Menard Financial Group LLC

data from 30/09/2025

Capitalization

$ 148.747 M -11.65 %

Average holding period

10 ans

Performance

$ 76.965 M 83.02 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Menard Financial Group LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 ZECP ZACKS TRUST 18.06% 26.869 M $ 799209 2023/06/30 2.267 M $ 5.36 %
2025/09/30 NVDA NVIDIA CORPORATION 10.47% 15.572 M $ 83463 2019/12/31 2.793 M $ 18.10 %
2025/09/30 META META PLATFORMS INC 4.40% 6.538 M $ 8903 2023/06/30 -40.932 K $ -0.50 %
2025/09/30 AMZN AMAZON COM INC 4.29% 6.377 M $ 29041 2019/12/31 6.390 K $ 0.08 %
2025/09/30 MSFT MICROSOFT CORP 4.12% 6.127 M $ 11830 2019/12/31 239.065 K $ 4.13 %
2025/09/30 AVGO BROADCOM INC 3.91% 5.814 M $ 17624 2020/12/31 1.054 M $ 19.68 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 2.80% 4.164 M $ 22825 2024/06/30 1.165 M $ 33.82 %
2025/09/30 AAPL APPLE INC 2.26% 3.357 M $ 13182 2019/12/31 635.016 K $ 24.11 %
2025/09/30 GOOGL ALPHABET INC 2.19% 3.254 M $ 13387 2020/09/30 897.997 K $ 37.95 %
2025/09/30 GRNY TIDAL TRUST I 1.87% 2.776 M $ 111087 2025/09/30 0.000 $ 0.00 %
2025/09/30 BMNR BITMINE IMMERSION TECNOLOGIE 1.74% 2.595 M $ 49965 2025/09/30 0.000 $ 0.00 %
2025/09/30 PYLD PIMCO ETF TR 1.68% 2.502 M $ 93204 2024/03/31 28.248 K $ 1.13 %
2025/09/30 BOND PIMCO ETF TR 1.61% 2.400 M $ 25715 2024/03/31 30.380 K $ 1.27 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.56% 2.323 M $ 23712 2023/06/30 122.835 K $ 5.01 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 1.48% 2.199 M $ 3150 2024/06/30 -274.378 K $ -9.04 %
2025/09/30 V VISA INC 1.45% 2.158 M $ 6323 2019/12/31 -84.494 K $ -3.85 %
2025/09/30 XLK SELECT SECTOR SPDR TR 1.43% 2.132 M $ 7565 2020/09/30 193.510 K $ 11.31 %
2025/09/30 AXON AXON ENTERPRISE INC 1.43% 2.129 M $ 2967 2020/09/30 -328.142 K $ -13.32 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.42% 2.117 M $ 6713 2019/12/31 191.655 K $ 8.80 %
2025/09/30 JPHY J P MORGAN EXCHANGE TRADED F 1.34% 1.990 M $ 42340 2024/03/31 19.554 K $ 0.99 %
2025/09/30 XOM EXXON MOBIL CORP 1.27% 1.885 M $ 16719 2019/12/31 110.776 K $ 4.59 %
2025/09/30 NFLX NETFLIX INC 1.19% 1.766 M $ 1473 2023/06/30 -224.616 K $ -10.47 %
2025/09/30 CAT CATERPILLAR INC 1.01% 1.504 M $ 3152 2019/12/31 276.425 K $ 22.91 %
2025/09/30 TSLA TESLA INC 1.01% 1.501 M $ 3375 2023/06/30 575.073 K $ 40.00 %
2025/09/30 JCPB J P MORGAN EXCHANGE TRADED F 1.01% 1.498 M $ 31498 2024/03/31 15.524 K $ 1.04 %
2025/09/30 HD HOME DEPOT INC 0.98% 1.463 M $ 3610 2019/12/31 136.004 K $ 10.51 %
2025/09/30 SHOP SHOPIFY INC 0.93% 1.386 M $ 9327 2023/06/30 311.180 K $ 28.83 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.90% 1.346 M $ 6608 2019/12/31 -8.654 K $ -0.50 %
2025/09/30 CVX CHEVRON CORP NEW 0.87% 1.296 M $ 8343 2019/12/31 144.740 K $ 8.45 %
