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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 9 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DOW Dow, Inc. Basic Materials 235.0 $6K 0.00% NEW $27.36 +7.6%
162 XLY State Street Consumer Discretionary Select Sector SPDR ETF 54.0 $6K 0.00% NEW $117.28 -2.0%
163 BND Vanguard Total Bond Market ETF 85.0 $6K 0.00% NEW $73.41 -2.0%
164 MSCI MSCI Inc. Class A Financial Services 11.0 $6K 0.00% NEW $560.00 +2.3%
165 VOE Vanguard Morningstar Mid-Cap Value ETF 31.0 $6K 0.00% NEW $197.61 +5.5%
166 UAL United Airlines Holdings, Inc. Industrials 45.0 $6K 0.00% NEW $136.00 -18.1%
167 NOC Northrop Grumman Corp. Industrials 12.0 $6K 0.00% NEW $509.33 +1.1%
168 FXL First Trust Technology AlphaDEX Fund 27.0 $6K 0.00% NEW $217.19 -0.9%
169 MRK Merck & Co., Inc. Healthcare 45.0 $6K 0.00% NEW $128.51 +17.0%
170 XLB State Street Materials Select Sector SPDR ETF 110.0 $6K 0.00% NEW $50.83 +3.2%
171 ITW Illinois Tool Works Inc. Industrials 20.0 $5K 0.00% NEW $270.45 -0.1%
172 ADP Automatic Data Processing, Inc. Industrials 23.0 $5K 0.00% NEW $223.96 +24.0%
173 DASH DoorDash, Inc. Class A Communication Services 27.0 $5K 0.00% NEW $184.52 +14.7%
174 VEA Vanguard FTSE Developed Markets ETF 67.0 $5K 0.00% NEW $71.25 +3.5%
175 MPT Medical Properties Trust, Inc. Financial Services 1,000.0 $5K 0.00% NEW $4.62 -13.2%
176 YORW York Water Company Utilities 150.0 $5K 0.00% NEW $30.65 +11.1%
177 TGT Target Corporation Consumer Defensive 35.0 $5K 0.00% NEW $130.60 +25.9%
178 SAP SAP SE Sponsored ADR Technology 28.0 $4K 0.00% NEW $154.11 +39.6%
179 SYY Sysco Corporation Consumer Defensive 45.0 $4K 0.00% NEW $83.58 -4.2%
180 PYPL PayPal Holdings, Inc. Financial Services 85.0 $4K 0.00% NEW $43.18 +27.3%
Page 9 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%