StockDriftsStockDriftsTop 50 Duncker Streett & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 4.37% | 68.4K | $25.8M | -4.48%(-3.21K) | $30.68(+1183.23%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.2% | 85.8K | $24.8M | +6.41%(+5.17K) | $74.90(+307.72%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.75% | 62.0K | $22.2M | +2.12%(+1.29K) | $70.66(+387.84%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.23% | 95.4K | $19.1M | +15.38%(+12.72K) | $60.07(+276.33%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.78% | 65.3K | $16.4M | -12.49%(-9.32K) | $112.16(+122.37%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.73% | 43.2K | $16.1M | +1.33%(+569) | $97.96(+396.22%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.72% | 49.1K | $16.1M | -0.62%(-304) | $104.37(+249.44%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.42% | 75.2K | $14.3M | +43.40%(+22.75K) | $86.36(+120.85%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.35% | 40.7K | $13.9M | +0.82%(+333) | $155.77(+142.80%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 2.34% | 26.9K | $13.8M | -4.32%(-1.21K) | $59.62(+850.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.68% | +67.15% | +10.82% | +67.17% |
| Top 20 Holdings Unweighted | +18.75% | +67.44% | +11.03% | +68.75% |
Duncker Streett & CO INC reports $590.78M in US-listed equity holdings across 521 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (4.4%), AAPL (4.2%) and GOOGL (3.8%). The top 20 holdings account for 46.79% of reported assets. Its disclosed equity book has returned +67.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Duncker Streett & CO INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1020585). View Duncker Streett & CO INC’s 13F filings on SEC