DUNCKER STREETT & CO INC

data from 30/09/2025

Capitalization

$ 573.994 M 4.75 %

Average holding period

34 ans

Performance

$ 590.605 M 109 909.56 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in DUNCKER STREETT & CO INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AVGO BROADCOM INC 4.87% 27.931 M $ 84661 2018/06/30 4.616 M $ 19.68 %
2025/09/30 MSFT MICROSOFT CORP 4.27% 24.507 M $ 47315 2009/06/30 972.630 K $ 4.13 %
2025/09/30 AAPL APPLE INC 4.20% 24.100 M $ 94646 2009/06/30 4.017 M $ 24.11 %
2025/09/30 NVDA NVIDIA CORPORATION 3.78% 21.686 M $ 116231 2016/09/30 3.579 M $ 18.10 %
2025/09/30 GOOGL ALPHABET INC 3.21% 18.402 M $ 75698 2015/12/31 4.785 M $ 37.95 %
2025/09/30 MA MASTERCARD INCORPORATED 3.07% 17.639 M $ 31011 2006/12/31 220.210 K $ 1.22 %
2025/09/30 ABBV ABBVIE INC 2.88% 16.503 M $ 71277 2013/03/31 2.781 M $ 24.74 %
2025/09/30 JPM JPMORGAN CHASE & CO. 2.53% 14.522 M $ 46038 2005/12/31 1.167 M $ 8.80 %
2025/09/30 AMZN AMAZON COM INC 2.37% 13.617 M $ 62017 2011/06/30 11.125 K $ 0.08 %
2025/09/30 HEI HEICO CORP NEW 2.34% 13.460 M $ 41694 2020/06/30 -219.953 K $ -1.58 %
2025/09/30 AXON AXON ENTERPRISE INC 1.82% 10.462 M $ 14579 2023/06/30 -1.599 M $ -13.32 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 1.82% 10.462 M $ 21571 2006/12/31 1.785 M $ 19.62 %
2025/09/30 DHR DANAHER CORPORATION 1.67% 9.559 M $ 48214 2009/06/30 35.961 K $ 0.36 %
2025/09/30 LOW LOWES COS INC 1.52% 8.734 M $ 34756 2004/03/31 660.398 K $ 13.27 %
2025/09/30 PANW PALO ALTO NETWORKS INC 1.45% 8.314 M $ 40832 2022/12/31 -41.365 K $ -0.50 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 1.32% 7.563 M $ 44891 2018/09/30 -668.524 K $ -8.17 %
2025/09/30 XLK SELECT SECTOR SPDR TR 1.29% 7.424 M $ 26339 2010/12/31 760.584 K $ 11.31 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.28% 7.345 M $ 74968 2022/12/31 341.288 K $ 5.01 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 1.28% 7.329 M $ 67980 2020/12/31 1.202 M $ 19.62 %
2025/09/30 XOM EXXON MOBIL CORP 1.24% 7.136 M $ 63292 2009/06/30 289.179 K $ 4.59 %
2025/09/30 NOW SERVICENOW INC 1.18% 6.800 M $ 7389 2022/12/31 -771.308 K $ -10.49 %
2025/09/30 META META PLATFORMS INC 1.17% 6.741 M $ 9179 2015/03/31 -32.184 K $ -0.50 %
2025/09/30 PWR QUANTA SVCS INC 1.15% 6.574 M $ 15864 2024/12/31 566.504 K $ 9.61 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 1.10% 6.335 M $ 20453 2023/12/31 -212.675 K $ -3.24 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.04% 5.990 M $ 6471 2011/06/30 -804.196 K $ -6.50 %
2025/09/30 CPRT COPART INC 1.02% 5.838 M $ 129820 2019/12/31 -570.305 K $ -8.36 %
2025/09/30 SPGI S&P GLOBAL INC 0.97% 5.547 M $ 11397 2019/12/31 -459.649 K $ -7.70 %
2025/09/30 AME AMETEK INC 0.93% 5.363 M $ 28525 2007/06/30 203.709 K $ 3.89 %
2025/09/30 WMT WALMART INC 0.89% 5.085 M $ 49341 2004/12/31 254.617 K $ 5.40 %
2025/09/30 SYK STRYKER CORPORATION 0.88% 5.078 M $ 13737 2004/09/30 -345.942 K $ -6.56 %
2025/09/30 APH AMPHENOL CORP NEW 0.88% 5.068 M $ 40952 2006/03/31 1.094 M $ 25.32 %
