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Eukles Asset Management

SEC CIK
0001632553
Latest filing
Aug 5, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Oct 25, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
251
+6 vs. Q2 2023
Portfolio value
$189.4M
−$6.20M (−3.2%) vs. Q2 2023
Filed
Oct 25, 2023
SEC
Holdings of Eukles Asset Management in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock24,271$10.6M5.6%+172+0.7%AddedHistory
MSFTMicrosoft CorpStock29,571$9.34M4.9%+209+0.7%AddedHistory
AAPLApple Inc.Stock53,692$9.19M4.9%+510+1.0%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF25,277$6.72M3.6%−999−3.8%Reduced–
MAMastercard IncStock14,382$5.69M3.0%+112+0.8%AddedHistory
ACNAccenture plcStock17,710$5.44M2.9%+172+1.0%AddedHistory
NVONovo Nordisk A SADR58,685$5.34M2.8%+415+0.7%AddedConverted for a 2-for-1 splitHistory
CBOECboe Global Markets, Inc.COM32,946$5.15M2.7%+280+0.9%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD57,864$4.35M2.3%+726+1.3%Added–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF144,460$4.24M2.2%+1,978+1.4%Added–
CATCaterpillar IncStock15,251$4.16M2.2%+120+0.8%AddedHistory
URIUnited Rentals, Inc.COM8,887$3.95M2.1%+65+0.7%AddedHistory
TJXTJX Companies IncStock41,755$3.71M2.0%+321+0.8%AddedHistory
FDSFactset Research Systems IncStock8,324$3.64M1.9%+62+0.8%AddedHistory
LHLabcorp Holdings Inc.COM NEW17,379$3.49M1.8%+169+1.0%AddedHistory
CHEChemed CorpCOM6,696$3.48M1.8%+45+0.7%AddedHistory
SHWSherwin Williams CoCOM13,104$3.34M1.8%+150+1.2%AddedHistory
RMDResmed IncCOM22,363$3.31M1.7%+270+1.2%AddedHistory
ZTSZoetis Inc.Stock18,827$3.28M1.7%+221+1.2%AddedHistory
BALLBALL CorpCOM64,260$3.20M1.7%+794+1.3%AddedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF33,654$3.07M1.6%−1,163−3.3%Reduced–
HSYHershey CoCOM14,873$2.98M1.6%+139+0.9%AddedHistory
ROKRockwell Automation, IncStock10,015$2.86M1.5%+91+0.9%AddedHistory
CBRECbre Group, Inc.CL A36,251$2.68M1.4%+363+1.0%AddedHistory
CMICummins IncStock11,190$2.56M1.3%+109+1.0%AddedHistory
YUMYum Brands IncStock20,427$2.55M1.3%+190+0.9%AddedHistory
PGRProgressive CorpStock17,705$2.47M1.3%+193+1.1%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF21,885$2.28M1.2%−907−4.0%Reduced–
ITGartner IncCOM6,545$2.25M1.2%+80+1.2%AddedHistory
EMNEastman Chemical CoStock28,848$2.21M1.2%+314+1.1%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF21,351$2.21M1.2%−1,421−6.2%Reduced–
STTState Street CorpCOM32,688$2.19M1.2%+306+0.9%AddedHistory
HDHome Depot, Inc.Stock6,906$2.09M1.1%+72+1.1%AddedHistory
SWKSSkyworks Solutions, Inc.Stock20,869$2.06M1.1%+229+1.1%AddedHistory
CTSHCognizant Technology Solutions CorpCL A28,678$1.94M1.0%+290+1.0%AddedHistory
AOSSmith A O CorpCOM29,284$1.94M1.0%+297+1.0%AddedHistory
LSTRLandstar System IncCOM10,186$1.80M1.0%+49+0.5%AddedHistory
JNJJohnson & JohnsonStock11,264$1.75M0.9%+118+1.1%AddedHistory
ROSTRoss Stores, Inc.COM15,016$1.70M0.9%+223+1.5%AddedHistory
iShares MSCI Eafe ETF464287465ETF23,792$1.64M0.9%−1,154−4.6%Reduced–
TXNTexas Instruments IncStock10,268$1.63M0.9%+107+1.1%AddedHistory
CLColgate Palmolive CoStock22,582$1.61M0.8%+258+1.2%AddedHistory
First Tr Exchange-Traded Alp33735J101COM SHS24,326$1.58M0.8%−1,585−6.1%Reduced–
KKellanovaStock24,790$1.48M0.8%+289+1.2%AddedHistory
GGGGraco IncCOM19,189$1.40M0.7%+101+0.5%AddedHistory
iShares Tr46432F859CORE 1 5 YR USD29,174$1.35M0.7%+629+2.2%Added–
PGProcter & Gamble CoStock9,071$1.32M0.7%+3,955+77.3%AddedHistory
MTDMettler Toledo International IncCOM1,122$1.24M0.7%+9+0.8%AddedHistory
CASYCaseys General Stores IncCOM4,535$1.23M0.7%+18+0.4%AddedHistory
JPMJPMorgan Chase & CoStock8,058$1.17M0.6%+145+1.8%AddedHistory
USBUS Bancorp DECOM NEW33,950$1.12M0.6%+684+2.1%AddedHistory
