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Asset Manager ← All Institutions

Koshinski Asset Management, Inc.

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

Q1 2026 · Filed 2026-04-27
Market Value
$1.6B
+3.3%
Holdings
758
+10
New Purchases
52
Added To
363
Closed
37
Reduced
245
Top 10 Concentration
23.0%
Turnover
11.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DFAE 0.51% 0.00% +0.51% $8M
TCHP 0.41% 0.00% +0.41% $7M
FRDM 0.55% 0.16% +0.39% $9M
WCMI 1.98% 1.72% +0.26% $32M
BUFR 0.91% 0.70% +0.21% $15M
ADM 1.07% 0.89% +0.19% $17M
FLDR 0.55% 0.37% +0.18% $9M
JNJ 1.28% 1.13% +0.15% $20M
CAT 0.83% 0.69% +0.13% $13M
XOM 0.50% 0.37% +0.13% $8M
FBND 1.68% 1.55% +0.13% $27M
DE 0.88% 0.76% +0.12% $14M
AMAT 0.40% 0.31% +0.09% $6M
ZECP 0.72% 0.64% +0.08% $12M
CVX 0.34% 0.26% +0.08% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHG 3.88% 4.44% -0.56% $62M
MSFT 1.20% 1.58% -0.38% $19M
AAPL 2.64% 2.90% -0.25% $42M
TOTL 0.12% 0.31% -0.18% $2M
CGXU 0.47% 0.65% -0.18% $7M
CLOI 0.18% 0.35% -0.17% $3M
VUG 1.05% 1.20% -0.15% $17M
RDVY 2.41% 2.55% -0.14% $39M
AMZN 1.03% 1.17% -0.14% $17M
ITOT 1.26% 1.39% -0.14% $20M
AVGO 1.01% 1.15% -0.13% $16M
JPM 0.64% 0.76% -0.13% $10M
NVDA 1.55% 1.67% -0.12% $25M
TSLA 0.47% 0.57% -0.10% $7M
QQQ 1.14% 1.24% -0.10% $18M

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 66 $495M 31.0%
Large Cap 401 $721M 45.1%
Mid Cap 158 $224M 14.0%
Small Cap 88 $119M 7.5%
Micro Cap 45 $40M 2.5%

Portfolio Analytics

Avg Market Cap
$105.6B
Median Market Cap
$20.0B
Avg P/E
33.2
Median P/E
24.8
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
359
# ETFs / Funds
399