2025/09/30 ABT ABBOTT LABS 0.85% 4.852 M $ 36222 2004/03/31 -74.161 K $ -1.52 %
2025/09/30 GOOG ALPHABET INC 0.80% 4.585 M $ 18826 2015/12/31 1.345 M $ 37.30 %
2025/09/30 TDG TRANSDIGM GROUP INC 0.75% 4.302 M $ 3264 2024/09/30 -620.017 K $ -13.32 %
2025/09/30 V VISA INC 0.73% 4.202 M $ 12309 2012/06/30 -167.799 K $ -3.85 %
2025/09/30 HD HOME DEPOT INC 0.72% 4.161 M $ 10269 2001/06/30 345.947 K $ 10.51 %
2025/09/30 TJX TJX COS INC NEW 0.72% 4.113 M $ 28458 2012/06/30 599.293 K $ 17.05 %
2025/09/30 BX BLACKSTONE INC 0.69% 3.970 M $ 23236 2019/09/30 493.612 K $ 14.22 %
2025/09/30 URI UNITED RENTALS INC 0.66% 3.765 M $ 3944 2023/06/30 793.769 K $ 26.71 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.65% 3.746 M $ 5623 2011/06/30 272.194 K $ 7.82 %
2025/09/30 CVX CHEVRON CORP NEW 0.56% 3.242 M $ 20879 2004/03/31 247.565 K $ 8.45 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.55% 3.155 M $ 20535 2004/03/31 -115.571 K $ -3.56 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.54% 3.124 M $ 11979 2003/06/30 163.930 K $ 5.46 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.53% 3.049 M $ 9983 2019/09/30 560.706 K $ 21.76 %
2025/09/30 VO VANGUARD INDEX FDS 0.52% 2.964 M $ 10090 2008/06/30 142.327 K $ 4.97 %
2025/09/30 IYW ISHARES TR 0.51% 2.948 M $ 15053 2011/06/30 340.047 K $ 13.04 %
2025/09/30 LIN LINDE PLC 0.50% 2.895 M $ 6095 2023/03/31 35.472 K $ 1.24 %
2025/09/30 QCOM QUALCOMM INC 0.50% 2.855 M $ 17165 2007/09/30 123.866 K $ 4.46 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.49% 2.797 M $ 8500 2022/03/31 16.033 K $ 1.96 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.48% 2.758 M $ 14875 2005/12/31 480.771 K $ 21.39 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.47% 2.671 M $ 12567 2024/12/31 -2.262 K $ -0.08 %
2025/09/30 LQD ISHARES TR 0.46% 2.613 M $ 23439 2011/06/30 44.031 K $ 1.70 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.44% 2.553 M $ 10353 2009/09/30 -577.595 K $ -17.49 %
2025/09/30 MRK MERCK & CO INC 0.44% 2.525 M $ 30085 2009/09/30 146.128 K $ 6.03 %
2025/09/30 GSY INVESCO ACTIVELY MANAGED EXC 0.44% 2.518 M $ 50126 2018/06/30 4.527 K $ 0.18 %
2025/09/30 VRP INVESCO EXCH TRADED FD TR II 0.44% 2.513 M $ 101730 2018/09/30 25.022 K $ 1.02 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.44% 2.499 M $ 94864 2017/06/30 180.243 K $ 7.77 %
2025/09/30 IGSB ISHARES TR 0.43% 2.496 M $ 47071 2011/06/30 12.698 K $ 0.51 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.41% 2.374 M $ 74395 2015/12/31 201.306 K $ 9.24 %
2025/09/30 PFF ISHARES TR 0.41% 2.351 M $ 74362 2008/06/30 70.592 K $ 3.06 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.40% 2.296 M $ 8136 2004/03/31 -102.461 K $ -4.28 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.40% 2.292 M $ 4597 2013/09/30 -321.395 K $ -12.02 %
2025/09/30 ORCL ORACLE CORP 0.40% 2.283 M $ 8117 2004/12/31 503.572 K $ 28.64 %
2025/09/30 SCHV SCHWAB STRATEGIC TR 0.36% 2.065 M $ 70950 2012/12/31 108.622 K $ 5.20 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.36% 2.058 M $ 4601 2025/03/31 -432.425 K $ -17.70 %
