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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 Q4 2025 · Filed January 20, 2026 · Accession 0001964538-26-000001

Total Value
$137.4M
Positions
100
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (100)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V401240,396$17.8M12.98%
2DIMENSIONAL ETF TRUST25434V203372,093$14.2M10.32%
3DIMENSIONAL ETF TRUST25434V500165,954$11.6M8.41%
4ISHARES TR464288638208,600$11.2M8.18%
5INVESCO EXCHANGE TRADED FD TIVZ48,993$9.4M6.83%
6ISHARES TR46428720013,355$9.1M6.66%
7VANGUARD SCOTTSDALE FDS92206C771172,763$8.1M5.92%
8ISHARES TR464288646138,833$7.3M5.34%
9CAPITAL GROUP INTERNATIONAL14021M107191,745$6.7M4.86%
10AMERICAN CENTY ETF TR02507215873,882$5.8M4.23%
11AMERICAN CENTY ETF TR02507212563,948$4.5M3.29%
12VANGUARD MALVERN FDS92202074842,009$3.3M2.38%
13BERKSHIRE HATHAWAY INC DELBRK-A6,061$3.0M2.22%
14AMERICAN CENTY ETF TR02507232347,121$2.8M2.01%
15SCHWAB STRATEGIC TR80852485499,642$2.5M1.82%
16AMERICAN CENTY ETF TR02507270329,448$2.4M1.76%
17ISHARES TR46429B74717,903$1.8M1.33%
18AMERICAN CENTY ETF TR02507234922,074$1.7M1.22%
19SCHWAB STRATEGIC TR80852486262,998$1.5M1.12%
20LOEWS CORPL9,628$1.0M0.74%
21PROFESIONALLY MANAGED PORTFO74316P57914,489$949,1750.69%
22ISHARES TR46436E20539,295$919,7060.67%
23ISHARES TR46435U51536,097$918,8590.67%
24J P MORGAN EXCHANGE TRADED F46641Q83718,059$913,5900.66%
25DIMENSIONAL ETF TRUST25434V70819,324$765,0270.56%
26ISHARES TR46436E82531,316$687,2280.50%
27ISHARES TR46436E83330,725$687,1760.50%
28MICROSOFT CORPMSFT979$473,4640.34%
29SPROTT ASSET MANAGEMENT LPSII16,000$378,4000.28%
30SPROTT ASSET MANAGEMENT LPSII10,000$330,2000.24%
31PGIM ETF TR69344A2068,970$318,2720.23%
32APPLE INCAAPL799$217,2170.16%
33ISHARES TR4642886121,904$204,4120.15%
34JPMORGAN CHASE & CO.VYLD631$203,3210.15%
35ISHARES TR46436E4869,222$195,0460.14%
36ISHARES TR464287655668$164,5330.12%
37SPDR S&P 500 ETF TRSPY211$143,8860.10%
38DIMENSIONAL ETF TRUST25434V8154,145$136,3360.10%
39VISA INCV340$119,2420.09%
40ISHARES TR46438G8514,598$118,8590.09%
41VANGUARD INDEX FDS922908751454$117,0100.09%
42AMAZON COM INCAMZN469$108,2550.08%
43ANALOG DEVICES INCADI395$107,1240.08%
44VANGUARD SCOTTSDALE FDS92206C4091,317$105,0430.08%
45VANGUARD INTL EQUITY INDEX F9220428581,931$103,8150.08%
46TE CONNECTIVITY PLCTEL444$101,0150.07%
47ISHARES TR4642875071,475$97,3500.07%
48PAR TECHNOLOGY CORPPAR2,560$92,8770.07%
49COSTCO WHSL CORP NEW22160K105105$90,5460.07%
50ECOLAB INCECL328$86,1070.06%
51ISHARES TR46438G6793,266$83,7390.06%
52JACOBS SOLUTIONS INCJ627$83,0530.06%
53BLACKROCK INCBLK75$80,2760.06%
54ROYAL CARIBBEAN GROUPV7780T103281$78,3770.06%
55LINDE PLCLIN178$75,8980.06%
56INVESCO EXCHANGE TRADED FD TIVZ512$68,7720.05%
57TJX COS INC NEW872540109440$67,5890.05%
58NEXTERA ENERGY INCNEE-PW840$67,4360.05%
59FIRST TR EXCH TRADED FD III33739E1083,651$66,5210.05%
60ISHARES TR46438G7032,423$62,9400.05%
61META PLATFORMS INCMETA94$62,0490.05%
62ISHARES TR46438G6462,192$56,5750.04%
63UNION PAC CORPUNP240$55,5170.04%
64ISHARES TR464287648170$54,9120.04%
65NORWEGIAN CRUISE LINE HLDG LNCLH2,324$51,8720.04%
66ISHARES TR46434V7872,130$48,5050.04%
67ISHARES TR464287705360$47,3730.03%
68HOME DEPOT INCHD127$43,7010.03%
69ISHARES INC464286608511$32,7820.02%
70BOOKING HOLDINGS INCBKNG6$32,1320.02%
71CISCO SYS INCCSCO405$31,1980.02%
72KINDER MORGAN INC DELEP-PC1,120$30,7890.02%
73EXXON MOBIL CORPXOM249$29,9650.02%
74ADVISORS INNER CIRCLE FD III00774Q346669$28,5390.02%
75MGM RESORTS INTERNATIONALMGM775$28,2800.02%
76FISERV INCFISV419$28,1450.02%
77SCHWAB CHARLES CORPSCHW-PJ277$27,6560.02%
78INTERNATIONAL BUSINESS MACHSINTR90$26,6590.02%
79UNITEDHEALTH GROUP INCUNH60$19,8070.01%
80ACCENTURE PLC IRELANDACN70$18,7810.01%
81COCA COLA CONS INCCOKE110$16,8630.01%
82VANGUARD TAX-MANAGED FDS921943858266$16,6180.01%
83ELI LILLY & COLLY15$16,1210.01%
84GE AEROSPACE36960430152$16,0180.01%
85AMENTUM HOLDINGS INCAMTM515$14,9350.01%
86DIAMONDBACK ENERGY INCFANG90$13,5300.01%
87ALPHABET INCGOOG40$12,5520.01%
88ISHARES TR46434V290158$11,8340.01%
89PROGRESSIVE CORP74331510349$11,1590.01%
90MERCK & CO INCMRK87$9,1290.01%
91VANGUARD SCOTTSDALE FDS92206C87097$8,1240.01%
92DANAHER CORPORATION23585110230$6,8680.00%
93NIKE INCNKE100$6,3710.00%
94EXACT SCIENCES CORP30063P10543$4,3680.00%
95CARNIVAL CORPCUKPF100$3,0540.00%
96DBX ETF TR23305143268$2,5050.00%
97ISHARES TR46428780418$2,1640.00%
98RIVIAN AUTOMOTIVE INCRIVN71$1,4000.00%
99INVESCO EXCH TRADED FD TR IIIVZ20$1,2610.00%
100ORGANON & COOGN9$660.00%