Arkolith/Funds/Duncker Streett & Co Inc

Duncker Streett & Co Inc

CIK 1020585
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Duncker Streett & Co Inc holds a diversified book of 521 stocks worth $590.8M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Broadcom Inc. Their largest long position is Broadcom Inc at 4% of the equity book. Cloning the disclosed picks since 2024 would be +14% (+7.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show DUNCKER STREETT & CO INC's latest
holdings, largest changes, and filing provenance.
Opened
143
new positions
Added to
95
existing
Trimmed
130
reduced
Sold out
28
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+13.6%
+7.7%/yr · since Nov '24
Their reported book
+16.3%
held from quarter-end
S&P 500
+29.2%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Aug '26
Duncker Streett & Co Inc (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +16.3%, a 2.6-point gap that is the cost of the ~28-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Duncker Streett & Co Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
31%
Top 20 holdings
47%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

81% mapped to company sectors

Information Technology
31%
ETF / fund or unclassified
19%
Financials
12%
Health Care
10%
Industrials
10%
Consumer Discretionary
9%
Energy
4%
Materials
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Duncker Streett & Co Inc

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$575.5B
JPMORGAN CHASE & CO80 / 80$542.5B
BANK OF AMERICA CORP /DE/80 / 80$389.5B
GOLDMAN SACHS GROUP INC80 / 80$264.1B
Bank of New York Mellon Corp80 / 80$213.8B
WELLS FARGO & COMPANY/MN80 / 80$167.2B
ROYAL BANK OF CANADA80 / 80$160.8B
UBS Group AG80 / 80$157.2B

Ranked by how many of Duncker Streett & Co Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

