONMENTAL INCGFL50$1,9400.00%
250METLIFE INCMET-PF33$1,8660.00%
251CHARTER COMMUNICATIONS INC N16119P1085$1,8370.00%
252PARAMOUNT GLOBAL92556H10795$1,7640.00%
253SERVICENOW INCNOW3$1,6860.00%
254GENERAC HLDGS INCGNRC11$1,6410.00%
255PRIVIA HEALTH GROUP INCPRVA60$1,5670.00%
256PELOTON INTERACTIVE INCPTON192$1,4770.00%
257HUMACYTE INCHUMAW500$1,4300.00%
258BLACKROCK INCBLK2$1,3830.00%
259NIKOLA CORPNODK1,000$1,3800.00%
260PETIQ INC71639T10678$1,1840.00%
261SITIME CORPSITM10$1,1800.00%
262SCHWAB STRATEGIC TR80852420122$1,1530.00%
263INVESCO EXCH TRADED FD TR IIIVZ20$1,0290.00%
264OLIN CORPOLN20$1,0280.00%
265DANAHER CORPORATION2358511024$9600.00%
266PIEDMONT LITHIUM INC72016P10516$9240.00%
267ROCKET PHARMACEUTICALS INCRCKTW45$8950.00%
268ARCHER DANIELS MIDLAND COADM11$8320.00%
269RINGCENTRAL INCRNG24$7860.00%
270ILLUMINA INCILMN4$7500.00%
271WALLBOX NVWBXWF180$6380.00%
272ZUORA INC98983V10650$5490.00%
273ISHARES TR46428860413$5390.00%
274ENERGY TRANSFER L PET-PI42$5340.00%
275CELULARITY INCCELUW1,000$5330.00%
276SCHWAB STRATEGIC TR80852460712$5260.00%
277ISHARES TR4642883078$4880.00%
278WALMART INCWMT3$4720.00%
279RUMBLE INCRUMBW50$4460.00%
280NETFLIX INCNFLX1$4410.00%
281VANECK ETF TRUST92189F6435$3990.00%
282SUNRUN INCRUN22$3930.00%
283DIREXION SHS ETF TR25459W45815$3730.00%
284ASPEN AEROGELS INCASPN47$3710.00%
285GLOBAL X FDS37954Y48319$3380.00%
286CS DISCO INCLAW35$2880.00%
287ORGANON & COOGN14$2850.00%
288ANHEUSER BUSCH INBEV SA/NVBUDFF5$2840.00%
289CLEARWAY ENERGY INCCWEN-A10$2700.00%
290KYNDRYL HLDGS INCKD20$2660.00%
291SCHWAB STRATEGIC TR8085248057$2500.00%
292GARMIN LTDGRMN2$2090.00%
293PENN ENTERTAINMENT INCPENN8$1930.00%
294NIGHTHAWK BIOSCIENCES INCNODK285$1910.00%
295TOYOTA MOTOR CORPTOYOF1$1610.00%
296ABSCI CORPORATIONABSI100$1520.00%
297DUPONT DE NEMOURS INCDD2$1430.00%
298RIOT PLATFORMS INCRIOT10$1190.00%
299HASBRO INCHAS1$650.00%
300DELTA AIR LINES INC DELDAL1$480.00%
301POINT BIOPHARMA GLOBAL INC7305411091$100.00%
302UNDER ARMOUR INCUA1$80.00%