Fund HoldingsDUNCKER STREETT & CO INC

Total Portfolio Value
$562.70M
Total Bought
$52.72M
Total Sold
$63.72M
Net Transaction
-$11.00M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
052,102+52,10207,5011.33%+7,501
EXXON MOBIL CORP63,29294,078+30,7867,13611,3212.01%+4,185
MERCK & CO INC(MRK)30,08563,287+33,2022,5256,6621.18%+4,137
THERMO FISHER SCIENTIFIC INC(TMO)21,57124,789+3,21810,46214,3642.55%+3,902
GOLDMAN SACHS GROUP INC(GS)1,9456,121+4,1761,5495,3800.96%+3,831
DANAHER CORPORATION(DHR)058,047+58,047013,2882.36%+13,288
INTUITIVE SURGICAL INC09,206+9,20605,2140.93%+5,214
CROWDSTRIKE HLDGS INC(CRWD)06,127+6,12702,8720.51%+2,872
ISHARES TR1,1818,604+7,4232862,1180.38%+1,832
CASEYS GEN STORES INC(CASY)03,112+3,11201,7200.31%+1,720
JPMORGAN CHASE & CO.(JPM)46,03849,694+3,65614,52216,0122.85%+1,491
ALPHABET INC(GOOG)75,69862,270-13,42818,40219,4913.46%+1,088
SPDR SERIES TRUST
ST STR P400MID
016,210+16,21009390.17%+939
ALPHABET INC(GOOG)18,82617,436-1,3904,5855,4710.97%+886
APPLE INC(AAPL)94,64691,370-3,27624,10024,8404.41%+740
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,208+4,20806510.12%+651
AMAZON COM INC(AMZN)62,01761,783-23413,61714,2612.53%+644
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,020+4,02006240.11%+624
SPDR SERIES TRUST
ST STR SP600SM C
05,542+5,54205040.09%+504
AMPHENOL CORP NEW40,95240,95205,0685,5340.98%+466
NRG ENERGY INC(NRG)02,813+2,81304480.08%+448
SPDR SERIES TRUST
ST STR SP DIV
03,179+3,17904420.08%+442
WALMART INC(WMT)49,34149,159-1825,0855,4770.97%+392
SELECT SECTOR SPDR TR
ST STR FINL ETF
06,999+6,99903830.07%+383
CAPITAL ONE FINL CORP(COF)012,567+12,56703,0460.54%+3,046
BRISTOL-MYERS SQUIBB CO(BMY)041,548+41,54802,2410.40%+2,241
SPDR SERIES TRUST
ST STR SP REGBNK
05,635+5,63503650.06%+365
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,712+2,71203190.06%+319
MCDONALDS CORP(MCD)03,076+3,07609400.17%+940
DOVER CORP(DOV)011,363+11,36302,2190.39%+2,219
ISHARES TR052,391+52,39102,7700.49%+2,770
CHEVRON CORP NEW(CVX)20,87922,830+1,9513,2423,4800.62%+237
TJX COS INC NEW(TJX)28,45828,308-1504,1134,3480.77%+235
KLA CORP(KLAC)1,1591,196+371,2501,4540.26%+203
RTX CORPORATION(RTX)12,12712,112-152,0292,2210.39%+192
PARKER-HANNIFIN CORP(PH)1,5561,55601,1801,3680.24%+188
JOHNSON & JOHNSON(JNJ)14,87514,230-6452,7582,9450.52%+187
QUANTA SVCS INC15,86416,019+1556,5746,7611.20%+187
ELI LILLY & CO(LLY)0690+69007420.13%+742
APPLIED MATLS INC2,8962,89605937440.13%+151
SPDR SERIES TRUST
ST TERM HIGH ETF
05,631+5,63101430.03%+143
CENTENE CORP DEL(CNC)024,150+24,15009940.18%+994
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,056+1,05601260.02%+126
CONSTELLATION ENERGY CORP(CEG)8,5008,266-2342,7972,9200.52%+123
AMERICAN EXPRESS CO(AXP)3,1863,18601,0581,1790.21%+120
VISA INC(V)012,324+12,32404,3220.77%+4,322
