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Portfolio (Quarterly) Guide ↗

Menard Financial Group LLC

· CIK 0001803156
13F Portfolio $143M AUM 82 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 26 Added 9 Reduced 5 Exited
Page 5 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TDW TIDEWATER INC NEW Energy 2,420.0 $202K 0.14% NEW $83.55 +1.2%
82 GRNY TIDAL TRUST I 8,449.0 $202K 0.14% -102K -92.4% $23.87 +12.6%
Page 5 of 5  ·  82 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.9%
Communication Services 13.7%
Consumer Cyclical 11.7%
Industrials 7.8%
Financial Services 6.7%
Healthcare 4.5%
Energy 2.8%
Real Estate 1.8%
Consumer Defensive 1.7%
Basic Materials 1.6%