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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 4 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FTA First Trust Large Cap Value AlphaDEX Fund 7,675.0 $743K 0.31% NEW $96.80 +6.5%
62 FAST Fastenal Company Industrials 15,118.0 $726K 0.30% NEW $48.03 +3.3%
63 XOM Exxonmobil Holdings Corporation Energy 4,635.0 $634K 0.26% NEW $136.72 +16.6%
64 GGG Graco Inc. Industrials 8,346.0 $631K 0.26% NEW $75.61 +3.0%
65 FedEx Freight Holding Company, Inc. 3,939.0 $595K 0.24% NEW $151.00
66 ROL Rollins, Inc. Consumer Cyclical 13,585.0 $567K 0.23% NEW $41.74 -14.1%
67 HAL Halliburton Company Energy 14,969.0 $508K 0.21% NEW $33.95 +9.2%
68 SLB SLB Limited Energy 10,784.0 $501K 0.21% NEW $46.49 +23.7%
69 CVX Chevron Corporation Energy 2,982.0 $494K 0.20% NEW $165.77 +25.8%
70 LII Lennox International Inc. Industrials 802.0 $460K 0.19% NEW $572.96 -31.8%
71 BR Broadridge Financial Solutions, Inc. Technology 2,744.0 $376K 0.15% NEW $136.95 +26.2%
72 CBSH Commerce Bancshares, Inc. Financial Services 6,444.0 $372K 0.15% NEW $57.75 +1.1%
73 FEX First Trust Large Cap Core AlphaDEX Fund 2,464.0 $345K 0.14% NEW $139.87 -1.2%
74 TSCO Tractor Supply Company Consumer Cyclical 10,780.0 $341K 0.14% NEW $31.61 +10.7%
75 CHD Church & Dwight Co., Inc. Consumer Defensive 3,354.0 $325K 0.13% NEW $96.88 +1.7%
76 HBAN Huntington Bancshares Incorporated Financial Services 16,757.0 $297K 0.12% NEW $17.73 -3.9%
77 WEX WEX Inc. Technology 2,092.0 $295K 0.12% NEW $141.09 +37.4%
78 MMM 3M Company Industrials 1,722.0 $279K 0.12% NEW $161.88 +4.1%
79 ORCL Oracle Corporation Technology 1,597.0 $234K 0.10% NEW $146.55 +8.4%
80 FISV Fiserv, Inc. Technology 4,713.0 $231K 0.10% NEW $49.05 +8.1%
Page 4 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%