2025/09/30 RTX RTX CORPORATION 0.35% 2.029 M $ 12127 2020/06/30 258.575 K $ 14.59 %
2025/09/30 VB VANGUARD INDEX FDS 0.34% 1.934 M $ 7607 2009/09/30 131.704 K $ 7.30 %
2025/09/30 DOV DOVER CORP 0.33% 1.921 M $ 11515 2010/12/31 -195.225 K $ -8.95 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.33% 1.874 M $ 41548 2005/12/31 -51.572 K $ -2.57 %
2025/09/30 FTEC FIDELITY COVINGTON TRUST 0.32% 1.861 M $ 8378 2018/03/31 208.956 K $ 12.65 %
2025/09/30 VBR VANGUARD INDEX FDS 0.32% 1.817 M $ 8705 2010/03/31 119.231 K $ 7.03 %
2025/09/30 ECL ECOLAB INC 0.31% 1.796 M $ 6556 2007/03/31 29.202 K $ 1.64 %
2025/09/30 TYL TYLER TECHNOLOGIES INC 0.31% 1.783 M $ 3408 2021/09/30 -243.252 K $ -11.75 %
2025/09/30 BAC BANK AMERICA CORP 0.31% 1.781 M $ 34528 2004/12/31 152.844 K $ 9.02 %
2025/09/30 PEP PEPSICO INC 0.31% 1.775 M $ 12640 2005/12/31 102.975 K $ 6.36 %
2025/09/30 SCHA SCHWAB STRATEGIC TR 0.30% 1.732 M $ 62070 2017/06/30 161.322 K $ 10.28 %
2025/09/30 NFLX NETFLIX INC 0.29% 1.647 M $ 1374 2015/03/31 -193.349 K $ -10.47 %
2025/09/30 EMR EMERSON ELEC CO 0.29% 1.636 M $ 12474 2004/03/31 -26.814 K $ -1.61 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.28% 1.622 M $ 7518 2011/06/30 86.458 K $ 5.43 %
2025/09/30 INTU INTUIT 0.28% 1.603 M $ 2347 2010/03/31 -245.777 K $ -13.30 %
2025/09/30 IJH ISHARES TR 0.28% 1.587 M $ 24317 2005/12/31 79.337 K $ 5.22 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.27% 1.549 M $ 1945 2004/12/31 170.820 K $ 12.52 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.25% 1.452 M $ 10303 2012/12/31 81.488 K $ 5.73 %
2025/09/30 AFL AFLAC INC 0.25% 1.418 M $ 12697 2004/03/31 79.229 K $ 5.92 %
2025/09/30 CTAS CINTAS CORP 0.23% 1.293 M $ 6300 2016/09/30 -110.943 K $ -7.90 %
2025/09/30 PFFD GLOBAL X FDS 0.22% 1.282 M $ 65988 2019/12/31 40.283 K $ 3.19 %
2025/09/30 ARCC ARES CAPITAL CORP 0.22% 1.263 M $ 61904 2005/09/30 -97.352 K $ -7.06 %
2025/09/30 KLAC KLA CORP 0.22% 1.250 M $ 1159 2021/03/31 214.311 K $ 20.41 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.22% 1.240 M $ 3530 2024/06/30 151.876 K $ 13.99 %
2025/09/30 VOO VANGUARD INDEX FDS 0.21% 1.215 M $ 1984 2013/12/31 87.990 K $ 7.81 %
2025/09/30 FI FISERV INC 0.21% 1.211 M $ 9390 2004/12/31 -456.018 K $ -25.22 %
2025/09/30 CME CME GROUP INC 0.21% 1.202 M $ 4450 2007/06/30 -24.163 K $ -1.97 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.21% 1.180 M $ 1556 2006/03/31 92.862 K $ 8.54 %
2025/09/30 AON AON PLC 0.20% 1.173 M $ 3289 2020/06/30 -592.000 $ -0.05 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.20% 1.132 M $ 6977 2008/03/31 -139.729 K $ -10.94 %
2025/09/30 DE DEERE & CO 0.19% 1.064 M $ 2326 2011/12/31 -117.880 K $ -10.08 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.18% 1.058 M $ 3186 2011/06/30 34.268 K $ 4.13 %
2025/09/30 QQQ INVESCO QQQ TR 0.18% 1.051 M $ 1751 2018/06/30 85.813 K $ 8.83 %
2025/09/30 IWR ISHARES TR 0.18% 1.046 M $ 10830 2011/06/30 46.766 K $ 4.98 %
2025/09/30 AMGN AMGEN INC 0.18% 1.020 M $ 3613 2011/06/30 10.787 K $ 1.07 %