Arkolith/Funds/Mendota Financial Group, LLC

Mendota Financial Group, LLC

CIK 1964538
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Mendota Financial Group, LLC holds a focused book of 33 stocks worth $161.4M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Lattice Semiconductor Corp and trimmed Ishares Core S&P 500 ETF. Their largest long position is Dimensional US Eq MKT ETF at 14% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
3
new positions
Added to
20
existing
Trimmed
8
reduced
Sold out
1
exited

Concentration

Top-heavy: focused book

Top 5 holdings
47%
Top 10 holdings
73%
Top 20 holdings
95%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

2% mapped to company sectors

ETF / fund or unclassified
98%
Financials
2%
Information Technology
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

33 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US EQUI MARK ETF
$22.6M276.3K
14.0%
+12%
Added · +30K sh
2Dimensional ETF Trust
INTL CORE EQT MK
$15.4M374.2K
9.6%
+0.9%
Added · +3K sh
3Dimensional ETF Trust
US SMALL CAP ETF
$15.1M183.8K
9.4%
+10%
Added · +17K sh
4Ishares TR
ISHS 5-10YR INVT
$12.2M230.3K
7.6%
+10%
Added · +22K sh
5Ishares TR
CORE S&P500 ETF
$9.9M13.2K
6.1%
−1.3%
Reduced · −171 sh
6American Centy ETF TR
AVANTIS US LARG
$9.8M108.8K
6.1%
+18%
Added · +16K sh
7Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$9.5M203.8K
5.9%
+10%
Added · +19K sh
8Vanguard Malvern FDS
CORE BD ETF
$8.4M108.7K
5.2%
+96%
Added · +53K sh
9Ishares TR
ISHS 1-5YR INVS
$7.7M146.2K
4.7%
+4.3%
Added · +6K sh
10American Centy ETF TR
AVA MID EQU ETF
$7.1M88.9K
4.4%
+30%
Added · +20K sh
11Invesco Exchange Traded FD T
S&P500 EQL WGT
$6.9M32.3K
4.3%
−21%
Reduced · −9K sh
12Capital Group International
SHS
$6.7M181.5K
4.1%
−2.3%
Reduced · −4K sh
13American Centy ETF TR
AVAN US SMAL ETF
$5.1M69.7K
3.2%
+22%
Added · +13K sh
14American Centy ETF TR
INTL EQT ETF
$4.1M45.9K
2.5%
+35%
Added · +12K sh
15American Centy ETF TR
US LARGE CAP VLU
$4.1M44.9K
2.5%
+44%
Added · +14K sh
16Schwab Strategic TR
INT-TRM U.S TRES
$2.8M115.2K
1.8%
+14%
Added · +14K sh
17Ishares TR
0-5 YR TIPS ETF
$2.2M21.2K
1.3%
+15%
Added · +3K sh
18Ishares TR
IBDS DEC28 ETF
$1.4M56.6K
0.9%
+56%
Added · +20K sh
19Ishares TR
IBONDS DEC 29
$1.4M61.7K
0.9%
+56%
Added · +22K sh
20Schwab Strategic TR
SHT TM US TRES
$1.4M57.3K
0.9%
−7.8%
Reduced · −5K sh
21Berkshire Hathaway Inc Del
CL B NEW
$1.3M2.7K
0.8%
−41%
Reduced · −2K sh
22Pgim ETF TR
ACTV HY BD ETF
$977K28.0K
0.6%
+198%
Added · +19K sh
23J P Morgan Exchange Traded F
ULTRA SHRT ETF
$932K18.4K
0.6%
+1.0%
Added · +187 sh
24Ishares TR
IBONDS 28 TRM TS
$691K31.2K
0.4%
+0.9%
Added · +289 sh
25Ishares TR
IBONDS 29 TRM TS
$689K31.8K
0.4%
+0.9%
Added · +301 sh
26Dimensional ETF Trust
US COR EQU 2 ETF
$666K15.0K
0.4%
−8.4%
Reduced · −1K sh
27Loews Corp
COM
$611K5.4K
0.4%
−28%
Reduced · −2K sh
28Sprott Asset Management LP
PHYSICAL SILVER
$302K16.0K
0.2%
Held
29Sprott Asset Management LP
PHYSICAL GOLD TR
$302K10.0K
0.2%
Held
30Microsoft Corp
COM
$272K728
0.2%
−3.1%
Reduced · −23 sh
31Lattice Semiconductor Corp
COM
$229K1.5K
0.1%
New
New position
32JPMorgan Chase & Co
COM
$207K631
0.1%
New
New position
33Ishares TR
RUSSELL 2000 ETF
$201K670
0.1%
New
New position
Showing all 33 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 202633$161.4M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202632$135.0M13F-HR
Q4 2025Dec 31, 2025Jan 20, 2026100$137.4M13F-HR
Q3 2025Sep 30, 2025Oct 14, 2025114$133.9M13F-HR
Q2 2025Jun 30, 2025Jul 21, 202598$105.7M13F-HR
Q1 2025Mar 31, 2025Apr 22, 2025115$92.2M13F-HR
Q4 2024Dec 31, 2024Jan 14, 2025372$154.3M13F-HR
Q3 2024Sep 30, 2024Oct 10, 20241,185$209.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.