Menard Financial Group LLC - Portfolio overview
Menard Financial Group LLC has 95 reported holdings in this dataset, with the latest filing dated 2026-05-14.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- ZECP - ZACKS TRUST, 17.50%
- NVDA - NVIDIA CORPORATION, 9.48%
- CAIE - CALAMOS ETF TR, 4.67%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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