Fund Holdings — DUNCKER STREETT & CO INC

Total Portfolio Value
$562.70M
Total Bought
$37.83M
Total Sold
$57.33M
Net Transaction
-$19.50M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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INTUITIVE SURGICAL INC25,2889,206-16,0825665,2140.93%+4,648
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)48,21458,047+9,8339,55913,2882.36%+3,729
CROWDSTRIKE HLDGS INC(CRWD)46,127+6,12322,8720.51%+2,870
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
ALPHABET INC(GOOG)18,82617,436-1,3904,5855,4710.97%+886
APPLE INC(AAPL)94,64691,370-3,27624,10024,8404.41%+740
AMAZON COM INC(AMZN)62,01761,783-23413,61714,2612.53%+644
SELECT SECTOR SPDR TR
ST STR CARE ETF
1784,208+4,030256510.12%+627
AMPHENOL CORP NEW40,95240,95205,0685,5340.98%+466
NRG ENERGY INC(NRG)02,813+2,81304480.08%+448
WALMART INC(WMT)49,34149,159-1825,0855,4770.97%+392
CAPITAL ONE FINL CORP(COF)12,56712,56702,6713,0460.54%+374
BRISTOL-MYERS SQUIBB CO(BMY)41,54841,54801,8742,2410.40%+367
MCDONALDS CORP(MCD)2,0853,076+9916349400.17%+306
DOVER CORP(DOV)11,51511,363-1521,9212,2190.39%+298
ISHARES TR47,07152,391+5,3202,4962,7700.49%+274
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)772690-825897420.13%+153
APPLIED MATLS INC2,8962,89605937440.13%+151
CENTENE CORP DEL(CNC)24,15024,15008629940.18%+132
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)12,30912,324+154,2024,3220.77%+120
QUALCOMM INC(QCOM)17,16517,384+2192,8552,9740.53%+118
MASTERCARD INCORPORATED(MA)31,01131,082+7117,63917,7443.15%+105
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
SELECT SECTOR SPDR TR
ST STR TECHN ETF
26,33952,102+25,7637,4247,5011.33%+77
TRANSDIGM GROUP INC(TDG)3,2643,293+294,3024,3790.78%+77
INTERNATIONAL BUSINESS MACHS(IBM)8,1368,004-1322,2962,3710.42%+75
SPDR GOLD TR(GLD)1,7461,74606216920.12%+71
BERKSHIRE HATHAWAY INC DEL1,1881,329+1415976680.12%+71
EVERGY INC(EVRG)0949+9490690.01%+69
NEWMONT CORP(NEM)4,3324,33203654330.08%+67
SCHWAB STRATEGIC TR74,39574,707+3122,3742,4370.43%+63
VANGUARD INDEX FDS1,9842,019+351,2151,2660.22%+51
IDEX CORP(IEX)3,3053,306+15385880.10%+50
US BANCORP DEL(USB)9,4229,42204555030.09%+47
SCHWAB STRATEGIC TR70,95071,185+2352,0652,1080.37%+42
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)2,3552,111-2449229570.17%+35
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
CITIGROUP INC(C)3,0632,903-1603113390.06%+28
ISHARES SILVER TR(SLV)1,1811,181050760.01%+26
FIRST MID ILL BANCSHARES INC(FMBH)23,21123,21108799050.16%+26
YUM CHINA HLDGS INC(YUMC)0541+5410260.00%+26
MICRON TECHNOLOGY INC(MU)211211035600.01%+25
COCA COLA CO(KO)6,6286,62804404630.08%+24
CHUBB LIMITED
COM
1,0321,003-292913130.06%+22
FIDELITY COVINGTON TRUST8,3788,37801,8611,8820.33%+21
AMGEN INC(AMGN)3,6133,178-4351,0201,0400.18%+21
ASML HOLDING N V
N Y REGISTRY SHS
20220201962160.04%+21
VANGUARD INTL EQUITY INDEX F6,7466,816+704815010.09%+20
DEERE & CO(DE)2,3262,32601,0641,0830.19%+19
VENTAS INC(VTR)2,5702,57001801990.04%+19
EXPEDITORS INTL WASH INC(EXPD)703704+1861050.02%+19
VANGUARD INDEX FDS8,7058,662-431,8171,8340.33%+18
ISHARES TR15,05314,853-2002,9482,9660.53%+18
GE VERNOVA INC(GEV)39739702442590.05%+15
EDWARDS LIFESCIENCES CORP2,0292,02901581730.03%+15
TARGET CORP(TGT)1,8671,86701671820.03%+15
ISHARES TR5,0165,01604684820.09%+13
SPDR SERIES TRUST
ST STR SP600SM C
5,5385,542+44915040.09%+13
TOTALENERGIES SE(TTE)0200+2000130.00%+13
CME GROUP INC(CME)4,4504,45001,2021,2150.22%+13
MEDPACE HLDGS INC(MEDP)27027001391520.03%+13
ISHARES TR
CORE MSCI TOTAL
4,0614,110+493353480.06%+12
GE AEROSPACE(GE)1,5961,59604804920.09%+12
ISHARES TR25,28826,310+1,0225665770.10%+11
BECTON DICKINSON & CO(BDX)1,6241,62403043150.06%+11
EMERSON ELEC CO(EMR)12,47412,412-621,6361,6470.29%+11
WW GRAINGER INC(GWW)285280-52722830.05%+11
COREWEAVE INC(CRWV)0148+1480110.00%+11
GENERAL MTRS CO(GM)498498030400.01%+10
SPDR SERIES TRUST
ST STR P400MID
16,25616,210-469309390.17%+9
COINBASE GLOBAL INC(COIN)039+39090.00%+9
HOWMET AEROSPACE INC(HWM)1,0001,00001962050.04%+9
SPDR SERIES TRUST
ST STR SP REGBNK
5,6355,63503573650.06%+9
NUVEEN QUALITY MUNCP INCOME(NAD)25,63525,63503003080.05%+8
NUVEEN AMT FREE MUN CR INC F(NVG)22,06922,06902712790.05%+8
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DUNCKER STREETT & CO INC — 13F Holdings — Q4 2025 | TickerTrail