Top 50 Menard Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ZECP | ZACKS TRUST | 18.69% | 790.6K | $26.7M | -0.50%(-3.95K) | $26.35(+44.08%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 10.12% | 83.1K | $14.5M | -0.28%(-232) | $34.91(+458.16%) | 2026-03-31 | |
| CAIE | CALAMOS ETF TR | 4.99% | 284.0K | $7.1M | new | $25.94(+3.78%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.26% | 29.3K | $6.1M | +0.90%(+261) | $167.42(+44.94%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.21% | 19.5K | $6.0M | +0.15%(+29) | $128.12(+181.35%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.6% | 9.0K | $5.2M | +1.00%(+89) | $427.92(+36.22%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.08% | 11.9K | $4.4M | +1.32%(+155) | $268.06(+45.67%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.69% | 13.4K | $3.9M | +0.19%(+26) | $102.63(+250.69%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.5% | 14.1K | $3.6M | +0.30%(+42) | $134.02(+130.29%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.32% | 22.7K | $3.3M | +0.00%(+1) | $31.59(+309.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.34% | +61.55% |
| Top 20 Holdings Unweighted | +15.41% | +53.72% |
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