Long-term investor

Menard Financial Group LLC @menardfinancialgroupllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001803156).

Record

  • Tracked since 2025-06-30 (449 days), 119 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +14.5% · 1 year n/a · all +5.1%
  • Max drawdown n/a · win rate 38% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 98888G105 · 16.3% · long · since 2025-06-30
  • 12811T571 · 10.3% · long · since 2026-03-31
  • NVDA · 9.2% · long · since 2025-06-30
  • AVGO · 4.0% · long · since 2025-06-30
  • AMZN · 3.9% · long · since 2025-06-30
  • MU · 3.2% · long · since 2026-03-31
  • META · 3.0% · long · since 2025-06-30
  • GOOGL · 2.6% · long · since 2025-06-30
  • MSFT · 2.5% · long · since 2025-06-30
  • AAPL · 2.1% · long · since 2025-06-30
  • CAT · 1.8% · long · since 2025-06-30
  • LLY · 1.8% · long · since 2025-06-30

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