Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
364061968
SEC advisor number
801-56878
FINRA CRD number
111872
AUM ?
$1.07B (as of 20 May 20)
Accounts
5,068 (as of 20 May 20)
Employees
74 (74 investment advisory or research)
Address
Koshinski Asset Management
226 WEST ELDORADO STREET
DECATUR
IL 62522
Office hours
Monday - Friday, 7:30 AM - 4:30 PM
Phone
217-425-6340
Owner Title From %Ownership
Koshinski, David, Paul CEO 01/1996 > 75%
Yeager, Mary, Jane Municipal Principal 05/2016 < 5%
Hancock, Michelle, Suzanne Registered Options Principal 08/2016 < 5%
Closser, Allen, Bayard President 06/2017 < 5%
Fuerstenberg, Lori, Lea Chief Compliance Officer 11/2018 < 5%
Ealy, Thomas, James Shareholder 07/2008 10-25%

Fund data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 486 long holdings
End of quarter 30 Jun 20
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$23.01M 70.48K 59.47K +18.5
$13.11M 158.63K 121.37K +30.7
$12.25M 120.65K 89.76K +34.4
$11.86M 176.02K 142.62K +23.4
$9.29M 93.31K 74.35K +25.5
$9.02M 3.27K 2.97K +10.3
$8.77M 169.46K 147.12K +15.2
$8.13M 39.93K 39.05K +2.2
$7.97M 32.18K 28.75K +11.9
$7.65M 154.38K 107.97K +43.0
$7.65M 24.69K 20.13K +22.6
$6.86M 22.26K 19.78K +12.5
$6.46M 92.97K 49.18K +89.0
$6.13M 69.44K 65.63K +5.8
$6M 459.03K 462.91K -0.8
$5.89M 60.02K 56.11K +7.0
$5.79M 92.43K 90.92K +1.7
$5.58M 60.1K 47.04K +27.8
$5.49M 99.62K 95.07K +4.8
$5.41M 38.45K 37.83K +1.6
Vanguard Specialized Funds
$4.94M 42.15K 41.26K +2.2
Vanguard Tax-managed FDS
$4.58M 117.93K 105.3K +12.0
$4.54M 27.72K 33.64K -17.6
$4.44M 21.94K 22.38K -1.9
$4.35M 27.77K 27.93K -0.6
$4.25M 140.64K 129.51K +8.6
$4.24M 45.06K 44K +2.4
$4.21M 171.16K 184.19K -7.1
$4.13M 78.57K 61.31K +28.1
$4.09M 28.08K 22.56K +24.4
$4.05M 42.59K 34.01K +25.2
$4.04M 101.14K 102.42K -1.3
$3.92M 84.1K 76.78K +9.5
$3.78M 31.64K 32.18K -1.7
$3.77M 123.62K NEW
$3.58M 59.76K 57.47K +4.0
$3.5M 9.21K 8.01K +15.0
$3.44M 48.78K 59.18K -17.6
$3.44M 37.6K 36.46K +3.1
$3.42M 33.62K 16.89K +99.1
$3.34M 31.97K 16.1K +98.6
$3.33M 45.26K 45.46K -0.4
$3.29M 57.6K 31.67K +81.9
$3.25M 53.79K 48.11K +11.8
$3.24M 18.21K 16.73K +8.9
$3.21M 481.99K 485.43K -0.7
$3.18M 24.05K 21.9K +9.8
$3.15M 15.81K 15.65K +1.0
$3.04M 70.02K 65.92K +6.2
$2.85M 18.28K 18.34K -0.3
Holdings list only includes long positions. Only includes long positions.

Calendar

30 Sep 20
31 Dec 20

News

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings