Skip to main content

Eukles Asset Management

SEC CIK
0001632553
Latest filing
Aug 5, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Jan 31, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
243
−8 vs. Q3 2023
Portfolio value
$211.5M
+$22.1M (+11.7%) vs. Q3 2023
Filed
Jan 31, 2024
SEC
Holdings of Eukles Asset Management in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock24,068$11.9M5.6%−203−0.8%ReducedHistory
MSFTMicrosoft CorpStock29,508$11.1M5.2%−63−0.2%ReducedHistory
AAPLApple Inc.Stock53,277$10.3M4.8%−415−0.8%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF25,472$7.72M3.7%+195+0.8%Added–
ACNAccenture plcStock17,738$6.22M2.9%+28+0.2%AddedHistory
MAMastercard IncStock14,424$6.15M2.9%+42+0.3%AddedHistory
CBOECboe Global Markets, Inc.COM32,868$5.87M2.8%−78−0.2%ReducedHistory
NVONovo Nordisk A SADR55,931$5.79M2.7%−2,754−4.7%ReducedHistory
URIUnited Rentals, Inc.COM8,830$5.06M2.4%−57−0.6%ReducedHistory
CATCaterpillar IncStock15,273$4.52M2.1%+22+0.1%AddedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF137,365$4.09M1.9%−7,095−4.9%Reduced–
SHWSherwin Williams CoCOM12,867$4.01M1.9%−237−1.8%ReducedHistory
LHLabcorp Holdings Inc.COM NEW17,403$3.96M1.9%+24+0.1%AddedHistory
FDSFactset Research Systems IncStock8,285$3.95M1.9%−39−0.5%ReducedHistory
TJXTJX Companies IncStock41,803$3.92M1.9%+48+0.1%AddedHistory
CHEChemed CorpCOM6,646$3.89M1.8%−50−0.7%ReducedHistory
RMDResmed IncCOM22,373$3.85M1.8%+100.0%AddedHistory
BALLBALL CorpCOM64,612$3.72M1.8%+352+0.5%AddedHistory
ZTSZoetis Inc.Stock18,787$3.71M1.8%−40−0.2%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF34,522$3.61M1.7%+868+2.6%Added–
CBRECbre Group, Inc.CL A36,343$3.38M1.6%+92+0.3%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD41,665$3.22M1.5%−16,199−28.0%Reduced–
ROKRockwell Automation, IncStock9,972$3.10M1.5%−43−0.4%ReducedHistory
ITGartner IncCOM6,479$2.92M1.4%−66−1.0%ReducedHistory
HSYHershey CoCOM14,942$2.79M1.3%+69+0.5%AddedHistory
PGRProgressive CorpStock17,466$2.78M1.3%−239−1.3%ReducedHistory
YUMYum Brands IncStock20,545$2.68M1.3%+118+0.6%AddedHistory
CMICummins IncStock11,127$2.67M1.3%−63−0.6%ReducedHistory
EMNEastman Chemical CoStock28,884$2.59M1.2%+36+0.1%AddedHistory
STTState Street CorpCOM32,614$2.53M1.2%−74−0.2%ReducedHistory
iShares Russell Mid-Cap Value ETF464287473ETF21,029$2.45M1.2%−856−3.9%Reduced–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF21,886$2.42M1.1%+11,737+115.6%Added–
AOSSmith A O CorpCOM29,175$2.41M1.1%−109−0.4%ReducedHistory
HDHome Depot, Inc.Stock6,879$2.38M1.1%−27−0.4%ReducedHistory
FDXFedEx CorpStock9,301$2.35M1.1%+6,719+260.2%AddedHistory
SWKSSkyworks Solutions, Inc.Stock20,796$2.34M1.1%−73−0.3%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF20,635$2.30M1.1%−716−3.4%Reduced–
