Fund Holdings

Eukles Asset Management

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Caterpillar Inc.(CAT)013,341+13,34109,451,3674.21%+9,451,367
iShares iBoxx $ Investment Grade Corporate Bond ETF044,403+44,40304,839,4392.16%+4,839,439
Vanguard Short-Term Corporate Bond ETF061,333+61,33304,861,8642.17%+4,861,864
State Street SPDR Portfolio Short Term Corporate Bond ETF0179,756+179,75605,405,2702.41%+5,405,270
iShares Russell Mid-Cap Value ETF021,128+21,12803,079,1951.37%+3,079,195
iShares MSCI EAFE ETF024,748+24,74802,403,7351.07%+2,403,735
Huntington Bancshares Incorporated(HBAN)022,223+22,2230347,7910.16%+347,791
FedEx Corporation(FDX)08,431+8,43103,002,8311.34%+3,002,831
iShares Russell Mid-Cap Growth ETF035,051+35,05104,490,7112.00%+4,490,711
iShares Russell 2000 Value ETF08,375+8,37501,587,7800.71%+1,587,780
iShares Core 1-5 Year USD Bond ETF039,796+39,79601,928,5310.86%+1,928,531
iShares Russell 1000 Growth ETF025,250+25,250010,766,5604.80%+10,766,560
Johnson & Johnson(JNJ)09,752+9,75202,383,7781.06%+2,383,778
Exxon Mobil Corporation(XOM)04,686+4,6860795,0620.35%+795,062
Vanguard High Dividend Yield Index ETF018,874+18,87402,795,2071.25%+2,795,207
iShares Russell 2000 Growth ETF05,821+5,82101,826,7750.81%+1,826,775
Hershey Company(HSY)013,422+13,42202,790,2541.24%+2,790,254
Halliburton Company(HAL)015,178+15,1780591,7980.26%+591,798
Chevron Corporation(CVX)03,012+3,0120623,2930.28%+623,293
Masimo Corporation(MASI)03,722+3,7220662,0300.30%+662,030
SLB Limited(SLB)010,923+10,9230561,3160.25%+561,316
Kovitz Core Equity ETF03,041+3,041077,3930.03%+77,393
Eastman Chemical Company(EMN)026,110+26,11001,992,7350.89%+1,992,735
Deere & Company(DE)02,450+2,45001,380,0690.62%+1,380,069
Texas Instruments Incorporated(TXN)08,941+8,94101,735,8860.77%+1,735,886
Vanguard FTSE Emerging Markets ETF017,197+17,1970929,4910.41%+929,491
Schwab Fundamental U.S. Large Company ETF01,500+1,500041,7750.02%+41,775
State Street SPDR S&P 500 ETF(SPY)0209+2090135,9210.06%+135,921
Walmart Inc.(WMT)019,502+19,50202,423,6731.08%+2,423,673
Gilead Sciences, Inc.(GILD)01,221+1,2210170,1010.08%+170,101
STMicroelectronics NV Sponsored ADR RegS(STM)0500+500017,2750.01%+17,275
VanEck Uranium and Nuclear ETF0108+108014,3850.01%+14,385
Coca-Cola Consolidated, Inc.(COKE)0340+340065,1920.03%+65,192
iShares Core S&P Mid-Cap ETF02,783+2,7830187,9190.08%+187,919
Intel Corporation(INTC)01,400+1,400061,7820.03%+61,782
First Trust Large Cap Core AlphaDEX Fund02,464+2,4640300,4300.13%+300,430
Phillips Edison & Company, Inc.(PECO)04,174+4,1740156,1910.07%+156,191
State Street Real Estate Select Sector SPDR ETF0511+511020,8650.01%+20,865
State Street Materials Select Sector SPDR ETF0224+224011,1940.00%+11,194
Vanguard Short-Term Treasury ETF0359+359021,0160.01%+21,016
State Street Health Care Select Sector SPDR ETF0188+188027,5630.01%+27,563
Vanguard Short-Term Inflation-Protected Securities ETF089+8904,4460.00%+4,446
Dow, Inc.(DOW)0235+23509,7880.00%+9,788
Lam Research Corporation(LRCX)0100+100021,3660.01%+21,366
First Financial Bancorp.(FFBC)01,025+1,025028,5770.01%+28,577
iShares MSCI Thailand ETF040+4002,7750.00%+2,775
State Street Energy Select Sector SPDR ETF0154+15409,4340.00%+9,434
iShares Preferred & Income Securities ETF086+8602,6080.00%+2,608
iShares MSCI Hong Kong ETF0109+10902,5170.00%+2,517
State Street DoubleLine Total Return Tactical ETF063+6302,5030.00%+2,503
iShares MSCI Malaysia ETF088+8802,5000.00%+2,500
Northrop Grumman Corp.(NOC)012+1208,1860.00%+8,186
iShares MSCI Switzerland ETF040+4002,3520.00%+2,352
iShares MSCI Philippines ETF094+9402,3340.00%+2,334
SPDR Gold Shares(GLD)067+67028,8290.01%+28,829
iShares MSCI China ETF039+3902,1910.00%+2,191
Marvell Technology, Inc.(MRVL)0137+137013,5700.01%+13,570
VanEck Gold Miners ETF0320+320029,3660.01%+29,366
Coca-Cola Company(KO)0312+312023,7280.01%+23,728
GE Vernova Inc.(GEV)02+201,7460.00%+1,746
iShares Core High Dividend ETF0113+113015,3360.01%+15,336
RTX Corporation(RTX)046+4608,8730.00%+8,873
State Street Utilities Select Sector SPDR ETF0170+17007,8010.00%+7,801
Fidelity Total Bond ETF026+2601,1860.00%+1,186
First Trust Morningstar Dividend Leaders Index Fund0150+15007,6200.00%+7,620
Trane Technologies plc(TT)035+35014,5860.01%+14,586
Target Corporation(TGT)035+3504,2420.00%+4,242
State Street Consumer Staples Select Sector SPDR ETF0212+212017,3800.01%+17,380
Merck & Co., Inc.(MRK)045+4505,4130.00%+5,413
NuScale Power Corporation Class A(SMR)062+6206720.00%+672
WisdomTree U.S. SmallCap Dividend Fund(WT)0234+23408,4100.00%+8,410
J.M. Smucker Company(SJM)06+605790.00%+579
Bread Financial Holdings, Inc.0587+587043,9590.02%+43,959
Vanguard Value ETF096+96018,7800.01%+18,780
Schwab U.S. Small-Cap ETF017+1704940.00%+494
iShares Russell 2000 ETF0220+220054,5600.02%+54,560
General Dynamics Corporation(GD)055+55018,8770.01%+18,877
State Street Industrial Select Sector SPDR ETF054+5408,7340.00%+8,734
GE Healthcare Technologies Inc.(GEHC)04+402850.00%+285
Illinois Tool Works Inc.(ITW)020+2005,2060.00%+5,206
Invesco Aerospace & Defense ETF0134+134022,2040.01%+22,204
iShares Russell Midcap ETF0166+166016,1400.01%+16,140
Versant Media Group, Inc. Class A(VSNT)04+401480.00%+148
Pfizer Inc.(PFE)045+4501,2640.00%+1,264
iShares Silver Trust(SLV)02+201360.00%+136
iShares Morningstar Small Cap Value ETF0117+11708,1330.00%+8,133
SPDR Gold Minishares Trust of beneficial interest(GLDM)04+403710.00%+371
First Trust Nasdaq Clean Edge Green Energy Index Fund055+5502,5560.00%+2,556
Mondelez International, Inc. Class A(MDLZ)025+2501,4410.00%+1,441
JPMorgan BetaBuilders Japan ETF028+2801,9290.00%+1,929
Global X Copper Miners ETF01+10760.00%+76
Sprott Uranium Miners ETF01+10630.00%+63
First Trust Value Line Dividend Index Fund061+6102,8690.00%+2,869
JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF014+1408320.00%+832
Vanguard Real Estate ETF0187+187016,5870.01%+16,587
Healthpeak Properties, Inc.(DOC)086+8601,4130.00%+1,413
Kroger Co.(KR)02+201450.00%+145
iShares Core Dividend Growth ETF022+2201,5440.00%+1,544
JPMorgan BetaBuilders Canada ETF012+1201,1290.00%+1,129
Vanguard Small-Cap ETF03+307860.00%+786
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