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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 2 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN Amazon.com, Inc. Consumer Cyclical 15,701.0 $3.7M 1.54% NEW $238.33 +8.5%
22 RMD ResMed Inc. Healthcare 18,756.0 $3.7M 1.51% NEW $194.88 +17.2%
23 SHW Sherwin-Williams Company Basic Materials 10,071.0 $3.5M 1.43% NEW $344.32 -3.1%
24 BALL Ball Corporation Consumer Cyclical 50,441.0 $3.1M 1.30% NEW $62.40 +0.4%
25 VYM Vanguard High Dividend Yield Index ETF 19,253.0 $3.0M 1.25% NEW $158.03 +3.9%
26 EFA iShares MSCI EAFE ETF 28,353.0 $2.9M 1.22% NEW $103.88 +4.3%
27 YUM Yum! Brands, Inc. Consumer Cyclical 18,341.0 $2.9M 1.21% NEW $159.86 -5.7%
28 PGR Progressive Corporation Financial Services 13,333.0 $2.9M 1.20% NEW $218.46 +0.2%
29 ROST Ross Stores, Inc. Consumer Cyclical 13,478.0 $2.9M 1.18% NEW $212.85 +8.4%
30 TXN Texas Instruments Incorporated Technology 8,656.0 $2.6M 1.06% NEW $298.07 -13.3%
31 FDX FedEx Corporation Industrials 8,166.0 $2.6M 1.05% NEW $313.13 +3.0%
32 JPM JPMorgan Chase & Co. Financial Services 7,770.0 $2.5M 1.05% NEW $327.33 +9.6%
33 IWO iShares Russell 2000 Growth ETF 6,283.0 $2.5M 1.02% NEW $393.95 -4.2%
34 NVO Novo Nordisk A/S Sponsored ADR Class B Healthcare 50,243.0 $2.4M 0.99% NEW $47.94 -2.8%
35 JNJ Johnson & Johnson Healthcare 9,471.0 $2.4M 0.99% NEW $253.98 +8.4%
36 HSY Hershey Company Consumer Defensive 13,050.0 $2.3M 0.94% NEW $175.44 -1.3%
37 WMT Walmart Inc. Consumer Defensive 19,050.0 $2.2M 0.89% NEW $113.26 -5.4%
38 IWN iShares Russell 2000 Value ETF 9,528.0 $2.1M 0.87% NEW $221.21 +1.5%
39 CHE Chemed Corporation Healthcare 4,479.0 $2.1M 0.86% NEW $465.74 +11.6%
40 ISTB iShares Core 1-5 Year USD Bond ETF 42,934.0 $2.1M 0.85% NEW $48.25 -0.9%
Page 2 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%