Eukles Asset Management Portfolio Stock Holdings

Eukles Asset Management disclosed 228 stock positions valued at approximately $242.4 million in its latest SEC 13F filing. The largest holdings include NVIDIA Corporation, Caterpillar Inc., and Apple Inc.. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.

Report Period
June 30, 2026
No. of Stocks
228
Portfolio Value
$242.4M
Holdings by Sector
Eukles Asset Management Portfolio Holdings in Q2 2026

224 holdings in the latest reporting period.

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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
FedEx CorporationFDXIndustrials1.05%8,166-265-3.14%$2,557,018
JPMorgan Chase & Co.JPMFinancial Services1.05%7,770+142+1.86%$2,543,345
iShares Russell 2000 Growth ETFIWOOther1.02%6,283+462+7.94%$2,475,175
Novo Nordisk A/S Sponsored ADR Class BNVOHealthcare0.99%50,243-684-1.34%$2,408,659
Johnson & JohnsonJNJHealthcare0.99%9,471-281-2.88%$2,405,445
Hershey CompanyHSYConsumer Defensive0.94%13,050-372-2.77%$2,289,555
Walmart Inc.WMTConsumer Defensive0.89%19,050-452-2.32%$2,157,599
iShares Russell 2000 Value ETFIWNOther0.87%9,528+1,153+13.77%$2,107,696
Chemed CorporationCHEHealthcare0.86%4,479-155-3.34%$2,086,049
iShares Core 1-5 Year USD Bond ETFISTBOther0.85%42,934+3,138+7.89%$2,071,610
U.S. BancorpUSBFinancial Services0.83%33,475-128-0.38%$2,021,909
Home Depot, Inc.HDConsumer Cyclical0.83%5,721-185-3.13%$2,017,794
Accenture Plc Class AACNTechnology0.73%14,308-592-3.97%$1,780,490
Colgate-Palmolive CompanyCLConsumer Defensive0.73%19,232-598-3.02%$1,763,231
Williams-Sonoma, Inc.WSMConsumer Cyclical0.73%7,541-568-7.00%$1,757,809
Eastman Chemical CompanyEMNBasic Materials0.71%25,849-261-1.00%$1,731,400
Goldman Sachs Group, Inc.GSFinancial Services0.69%1,651-12-0.72%$1,669,915
Deere & CompanyDEIndustrials0.66%2,528+78+3.18%$1,603,668
A. O. Smith CorporationAOSIndustrials0.62%23,775-1,378-5.48%$1,491,204
FactSet Research Systems Inc.FDSFinancial Services0.58%6,149-424-6.45%$1,414,759
Procter & Gamble CompanyPGConsumer Defensive0.50%8,207-480-5.53%$1,203,519
Casey's General Stores, Inc.CASYConsumer Cyclical0.49%1,480-82-5.25%$1,176,287
Zoetis, Inc. Class AZTSHealthcare0.48%16,351-329-1.97%$1,174,995
Mettler-Toledo International Inc.MTDHealthcare0.44%836-50-5.64%$1,068,006
Vanguard FTSE Emerging Markets ETFVWOOther0.43%17,630+433+2.52%$1,052,366
Cognizant Technology Solutions Corporation Class ACTSHTechnology0.38%23,601-764-3.14%$914,068
Gartner, Inc.ITTechnology0.36%6,747-774-10.29%$874,549
Corning IncGLWTechnology0.35%3,285-193-5.55%$839,089
Landstar System, Inc.LSTRIndustrials0.34%3,951-234-5.59%$817,106
Omega Healthcare Investors, Inc.OHIReal Estate0.31%15,730-489-3.01%$750,028
First Trust Large Cap Value AlphaDEX FundFTAOther0.31%7,675-79-1.02%$742,925
Fastenal CompanyFASTIndustrials0.30%15,118-2,507-14.22%$726,117
Exxonmobil Holdings CorporationXOMEnergy0.26%4,635-51-1.09%$633,706
Graco Inc.GGGIndustrials0.26%8,346-468-5.31%$631,041
Rollins, Inc.ROLConsumer Cyclical0.23%13,585-800-5.56%$567,037
Halliburton CompanyHALEnergy0.21%14,969-209-1.38%$508,211
SLB LimitedSLBEnergy0.21%10,784-139-1.27%$501,331
Chevron CorporationCVXEnergy0.20%2,982-30-1.00%$494,330
Lennox International Inc.LIIIndustrials0.19%802+7+0.88%$459,511
Broadridge Financial Solutions, Inc.BRTechnology0.16%2,744-167-5.74%$375,793
Commerce Bancshares, Inc.CBSHFinancial Services0.15%6,444-703-9.84%$372,146
First Trust Large Cap Core AlphaDEX FundFEXOther0.14%2,464--$344,646
Tractor Supply CompanyTSCOConsumer Cyclical0.14%10,780-680-5.93%$340,755
Church & Dwight Co., Inc.CHDConsumer Defensive0.13%3,354-63-1.84%$324,933
Huntington Bancshares IncorporatedHBANFinancial Services0.12%16,757-5,466-24.60%$297,103
WEX Inc.WEXTechnology0.12%2,092-124-5.60%$295,161
3M CompanyMMMIndustrials0.12%1,722-7-0.40%$278,749
Oracle CorporationORCLTechnology0.10%1,597--$234,040
Fiserv, Inc.FITechnology0.10%4,713-268-5.38%$231,175
iShares Core S&P Mid-Cap ETFIJHOther0.09%2,786+3+0.11%$214,808
Skyworks Solutions, Inc.SWKSTechnology0.09%3,049-1,382-31.19%$206,725
Intel CorporationINTCTechnology0.08%1,400--$195,482
Phillips Edison & Company, Inc.PECOReal Estate0.07%4,174--$173,722
World Kinect CorporationWKCEnergy0.07%4,960-315-5.97%$163,384
Gilead Sciences, Inc.GILDHealthcare0.06%1,169-52-4.26%$147,690
iShares Future AI & Tech ETFARTYOther0.06%1,765--$134,423
GE AerospaceGEIndustrials0.05%341-12-3.40%$127,442
State Street SPDR S&P 500 ETFSPYOther0.05%166-43-20.57%$123,964
Global X Artificial Intelligence & Technology ETFAIQOther0.04%1,656--$108,650
Berkshire Hathaway Inc. Class BBRK-BFinancial Services0.04%194--$97,076
State Street Technology Select Sector SPDR ETFXLKOther0.04%466-4-0.85%$88,782
Kovitz Core Equity ETFEQTYOther0.04%3,041--$84,997
Vanguard Dividend Appreciation ETFVIGOther0.03%314--$74,299
iShares Russell 2000 ETFIWMOther0.03%220--$66,099
Coca-Cola Consolidated, Inc.COKEConsumer Defensive0.03%340--$64,913
Vanguard S&P 500 ETFVOOOther0.03%90--$61,812
Visa Inc. Class AVFinancial Services0.02%164--$56,267
Schwab Fundamental U.S. Large Company ETFFNDXOther0.02%1,500--$46,650
iShares Russell 1000 ETFIWBOther0.02%111-336-75.17%$45,455
Morgan StanleyMSFinancial Services0.02%217-22-9.21%$45,361