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Koshinski Asset Management, Inc.

226 WEST ELDORADO STREET, DECATUR, IL 62522 • 217-425-6340

Q4 2025 · Filed 2026-02-03
Market Value
$1.5B
+4.1%
Holdings
748
+5
New Purchases
37
Added To
286
Closed
42
Reduced
314
Top 10 Concentration
23.7%
Turnover
10.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WCMI 1.72% 1.23% +0.49% $27M
ZECP 0.64% 0.25% +0.39% $10M
FBND 1.55% 1.19% +0.36% $24M
BUFR 0.70% 0.40% +0.30% $11M
FLDR 0.37% 0.14% +0.23% $6M
GOOGL 0.75% 0.57% +0.19% $12M
DIVI 1.47% 1.30% +0.18% $23M
SMIZ 0.27% 0.10% +0.17% $4M
GENM 0.28% 0.12% +0.15% $4M
GENT 0.55% 0.42% +0.13% $9M
VTV 4.35% 4.23% +0.12% $67M
AGG 0.28% 0.16% +0.12% $4M
AKRE 0.12% 0.00% +0.12% $2M
GOOG 0.62% 0.50% +0.12% $10M
FDT 0.19% 0.08% +0.11% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VBR 0.24% 0.57% -0.33% $4M
TOTL 0.31% 0.62% -0.31% $5M
CGXU 0.65% 0.84% -0.19% $10M
MSFT 1.58% 1.77% -0.19% $24M
RNP 0.12% 0.31% -0.19% $2M
STRL 0.00% 0.14% -0.14% $0
AZO 0.22% 0.34% -0.13% $3M
SCHD 0.86% 0.96% -0.10% $13M
XLE 0.15% 0.23% -0.08% $2M
ADM 0.89% 0.97% -0.08% $14M
ORCL 0.12% 0.19% -0.07% $2M
NFLX 0.12% 0.19% -0.07% $2M
JEPI 0.57% 0.64% -0.07% $9M
TBIL 0.13% 0.19% -0.06% $2M
COOP 0.00% 0.06% -0.06% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 67.5%
Technology 10.0%
Industrials 5.4%
Healthcare 3.6%
Consumer Defensive 3.5%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 65 $497M 32.1%
Large Cap 384 $704M 45.5%
Mid Cap 157 $196M 12.7%
Small Cap 95 $110M 7.1%
Micro Cap 47 $40M 2.6%

Portfolio Analytics

Avg Market Cap
$105.2B
Median Market Cap
$17.6B
Avg P/E
31.7
Median P/E
23.7
Avg Dividend Yield
0.03%
Avg Beta
0.89
# Stocks
347
# ETFs / Funds
401