iShares Tr464287630RUS 2000 VAL ETF8,206$1.11M0.6%−456−5.3%Reduced–
GILDGilead Sciences, Inc.Stock14,687$1.10M0.6%+85+0.6%AddedHistory
iShares Russell 2000 Growth ETF464287648ETF4,820$1.08M0.6%−248−4.9%Reduced–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF10,149$1.04M0.5%+348+3.6%Added–
PYPLPayPal Holdings, Inc.Stock16,996$993.6K0.5%+203+1.2%AddedHistory
WSMWilliams Sonoma IncCOM5,302$823.9K0.4%+52+1.0%AddedHistory
MASIMasimo CorpCOM9,320$817.2K0.4%+66+0.7%AddedHistory
ILMNIllumina, Inc.COM5,942$815.7K0.4%+100+1.7%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF20,169$790.8K0.4%−203−1.0%Reduced–
DEDeere & CoStock2,059$777.1K0.4%+33+1.6%AddedHistory
FISVFiserv IncStock6,164$696.3K0.4%+58+0.9%AddedHistory
ROLRollins IncCOM18,595$694.2K0.4%+160+0.9%AddedHistory
FASTFastenal CoStock12,643$690.8K0.4%+111+0.9%AddedHistory
FDXFedEx CorpStock2,582$684.0K0.4%+2,582NewHistory
BRBroadridge Financial Solutions, Inc.Stock3,659$655.1K0.3%+35+1.0%AddedHistory
OHIOmega Healthcare Investors IncCOM19,491$646.3K0.3%+267+1.4%AddedHistory
IPGPIpg Photonics CorpCOM6,161$625.6K0.3%+33+0.5%AddedHistory
TSCOTractor Supply CoCOM2,725$553.3K0.3%+2,725NewHistory
FOXFFox Factory Holding CorpCOM5,318$526.9K0.3%00.0%UnchangedHistory
WEXWEX Inc.COM2,746$516.5K0.3%+26+1.0%AddedHistory
GSGoldman Sachs Group IncStock1,567$507.1K0.3%+30+2.0%AddedHistory
WGOWinnebago Industries IncCOM8,481$504.2K0.3%00.0%UnchangedHistory
OSKOshkosh CorpCOM4,804$458.4K0.2%+45+0.9%AddedHistory
First Tr Exchange-Traded Alp33734K109COM SHS5,574$452.1K0.2%00.0%Unchanged–
FTREFortrea Holdings Inc.COMMON STOCK15,793$451.5K0.2%+15,793NewHistory
SFBSServisFirst Bancshares, Inc.COM8,584$447.8K0.2%00.0%UnchangedHistory
SLBSLB LimitedStock7,359$429.1K0.2%+50+0.7%AddedHistory
ORCLOracle CorpStock4,013$425.1K0.2%00.0%UnchangedHistory
CBSHCommerce Bancshares IncStock8,641$414.6K0.2%+56+0.7%AddedHistory
ABGAsbury Automotive Group IncCOM1,773$407.9K0.2%00.0%UnchangedHistory
CVXChevron CorpStock2,330$392.9K0.2%+27+1.2%AddedHistory
FIZZNational Beverage CorpCOM8,331$391.7K0.2%00.0%UnchangedHistory
HALHalliburton CoStock9,595$388.6K0.2%+75+0.8%AddedHistory
MIDDMIDDLEBY CorpCOM3,016$386.0K0.2%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM3,258$383.1K0.2%+24+0.7%AddedHistory
CHDChurch & Dwight Co IncCOM4,014$367.8K0.2%+37+0.9%AddedHistory
JBTMJBT Marel CorpCOM3,498$367.8K0.2%00.0%UnchangedHistory
SAMBoston Beer Co IncCL A891$347.1K0.2%00.0%UnchangedHistory
PATKPatrick Industries IncCOM4,014$301.3K0.2%00.0%UnchangedHistory
JAZZJazz Pharmaceuticals plcSHS USD2,324$300.8K0.2%00.0%UnchangedHistory
WDWalker & Dunlop, Inc.COM3,663$271.9K0.1%00.0%UnchangedHistory
TREXTrex Co IncCOM3,938$242.7K0.1%00.0%UnchangedHistory
CADECadence BancorporationEQUITY US CM11,024$233.9K0.1%+98+0.9%AddedHistory
SMGScotts Miracle-Gro CoStock4,411$228.0K0.1%+41+0.9%AddedHistory
MMM3M CoStock2,269$212.5K0.1%+72+3.3%AddedHistory
LGIHLGI Homes, Inc.COM2,119$210.8K0.1%00.0%UnchangedHistory
INDBIndependent Bank CorpCOM4,159$204.2K0.1%00.0%UnchangedHistory
WKCWorld Kinect CorpCOM6,700$150.3K0.1%+65+1.0%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF488$121.7K0.1%+13+2.7%Added–

Sold out since Q2 2023 (7)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Eukles Asset Management sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
iShares Core Dividend Growth ETF46434V621ETF522$26.9K<0.1%–
LMTLockheed Martin CorpStock36$16.6K<0.1%History
Vanguard Morningstar Small-Cap ETF922908751ETF67$13.3K<0.1%–
Vanguard Morningstar Mid-Cap ETF922908629ETF60$13.2K<0.1%–
Invesco Nasdaq 100 ETF46138G649ETF62$9.42K<0.1%–
Vanguard Morningstar Growth ETF922908736ETF14$3.96K<0.1%–
iShares Tr464288273EAFE SML CP ETF14$826<0.1%–