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Holders — by stockHoldings — by fund

Eukles Asset Management

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1632553

$242.4M

disclosed book value

228

positions

8.5%

largest position share

Positions, as of 2026-06-30

top 100 of 228 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA Corporation102,551$20.5M8.5%
2CATCaterpillar Inc.12,905$13.7M5.7%
3AAPLApple Inc.46,401$13.4M5.5%
4IWFiShares Russell 1000 Growth ETF101,889$12.7M5.2%
5MSFTMicrosoft Corporation25,438$9.5M3.9%
6CMICummins Inc.9,030$6.4M2.7%
7CBOECboe Global Markets Inc26,396$6.4M2.6%
8MAMastercard Incorporated Class A12,199$6.3M2.6%
9SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF197,591$5.9M2.4%
10URIUnited Rentals, Inc.5,091$5.8M2.4%
11IWPiShares Russell Mid-Cap Growth ETF39,325$5.8M2.4%
12LQDiShares iBoxx $ Investment Grade Corporate Bond ETF51,784$5.6M2.3%
13VCSHVanguard Short-Term Corporate Bond ETF69,197$5.5M2.3%
14TJXTJX Companies Inc35,900$5.4M2.2%
15GOOGLAlphabet Inc. Class A14,903$5.3M2.2%
16STTState Street Corporation25,711$4.4M1.8%
17LHLabcorp Holdings Inc.14,237$4.0M1.6%
18CBRECBRE Group, Inc. Class A29,588$4.0M1.6%
19ROKRockwell Automation, Inc.7,945$3.9M1.6%
20IWSiShares Russell Mid-Cap Value ETF22,963$3.8M1.6%
21AMZNAmazon.com, Inc.15,701$3.7M1.5%
22RMDResMed Inc.18,756$3.7M1.5%
23SHWSherwin-Williams Company10,071$3.5M1.4%
24BALLBall Corporation50,441$3.1M1.3%
25VYMVanguard High Dividend Yield Index ETF19,253$3.0M1.3%
26EFAiShares MSCI EAFE ETF28,353$2.9M1.2%
27YUMYum! Brands, Inc.18,341$2.9M1.2%
28PGRProgressive Corporation13,333$2.9M1.2%
29ROSTRoss Stores, Inc.13,478$2.9M1.2%
30TXNTexas Instruments Incorporated8,656$2.6M1.1%
31FDXFedEx Corporation8,166$2.6M1.1%
32JPMJPMorgan Chase & Co.7,770$2.5M1%
33IWOiShares Russell 2000 Growth ETF6,283$2.5M1%
34NVONovo Nordisk A/S Sponsored ADR Class B50,243$2.4M1%
35JNJJohnson & Johnson9,471$2.4M1%
36HSYHershey Company13,050$2.3M0.9%
37WMTWalmart Inc.19,050$2.2M0.9%
38IWNiShares Russell 2000 Value ETF9,528$2.1M0.9%
39CHEChemed Corporation4,479$2.1M0.9%
40ISTBiShares Core 1-5 Year USD Bond ETF42,934$2.1M0.9%
41USBU.S. Bancorp33,475$2.0M0.8%
42HDHome Depot, Inc.5,721$2.0M0.8%
43Accenture Plc Class A14,308$1.8M0.7%
44CLColgate-Palmolive Company19,232$1.8M0.7%
45WSMWilliams-Sonoma, Inc.7,541$1.8M0.7%
46EMNEastman Chemical Company25,849$1.7M0.7%
47GSGoldman Sachs Group, Inc.1,651$1.7M0.7%
48DEDeere & Company2,528$1.6M0.7%
49AOSA. O. Smith Corporation23,775$1.5M0.6%
50FDSFactSet Research Systems Inc.6,149$1.4M0.6%
51PGProcter & Gamble Company8,207$1.2M0.5%
52CASYCasey's General Stores, Inc.1,480$1.2M0.5%
53ZTSZoetis, Inc. Class A16,351$1.2M0.5%
54MTDMettler-Toledo International Inc.836$1.1M0.4%
55VWOVanguard FTSE Emerging Markets ETF17,630$1.1M0.4%
56CTSHCognizant Technology Solutions Corporation Class A23,601$914,0680.4%
57ITGartner, Inc.6,747$874,5490.4%
58GLWCorning Inc3,285$839,0890.3%
59LSTRLandstar System, Inc.3,951$817,1060.3%
60OHIOmega Healthcare Investors, Inc.15,730$750,0280.3%
61FTAFirst Trust Large Cap Value AlphaDEX Fund7,675$742,9250.3%
62FASTFastenal Company15,118$726,1170.3%
63EXMOCExxonmobil Holdings Corporation4,635$633,7060.3%
64GGGGraco Inc.8,346$631,0410.3%
65FedEx Freight Holding Company, Inc.3,939$594,7890.2%
66ROLRollins, Inc.13,585$567,0370.2%
67HALHalliburton Company14,969$508,2110.2%
68SLBSLB Limited10,784$501,3310.2%
69CVXChevron Corporation2,982$494,3300.2%
70LIILennox International Inc.802$459,5110.2%
71BRBroadridge Financial Solutions, Inc.2,744$375,7930.2%
72CBSHCommerce Bancshares, Inc.6,444$372,1460.2%
73FEXFirst Trust Large Cap Core AlphaDEX Fund2,464$344,6460.1%
74TSCOTractor Supply Company10,780$340,7550.1%
75CHDChurch & Dwight Co., Inc.3,354$324,9330.1%
76HBANHuntington Bancshares Incorporated16,757$297,1030.1%
77WEXWEX Inc.2,092$295,1610.1%
78MMM3M Company1,722$278,7490.1%
79ORCLOracle Corporation1,597$234,0400.1%
80FISVFiserv, Inc.4,713$231,1750.1%
81IJHiShares Core S&P Mid-Cap ETF2,786$214,8080.1%
82SWKSSkyworks Solutions, Inc.3,049$206,7250.1%
83INTCIntel Corporation1,400$195,4820.1%
84PECOPhillips Edison & Company, Inc.4,174$173,7220.1%
85WKCWorld Kinect Corporation4,960$163,3840.1%
86GILDGilead Sciences, Inc.1,169$147,6900.1%
87ARTYiShares Future AI & Tech ETF1,765$134,4230.1%
88GEGE Aerospace341$127,4420.1%
89SPYState Street SPDR S&P 500 ETF166$123,9640.1%
90AIQGlobal X Artificial Intelligence & Technology ETF1,656$108,6500%
91BRK/BBerkshire Hathaway Inc. Class B194$97,0760%
92XLKState Street Technology Select Sector SPDR ETF466$88,7820%
93EQTYKovitz Core Equity ETF3,041$84,9970%
94VIGVanguard Dividend Appreciation ETF314$74,2990%
95IWMiShares Russell 2000 ETF220$66,0990%
96COKECoca-Cola Consolidated, Inc.340$64,9130%
97VOOVanguard S&P 500 ETF90$61,8120%
98VVisa Inc. Class A164$56,2670%
99FNDXSchwab Fundamental U.S. Large Company ETF1,500$46,6500%
100IWBiShares Russell 1000 ETF111$45,4550%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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