521 positions
#SecurityValueShares% PortLast moveHistory
1Broadcom Inc
COM
$25.8M68.4K
4.4%
−4.5%
Reduced · −3K sh
2Apple Inc
COM
$24.8M85.8K
4.2%
+6.4%
Added · +5K sh
3Alphabet Inc
CAP STK CL A
$22.2M62.0K
3.8%
+2.1%
Added · +1K sh
4Nvidia Corporation
COM
$19.1M95.4K
3.2%
+15%
Added · +13K sh
5Abbvie Inc
COM
$16.4M65.3K
2.8%
−12%
Reduced · −9K sh
6Microsoft Corp
COM
$16.1M43.2K
2.7%
+1.3%
Added · +569 sh
7JPMorgan Chase & Co
COM
$16.1M49.1K
2.7%
−0.6%
Reduced · −304 sh
8Select Sector SPDR TR
ST STR TECHN ETF
$14.3M75.2K
2.4%
+43%
Added · +23K sh
9Palo Alto Networks Inc
COM
$13.9M40.7K
2.3%
+0.8%
Added · +333 sh
10Mastercard Incorporated
CL A
$13.8M26.9K
2.3%
−4.3%
Reduced · −1K sh
11Amazon Com Inc
COM
$13.0M54.6K
2.2%
+1.0%
Added · +564 sh
12Heico Corp New
COM
$12.8M35.9K
2.2%
−12%
Reduced · −5K sh
13Exxon Mobil Corp
COM
$12.3M90.0K
2.1%
−9.2%
Reduced · −9K sh
14Thermo Fisher Scientific Inc
COM
$8.8M17.6K
1.5%
−12%
Reduced · −2K sh
15Merck & Co Inc
COM
$8.6M67.3K
1.5%
+1.6%
Added · +1K sh
16Danaher Corp Del
COM
$8.2M43.1K
1.4%
−9.0%
Reduced · −4K sh
17Kla Corp
COM NEW
$8.0M26.4K
1.3%
11×
Added · +24K sh
18Quanta Svcs Inc
COM
$7.9M11.0K
1.3%
+5.6%
Added · +582 sh
19Crowdstrike Hldgs Inc
CL A
$7.4M9.6K
1.2%
+1.0%
Added · +99 sh
20Goldman Sachs Group Inc
COM
$7.0M6.9K
1.2%
+8.6%
Added · +549 sh
21Eli Lilly & Co
COM
$6.7M5.6K
1.1%
+722%
Added · +5K sh
22Amphenol Corp
CL A
$6.7M37.9K
1.1%
−7.1%
Reduced · −3K sh
23Ishares TR
RUSSELL 2000 ETF
$6.6M22.0K
1.1%
+5.1%
Added · +1K sh
24Lowes Cos Inc
COM
$5.8M26.4K
1.0%
−5.3%
Reduced · −1K sh
25Alphabet Inc
CAP STK CL C
$5.7M16.0K
1.0%
−9.3%
Reduced · −2K sh
26Costco Wholesale Corporation
COM
$5.6M6.0K
1.0%
−1.9%
Reduced · −118 sh
27Walmart Inc
COM
$5.6M49.1K
0.9%
~0%
Reduced · −4 sh
28Target Corp
COM
$5.4M41.6K
0.9%
+28%
Added · +9K sh
29Procter & Gamble Co
COM
$5.3M36.5K
0.9%
−5.5%
Reduced · −2K sh
30State STR SPDR S&P 500 ETF T
TR UNIT
$4.8M6.4K
0.8%
+8.1%
Added · +482 sh
31United Rentals Inc
COM
$4.6M4.1K
0.8%
+2.8%
Added · +111 sh
32Oreilly Automotive Inc
COM
$4.4M47.9K
0.7%
−6.2%
Reduced · −3K sh
33Chevron Corporation
COM
$4.3M25.8K
0.7%
+9.7%
Added · +2K sh
34TJX Cos Inc New
COM
$4.2M27.9K
0.7%
Held
35BWX Technologies Inc
COM
$4.2M21.4K
0.7%
+122%
Added · +12K sh
36Linde PLC
SHS
$4.1M7.9K
0.7%
+33%
Added · +2K sh
37Home Depot Inc
COM
$4.0M11.4K
0.7%
−2.0%
Reduced · −231 sh
38Visa Inc
COM CL A
$4.0M11.6K
0.7%
−4.3%
Reduced · −530 sh
39Transdigm Group Inc
COM
$4.0M3.0K
0.7%
−4.7%
Reduced · −148 sh
40Ametek Inc
COM
$3.9M16.2K
0.7%
−9.0%
Reduced · −2K sh
41Johnson & Johnson
COM
$3.8M15.1K
0.7%
+2.8%
Added · +414 sh
42S&P Global Inc
COM
$3.6M8.9K
0.6%
−16%
Reduced · −2K sh
43Intercontinental Exchange In
COM
$3.5M28.8K
0.6%
−16%
Reduced · −6K sh
44SLB Limited
COM STK
$3.3M71.7K
0.6%
+0.3%
Added · +247 sh
45Illinois Tool WKS Inc
COM
$3.2M11.9K
0.5%
+0.1%
Added · +7 sh
46Qualcomm Inc
COM
$3.1M16.9K
0.5%
−2.3%
Reduced · −396 sh
47Stryker Corporation
COM
$3.1M9.8K
0.5%
−23%
Reduced · −3K sh
48Ishares TR
U.S. TECH ETF
$3.1M12.2K
0.5%
−10%
Reduced · −1K sh
49Abbott Laboratories
COM
$3.0M33.5K
0.5%
−2.8%
Reduced · −953 sh
50Caseys Gen Stores Inc
COM
$2.9M3.6K
0.5%
+11%
Added · +346 sh
Showing 50 of 521 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 2026521$590.8M13F-HR
Q1 2026Mar 31, 2026Apr 29, 2026535$526.1M13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026534$562.7M13F-HR
Q3 2025Sep 30, 2025Oct 23, 2025534$574.0M13F-HR
Q2 2025Jun 30, 2025Jul 28, 2025512$548.0M13F-HR
Q1 2025Mar 31, 2025Apr 22, 2025503$504.7M13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025530$538.6M13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024488$548.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.