Top Holdings (748 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHG 4.44% 2,106,262 $69M $32.62 $3M +2,106,262
2 VTV 4.35% 352,900 $67M $190.99 $5M +15,730 +4.7%
3 AAPL 2.90% 165,103 $45M $271.53 $3M -29 -0.0%
4 RDVY 2.55% 568,144 $39M $69.47 $2M +17,317 +3.1%
5 WCMI 1.72% 1,569,342 $27M $17.01 $8M +1,569,342
6 NVDA 1.67% 138,530 $26M $186.50 $151K +868 +0.6%
7 MSFT 1.58% 50,659 $24M $483.62 -$2M -191 -0.4%
8 FBND 1.55% 521,124 $24M $46.04 $6M +137,215 +35.7%
9 DIVI 1.47% 585,940 $23M $38.89 $4M +69,750 +13.5%
10 VB 1.46% 87,749 $23M $257.95 $2M +5,082 +6.2%
11 SCHM 1.44% 743,412 $22M $30.07 $1M +32,563 +4.6%
12 SPY 1.41% 32,093 $22M $681.92 $816K +467 +1.5%
13 ITOT 1.39% 145,202 $22M $148.69 $654K +1,461 +1.0%
14 QQQ 1.24% 31,252 $19M $614.32 $169K -444 -1.4%
15 VUG 1.20% 38,052 $19M $487.86 $520K +429 +1.1%
16 AMZN 1.17% 78,773 $18M $230.82 $889K +14 +0.0%
17 AVGO 1.15% 51,326 $18M $346.10 $728K -312 -0.6%
18 JNJ 1.13% 84,181 $17M $206.95 $1M -3,574 -4.1%
19 IVV 0.90% 20,404 $14M $684.95 -$28K -518 -2.5%
20 ADM 0.89% 238,527 $14M $57.49 -$657K -2,010 -0.8%
21 SCHD 0.86% 484,663 $13M $27.43 -$972K -37,915 -7.3%
22 JPM 0.76% 36,530 $12M $322.22 $704K +1,445 +4.1%
23 DE 0.76% 25,198 $12M $465.58 -$23K -510 -2.0%
24 GOOGL 0.75% 37,187 $12M $313.00 $3M +2,528 +7.3%
25 BUFR 0.70% 315,321 $11M $34.26 $5M +138,041 +77.9%
26 CAT 0.69% 18,702 $11M $572.88 $2M -442 -2.3%
27 CGXU 0.65% 339,241 $10M $29.55 -$2M -81,323 -19.3%
28 ZECP 0.64% 284,843 $10M $34.76 $6M +173,013 +154.7%
29 VIG 0.64% 44,919 $10M $219.78 -$33K -983 -2.1%
30 VTI 0.64% 29,358 $10M $335.27 -$201K -1,249 -4.1%
31 WMT 0.62% 85,953 $10M $111.41 $910K +1,864 +2.2%
32 GOOG 0.62% 30,424 $10M $313.80 $2M -178 -0.6%
33 RSP 0.61% 49,621 $10M $191.56 $420K +1,725 +3.6%
34 PKW 0.61% 70,184 $9M $134.32 $340K +1,589 +2.3%
35 TSLA 0.57% 19,670 $9M $449.73 $64K -77 -0.4%
36 JEPI 0.57% 154,294 $9M $57.24 -$621K -11,251 -6.8%
37 TRV 0.55% 29,465 $9M $290.06 $410K +326 +1.1%
38 GENT 0.55% 822,234 $9M $10.38 $2M +219,336 +36.4%
39 GLD 0.54% 21,222 $8M $396.31 $760K -299 -1.4%
40 CGMU 0.54% 304,416 $8M $27.38 $1M +46,373 +18.0%
41 CGDV 0.51% 181,046 $8M $43.64 -$136K -10,168 -5.3%
42 FEZ 0.51% 122,569 $8M $64.39 $587K +4,972 +4.2%
43 VEA 0.51% 125,862 $8M $62.47 $107K -3,567 -2.8%
44 ABBV 0.50% 33,989 $8M $228.49 -$157K -232 -0.7%
45 META 0.50% 11,681 $8M $660.07 -$554K +428 +3.8%
46 CGGR 0.49% 169,839 $8M $44.47 $519K +9,683 +6.0%
47 XMMO 0.44% 48,882 $7M $138.46 $805K +4,786 +10.8%
48 CGHM 0.40% 244,047 $6M $25.48 $2M +66,020 +37.1%
49 SPIB 0.39% 177,679 $6M $33.81 $1M +42,740 +31.7%
50 COST 0.38% 6,863 $6M $862.36 -$374K +65 +1.0%
51 CGGO 0.38% 168,739 $6M $34.65 $51K -884 -0.5%
52 AVK 0.38% 465,158 $6M $12.54 $131K +19,345 +4.3%
53 XOM 0.37% 47,897 $6M $120.34 $477K +1,007 +2.1%
54 FLDR 0.37% 113,050 $6M $50.23 $4M +71,490 +172.0%
