Eukles Asset Management Portfolio Stock Holdings

Eukles Asset Management disclosed 238 stock positions valued at approximately $224.3 million in its latest SEC 13F filing. The largest holdings include NVIDIA Corporation, Apple Inc., and iShares Russell 1000 Growth ETF. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.

Report Period
March 31, 2026
No. of Stocks
238
Portfolio Value
$224.3M
Holdings by Sector
Eukles Asset Management Portfolio Holdings in Q1 2026

236 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CorporationNVDATechnology8.39%107,876-20,254-15.81%$18,813,576
Apple Inc.AAPLTechnology5.36%47,342-4,344-8.40%$12,014,980
iShares Russell 1000 Growth ETFIWFOther4.80%25,250+2,934+13.15%$10,766,560
Microsoft CorporationMSFTTechnology4.32%26,158-1,687-6.06%$9,682,997
Caterpillar Inc.CATIndustrials4.21%13,341-882-6.20%$9,451,367
Cboe Global Markets IncCBOEFinancial Services3.44%27,446-4,684-14.58%$7,714,175
Mastercard Incorporated Class AMAFinancial Services2.78%12,501-918-6.84%$6,246,341
TJX Companies IncTJXConsumer Cyclical2.62%36,799-1,985-5.12%$5,876,810
State Street SPDR Portfolio Short Term Corporate Bond ETFSPSBOther2.41%179,756+29,743+19.83%$5,405,270
Cummins Inc.CMIIndustrials2.24%9,352-1,597-14.59%$5,031,662
Vanguard Short-Term Corporate Bond ETFVCSHOther2.17%61,333+12,172+24.76%$4,861,864
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDOther2.16%44,403+12,057+37.28%$4,839,439
iShares Russell Mid-Cap Growth ETFIWPOther2.00%35,051+4,683+15.42%$4,490,711
ResMed Inc.RMDHealthcare1.94%19,413-3,323-14.62%$4,357,836
Alphabet Inc. Class AGOOGLCommunication Services1.91%14,906-1,321-8.14%$4,286,392
CBRE Group, Inc. Class ACBREReal Estate1.84%30,544-2,499-7.56%$4,137,491
United Rentals, Inc.URIIndustrials1.75%5,388-2,434-31.12%$3,925,127
Labcorp Holdings Inc.LHHealthcare1.75%14,681-2,180-12.93%$3,917,140
State Street CorporationSTTFinancial Services1.51%26,718-5,439-16.91%$3,381,469
Sherwin-Williams CompanySHWBasic Materials1.48%10,342-2,138-17.13%$3,315,043
Amazon.com, Inc.AMZNConsumer Cyclical1.48%15,894-795-4.76%$3,310,255
Ball CorporationBALLConsumer Cyclical1.38%52,252-8,670-14.23%$3,088,635
iShares Russell Mid-Cap Value ETFIWSOther1.37%21,128+2,360+12.57%$3,079,195
FedEx CorporationFDXIndustrials1.34%8,431-802-8.69%$3,002,831
Ross Stores, Inc.ROSTConsumer Cyclical1.34%13,848-4,380-24.03%$2,999,856
Rockwell Automation, Inc.ROKIndustrials1.32%8,279-1,317-13.72%$2,971,169
Accenture Plc Class AACNTechnology1.32%14,900-1,203-7.47%$2,954,532
Yum! Brands, Inc.YUMConsumer Cyclical1.30%18,811-1,195-5.97%$2,924,805
Vanguard High Dividend Yield Index ETFVYMOther1.25%18,874+292+1.57%$2,795,207
Hershey CompanyHSYConsumer Defensive1.24%13,422-1,237-8.44%$2,790,254
Progressive CorporationPGRFinancial Services1.24%13,981-6,201-30.73%$2,771,660
Walmart Inc.WMTConsumer Defensive1.08%19,502-1,969-9.17%$2,423,673
iShares MSCI EAFE ETFEFAOther1.07%24,748+3,555+16.77%$2,403,735
Johnson & JohnsonJNJHealthcare1.06%9,752-954-8.91%$2,383,778
JPMorgan Chase & Co.JPMFinancial Services1.00%7,628-1,507-16.50%$2,243,939
Eastman Chemical CompanyEMNBasic Materials0.89%26,110-3,899-12.99%$1,992,735
Zoetis, Inc. Class AZTSHealthcare0.88%16,680-1,215-6.79%$1,971,739
Home Depot, Inc.HDConsumer Cyclical0.87%5,906-530-8.23%$1,942,468
iShares Core 1-5 Year USD Bond ETFISTBOther0.86%39,796+6,467+19.40%$1,928,531
Novo Nordisk A/S Sponsored ADR Class BNVOHealthcare0.83%50,927-2,006-3.79%$1,871,604
iShares Russell 2000 Growth ETFIWOOther0.81%5,821+550+10.43%$1,826,775
Chemed CorporationCHEHealthcare0.78%4,634-1,422-23.48%$1,750,446
U.S. BancorpUSBFinancial Services0.78%33,603-1,801-5.09%$1,747,644
Texas Instruments IncorporatedTXNTechnology0.77%8,941-751-7.75%$1,735,886
Colgate-Palmolive CompanyCLConsumer Defensive0.75%19,830-1,622-7.56%$1,690,125
A. O. Smith CorporationAOSIndustrials0.74%25,153-4,087-13.98%$1,658,566
iShares Russell 2000 Value ETFIWNOther0.71%8,375+1,304+18.44%$1,587,780
Cognizant Technology Solutions Corporation Class ACTSHTechnology0.67%24,365-1,892-7.21%$1,494,795
Williams-Sonoma, Inc.WSMConsumer Cyclical0.66%8,109-4,794-37.15%$1,478,515
FactSet Research Systems Inc.FDSFinancial Services0.64%6,573-1,350-17.04%$1,426,297
Goldman Sachs Group, Inc.GSFinancial Services0.63%1,663-320-16.14%$1,406,900
Deere & CompanyDEIndustrials0.62%2,450-387-13.64%$1,380,069
Procter & Gamble CompanyPGConsumer Defensive0.56%8,687-238-2.67%$1,254,714
Gartner, Inc.ITTechnology0.53%7,521-1,601-17.55%$1,190,876
Casey's General Stores, Inc.CASYConsumer Cyclical0.51%1,562-2,757-63.83%$1,136,915
Mettler-Toledo International Inc.MTDHealthcare0.50%886-498-35.98%$1,117,423
Vanguard FTSE Emerging Markets ETFVWOOther0.41%17,197+689+4.17%$929,491
Fastenal CompanyFASTIndustrials0.36%17,625-11,496-39.48%$817,798
Exxon Mobil CorporationXOMEnergy0.35%4,686-569-10.83%$795,062
Rollins, Inc.ROLConsumer Cyclical0.34%14,385-7,730-34.95%$768,306
Graco Inc.GGGIndustrials0.33%8,814-11,179-55.91%$746,107
First Trust Large Cap Value AlphaDEX FundFTAOther0.32%7,754-1,059-12.02%$716,081
Omega Healthcare Investors, Inc.OHIReal Estate0.32%16,219-6,318-28.03%$710,739
Landstar System, Inc.LSTRIndustrials0.30%4,185-6,094-59.29%$670,900
Masimo CorporationMASIHealthcare0.30%3,722-628-14.44%$662,030
Chevron CorporationCVXEnergy0.28%3,012-445-12.87%$623,293
Halliburton CompanyHALEnergy0.26%15,178-1,807-10.64%$591,798
SLB LimitedSLBEnergy0.25%10,923-1,304-10.66%$561,316
Tractor Supply CompanyTSCOConsumer Cyclical0.23%11,460-5,777-33.52%$519,143
Broadridge Financial Solutions, Inc.BRTechnology0.21%2,911-1,646-36.12%$472,978
Corning IncGLWTechnology0.21%3,478-2,292-39.72%$472,905
Lennox International Inc.LIIIndustrials0.16%795-330-29.33%$368,982
Commerce Bancshares, Inc.CBSHFinancial Services0.16%7,147-4,468-38.47%$351,632
Huntington Bancshares IncorporatedHBANFinancial Services0.16%22,223+22,223+100.00%$347,791
WEX Inc.WEXTechnology0.15%2,216-1,213-35.37%$339,132
Church & Dwight Co., Inc.CHDConsumer Defensive0.14%3,417-1,792-34.40%$318,872
First Trust Large Cap Core AlphaDEX FundFEXOther0.13%2,464--$300,430
Fiserv, Inc.FITechnology0.12%4,981-2,757-35.63%$277,941
3M CompanyMMMIndustrials0.11%1,729-547-24.03%$251,169
Skyworks Solutions, Inc.SWKSTechnology0.11%4,431+8+0.18%$237,280
Oracle CorporationORCLTechnology0.10%1,597-50-3.04%$234,935
iShares Core S&P Mid-Cap ETFIJHOther0.08%2,783+98+3.65%$187,919
Gilead Sciences, Inc.GILDHealthcare0.08%1,221-23-1.85%$170,101
iShares Russell 1000 ETFIWBOther0.07%447--$159,382
Phillips Edison & Company, Inc.PECOReal Estate0.07%4,174--$156,191
State Street SPDR S&P 500 ETFSPYOther0.06%209+58+38.41%$135,921
World Kinect CorporationWKCEnergy0.05%5,275+50+0.96%$121,696
GE AerospaceGEIndustrials0.04%353+12+3.52%$100,171
Berkshire Hathaway Inc. Class BBRK-BFinancial Services0.04%194--$92,965
iShares Future AI & Tech ETFARTYOther0.04%1,765--$82,126
Kovitz Core Equity ETFEQTYOther0.03%3,041+3,041+100.00%$77,393
Global X Artificial Intelligence & Technology ETFAIQOther0.03%1,656--$77,285
Vanguard Dividend Appreciation ETFVIGOther0.03%314--$67,529
Coca-Cola Consolidated, Inc.COKEConsumer Defensive0.03%340--$65,192
State Street Technology Select Sector SPDR ETFXLKOther0.03%470-32-6.37%$62,463
Intel CorporationINTCTechnology0.03%1,400--$61,782
iShares Russell 2000 ETFIWMOther0.02%220--$54,560
Vanguard S&P 500 ETFVOOOther0.02%90--$53,779
Visa Inc. Class AVFinancial Services0.02%164--$49,567
Bread Financial Holdings, Inc.BFHFinancial Services0.02%587--$43,959