Top Holdings (758 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTV 4.40% 358,937 $70M $196.20 $3M +6,037 +1.7%
2 SCHG 3.88% 2,129,978 $62M $29.13 -$7M +23,716 +1.1%
3 AAPL 2.64% 166,814 $42M $253.59 -$3M +1,711 +1.0%
4 RDVY 2.41% 564,494 $39M $68.28 -$925K -3,650 -0.6%
5 WCMI 1.98% 1,888,575 $32M $16.77 $5M +319,233 +20.3%
6 FBND 1.68% 588,317 $27M $45.62 $3M +67,193 +12.9%
7 NVDA 1.55% 142,107 $25M $174.40 -$1M +3,577 +2.6%
8 DIVI 1.52% 612,081 $24M $39.81 $2M +26,141 +4.5%
9 VB 1.50% 91,720 $24M $261.92 $1M +3,971 +4.5%
10 SCHM 1.47% 759,197 $24M $30.96 $1M +15,785 +2.1%
11 SPY 1.34% 32,972 $21M $650.34 -$442K +879 +2.7%
12 JNJ 1.28% 83,440 $20M $244.44 $3M -741 -0.9%
13 ITOT 1.26% 141,313 $20M $142.43 -$1M -3,889 -2.7%
14 MSFT 1.20% 51,960 $19M $370.17 -$5M +1,301 +2.6%
15 QQQ 1.14% 31,498 $18M $577.18 -$1M +246 +0.8%
16 ADM 1.07% 236,440 $17M $72.69 $3M -2,087 -0.9%
17 VUG 1.05% 38,384 $17M $436.79 -$2M +332 +0.9%
18 AMZN 1.03% 79,481 $17M $208.27 -$2M +708 +0.9%
19 AVGO 1.01% 52,384 $16M $309.51 -$2M +1,058 +2.1%
20 BUFR 0.91% 431,922 $15M $33.77 $4M +116,601 +37.0%
21 DE 0.88% 24,994 $14M $563.30 $2M -204 -0.8%
22 IVV 0.84% 20,461 $13M $653.22 -$610K +57 +0.3%
23 CAT 0.83% 18,663 $13M $708.47 $3M -39 -0.2%
24 SCHD 0.81% 419,786 $13M $30.68 -$415K -64,877 -13.4%
25 ZECP 0.72% 341,890 $12M $33.83 $2M +57,047 +20.0%
26 GOOGL 0.69% 38,274 $11M $287.56 -$633K +1,087 +2.9%
27 PKW 0.65% 79,528 $10M $131.25 $1M +9,344 +13.3%
28 WMT 0.64% 82,711 $10M $124.28 $703K -3,242 -3.8%
29 RSP 0.64% 52,955 $10M $191.92 $658K +3,334 +6.7%
30 JPM 0.64% 34,538 $10M $294.16 -$2M -1,992 -5.5%
31 JEPI 0.61% 172,000 $10M $56.68 $917K +17,706 +11.5%
32 VIG 0.60% 44,975 $10M $215.06 -$200K +56 +0.1%
33 VTI 0.60% 29,803 $10M $320.81 -$282K +445 +1.5%
34 GENT 0.58% 904,823 $9M $10.27 $753K +82,589 +10.0%
35 GLD 0.56% 20,960 $9M $430.29 $608K -262 -1.2%
36 GOOG 0.55% 30,865 $9M $286.86 -$693K +441 +1.4%
37 FLDR 0.55% 175,834 $9M $50.05 $3M +62,784 +55.5%
38 FRDM 0.55% 160,417 $9M $54.65 $6M +112,505 +234.8%
39 TRV 0.54% 29,882 $9M $291.68 $169K +417 +1.4%
40 CGMU 0.53% 309,986 $8M $27.15 $81K +5,570 +1.8%
41 DFAE 0.51% 239,271 $8M $33.86 +239,271 NEW
42 XOM 0.50% 47,347 $8M $169.66 $2M -550 -1.1%
43 FEZ 0.50% 129,379 $8M $62.08 $140K +6,810 +5.6%
44 VEA 0.48% 120,973 $8M $64.08 -$111K -4,889 -3.9%
45 CGDV 0.47% 177,932 $8M $42.54 -$332K -3,114 -1.7%
46 CGXU 0.47% 254,128 $7M $29.49 -$3M -85,113 -25.1%
47 TSLA 0.47% 20,119 $7M $371.76 -$1M +449 +2.3%
48 ABBV 0.46% 34,069 $7M $217.49 -$357K +80 +0.2%
49 XMMO 0.46% 50,701 $7M $145.02 $584K +1,819 +3.7%
50 META 0.46% 12,738 $7M $572.12 -$423K +1,057 +9.1%
51 CGHM 0.44% 276,833 $7M $25.32 $791K +32,786 +13.4%
52 CGGR 0.44% 173,780 $7M $40.19 -$568K +3,941 +2.3%
53 COST 0.43% 6,898 $7M $996.36 $955K +35 +0.5%
54 BINC 0.42% 130,612 $7M $51.93 $1M +28,871 +28.4%
