Duncker Streett & Co. Inc.
Duncker Streett & Co. is a boutique registered investment advisory firm founded in 1990, headquartered in St. Louis, Missouri. It provides investment management and discretionary portfolio management services to individuals, families, trusts, pension and profit-sharing plans, endowments, charitable trusts, corporations, and holding companies. The firm is led by a team of CFA and CFP professionals who offer personalized client communication and hand-picked investments, serving a diverse clientele including institutions and high net worth individuals. Duncker Streett & Co. is committed to providing fiduciary advice and managing client portfolios with tailored solutions to individual financial goals.
Investment Strategy
Duncker Streett & Co. employs a disciplined, cash flow-based investment approach focused on long-term wealth creation. Portfolios typically hold 30-50 equities diversified across market sectors, selected for demonstrated ability to grow shareholder wealth through increasing cash flow rates, undervaluation relative to price targets, and strong capital allocation by management. The firm prioritizes 'business picking' rather than trading stocks, relying on thorough research into the drivers of cash flow (sales growth, operating margins, balance sheet productivity) and management’s capital allocation discipline. Portfolios are constructed on a case-by-case basis to reflect each client’s goals, risk tolerance, and investment horizon. Asset allocations may include equities, REITs, master limited partnerships, ETFs, mutual funds, fixed income, and certificates of deposit, with a recurring emphasis on long-term buy and hold.
Top Holdings
Equity Positions (510)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.30% | $23.6M | 47,353 | $100.24 | $497.41 | +$5.7M |
A AVGO | BROADCOM INC | 4.28% | $23.5M | 85,075 | $29.63 | $275.65 | +$9.0M |
N NVDA | NVIDIA CORPORATION | 3.61% | $19.8M | 125,172 | $46.42 | $157.99 | +$7.3M |
M MA | MASTERCARD INCORPORATED | 3.29% | $18.0M | 32,054 | $78.52 | $561.94 | +$208.6K |
A AAPL | APPLE INC | 3.04% | $16.7M | 81,217 | $32.53 | $205.17 | -$953.8K |