Duncker Streett & Co Inc Portfolio Stock Holdings

Duncker Streett & Co Inc disclosed 521 stock positions valued at approximately $590.8 million in its latest SEC 13F filing. The largest holdings include BROADCOM INC, APPLE INC, and ALPHABET INC. The filing reflects positions held as of June 30, 2026 and was filed on July 28, 2026.

Report Period
June 30, 2026
No. of Stocks
521
Portfolio Value
$590.8M
Holdings by Sector
Duncker Streett & Co Inc Portfolio Holdings in Q2 2026

503 holdings in the latest reporting period.

Page 1 of 6
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BROADCOM INCAVGOTechnology4.37%68,416-3,210-4.48%$25,844,061
APPLE INCAAPLTechnology4.20%85,776+5,168+6.41%$24,820,175
ALPHABET INCGOOGLCommunication Services3.75%62,014+1,288+2.12%$22,161,943
NVIDIA CORPORATIONNVDATechnology3.23%95,419+12,720+15.38%$19,092,477
ABBVIE INCABBVHealthcare2.78%65,323-9,321-12.49%$16,437,784
MICROSOFT CORPMSFTTechnology2.73%43,228+569+1.33%$16,124,916
JPMORGAN CHASE & COJPMFinancial Services2.72%49,116-304-0.62%$16,077,010
SELECT SECTOR SPDR TRXLKOther2.42%75,165+22,748+43.40%$14,320,357
PALO ALTO NETWORKS INCPANWTechnology2.35%40,705+333+0.82%$13,881,219
MASTERCARD INCORPORATEDMAFinancial Services2.34%26,909-1,214-4.32%$13,820,552
AMAZON COM INCAMZNConsumer Cyclical2.20%54,589+564+1.04%$13,010,742
HEICO CORP NEWHEIIndustrials2.16%35,875-4,945-12.11%$12,778,426
EXXON MOBIL CORPXOMEnergy2.08%89,977-9,128-9.21%$12,301,713
THERMO FISHER SCIENTIFIC INCTMOHealthcare1.49%17,562-2,492-12.43%$8,804,666
MERCK & CO INCMRKHealthcare1.46%67,296+1,084+1.64%$8,647,501
DANAHER CORP DELDHRHealthcare1.39%43,078-4,268-9.01%$8,205,460
KLA CORPKLACTechnology1.35%26,405+23,944+972.94%$7,966,518
QUANTA SVCS INCPWRIndustrials1.34%10,974+582+5.60%$7,901,721
CROWDSTRIKE HLDGS INCCRWDTechnology1.25%9,644+99+1.04%$7,359,722
GOLDMAN SACHS GROUP INCGSFinancial Services1.18%6,913+549+8.63%$6,991,150
ELI LILLY & COLLYHealthcare1.13%5,580+4,901+721.80%$6,692,640
AMPHENOL CORPAPHTechnology1.13%37,942-2,910-7.12%$6,689,933
ISHARES TRIWMOther1.12%21,986+1,065+5.09%$6,605,694
LOWES COS INCLOWConsumer Cyclical0.98%26,362-1,488-5.34%$5,812,514
ALPHABET INCGOOGCommunication Services0.96%16,048-1,640-9.27%$5,670,376
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.95%6,005-118-1.93%$5,617,710
WALMART INCWMTConsumer Defensive0.94%49,115-4-0.01%$5,562,742
TARGET CORPTGTConsumer Defensive0.92%41,633+9,056+27.80%$5,437,631
PROCTER & GAMBLE COPGConsumer Defensive0.90%36,460-2,112-5.48%$5,346,439
STATE STR SPDR S&P 500 ETF TSPYOther0.81%6,410+482+8.13%$4,786,791
UNITED RENTALS INCURIIndustrials0.78%4,081+111+2.80%$4,623,324
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.75%47,869-3,148-6.17%$4,408,256
CHEVRON CORPORATIONCVXEnergy0.72%25,780+2,284+9.72%$4,273,349
TJX COS INC NEWTJXConsumer Cyclical0.72%27,914--$4,228,929
BWX TECHNOLOGIES INCBWXTIndustrials0.70%21,366+11,729+121.71%$4,158,892
LINDE PLCLINOther0.69%7,911+1,982+33.43%$4,105,334
HOME DEPOT INCHDConsumer Cyclical0.68%11,415-231-1.98%$4,025,684
VISA INCVFinancial Services0.68%11,649-530-4.35%$3,996,501
TRANSDIGM GROUP INCTDGIndustrials0.67%2,988-148-4.72%$3,980,136
AMETEK INCAMEIndustrials0.66%16,217-1,606-9.01%$3,923,541
JOHNSON & JOHNSONJNJHealthcare0.65%15,138+414+2.81%$3,844,695
S&P GLOBAL INCSPGIFinancial Services0.61%8,918-1,725-16.21%$3,631,950
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.60%28,773-5,618-16.34%$3,542,244
