Fund Holdings — DUNCKER STREETT & CO INC

Total Portfolio Value
$526.13M
Total Bought
$43.63M
Total Sold
$87.83M
Net Transaction
-$44.20M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EXXON MOBIL CORP94,07899,105+5,02711,32116,8143.20%+5,493
TARGET CORP(TGT)1,86732,577+30,7101823,9480.75%+3,766
INTUITIVE SURGICAL INC25,2889,159-16,1295664,2220.80%+3,657
SLB LIMITED(SLB)86771,490+70,623333,6740.70%+3,641
ISHARES TR8,60420,921+12,3172,1185,1880.99%+3,070
PROCTER & GAMBLE CO(PG)20,06138,572+18,5112,8755,5711.06%+2,696
KLA CORP(KLAC)1,1962,461+1,2651,4543,6240.69%+2,171
NEWMONT CORP(NEM)4,33222,214+17,8824332,4050.46%+1,972
BWX TECHNOLOGIES INC(BWXT)09,637+9,63701,9710.37%+1,971
EMCOR GROUP INC(EME)02,072+2,07201,5300.29%+1,530
CHEVRON CORPORATION(CVX)22,83023,496+6663,4804,8610.92%+1,382
MERCK & CO INC(MRK)63,28766,212+2,9256,6627,9651.51%+1,303
CROWDSTRIKE HLDGS INC(CRWD)6,1279,545+3,4182,8723,7260.71%+854
COSTCO WHOLESALE CORPORATION(COST)6,1976,123-745,3446,1011.16%+757
CASEYS GEN STORES INC(CASY)3,1123,289+1771,7202,3940.46%+674
JOHNSON & JOHNSON(JNJ)14,23014,724+4942,9453,5990.68%+654
LINDE PLC(LIN)5,3965,929+5332,3012,9390.56%+639
WALMART INC(WMT)49,15949,119-405,4776,1041.16%+628
AT&T INC(T)23,20037,773+14,5735761,0950.21%+519
L3HARRIS TECHNOLOGIES INC(LHX)9,6839,684+12,8433,3420.64%+500
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,9114,491+2,5803668620.16%+496
WW GRAINGER INC(GWW)280712+4322837770.15%+494
S&P GLOBAL INC(SPGI)8,08010,643+2,5634,2234,5270.86%+304
BRISTOL-MYERS SQUIBB CO(BMY)41,54841,948+4002,2412,5440.48%+303
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,2086,442+2,2346519440.18%+293
HOME DEPOT INC(HD)10,28211,646+1,3643,5383,8300.73%+292
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,0563,688+2,6321264020.08%+276
BLACKROCK MUNIHOLDINGS FD IN(MHD)022,335+22,33502520.05%+252
ISHARES TR25,28837,384+12,0965668170.16%+251
ISHARES TR25,28841,396+16,1085668160.16%+251
ISHARES TR25,28837,209+11,9215668140.15%+249
ISHARES TR25,28836,366+11,0785668100.15%+245
ISHARES TR25,28836,106+10,8185668100.15%+244
ISHARES TR25,28835,182+9,8945668060.15%+241
ISHARES TR
IBONDS DEC2026
23,89433,598+9,7045798140.15%+235
ISHARES TR24,75435,029+10,2755798150.15%+235
SELECT SECTOR SPDR TR
ST STR SVC ETF
2,7125,001+2,2893195540.11%+235
PEPSICO INC(PEP)12,97913,509+5301,8632,0980.40%+235
ISHARES TR
IBONDS 27 ETF
23,44433,124+9,6805698030.15%+234
ISHARES TR
IBDS DEC28 ETF
22,46031,704+9,2445728030.15%+231
APPLIED MATLS INC2,8962,846-507449730.18%+228
DEERE & CO(DE)2,3262,327+11,0831,3110.25%+228
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
8,32410,935+2,6116979050.17%+208
NEXTERA ENERGY INC(NEE)8,1829,026+8446578380.16%+181
LOCKHEED MARTIN CORP(LMT)1,3991,39906778460.16%+169
SELECT SECTOR SPDR TR
ST STR INDL ETF
4,0204,878+8586247890.15%+165
REALTY INCOME CORP(O)13,81515,375+1,5607799410.18%+162
ILLINOIS TOOL WKS INC(ITW)11,93911,846-932,9413,0830.59%+143
CONOCOPHILLIPS(COP)3,5253,52503304650.09%+135
DOVER CORP(DOV)11,36311,286-772,2192,3530.45%+134
VANGUARD INTL EQUITY INDEX F6,8168,417+1,6015016320.12%+131
HONEYWELL INTL INC(HON)3,9773,97707768990.17%+123
AUTOMATIC DATA PROCESSING IN7581,559+8011953170.06%+122
VANGUARD INTL EQUITY INDEX F8,88511,052+2,1674785970.11%+120
TJX COS INC NEW(TJX)28,30827,914-3944,3484,4580.85%+109
EOG RES INC(EOG)2,7252,72502863940.07%+108
STATE STR SPDR S&P 500 ETF T(SPY)5,4965,928+4323,7483,8550.73%+107
GENERAC HLDGS INC(GNRC)2,2182,098-1203024100.08%+107
VANGUARD INTL EQUITY INDEX F2,1892,877+6883144190.08%+106
CURTISS WRIGHT CORP(CW)80080004415450.10%+104
RTX CORPORATION(RTX)12,11212,052-602,2212,3250.44%+103
KINDER MORGAN INC DEL(KMI)17,93517,682-2534935930.11%+100
CME GROUP INC(CME)4,4504,45001,2151,3140.25%+99
VANGUARD STAR FDS3,6444,764+1,1202753670.07%+92
GE VERNOVA INC(GEV)39739702593470.07%+87
SOUTHERN CO(SO)5,3155,700+3854635500.10%+87
MARATHON PETE CORP(MPC)0350+3500850.02%+85
WEC ENERGY GROUP INC(WEC)3,6584,058+4003864700.09%+84
BP PLC(BP)6,4806,48002253050.06%+80
AMETEK INC18,22317,823-4003,7413,8210.73%+79
AMGEN INC(AMGN)3,1783,175-31,0401,1170.21%+77
ALTRIA GROUP INC(MO)8,6838,752+695015780.11%+77
TEXAS ROADHOUSE INC(TXRH)0463+4630760.01%+76
TRAVELERS COMPANIES INC(TRV)149399+250431160.02%+73
ANALOG DEVICES INC(ADI)156356+200421130.02%+71
PFIZER INC(PFE)24,84124,541-3006196890.13%+71
GENERAL DYNAMICS CORP(GD)224424+200751460.03%+70
VERIZON COMMUNICATIONS INC(VZ)7,2417,24102953630.07%+69
SCHWAB STRATEGIC TR15,80316,360+5574335020.10%+68
FASTENAL CO(FAST)10,86510,86504365040.10%+68
WILLIAMS COS INC(WMB)5,1365,13603093740.07%+65
COLGATE PALMOLIVE CO(CL)10,33610,340+48178810.17%+65
WATERS CORP(WAT)0214+2140640.01%+64
CORNING INC(GLW)1,3001,30001141770.03%+63
DUKE ENERGY CORP NEW(DUK)3,3153,433+1183894490.09%+61
SPDR GOLD TR(GLD)1,7461,74606927510.14%+59
SHELL PLC(SHEL)2,9782,985+72192780.05%+59
HERSHEY CO(HSY)2,1922,19203994560.09%+57
DOMINION ENERGY INC(D)2,0022,812+8101171740.03%+57
CATERPILLAR INC(CAT)411412+12352920.06%+56
CSX CORP(CSX)11,02011,02003994520.09%+53
ENTERPRISE PRODS PARTNERS L(EPD)8,9388,93802873380.06%+52
SPDR SERIES TRUST
ST PORT HIGH ETF
4,6076,870+2,2631091600.03%+51
FIRST MID BANCSHARES INC(FMBH)23,21123,21109059560.18%+51
ASML HLDG NV
N Y REGISTRY SHS
20220202162670.05%+51
SCHWAB CHARLES CORP(SCHW)53540+4875510.01%+45
VANGUARD INDEX FDS8,6628,644-181,8341,8780.36%+43
CISCO SYS INC(CSCO)11,64412,097+4538979390.18%+42
COCA COLA CO(KO)6,6286,62804635040.10%+41
LABCORP HOLDINGS INC(LH)2,4222,42206086460.12%+39
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DUNCKER STREETT & CO INC — 13F Holdings — Q1 2026 | TickerTrail