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.
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 |