QUALCOMM INC(QCOM)17,16517,384+2192,8552,9740.53%+118
SPDR SERIES TRUST
ST PORT HIGH ETF
04,607+4,60701090.02%+109
MASTERCARD INCORPORATED(MA)031,082+31,082017,7443.15%+17,744
SELECT SECTOR SPDR TR
ST STR MATER ETF
01,950+1,9500880.02%+88
YUM BRANDS INC(YUM)0579+5790880.02%+88
PEPSICO INC(PEP)12,64012,979+3391,7751,8630.33%+88
CISCO SYS INC(CSCO)11,89311,644-2498148970.16%+83
MORGAN STANLEY(MS)3,4863,578+925546350.11%+81
SPDR SERIES TRUST
ST STR P500GRW
0750+7500800.01%+80
TRANSDIGM GROUP INC(TDG)03,293+3,29304,3790.78%+4,379
INTERNATIONAL BUSINESS MACHS(IBM)08,004+8,00402,3710.42%+2,371
SPDR SERIES TRUST
ST BLOO HIGH ETF
0771+7710750.01%+75
SPDR GOLD TR(GLD)1,7461,74606216920.12%+71
BERKSHIRE HATHAWAY INC DEL01,329+1,32906680.12%+668
EVERGY INC(EVRG)0949+9490690.01%+69
NEWMONT CORP(NEM)4,3324,33203654330.08%+67
SPDR SERIES TRUST
ST STR PFD ETF
02,000+2,0000630.01%+63
SCHWAB STRATEGIC TR74,39574,707+3122,3742,4370.43%+63
VANGUARD INDEX FDS1,9842,019+351,2151,2660.22%+51
IDEX CORP(IEX)03,306+3,30605880.10%+588
US BANCORP DEL(USB)09,422+9,42205030.09%+503
SCHWAB STRATEGIC TR071,185+71,18502,1080.37%+2,108
CATERPILLAR INC(CAT)410411+11962350.04%+40
BANK AMERICA CORP34,52833,108-1,4201,7811,8210.32%+40
SOLSTICE ADVANCED MATLS INC(SOLS)0796+7960390.01%+39
VANECK ETF TRUST
SEMICONDUCTR ETF
1,1201,12003664030.07%+38
VERTEX PHARMACEUTICALS INC(VRTX)02,111+2,11109570.17%+957
SCHWAB STRATEGIC TR62,07061,999-711,7321,7660.31%+34
NEXTERA ENERGY INC(NEE)8,2698,182-876246570.12%+33
SPDR DOW JONES INDL AVERAGE(DIA)1,8711,872+18689000.16%+32
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0708+7080320.01%+32
SELECT SECTOR SPDR TR
ST STR STAPL ETF
0377+3770290.01%+29
CITIGROUP INC(C)3,0632,903-1603113390.06%+28
ISHARES SILVER TR(SLV)01,181+1,1810760.01%+76
FIRST MID ILL BANCSHARES INC(FMBH)023,211+23,21109050.16%+905
YUM CHINA HLDGS INC(YUMC)0541+5410260.00%+26
MICRON TECHNOLOGY INC(MU)0211+2110600.01%+60
COCA COLA CO(KO)06,628+6,62804630.08%+463
CHUBB LIMITED
COM
01,003+1,00303130.06%+313
FIDELITY COVINGTON TRUST8,3788,37801,8611,8820.33%+21
AMGEN INC(AMGN)03,178+3,17801,0400.18%+1,040
ASML HOLDING N V
N Y REGISTRY SHS
0202+20202160.04%+216
VANGUARD INTL EQUITY INDEX F06,816+6,81605010.09%+501
DEERE & CO(DE)02,326+2,32601,0830.19%+1,083
VENTAS INC(VTR)02,570+2,57001990.04%+199
EXPEDITORS INTL WASH INC(EXPD)0704+70401050.02%+105
VANGUARD INDEX FDS8,7058,662-431,8171,8340.33%+18
ISHARES TR15,05314,853-2002,9482,9660.53%+18
SPDR SERIES TRUST
SP O&G EQP SERV
0200+2000160.00%+16
GE VERNOVA INC(GEV)0397+39702590.05%+259
EDWARDS LIFESCIENCES CORP02,029+2,02901730.03%+173
TARGET CORP(TGT)01,867+1,86701820.03%+182
ISHARES TR05,016+5,01604820.09%+482
TOTALENERGIES SE(TTE)0200+2000130.00%+13
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