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Portfolio (Quarterly) Guide ↗

Eukles Asset Management

· CIK 0001632553
13F Portfolio $242M AUM 228 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 228 New
Page 3 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 USB U.S. Bancorp Financial Services 33,475.0 $2.0M 0.83% NEW $60.40 +4.9%
42 HD Home Depot, Inc. Consumer Cyclical 5,721.0 $2.0M 0.83% NEW $352.70 -9.0%
43 ACN Accenture Plc Class A Technology 14,308.0 $1.8M 0.73% NEW $124.44 +50.0%
44 CL Colgate-Palmolive Company Consumer Defensive 19,232.0 $1.8M 0.73% NEW $91.68 -3.2%
45 WSM Williams-Sonoma, Inc. Consumer Cyclical 7,541.0 $1.8M 0.72% NEW $233.10 -2.4%
46 EMN Eastman Chemical Company Basic Materials 25,849.0 $1.7M 0.71% NEW $66.98 +6.3%
47 GS Goldman Sachs Group, Inc. Financial Services 1,651.0 $1.7M 0.69% NEW $1011.46 +2.7%
48 DE Deere & Company Industrials 2,528.0 $1.6M 0.66% NEW $634.36 +9.3%
49 AOS A. O. Smith Corporation Industrials 23,775.0 $1.5M 0.61% NEW $62.72 -3.6%
50 FDS FactSet Research Systems Inc. Financial Services 6,149.0 $1.4M 0.58% NEW $230.08 +31.2%
51 PG Procter & Gamble Company Consumer Defensive 8,207.0 $1.2M 0.50% NEW $146.65 -0.1%
52 CASY Casey's General Stores, Inc. Consumer Cyclical 1,480.0 $1.2M 0.48% NEW $794.79 -4.9%
53 ZTS Zoetis, Inc. Class A Healthcare 16,351.0 $1.2M 0.48% NEW $71.86 +5.5%
54 MTD Mettler-Toledo International Inc. Healthcare 836.0 $1.1M 0.44% NEW $1277.52 +5.3%
55 VWO Vanguard FTSE Emerging Markets ETF 17,630.0 $1.1M 0.43% NEW $59.69 +2.9%
56 CTSH Cognizant Technology Solutions Corporation Class A Technology 23,601.0 $914K 0.38% NEW $38.73 +60.9%
57 IT Gartner, Inc. Technology 6,747.0 $875K 0.36% NEW $129.62 +43.8%
58 GLW Corning Inc Technology 3,285.0 $839K 0.35% NEW $255.43 -39.6%
59 LSTR Landstar System, Inc. Industrials 3,951.0 $817K 0.34% NEW $206.81 -14.0%
60 OHI Omega Healthcare Investors, Inc. Real Estate 15,730.0 $750K 0.31% NEW $47.68 -2.7%
Page 3 of 12  ·  228 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.0%
Industrials 20.8%
Financial Services 15.4%
Consumer Cyclical 12.9%
Healthcare 9.1%
Consumer Defensive 4.2%
Communication Services 2.9%
Basic Materials 2.8%
Real Estate 2.6%
Energy 1.2%