Menard Financial Group LLC Diversified Active

Location: Houston, TX

CIK: 0001803156 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $146M (100.0% shares, 0.0% debt)

Holdings (80)

ZECP ZACKS TRUST 19.0%
Value $27.62M Shares 794,507 Est. Cost $26.57 Unrealized
NVDA NVIDIA CORPORATION 10.7%
Value $15.54M Shares 83,301 Est. Cost $96.35 Unrealized +93.2%
AVGO BROADCOM INC 4.6%
Value $6.731M Shares 19,448 Est. Cost $183.30 Unrealized +94.8%
AMZN AMAZON COM INC 4.6%
Value $6.698M Shares 29,018 Est. Cost $168.73 Unrealized +35.6%
META META PLATFORMS INC 4.0%
Value $5.886M Shares 8,916 Est. Cost $445.42 Unrealized +49.8%
MSFT MICROSOFT CORP 3.9%
Value $5.686M Shares 11,757 Est. Cost $260.86 Unrealized +91.9%
GOOGL ALPHABET INC 2.9%
Value $4.185M Shares 13,371 Est. Cost $116.34 Unrealized +145.5%
PLTR PALANTIR TECHNOLOGIES INC 2.8%
Value $4.035M Shares 22,703 Est. Cost $31.00 Unrealized +484.0%
AAPL APPLE INC 2.6%
Value $3.826M Shares 14,073 Est. Cost $143.02 Unrealized +87.6%
XLK SELECT SECTOR SPDR TR 2.0%
Value $2.924M Shares 20,308 Est. Cost $156.81 Unrealized
GRNY TIDAL TRUST I 1.9%
Value $2.742M Shares 110,763 Est. Cost $24.99 Unrealized
PYLD PIMCO ETF TR 1.6%
Value $2.377M Shares 89,107 Est. Cost $25.75 Unrealized
BOND PIMCO ETF TR 1.6%
Value $2.302M Shares 24,730 Est. Cost $91.81 Unrealized
V VISA INC 1.5%
Value $2.212M Shares 6,307 Est. Cost $211.00 Unrealized +61.3%
JPM JPMORGAN CHASE & CO. 1.5%
Value $2.177M Shares 6,757 Est. Cost $127.06 Unrealized +143.6%
UBER UBER TECHNOLOGIES INC 1.3%
Value $1.96M Shares 23,987 Est. Cost $57.91 Unrealized +55.5%
BBHY J P MORGAN EXCHANGE TRADED F 1.3%
Value $1.902M Shares 40,910 Est. Cost $46.16 Unrealized
CAT CATERPILLAR INC 1.3%
Value $1.821M Shares 3,178 Est. Cost $154.20 Unrealized +260.2%
AXON AXON ENTERPRISE INC 1.2%
Value $1.7M Shares 2,994 Est. Cost $207.93 Unrealized +198.4%
SPOT SPOTIFY TECHNOLOGY S A 1.2%
Value $1.686M Shares 2,903 Est. Cost $437.73 Unrealized +42.8%
TSLA TESLA INC 1.1%
Value $1.61M Shares 3,581 Est. Cost $266.13 Unrealized +66.6%
SHOP SHOPIFY INC 1.0%
Value $1.5M Shares 9,321 Est. Cost $61.16 Unrealized +162.5%
JCPB J P MORGAN EXCHANGE TRADED F 1.0%
Value $1.442M Shares 30,453 Est. Cost $46.62 Unrealized
NFLX NETFLIX INC 1.0%
Value $1.405M Shares 14,981 Est. Cost $103.72 Unrealized +3.9%
XOM EXXON MOBIL CORP 0.9%
Value $1.371M Shares 11,392 Est. Cost $90.45 Unrealized +27.7%
PWR QUANTA SVCS INC 0.9%
Value $1.256M Shares 2,975 Est. Cost $286.84 Unrealized +53.1%
HD HOME DEPOT INC 0.8%
Value $1.235M Shares 3,590 Est. Cost $227.29 Unrealized +60.4%
PANW PALO ALTO NETWORKS INC 0.8%
Value $1.217M Shares 6,608 Est. Cost $154.81 Unrealized +30.3%
BMNR BITMINE IMMERSION TECNOLOGIE 0.8%
Value $1.205M Shares 44,382 Est. Cost $50.65 Unrealized -20.0%
ABBV ABBVIE INC 0.8%
Value $1.165M Shares 5,098 Est. Cost $150.26 Unrealized +51.4%
KLAC KLA CORP 0.8%
Value $1.114M Shares 917 Est. Cost $930.36 Unrealized +26.0%
CACI CACI INTL INC 0.8%
Value $1.107M Shares 2,077 Est. Cost $381.26 Unrealized +48.2%
AJG GALLAGHER ARTHUR J & CO 0.7%
Value $1.073M Shares 4,148 Est. Cost $176.03 Unrealized +50.1%
BR BROADRIDGE FINL SOLUTIONS IN 0.7%
Value $1.057M Shares 4,735 Est. Cost $176.24 Unrealized +29.0%
DE DEERE & CO 0.7%
Value $1.033M Shares 2,218 Est. Cost $349.51 Unrealized +33.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $944K Shares 1,878 Est. Cost $401.01 Unrealized +24.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.6%
Value $882K Shares 15,409 Est. Cost $57.86 Unrealized
GOOG ALPHABET INC 0.6%
Value $875K Shares 2,789 Est. Cost $157.53 Unrealized +81.8%
MCK MCKESSON CORP 0.6%