55 TCHP 0.41% 150,235 $7M $44.18 +150,235 NEW
56 SPIB 0.41% 197,478 $7M $33.54 $616K +19,799 +11.1%
57 AMAT 0.40% 18,951 $6M $341.80 $2M +163 +0.9%
58 SCHF 0.37% 239,575 $6M $24.75 $901K +30,408 +14.5%
59 VCSH 0.37% 73,713 $6M $79.27 $178K +2,657 +3.7%
60 CGGO 0.36% 171,335 $6M $33.37 -$129K +2,596 +1.5%
61 VZ 0.35% 111,631 $6M $50.20 $1M +6,949 +6.6%
62 CVX 0.34% 26,472 $5M $206.90 $1M -94 -0.3%
63 VO 0.34% 18,876 $5M $287.18 $756K +2,803 +17.4%
64 BOND 0.34% 58,412 $5M $92.28 $1M +11,985 +25.8%
65 SPYV 0.34% 95,016 $5M $56.58 -$210K -3,307 -3.4%
66 DLN 0.33% 59,786 $5M $89.33 $97K +253 +0.4%
67 CSCO 0.33% 68,679 $5M $77.59 $130K +1,182 +1.8%
68 AVK 0.33% 472,817 $5M $11.16 -$556K +7,659 +1.6%
69 AGG 0.33% 52,966 $5M $99.27 $877K +9,100 +20.7%
70 SMIZ 0.32% 138,522 $5M $37.07 $988K +26,399 +23.5%
71 ANET 0.32% 41,460 $5M $122.78 -$278K +485 +1.2%
72 MU 0.32% 15,011 $5M $337.84 $836K +173 +1.2%
73 IEFA 0.31% 55,349 $5M $90.53 $73K +156 +0.3%
74 IYW 0.31% 27,044 $5M $181.42 -$157K +1,687 +6.7%
75 GSLC 0.31% 39,205 $5M $125.13 -$33K +1,898 +5.1%
76 VCIT 0.30% 57,949 $5M $82.75 $426K +5,781 +11.1%
77 FTLS 0.30% 67,649 $5M $70.36 -$441K -5,608 -7.7%
78 GENM 0.30% 460,948 $5M $10.24 $434K +44,438 +10.7%
79 CGBL 0.29% 136,129 $5M $34.41 $575K +19,819 +17.0%
80 PG 0.29% 32,263 $5M $144.44 -$149K -1,291 -3.9%
81 UPS 0.28% 45,895 $5M $98.38 -$40K -28 -0.1%
82 VGSH 0.28% 76,926 $5M $58.54 $649K +11,298 +17.2%
83 LLY 0.28% 4,783 $4M $919.72 -$805K -59 -1.2%
84 SPYG 0.27% 43,394 $4M $97.91 -$637K -2,397 -5.2%
85 BND 0.26% 56,585 $4M $73.64 $448K +6,371 +12.7%
86 VTWO 0.25% 40,470 $4M $100.17 $376K +3,517 +9.5%
87 FDVV 0.25% 71,866 $4M $55.24 $891K +17,558 +32.3%
88 AMGN 0.25% 11,277 $4M $351.84 $73K -621 -5.2%
89 NOBL 0.24% 36,857 $4M $106.01 -$57K -1,235 -3.2%
90 DIS 0.24% 39,447 $4M $96.38 -$718K -283 -0.7%
91 SCHA 0.24% 130,111 $4M $29.08 -$65K -5,040 -3.7%
92 IVW 0.23% 33,053 $4M $113.11 -$364K -232 -0.7%
93 SPDW 0.23% 81,795 $4M $45.65 -$67K -3,795 -4.4%
94 CGUS 0.23% 97,067 $4M $38.42 $229K +10,064 +11.6%
95 DEM 0.23% 74,698 $4M $49.69 $485K +5,619 +8.1%
96 FDT 0.23% 42,246 $4M $86.93 $804K +6,138 +17.0%
97 MMM 0.22% 24,679 $4M $145.23 -$538K -1,070 -4.2%
98 ESGV 0.22% 31,635 $4M $112.27 -$287K -100 -0.3%
99 PEP 0.22% 22,590 $4M $155.29 $105K -1,118 -4.7%
100 TXN 0.22% 18,046 $4M $194.14 $414K +237 +1.3%

New Positions

SymbolValue% Port
DFAE $8M 0.51%
TCHP $7M 0.41%
LRCX $1M 0.08%
MQY $931K 0.06%
AZN $931K 0.06%
MOD $546K 0.03%
DAR $542K 0.03%
BNDP $531K 0.03%
FMDE $494K 0.03%
MUSA $488K 0.03%
DPZ $477K 0.03%
ACWX $453K 0.03%
PRI $429K 0.03%
WCN $417K 0.03%
BDC $373K 0.02%

Sold Out Positions

SymbolValue% Port
EXPD —%
DECK —%
MAIN —%
IQV —%
WST —%
MSM —%
GL —%
EFX —%
TWI —%
ZWS —%
SAP —%
MTD —%
MKC —%
PIM —%
IRT —%
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