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

Mendota Financial Group, LLC

Quarter ended Q3 2025 · Filed October 14, 2025 · Accession 0001964538-25-000007

Total Value
$133.9M
Positions
114
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (114)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V401222,769$16.1M12.05%
2DIMENSIONAL ETF TRUST25434V203360,663$13.1M9.79%
3DIMENSIONAL ETF TRUST25434V500160,662$11.0M8.21%
4ISHARES TR464288638197,188$10.7M7.96%
5INVESCO EXCHANGE TRADED FD TIVZ55,849$10.6M7.91%
6ISHARES TR46436E718104,925$10.6M7.89%
7ISHARES TR46428720013,181$8.8M6.59%
8VANGUARD SCOTTSDALE FDS92206C771151,398$7.1M5.31%
9ISHARES TR464288646124,187$6.6M4.92%
10CAPITAL GROUP INTERNATIONAL14021M107189,026$6.4M4.76%
11BERKSHIRE HATHAWAY INC DELBRK-A6,762$3.4M2.54%
12AMERICAN CENTY ETF TR02507212545,896$3.2M2.38%
13AMERICAN CENTY ETF TR02507215835,880$2.7M2.05%
14VANGUARD MALVERN FDS92202074831,210$2.4M1.83%
15SCHWAB STRATEGIC TR80852485492,106$2.3M1.73%
16SCHWAB STRATEGIC TR80852486264,297$1.6M1.17%
17AMERICAN CENTY ETF TR02507232326,887$1.5M1.15%
18ISHARES TR46429B74714,139$1.5M1.09%
19AMERICAN CENTY ETF TR02507234918,528$1.3M1.00%
20LOEWS CORPL12,262$1.2M0.92%
21ISHARES TR46436E20538,692$908,1060.68%
22ISHARES TR46435U51535,550$907,2310.68%
23J P MORGAN EXCHANGE TRADED F46641Q83717,863$906,2120.68%
24DIMENSIONAL ETF TRUST25434V70819,725$760,7830.57%
25AMERICAN CENTY ETF TR0250727039,184$724,5820.54%
26ISHARES TR46436E82530,937$679,2170.51%
27ISHARES TR46436E83330,342$679,2120.51%
28MICROSOFT CORPMSFT1,089$564,0480.42%
29SPROTT ASSET MANAGEMENT LPSII10,000$296,2000.22%
30APPLE INCAAPL1,136$289,2600.22%
31SPROTT ASSET MANAGEMENT LPSII16,000$251,2000.19%
32ISHARES TR4642886121,904$204,5770.15%
33JPMORGAN CHASE & CO.VYLD631$199,0370.15%
34ISHARES TR46436E4869,222$195,6910.15%
35PGIM ETF TR69344A2064,676$167,1580.12%
36ISHARES TR464287655667$161,3460.12%
37VANGUARD INDEX FDS922908751557$141,6310.11%
38SPDR S&P 500 ETF TRSPY211$140,5640.10%
39VANGUARD SCOTTSDALE FDS92206C4091,667$133,2820.10%
40FIRST TR EXCH TRADED FD III33739E1087,301$133,1630.10%
41DIMENSIONAL ETF TRUST25434V8154,145$131,9840.10%
42ISHARES TR46438G8514,598$121,3190.09%
43VISA INCV340$116,0700.09%
44COSTCO WHSL CORP NEW22160K105113$104,5970.08%
45VANGUARD INTL EQUITY INDEX F9220428581,918$103,9390.08%
46PAR TECHNOLOGY CORPPAR2,619$103,6610.08%
47ECOLAB INCECL378$103,5200.08%
48ANALOG DEVICES INCADI420$103,1940.08%
49AMAZON COM INCAMZN469$102,9790.08%
50TE CONNECTIVITY PLCTEL444$97,4720.07%
51ISHARES TR4642875071,475$96,2590.07%