CTSHCognizant Technology Solutions CorpCL A28,738$2.17M1.0%+60+0.2%AddedHistory
ROSTRoss Stores, Inc.COM14,881$2.06M1.0%−135−0.9%ReducedHistory
LSTRLandstar System IncCOM10,153$1.97M0.9%−33−0.3%ReducedHistory
CLColgate Palmolive CoStock22,374$1.78M0.8%−208−0.9%ReducedHistory
JNJJohnson & JohnsonStock11,293$1.77M0.8%+29+0.3%AddedHistory
TXNTexas Instruments IncStock10,249$1.75M0.8%−19−0.2%ReducedHistory
iShares MSCI Eafe ETF464287465ETF22,729$1.71M0.8%−1,063−4.5%Reduced–
GGGGraco IncCOM19,120$1.66M0.8%−69−0.4%ReducedHistory
USBUS Bancorp DECOM NEW34,140$1.48M0.7%+190+0.6%AddedHistory
iShares Russell 2000 Growth ETF464287648ETF5,848$1.48M0.7%+1,028+21.3%Added–
MTDMettler Toledo International IncCOM1,123$1.36M0.6%+1+0.1%AddedHistory
iShares Tr46432F859CORE 1 5 YR USD28,571$1.36M0.6%−603−2.1%Reduced–
JPMJPMorgan Chase & CoStock7,986$1.36M0.6%−72−0.9%ReducedHistory
KKellanovaStock23,627$1.32M0.6%−1,163−4.7%ReducedHistory
PGProcter & Gamble CoStock8,838$1.30M0.6%−233−2.6%ReducedHistory
CASYCaseys General Stores IncCOM4,525$1.24M0.6%−10−0.2%ReducedHistory
iShares Tr464287630RUS 2000 VAL ETF7,794$1.21M0.6%−412−5.0%Reduced–
GILDGilead Sciences, Inc.Stock14,218$1.15M0.5%−469−3.2%ReducedHistory
WSMWilliams Sonoma IncCOM5,345$1.08M0.5%+43+0.8%AddedHistory
MASIMasimo CorpCOM8,864$1.04M0.5%−456−4.9%ReducedHistory
PYPLPayPal Holdings, Inc.Stock16,341$1.00M0.5%−655−3.9%ReducedHistory
First Tr Exchange-Traded Alp33735J101COM SHS13,187$934.2K0.4%−11,139−45.8%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF22,424$921.7K0.4%+2,255+11.2%Added–
DEDeere & CoStock2,060$823.9K0.4%+10.0%AddedHistory
FISVFiserv IncStock6,172$819.9K0.4%+8+0.1%AddedHistory
FASTFastenal CoStock12,573$814.4K0.4%−70−0.6%ReducedHistory
ROLRollins IncCOM18,535$809.4K0.4%−60−0.3%ReducedHistory
ILMNIllumina, Inc.COM5,748$800.3K0.4%−194−3.3%ReducedHistory
BRBroadridge Financial Solutions, Inc.Stock3,638$748.5K0.4%−21−0.6%ReducedHistory
WGOWinnebago Industries IncCOM8,481$618.1K0.3%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock1,571$606.2K0.3%+4+0.3%AddedHistory
OHIOmega Healthcare Investors IncCOM19,456$596.5K0.3%−35−0.2%ReducedHistory
TSCOTractor Supply CoCOM2,742$589.6K0.3%+17+0.6%AddedHistory
SFBSServisFirst Bancshares, Inc.COM8,044$536.0K0.3%−540−6.3%ReducedHistory
WEXWEX Inc.COM2,739$532.9K0.3%−7−0.3%ReducedHistory
OSKOshkosh CorpCOM4,843$525.0K0.2%+39+0.8%AddedHistory
CBSHCommerce Bancshares IncStock8,986$479.9K0.2%+345+4.0%AddedHistory
FTREFortrea Holdings Inc.COMMON STOCK13,333$465.3K0.2%−2,460−15.6%ReducedHistory
MIDDMIDDLEBY CorpCOM3,016$443.9K0.2%00.0%UnchangedHistory
First Tr Exchange-Traded Alp33734K109COM SHS4,915$443.2K0.2%−659−11.8%Reduced–
ORCLOracle CorpStock4,013$423.1K0.2%00.0%UnchangedHistory
FIZZNational Beverage CorpCOM8,331$414.2K0.2%00.0%UnchangedHistory
WDWalker & Dunlop, Inc.COM3,663$406.6K0.2%00.0%UnchangedHistory
PATKPatrick Industries IncCOM4,014$402.8K0.2%00.0%UnchangedHistory
ABGAsbury Automotive Group IncCOM1,773$398.9K0.2%00.0%UnchangedHistory
CHDChurch & Dwight Co IncCOM4,009$379.1K0.2%−5−0.1%ReducedHistory
SLBSLB LimitedStock7,185$373.9K0.2%−174−2.4%ReducedHistory
JBTMJBT Marel CorpCOM3,498$347.9K0.2%00.0%UnchangedHistory
CVXChevron CorpStock2,299$342.9K0.2%−31−1.3%ReducedHistory
HALHalliburton CoStock9,377$339.0K0.2%−218−2.3%ReducedHistory
FOXFFox Factory Holding CorpCOM4,975$335.7K0.2%−343−6.4%ReducedHistory
TREXTrex Co IncCOM3,938$326.0K0.2%00.0%UnchangedHistory
CADECadence BancorporationEQUITY US CM10,949$324.0K0.2%−75−0.7%ReducedHistory
XOMExxonMobil Holdings CorpCOM3,188$318.7K0.2%−70−2.1%ReducedHistory
SAMBoston Beer Co IncCL A891$307.9K0.1%00.0%UnchangedHistory
SMGScotts Miracle-Gro CoStock4,446$283.4K0.1%+35+0.8%AddedHistory
LGIHLGI Homes, Inc.COM2,119$282.2K0.1%00.0%UnchangedHistory
INDBIndependent Bank CorpCOM4,159$273.7K0.1%00.0%UnchangedHistory
JAZZJazz Pharmaceuticals plcSHS USD2,180$268.1K0.1%−144−6.2%ReducedHistory
MMM3M CoStock2,330$254.7K0.1%+61+2.7%AddedHistory
IPGPIpg Photonics CorpCOM1,681$182.5K0.1%−4,480−72.7%ReducedHistory
WKCWorld Kinect CorpCOM6,657$151.6K0.1%−43−0.6%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF511$141.7K0.1%+23+4.7%Added–

Sold out since Q3 2023 (21)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Eukles Asset Management sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
VTRVentas, Inc.REIT826$34.8K<0.1%History
OMCOmnicom Group Inc.COM400$29.8K<0.1%History
BPBP PLCADR688$26.6K<0.1%History
BTZBlackRock Credit Allocation Income TrustCOM1,661$16.1K<0.1%History
PEGPublic Service Enterprise Group IncCOM200$11.4K<0.1%History
SBRASabra Health Care REIT, Inc.REIT205$2.86K<0.1%History
ETEnergy Transfer LPCOM UT LTD PTN172$2.41K<0.1%History
CCitigroup IncStock57$2.34K<0.1%History
SXCSunCoke Energy, Inc.COM90$914<0.1%History
AFGAmerican Financial Group IncCOM5$558<0.1%History
DELLDell Technologies Inc.Stock4$276<0.1%History
MCDMcDonalds CorpStock1$263<0.1%History
VMWVmware LLCCL A COM1$166<0.1%History
Schwab US Dividend Equity ETF808524797ETF2$142<0.1%–
TITNTitan Machinery Inc.COM5$133<0.1%History
WENWendy's CoStock6$122<0.1%History
RQICohen & Steers Quality Income Realty Fund IncCEF10$101<0.1%History
AGNCAGNC Investment Corp.REIT10$94<0.1%History
CALYCallaway Golf CoCOM5$69<0.1%History
CEQPCrestwood Equity Partners LPUNIT LTD PARTNER2$59<0.1%History
PLUGPlug Power IncStock3$23<0.1%History