55 VCSH 0.37% 71,056 $6M $79.73 $383K +4,975 +7.5%
56 SPYV 0.36% 98,323 $6M $56.81 -$627K -13,957 -12.4%
57 CLOI 0.35% 102,783 $5M $52.81 $2M +34,544 +50.6%
58 ANET 0.35% 40,975 $5M $131.03 -$663K -421 -1.0%
59 BINC 0.35% 101,741 $5M $52.77 $2M +29,994 +41.8%
60 DLN 0.34% 59,533 $5M $88.08 $213K +1,730 +3.0%
61 LLY 0.34% 4,842 $5M $1,074.72 $2M +57 +1.2%
62 FTLS 0.34% 73,257 $5M $70.99 -$630K -10,098 -12.1%
63 CSCO 0.34% 67,497 $5M $77.03 $491K -1,310 -1.9%
64 IYW 0.33% 25,357 $5M $199.68 -$124K -1,128 -4.3%
65 SCHF 0.32% 209,167 $5M $24.04 $207K +2,071 +1.0%
66 GSLC 0.32% 37,307 $5M $132.37 -$121K -1,526 -3.9%
67 IEFA 0.32% 55,193 $5M $89.46 $69K -568 -1.0%
68 SPYG 0.32% 45,791 $5M $106.70 -$340K -4,211 -8.4%
69 AMAT 0.31% 18,788 $5M $256.99 $801K -882 -4.5%
70 PG 0.31% 33,554 $5M $143.31 -$486K -904 -2.6%
71 TOTL 0.31% 118,131 $5M $40.25 -$4M -108,354 -47.8%
72 VO 0.30% 16,073 $5M $290.22 $310K +1,249 +8.4%
73 UPS 0.29% 45,923 $5M $99.19 $745K +307 +0.7%
74 DIS 0.29% 39,730 $5M $113.77 -$60K -268 -0.7%
75 AGG 0.28% 43,866 $4M $99.88 $2M +20,198 +85.3%
76 VCIT 0.28% 52,168 $4M $83.75 $5K +285 +0.6%
77 BOND 0.28% 46,427 $4M $93.08 $729K +7,941 +20.6%
78 GENM 0.28% 416,510 $4M $10.29 $2M +236,574 +131.5%
79 VZ 0.28% 104,682 $4M $40.73 -$492K -3,528 -3.3%
80 MU 0.27% 14,838 $4M $285.41 $2M -330 -2.2%
81 SMIZ 0.27% 112,123 $4M $36.99 $3M +72,851 +185.5%
82 MMM 0.27% 25,749 $4M $160.10 $44K -532 -2.0%
83 CGBL 0.27% 116,310 $4M $35.33 -$109K -5,179 -4.3%
84 IVW 0.27% 33,285 $4M $123.26 $283K +1,644 +5.2%
85 CVX 0.26% 26,566 $4M $152.41 $75K +978 +3.8%
86 NOBL 0.26% 38,092 $4M $104.07 -$91K -1,254 -3.2%
87 AMGN 0.25% 11,898 $4M $327.31 $500K -132 -1.1%
88 VGSH 0.25% 65,628 $4M $58.73 $2M +28,553 +77.0%
89 SCHA 0.25% 135,151 $4M $28.48 -$167K -8,805 -6.1%
90 ESGV 0.25% 31,735 $4M $120.96 $48K -270 -0.8%
91 SPDW 0.25% 85,590 $4M $44.41 -$105K -5,695 -6.2%
92 BND 0.24% 50,214 $4M $74.07 -$41K -343 -0.7%
93 VBR 0.24% 17,467 $4M $211.79 -$5M -22,919 -56.8%
94 VTWO 0.24% 36,953 $4M $99.52 $66K +30 +0.1%
95 SCHB 0.23% 138,159 $4M $26.23 -$99K -6,631 -4.6%
96 BAC 0.23% 64,616 $4M $55.00 $344K +2,398 +3.9%
97 CGUS 0.23% 87,003 $4M $40.23 $712K +16,481 +23.4%
98 XLK 0.22% 24,064 $3M $143.97 -$686K +9,339 +63.4%
99 PEP 0.22% 23,708 $3M $143.52 -$121K -1,378 -5.5%
100 HD 0.22% 9,885 $3M $344.09 -$635K -76 -0.8%

New Positions

SymbolValue% Port
AKRE $2M 0.12%
IDU $1M 0.09%
VTEB $1M 0.06%
QUIZ $601K 0.04%
ALLY $570K 0.04%
FBCG $490K 0.03%
DBEF $481K 0.03%
FMHI $459K 0.03%
BUFZ $404K 0.03%
AEM $387K 0.03%
CRS $347K 0.02%
FIX $321K 0.02%
RJF $312K 0.02%
TOTB.DE $287K 0.02%
TOUS $272K 0.02%

Sold Out Positions

SymbolValue% Port
AN —%
ALLE —%
MUSA —%
FDS —%
MDU —%
ARI —%
BYD —%
KVUE —%
CLX —%
XHR —%
DX —%
LRN —%
RPM —%
GWW —%
CLS —%
View SEC EDGAR Filings for Koshinski Asset Management, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms