Fund HoldingsDUNCKER STREETT & CO INC

Total Portfolio Value
$429.66M
Total Bought
$11.39M
Total Sold
$25.13M
Net Transaction
-$13.75M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ALPHABET INC(GOOG)75,45575,395-609,0329,8662.30%+834
INTUIT(INTU)9,73410,100+3664,4605,1601.20%+700
DANAHER CORPORATION(DHR)060,822+60,822015,0903.51%+15,090
ABBVIE INC(ABBV)045,720+45,72006,8151.59%+6,815
SCHLUMBERGER LTD(SLB)48,85452,231+3,3772,4003,0450.71%+645
BLACKSTONE INC(BX)42,05742,05703,9104,5061.05%+596
CHEVRON CORP NEW(CVX)029,415+29,41504,9601.15%+4,960
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,268+4,26804330.10%+433
EOG RES INC(EOG)024,322+24,32203,0830.72%+3,083
CDW CORP(CDW)019,421+19,42103,9180.91%+3,918
ISHARES TR014,753+14,75303600.08%+360
ISHARES TR015,565+15,56503590.08%+359
ISHARES TR015,861+15,86103560.08%+356
ISHARES TR
IBONDS DEC2026
015,186+15,18603540.08%+354
ISHARES TR016,217+16,21703540.08%+354
ISHARES TR
IBONDS 27 ETF
015,273+15,27303530.08%+353
ISHARES TR016,343+16,34303520.08%+352
ISHARES TR
IBDS DEC28 ETF
014,614+14,61403510.08%+351
SERVICENOW INC(NOW)5,0305,555+5252,8273,1050.72%+278
ALPHABET INC(GOOG)20,34020,680+3402,4612,7270.63%+266
UNITEDHEALTH GROUP INC(UNH)12,36112,311-505,9416,2071.44%+266
ADOBE INC(ADBE)8,7318,801+704,2694,4881.04%+218
VERALTO CORP(VLTO)02,484+2,48402100.05%+210
AMGEN INC(AMGN)03,397+3,39709130.21%+913
UFP INDUSTRIES INC(UFPI)29,43629,43602,8573,0140.70%+157
ONEOK INC NEW(OKE)02,465+2,46501560.04%+156
ISHARES TR06,090+6,09001510.04%+151
AXON ENTERPRISE INC(AXON)8991,559+6601753100.07%+135
TJX COS INC NEW(TJX)29,52029,52002,5032,6240.61%+121
TYLER TECHNOLOGIES INC(TYL)8561,235+3793564770.11%+120
AFLAC INC(AFL)13,77613,77609621,0570.25%+96
S&P GLOBAL INC(SPGI)7,3018,259+9582,9273,0180.70%+91
EMERSON ELEC CO(EMR)015,173+15,17301,4650.34%+1,465
ROPER TECHNOLOGIES INC(ROP)6,4136,531+1183,0833,1630.74%+80
COMCAST CORP NEW(CCZ)58,30956,027-2,2822,4232,4840.58%+61
CONOCOPHILLIPS(COP)03,650+3,65004370.10%+437
INTERNATIONAL BUSINESS MACHS(IBM)08,932+8,93201,2530.29%+1,253
FIRST MID ILL BANCSHARES INC(FMBH)023,211+23,21106160.14%+616
UNITED RENTALS INC(URI)4,3054,435+1301,9171,9720.46%+54
ELI LILLY & CO(LLY)68968903233700.09%+47
CISCO SYS INC(CSCO)023,873+23,87301,2830.30%+1,283
ARES CAPITAL CORP(ARCC)077,970+77,97001,5180.35%+1,518
WALMART INC(WMT)15,96315,96302,5092,5530.59%+44
PIONEER NAT RES CO01,950+1,95004480.10%+448
FORTREA HLDGS INC(FTRE)01,473+1,4730420.01%+42
CENTENE CORP DEL(CNC)26,15026,15001,7641,8010.42%+37
CONSTELLATION ENERGY CORP(CEG)01,796+1,79601960.05%+196
KKR & CO INC(KKR)04,800+4,80002960.07%+296
METLIFE INC(MET)03,727+3,72702340.05%+234
FIRSTSERVICE CORP NEW0162+1620240.01%+24
MARRIOTT INTL INC NEW(MAR)01,599+1,59903140.07%+314
BP PLC(BP)05,780+5,78002240.05%+224
PHILLIPS 66(PSX)0684+6840820.02%+82
THE CIGNA GROUP(CI)2,9692,96908338490.20%+16
INTEL CORP(INTC)07,570+7,57002690.06%+269
BERKSHIRE HATHAWAY INC DEL1,7001,70005805960.14%+16
UNIVERSAL DISPLAY CORP(OLED)01,181+1,18101850.04%+185
GLOBAL PMTS INC(GPN)0700+7000810.02%+81
CARRIER GLOBAL CORPORATION(CARR)02,066+2,06601140.03%+114
CATERPILLAR INC(CAT)0399+39901090.03%+109
CME GROUP INC(CME)06,950+6,95001,3920.32%+1,392
SELECT SECTOR SPDR TR
ST STR ENERG ETF
01,143+1,14301030.02%+103
RPM INTL INC(RPM)02,000+2,00001900.04%+190
CURTISS WRIGHT CORP(CW)0800+80001570.04%+157
VANGUARD INDEX FDS0465+4650610.01%+61
UBER TECHNOLOGIES INC(UBER)02,774+2,77401280.03%+128
BAKER HUGHES COMPANY(BKR)02,000+2,0000710.02%+71
MARSH & MCLENNAN COS INC(MRSH)3,2003,20006026090.14%+7
TRANE TECHNOLOGIES PLC(TT)0600+60001220.03%+122
VALERO ENERGY CORP(VLO)0249+2490350.01%+35
WILLIAMS COS INC(WMB)05,300+5,30001790.04%+179
BOOKING HOLDINGS INC(BKNG)012+120370.01%+37
FEDEX CORP(FDX)0252+2520670.02%+67
SPDR SER TR
SP O&G EQP SERV
0200+2000190.00%+19
INVESCO EXCH TRADED FD TR II05,500+5,5000600.01%+60
PAYCHEX INC(PAYX)01,452+1,45201670.04%+167
BERKLEY W R CORP0675+6750430.01%+43
VANGUARD INDEX FDS0330+3300640.01%+64
ALLSTATE CORP(ALL)0859+8590960.02%+96
AUTOMATIC DATA PROCESSING IN0212+2120510.01%+51
PRUDENTIAL FINL INC(PFH)0250+2500240.01%+24
VEEVA SYS INC(VEEV)0257+2570520.01%+52
DIGITAL RLTY TR INC(DLR)0191+1910230.01%+23
EA SERIES TRUST
STRI US ENER ETF
0500+5000150.00%+15
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,620+2,62001720.04%+172
GENERAL ELECTRIC CO(GE)01,747+1,74701930.04%+193
EVERCORE INC(EVR)082+820110.00%+11
NOVARTIS AG(NVS)01,063+1,06301080.03%+108
FIDELITY NATIONAL FINANCIAL(FNF)0186+186080.00%+8
WYNDHAM HOTELS & RESORTS INC(WH)01,000+1,0000700.02%+70
PAYONEER GLOBAL INC(PAYO)0700+700040.00%+4
OCCIDENTAL PETE CORP(OXY)0150+1500100.00%+10
SPDR INDEX SHS FDS
ST STR NAT ETF
0450+4500250.01%+25
KYNDRYL HLDGS INC(KD)0383+383060.00%+6
NRG ENERGY INC(NRG)0600+6000230.01%+23
ENTERPRISE PRODS PARTNERS L(EPD)013,460+13,46003680.09%+368
FREQUENCY THERAPEUTICS INC021,855+21,855080.00%+8
FACTSET RESH SYS INC(FDS)010+10040.00%+4
DUPONT DE NEMOURS INC(DD)088+88070.00%+7
MASTERBRAND INC(MBC)0400+400050.00%+5
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