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Eukles Asset Management
Eukles Asset Management LLC is an SEC-registered investment adviser based in Cincinnati, Ohio. Founded in 2011, the firm manages assets primarily for individual investors and high-net-worth individuals, with a client base numbering hundreds of accounts. With 5-6 employees, Eukles focuses chiefly on personalized wealth management and investment advisory services within the U.S.
Investment Strategy
Eukles Asset Management employs a discretionary investment strategy with a focus on equities listed in the United States. Their holdings typically include large-cap technology and industrial stocks, managing diversified portfolios for individuals and select corporations. The team emphasizes personalized portfolio construction and strategic asset allocation to meet client-specific financial goals and risk profiles, with nearly all assets managed on a discretionary basis for U.S. clients only.
Latest 13F Filing Activity
Eukles Asset Management filed their most recent 13F report on Jun 30, 2025 disclosing 236 equity positions with a total 13F market value of $245M. The fund increased holdings in Nvidia Corporation, Microsoft Corporation, Ishares Russell 1000 Growth Etf among other positions. Eukles Asset Management reduced exposure to Apple Inc., Chemed Corporation, Eastman Chemical Company among others.
Top Holdings
Equity Positions (236)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA Corporation | 8.97% | $21.9M | 138,842 | $14.87 | $157.99 | +$6.8M |
M MSFT | Microsoft Corporation | 5.76% | $14.1M | 28,314 | $150.97 | $497.41 | +$3.4M |
A AAPL | Apple Inc. | 4.41% | $10.8M | 52,542 | $89.52 | $205.17 | -$896.4K |
I IWF | iShares Russell 1000 Growth ETF | 4.01% | $9.8M | 23,110 | $149.20 | $424.58 | +$1.4M |
M MA | Mastercard Incorporated Class A | 3.16% | $7.7M | 13,766 | $249.96 | $561.94 | +$82.3K |
Industry Allocation
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