SLB LIMITEDSLBEnergy0.56%71,737+247+0.35%$3,335,053
ILLINOIS TOOL WKS INCITWIndustrials0.54%11,853+7+0.06%$3,205,944
QUALCOMM INCQCOMTechnology0.53%16,924-396-2.29%$3,127,303
STRYKER CORPORATIONSYKHealthcare0.52%9,756-2,848-22.60%$3,071,699
ISHARES TRIYWOther0.52%12,153-1,402-10.34%$3,065,351
ABBOTT LABORATORIESABTHealthcare0.51%33,504-953-2.77%$3,040,135
CASEYS GEN STORES INCCASYConsumer Cyclical0.49%3,635+346+10.52%$2,889,062
EMCOR GROUP INCEMEIndustrials0.47%3,360+1,288+62.16%$2,788,397
SCHWAB STRATEGIC TRSCHXOther0.46%92,091--$2,710,238
BLACKSTONE INCBXFinancial Services0.44%22,254+544+2.51%$2,618,605
L3HARRIS TECHNOLOGIES INCLHXIndustrials0.44%8,990-694-7.17%$2,612,391
ISHARES TRIGSBOther0.43%48,933-2,898-5.59%$2,564,579
ISHARES TRLQDOther0.43%23,134-90-0.39%$2,523,239
CAPITAL ONE FINL CORPCOFFinancial Services0.42%12,262-228-1.83%$2,460,002
SCHWAB STRATEGIC TRSCHGOther0.41%72,318-1,947-2.62%$2,447,253
DOVER CORPDOVIndustrials0.41%10,871-415-3.68%$2,438,231
INVESCO ACTIVELY MANAGED EXCGSYOther0.41%48,421-10-0.02%$2,428,313
VANGUARD INDEX FDSVOOther0.41%30,127+22,572+298.77%$2,427,296
INVESCO EXCH TRADED FD TR IIVRPOther0.41%99,670-31-0.03%$2,422,968
FIDELITY COVINGTON TRUSTFTECOther0.39%8,018-60-0.74%$2,289,780
RTX CORPORATIONRTXIndustrials0.39%12,042-10-0.08%$2,284,689
INTERNATIONAL BUSINESS MACHSIBMTechnology0.38%7,990-14-0.17%$2,246,993
SCHWAB STRATEGIC TRSCHAOther0.38%61,980-28-0.05%$2,239,345
VANGUARD STAR FDSVXUSOther0.37%25,591+20,827+437.17%$2,187,745
VANGUARD INDEX FDSVBOther0.37%7,195+18+0.25%$2,180,928
ISHARES TRPFFOther0.36%70,136-2,181-3.02%$2,138,449
NEWMONT CORPNEMBasic Materials0.36%22,792+578+2.60%$2,128,773
AXON ENTERPRISE INCAXONIndustrials0.36%3,767-648-14.68%$2,111,818
BRISTOL-MYERS SQUIBB COBMYHealthcare0.36%36,580-5,368-12.80%$2,107,736
VANGUARD INDEX FDSVBROther0.36%8,646+2+0.02%$2,100,959
ISHARES INCIEMGOther0.35%25,252+25,159+27052.69%$2,091,876
SCHWAB STRATEGIC TRSCHVOther0.35%59,583-446-0.74%$2,074,071
APPLIED MATLS INCAMATTechnology0.34%2,770-76-2.67%$2,002,710
ISHARES TRIJHOther0.31%23,972-126-0.52%$1,848,455
PEPSICO INCPEPConsumer Defensive0.31%13,607+98+0.73%$1,842,330
ECOLAB INCECLBasic Materials0.31%6,543+1+0.02%$1,823,070
BANK OF AMER CORPBACFinancial Services0.31%31,856-553-1.71%$1,815,132
EMERSON ELEC COEMRIndustrials0.29%12,102-312-2.51%$1,732,342
VANGUARD SPECIALIZED FUNDSVIGOther0.27%6,724-158-2.30%$1,590,916
SELECT SECTOR SPDR TRXLVOther0.26%9,860+3,418+53.06%$1,564,388
DEERE & CODEIndustrials0.25%2,327--$1,476,068
UBER TECHNOLOGIES INCUBERTechnology0.25%20,411-4,783-18.98%$1,472,858
VANGUARD WHITEHALL FDSVYMOther0.25%9,262-177-1.88%$1,463,707
CISCO SYS INCCSCOTechnology0.25%12,419+322+2.66%$1,458,751
AFLAC INCAFLFinancial Services0.25%12,432--$1,457,652
PARKER-HANNIFIN CORPPHIndustrials0.23%1,406-150-9.64%$1,375,237
VANGUARD INDEX FDSVOOOther0.23%1,999+71+3.68%$1,372,773
CENTENE CORP DELCNCHealthcare0.21%19,706-4,444-18.40%$1,264,928
PHILIP MORRIS INTL INCPMConsumer Defensive0.21%6,957-35-0.50%$1,258,513
AMERICAN EXPRESS COAXPFinancial Services0.21%3,686--$1,246,790
INVESCO EXCHANGE TRADED FD TRSPOther0.20%5,685+1,194+26.59%$1,209,528
ISHARES TRIWROther0.20%10,731-99-0.91%$1,183,835
AMGEN INCAMGNHealthcare0.19%3,175--$1,149,636
FIRST MID BANCSHARES INCFMBHFinancial Services0.19%23,211--$1,116,217
SPDR SERIES TRUSTSPMDOther0.19%16,183-27-0.17%$1,093,343
AON PLCAONFinancial Services0.18%3,289--$1,090,928
CINTAS CORPCTASIndustrials0.18%6,300--$1,071,504