2025/09/30 PWR QUANTA SVCS INC 0.86% 1.280 M $ 3089 2024/03/31 132.641 K $ 9.61 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 0.85% 1.267 M $ 4090 2019/12/31 -38.810 K $ -3.24 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.81% 1.205 M $ 7845 2019/12/31 -50.508 K $ -3.56 %
2025/09/30 ABBV ABBVIE INC 0.80% 1.188 M $ 5130 2019/12/31 365.018 K $ 24.74 %
2025/09/30 BR BROADRIDGE FINL SOLUTIONS IN 0.73% 1.091 M $ 4581 2020/06/30 -22.390 K $ -2.00 %
2025/09/30 CACI CACI INTL INC 0.69% 1.022 M $ 2048 2023/09/30 44.049 K $ 4.63 %
2025/09/30 DE DEERE & CO 0.67% 997.635 K $ 2182 2020/09/30 -110.708 K $ -10.07 %
2025/09/30 KLAC KLA CORP 0.66% 989.076 K $ 917 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.64% 952.692 K $ 1895 2024/03/31 31.004 K $ 3.49 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 0.61% 907.433 K $ 15892 2024/03/31 4.254 K $ 0.44 %
2025/09/30 NET CLOUDFLARE INC 0.58% 865.227 K $ 4032 2024/12/31 75.865 K $ 9.58 %
2025/09/30 APO APOLLO GLOBAL MGMT INC 0.57% 840.730 K $ 6308 2024/03/31 -51.212 K $ -6.06 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.55% 820.139 K $ 886 2023/12/31 -56.142 K $ -6.50 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.54% 810.108 K $ 1652 2020/09/30 -31.783 K $ -3.72 %
2025/09/30 MCK MCKESSON CORP 0.53% 790.325 K $ 1023 2024/06/30 62.383 K $ 5.43 %
2025/09/30 JPIE J P MORGAN EXCHANGE TRADED F 0.52% 779.410 K $ 16794 2024/03/31 1.515 K $ 0.19 %
2025/09/30 CBRE CBRE GROUP INC 0.49% 725.091 K $ 4602 2023/09/30 79.631 K $ 12.45 %
2025/09/30 GOOG ALPHABET INC 0.49% 723.927 K $ 2972 2024/03/31 282.106 K $ 37.29 %
2025/09/30 CASY CASEYS GEN STORES INC 0.48% 707.734 K $ 1252 2023/09/30 68.702 K $ 10.79 %
2025/09/30 TMUS T-MOBILE US INC 0.47% 702.329 K $ 2934 2024/03/31 5.368 K $ 0.47 %
2025/09/30 BAC BANK AMERICA CORP 0.46% 689.160 K $ 13358 2019/12/31 100.673 K $ 9.02 %
2025/09/30 ROL ROLLINS INC 0.43% 632.635 K $ 10770 2023/09/30 24.355 K $ 4.11 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.41% 611.243 K $ 3778 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACA ARCOSA INC 0.39% 577.069 K $ 6158 2020/06/30 42.490 K $ 8.07 %
2025/09/30 HOOD ROBINHOOD MKTS INC 0.38% 562.841 K $ 3931 2025/03/31 291.304 K $ 52.92 %
2025/09/30 COP CONOCOPHILLIPS 0.36% 534.645 K $ 5652 2023/09/30 45.560 K $ 5.40 %
2025/09/30 ORCL ORACLE CORP 0.36% 533.512 K $ 1897 2024/09/30 101.553 K $ 28.64 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.33% 489.981 K $ 1419 2019/12/31 43.162 K $ 10.68 %
2025/09/30 RCL ROYAL CARIBBEAN GROUP 0.32% 475.663 K $ 1470 2024/03/31 26.809 K $ 3.33 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.32% 475.631 K $ 1703 2024/03/31 90.182 K $ 23.31 %
2025/09/30 STLD STEEL DYNAMICS INC 0.32% 475.617 K $ 3411 2023/09/30 39.067 K $ 8.92 %
2025/09/30 ITRI ITRON INC 0.32% 471.833 K $ 3788 2024/03/31 -41.578 K $ -5.37 %
2025/09/30 LRCX LAM RESEARCH CORP 0.31% 453.653 K $ 3388 2024/12/31 194.682 K $ 37.56 %
2025/09/30 PHM PULTE GROUP INC 0.28% 419.909 K $ 3178 2023/12/31 139.830 K $ 25.29 %
2025/09/30 MLM MARTIN MARIETTA MATLS INC 0.26% 391.451 K $ 621 2024/03/31 50.662 K $ 14.81 %
2025/09/30 CBOE CBOE GLOBAL MKTS INC 0.25% 372.290 K $ 1518 2025/09/30 0.000 $ 0.00 %
2025/09/30 PLD PROLOGIS INC. 0.25% 369.314 K $ 3225 2019/12/31 29.797 K $ 8.94 %
2025/09/30 FN FABRINET 0.25% 364.620 K $ 1000 2024/06/30 118.618 K $ 23.73 %
2025/09/30 ANET ARISTA NETWORKS INC 0.24% 361.215 K $ 2479 2024/12/31 154.894 K $ 42.42 %
2025/09/30 HWM HOWMET AEROSPACE INC 0.23% 345.169 K $ 1759 2024/09/30 29.259 K $ 5.43 %
2025/09/30 TOST TOAST INC 0.22% 322.347 K $ 8829 2024/06/30 -105.341 K $ -17.57 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.20% 300.790 K $ 2790 2023/06/30 63.117 K $ 19.62 %
2025/09/30 DB DEUTSCHE BANK A G 0.19% 289.689 K $ 8181 2025/09/30 0.000 $ 0.00 %
2025/09/30 ZS ZSCALER INC 0.19% 285.876 K $ 954 2025/03/31 -26.817 K $ -4.55 %
2025/09/30 CPNG COUPANG INC 0.19% 285.389 K $ 8863 2025/06/30 35.082 K $ 7.48 %
2025/09/30 GEV GE VERNOVA INC 0.19% 275.475 K $ 448 2025/06/30 87.636 K $ 16.21 %
2025/09/30 ZM ZOOM COMMUNICATIONS INC 0.18% 274.230 K $ 3324 2024/06/30 22.880 K $ 5.80 %
2025/09/30 IVW ISHARES TR 0.17% 257.013 K $ 2129 2024/06/30 22.609 K $ 9.65 %
2025/09/30 FANG DIAMONDBACK ENERGY INC 0.17% 256.006 K $ 1789 2021/09/30 14.717 K $ 4.15 %
2025/09/30 WMT WALMART INC 0.16% 230.854 K $ 2240 2024/12/31 11.827 K $ 5.40 %
2025/09/30 APH AMPHENOL CORP NEW 0.15% 224.235 K $ 1812 2025/06/30 100.850 K $ 25.32 %
2025/09/30 ABC CENCORA INC 0.15% 217.208 K $ 695 2024/03/31 0.000 $ 0.00 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.15% 216.941 K $ 1170 2019/12/31 45.247 K $ 21.39 %
2025/09/30 KO COCA COLA CO 0.00% 0.000 $ 0 2019/12/31 0.000 $ 0.00 %
2025/09/30 EAT BRINKER INTL INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 GE GE AEROSPACE 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 GILD GILEAD SCIENCES INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY & CO 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 MWA MUELLER WTR PRODS INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 OKTA OKTA INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 POR PORTLAND GEN ELEC CO 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 A AGILENT TECHNOLOGIES INC 0.00% 0.000 $ 0 2023/09/30 0.000 $ 0.00 %
2025/09/30 BJ BJS WHSL CLUB HLDGS INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 TWLO TWILIO INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 PSTG PURE STORAGE INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 AIZ ASSURANT INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 BXP BXP INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %