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Home > Institutional Investor > Eukles Asset Management > Profile

Instuitional Investor - Eukles Asset Management

Fund Profile
Filing Period:
Fund Name: Eukles Asset Management
Portfolio Value $211,511,102
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 24,068 $11,918,990 5.63%
2.
Microsoft Corp
 MSFT 29,508 $11,096,038 5.24%
3.
Apple Inc.
 AAPL 53,277 $10,257,473 4.84%
4.
Ishares Trust
 IEF 25,472 $7,722,213 3.65%
5.
Accenture Plc
 ACN 17,738 $6,224,360 2.94%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)