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Portfolio (Quarterly) Guide ↗

Koshinski Asset Management, Inc.

· CIK 0001633389
13F Portfolio $1.9B AUM 773 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 767 New
Page 32 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 HEI HEICO CORP NEW Industrials 823.0 $293K 0.02% NEW $356.19 +2.0%
622 TMUS T-MOBILE US INC Communication Services 1,746.0 $293K 0.02% NEW $167.72 +8.7%
623 ACGL ARCH CAP GROUP LTD Financial Services 3,016.0 $293K 0.02% NEW $97.06 +1.5%
624 RJF RAYMOND JAMES FINL INC Financial Services 1,916.0 $291K 0.02% NEW $152.03 +17.0%
625 CDNS CADENCE DESIGN SYSTEM INC Technology 776.0 $291K 0.02% NEW $375.32 -16.1%
626 AIQ GLOBAL X FDS 4,423.0 $290K 0.01% NEW $65.61 -4.0%
627 EMR EMERSON ELEC CO Industrials 2,026.0 $290K 0.01% NEW $143.15 +10.1%
628 PSET PRINCIPAL EXCHANGE TRADED FD 3,813.0 $289K 0.01% NEW $75.80 +6.2%
629 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 747.0 $289K 0.01% NEW $386.67 +3.0%
630 ROL ROLLINS INC Consumer Cyclical 6,911.0 $288K 0.01% NEW $41.74 -13.1%
631 IHF ISHARES TR 5,183.0 $287K 0.01% NEW $55.33 +2.1%
632 NET CLOUDFLARE INC Technology 1,167.0 $286K 0.01% NEW $245.28 +19.1%
633 KRE SPDR SERIES TRUST 3,823.0 $286K 0.01% NEW $74.85 +0.2%
634 HSIC SCHEIN HENRY INC Healthcare 3,426.0 $286K 0.01% NEW $83.52 +6.9%
635 LPX LOUISIANA PAC CORP Basic Materials 3,618.0 $285K 0.01% NEW $78.67 -3.4%
636 SOLV SOLVENTUM CORP Healthcare 3,678.0 $284K 0.01% NEW $77.15 +13.8%
637 SGOL ETFS GOLD TR Financial Services 7,406.0 $283K 0.01% NEW $38.23 +12.3%
638 FTA FIRST TR EXCHANGE-TRADED ALP 2,917.0 $282K 0.01% NEW $96.80 +7.4%
639 MEDP MEDPACE HLDGS INC Healthcare 532.0 $282K 0.01% NEW $529.59 +14.9%
640 EXEL EXELIXIS INC Healthcare 5,169.0 $281K 0.01% NEW $54.41 -0.0%
Page 32 of 39  ·  767 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 28.7%
Financial Services 19.4%
Industrials 13.5%
Healthcare 9.0%
Consumer Defensive 7.7%
Consumer Cyclical 6.9%
Communication Services 6.5%
Energy 3.6%
Utilities 2.7%
Real Estate 1.1%