52HOME DEPOT INCHD232$94,0050.07%
53JACOBS SOLUTIONS INCJ627$93,9630.07%
54ROYAL CARIBBEAN GROUPV7780T103281$90,9260.07%
55BLACKROCK INCBLK75$87,4410.07%
56LINDE PLCLIN178$84,5500.06%
57ISHARES TR46438G6793,189$83,5680.06%
58ELI LILLY & COLLY99$75,5370.06%
59META PLATFORMS INCMETA100$73,4380.05%
60FERGUSON ENTERPRISES INCFERG307$68,9470.05%
61INVESCO EXCHANGE TRADED FD TIVZ512$67,8300.05%
62NORWEGIAN CRUISE LINE HLDG LNCLH2,628$64,7280.05%
63ISHARES TR46438G7032,423$64,1010.05%
64TJX COS INC NEW872540109440$63,5980.05%
65NEXTERA ENERGY INCNEE-PW840$63,4120.05%
66UNITEDHEALTH GROUP INCUNH180$62,1540.05%
67ISHARES TR46438G6462,192$56,7950.04%
68UNION PAC CORPUNP240$56,7290.04%
69ISHARES TR464287648170$54,4070.04%
70ISHARES TR46434V7872,349$53,8340.04%
71QUALCOMM INCQCOM307$51,0730.04%
72SCHWAB CHARLES CORPSCHW-PJ531$50,6950.04%
73ISHARES TR464287705360$46,7000.03%
74BOOKING HOLDINGS INCBKNG6$32,3960.02%
75KINDER MORGAN INC DELEP-PC1,120$31,7080.02%
76ISHARES INC464286608507$31,3780.02%
77TARGET CORPTGT320$28,7040.02%
78EXXON MOBIL CORPXOM249$28,0750.02%
79ADVISORS INNER CIRCLE FD III00774Q346669$27,9630.02%
80CISCO SYS INCCSCO405$27,7110.02%
81MGM RESORTS INTERNATIONALMGM775$26,8620.02%
82INTERNATIONAL BUSINESS MACHSINTR90$25,3950.02%
83CORPAY INCCPAY80$23,0450.02%
84COLGATE PALMOLIVE COCL255$20,3850.02%
85US FOODS HLDG CORPUSFD240$18,3890.01%
86ACCENTURE PLC IRELANDACN70$17,2620.01%
87VANGUARD TAX-MANAGED FDS921943858266$15,9390.01%
88GE AEROSPACE36960430152$15,6430.01%
89KNIFE RIVER CORPKNF183$14,0680.01%
90DANAHER CORPORATION23585110270$13,8790.01%
91COCA COLA CONS INCCOKE110$12,8880.01%
92DIAMONDBACK ENERGY INCFANG90$12,8790.01%
93AMPHENOL CORP NEW032095101102$12,6230.01%
94AMENTUM HOLDINGS INCAMTM515$12,3350.01%
95PROGRESSIVE CORP74331510349$12,1010.01%
96WEC ENERGY GROUP INCWEC105$12,0320.01%
97ISHARES TR46434V290158$11,7500.01%
98DORMAN PRODS INC25827810072$11,2240.01%
99ALPHABET INCGOOG40$9,7420.01%
100VANGUARD INTL EQUITY INDEX F92204271868$9,6940.01%
101PROCTER AND GAMBLE CO74271810960$9,2190.01%
102VANGUARD SCOTTSDALE FDS92206C87097$8,1590.01%
103VERTEX PHARMACEUTICALS INCVRTX20$7,8330.01%
104MERCK & CO INCMRK87$7,2790.01%
105NIKE INCNKE100$6,9730.01%
106MCDONALDS CORPMCD16$4,8630.00%
107AON PLCAON12$4,2790.00%
108CARNIVAL CORPCUKPF100$2,8910.00%
109DBX ETF TR23305143268$2,5240.00%
110EXACT SCIENCES CORP30063P10543$2,3530.00%
111ISHARES TR46428780418$2,1390.00%
112INVESCO EXCH TRADED FD TR IIIVZ20$1,2850.00%
113RIVIAN AUTOMOTIVE INCRIVN71$1,0430.00%
114ORGANON & COOGN9$980.00%