DUNCKER STREETT & CO INC

PrivateCIK: 1020585
Location

ST. LOUIS, MO

535
Positions
$526.13M
Total AUM (reported)
4.15M
Total Shares

Allocation by class

TOTAL AUM$526.13M535 positions
COM$363.92M69.2%
CL A$25.06M4.8%
CAP STK CL A$17.46M3.3%
COM NEW$10.54M2.0%
STATE STREET TEC$6.97M1.3%
RUSSELL 2000 ETF$5.19M1.0%
CAP STK CL C$5.07M1.0%

Portfolio Concentration

Top 311.4%4–1019.6%11–2519.5%Rest49.5%TOP 1031.0%0%100%
Top 3$60.09M11.4%
4–10$103.10M19.6%
11–25$102.64M19.5%
Rest$260.30M49.5%

Top 3 weight

11.4%

Top 10 weight

31.0%

Voting Authority Distribution

Total shares with voting rights: 0.00

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole535
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings535
Rows:

BROADCOM INC

SOLE
COM
Shares71.63K
TypeSH
Market value$22.17M
4.21%
Sole
0.00
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares80.61K
TypeSH
Market value$20.46M
3.89%
Sole
0.00
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares60.73K
TypeSH
Market value$17.46M
3.32%
Sole
0.00
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares99.11K
TypeSH
Market value$16.81M
3.20%
Sole
0.00
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares74.64K
TypeSH
Market value$16.23M
3.09%
Sole
0.00
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares42.66K
TypeSH
Market value$15.79M
3.00%
Sole
0.00
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares49.42K
TypeSH
Market value$14.54M
2.76%
Sole
0.00
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares82.70K
TypeSH
Market value$14.42M
2.74%
Sole
0.00
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares28.12K
TypeSH
Market value$14.05M
2.67%
Sole
0.00
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares54.02K
TypeSH
Market value$11.25M
2.14%
Sole
0.00
Shared
0.00
None
0.00

HEICO CORP NEW

SOLE
COM
Shares40.82K
TypeSH
Market value$11.19M
2.13%
Sole
0.00
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares20.05K
TypeSH
Market value$9.86M
1.87%
Sole
0.00
Shared
0.00
None
0.00

DANAHER CORP DEL

SOLE
COM
Shares47.35K
TypeSH
Market value$8.98M
1.71%
Sole
0.00
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
COM
Shares66.21K
TypeSH
Market value$7.96M
1.51%
Sole
0.00
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares52.42K
TypeSH
Market value$6.97M
1.32%
Sole
0.00
Shared
0.00
None
0.00

LOWES COS INC

SOLE
COM
Shares27.85K
TypeSH
Market value$6.58M
1.25%
Sole
0.00
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares40.37K
TypeSH
Market value$6.47M
1.23%
Sole
0.00
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares49.12K
TypeSH
Market value$6.10M
1.16%
Sole
0.00
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares6.12K
TypeSH
Market value$6.10M
1.16%
Sole
0.00
Shared
0.00
None
0.00

QUANTA SVCS INC

SOLE
COM
Shares10.39K
TypeSH
Market value$5.71M
1.08%
Sole
0.00
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares38.57K
TypeSH
Market value$5.57M
1.06%
Sole
0.00
Shared
0.00
None
0.00

INTERCONTINENTAL EXCHANGE IN

SOLE
COM
Shares34.39K
TypeSH
Market value$5.41M
1.03%
Sole
0.00
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares6.36K
TypeSH
Market value$5.38M
1.02%
Sole
0.00
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares20.92K
TypeSH
Market value$5.19M
0.99%
Sole
0.00
Shared
0.00
None
0.00

AMPHENOL CORP

SOLE
CL A
Shares40.85K
TypeSH
Market value$5.16M
0.98%
Sole
0.00
Shared
0.00
None
0.00
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