Value $839K Shares 1,023 Est. Cost $657.80 Unrealized +24.0%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value $809K Shares 3,778 Est. Cost $161.38 Unrealized +39.2%
CRWD CROWDSTRIKE HLDGS INC 0.5%
Value $798K Shares 1,702 Est. Cost $152.80 Unrealized +233.3%
NET CLOUDFLARE INC 0.5%
Value $795K Shares 4,031 Est. Cost $97.70 Unrealized +116.5%
COST COSTCO WHSL CORP NEW 0.5%
Value $776K Shares 900 Est. Cost $675.59 Unrealized +34.1%
JPIE J P MORGAN EXCHANGE TRADED F 0.5%
Value $752K Shares 16,251 Est. Cost $45.55 Unrealized
CBRE CBRE GROUP INC 0.5%
Value $740K Shares 4,600 Est. Cost $84.73 Unrealized +85.6%
BAC BANK AMERICA CORP 0.5%
Value $727K Shares 13,210 Est. Cost $32.27 Unrealized +63.2%
CASY CASEYS GEN STORES INC 0.5%
Value $700K Shares 1,267 Est. Cost $262.47 Unrealized +109.4%
ACA ARCOSA INC 0.5%
Value $667K Shares 6,275 Est. Cost $69.23 Unrealized +45.7%
ROL ROLLINS INC 0.5%
Value $655K Shares 10,920 Est. Cost $41.36 Unrealized +41.8%
KIM KIMCO RLTY CORP 0.4%
Value $593K Shares 29,232 Est. Cost $20.57 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.4%
Value $578K Shares 3,410 Est. Cost $110.56 Unrealized +43.2%
T AT&T INC 0.4%
Value $573K Shares 23,075 Est. Cost $25.29 Unrealized 0.0%
TMUS T-MOBILE US INC 0.4%
Value $563K Shares 2,774 Est. Cost $184.03 Unrealized +14.8%
LRCX LAM RESEARCH CORP 0.4%
Value $563K Shares 3,290 Est. Cost $78.86 Unrealized +97.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value $518K Shares 1,703 Est. Cost $148.09 Unrealized
CEG CONSTELLATION ENERGY CORP 0.4%
Value $512K Shares 1,450 Est. Cost $363.20 Unrealized 0.0%
WMT WALMART INC 0.3%
Value $475K Shares 4,260 Est. Cost $96.50 Unrealized +11.1%
FN FABRINET 0.3%
Value $455K Shares 1,000 Est. Cost $219.48 Unrealized +98.2%
HOOD ROBINHOOD MKTS INC 0.3%
Value $444K Shares 3,923 Est. Cost $47.54 Unrealized +173.5%
PLD PROLOGIS INC. 0.3%
Value $414K Shares 3,245 Est. Cost $85.65 Unrealized +44.6%
CVX CHEVRON CORP NEW 0.3%
Value $410K Shares 2,691 Est. Cost $128.00 Unrealized +18.3%
RCL ROYAL CARIBBEAN GROUP 0.3%
Value $410K Shares 1,470 Est. Cost $236.14 Unrealized +19.2%
CBOE CBOE GLOBAL MKTS INC 0.3%
Value $381K Shares 1,518 Est. Cost $240.25 Unrealized +3.5%
PHM PULTE GROUP INC 0.3%
Value $373K Shares 3,178 Est. Cost $107.00 Unrealized +14.4%
MLM MARTIN MARIETTA MATLS INC 0.3%
Value $370K Shares 594 Est. Cost $539.94 Unrealized +15.1%
HWM HOWMET AEROSPACE INC 0.2%
Value $361K Shares 1,759 Est. Cost $95.51 Unrealized +108.4%
MP MP MATERIALS CORP 0.2%
Value $357K Shares 7,064 Est. Cost $63.41 Unrealized 0.0%
ORCL ORACLE CORP 0.2%
Value $345K Shares 1,770 Est. Cost $161.96 Unrealized +47.0%
ANET ARISTA NETWORKS INC 0.2%
Value $317K Shares 2,419 Est. Cost $101.45 Unrealized +35.7%
TOST TOAST INC 0.2%
Value $314K Shares 8,829 Est. Cost $25.75 Unrealized +40.0%
GEV GE VERNOVA INC 0.2%
Value $313K Shares 479 Est. Cost $428.47 Unrealized +42.1%
USB US BANCORP DEL 0.2%
Value $306K Shares 5,734 Est. Cost $48.72 Unrealized 0.0%
ZM ZOOM COMMUNICATIONS INC 0.2%
Value $287K Shares 3,324 Est. Cost $64.29 Unrealized +30.9%
IVW ISHARES TR 0.2%
Value $262K Shares 2,129 Est. Cost $92.54 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value $254K Shares 2,790 Est. Cost $89.18 Unrealized +9.6%
APH AMPHENOL CORP NEW 0.2%
Value $244K Shares 1,805 Est. Cost $81.39 Unrealized +64.1%
JNJ JOHNSON & JOHNSON 0.2%
Value $242K Shares 1,170 Est. Cost $131.43 Unrealized +49.9%
COR CENCORA INC 0.2%
Value $235K Shares 695 Est. Cost $226.42 Unrealized +50.4%
ZS ZSCALER INC 0.1%
Value $215K Shares 954 Est. Cost $199.27 Unrealized +41.6%
GILD GILEAD SCIENCES INC 0.1%
Value $209K Shares 1,703 Est. Cost $120.88 Unrealized 0.0%