Koshinski Asset Management, Inc.

Q1 2026 13F-HR Holdings

Location
Decatur, IL
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
727
Total value ($000)
$1,603,871
Net value change ($000)
+51,141 (3.3%)
New positions
53
Sold out positions
40
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAE 8,102 NEW
TCHP 6,637 NEW
FRDM 6,311 257.0%
WCMI 4,976 18.6%
BUFR 3,783 35.0%
ADM 3,474 25.3%
FLDR 3,121 55.0%
VTV 3,023 4.5%
JNJ 2,975 17.1%
FBND 2,846 11.9%
Top Reduces (Value $000, Stocks/ETFs)
SCHG -6,660 -9.7%
MSFT -5,266 -21.5%
TOTL -2,772 -58.3%
CGXU -2,531 -25.2%
AAPL -2,528 -5.6%
CLOI -2,519 -46.4%
VUG -1,798 -9.7%
AMZN -1,628 -9.0%
JPM -1,611 -13.7%
AVGO -1,551 -8.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type