Eukles Asset Management Portfolio Stock Holdings

According to the SEC 13F filed on August 5, 2026, Eukles Asset Management disclosed 226 stock positions valued at approximately $242.38M as of quarter-end June 30, 2026. The largest holdings include NVIDIA Corporation, Caterpillar Inc., and Apple Inc..

Report Period
June 30, 2026
No. of Stocks
226
Portfolio Value
$242.38M
Holdings by Sector
Eukles Asset Management Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CorporationNVDATechnology8.47%102,551-5,325-4.94%$20,519,471
Caterpillar Inc.CATIndustrials5.67%12,905-436-3.27%$13,742,894
Apple Inc.AAPLTechnology5.54%46,401-941-1.99%$13,426,599
iShares Russell 1000 Growth ETFIWFOther5.22%101,889+76,639+303.52%$12,651,548
Microsoft CorporationMSFTTechnology3.91%25,438-720-2.75%$9,488,747
Cummins Inc.CMIIndustrials2.66%9,030-322-3.44%$6,440,184
Cboe Global Markets IncCBOEFinancial Services2.64%26,396-1,050-3.83%$6,405,509
Mastercard Incorporated Class AMAFinancial Services2.59%12,199-302-2.42%$6,265,558
State Street SPDR Portfolio Short Term Corporate Bond ETFSPSBOther2.45%197,591+17,835+9.92%$5,929,698
United Rentals, Inc.URIIndustrials2.38%5,091-297-5.51%$5,767,109
iShares Russell Mid-Cap Growth ETFIWPOther2.38%39,325+4,274+12.19%$5,757,571
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDOther2.33%51,784+7,381+16.62%$5,648,133
Vanguard Short-Term Corporate Bond ETFVCSHOther2.26%69,197+7,864+12.82%$5,468,645
TJX Companies IncTJXConsumer Cyclical2.24%35,900-899-2.44%$5,438,971
Alphabet Inc. Class AGOOGLCommunication Services2.20%14,903-3-0.02%$5,325,935
State Street CorporationSTTFinancial Services1.80%25,711-1,007-3.77%$4,360,526
Labcorp Holdings Inc.LHHealthcare1.64%14,237-444-3.02%$3,986,498
CBRE Group, Inc. Class ACBREReal Estate1.64%29,588-956-3.13%$3,985,211
Rockwell Automation, Inc.ROKIndustrials1.62%7,945-334-4.03%$3,933,165
iShares Russell Mid-Cap Value ETFIWSOther1.56%22,963+1,835+8.69%$3,779,670
Amazon.com, Inc.AMZNConsumer Cyclical1.54%15,701-193-1.21%$3,742,058
ResMed Inc.RMDHealthcare1.51%18,756-657-3.38%$3,655,124
Sherwin-Williams CompanySHWBasic Materials1.43%10,071-271-2.62%$3,467,598
Ball CorporationBALLConsumer Cyclical1.30%50,441-1,811-3.47%$3,147,540
Vanguard High Dividend Yield Index ETFVYMOther1.26%19,253+379+2.01%$3,042,548
iShares MSCI EAFE ETFEFAOther1.22%28,353+3,605+14.57%$2,945,342
Yum! Brands, Inc.YUMConsumer Cyclical1.21%18,341-470-2.50%$2,932,001
Progressive CorporationPGRFinancial Services1.20%13,333-648-4.63%$2,912,693
Ross Stores, Inc.ROSTConsumer Cyclical1.18%13,478-370-2.67%$2,868,845
Texas Instruments IncorporatedTXNTechnology1.06%8,656-285-3.19%$2,580,129
Showing 30 of 226 holdings in the latest reporting period.
Eukles Asset Management Portfolio Stock Holdings | InsiderSet