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Portfolio (Quarterly) Guide ↗

DUNCKER STREETT & CO INC

· CIK 0001020585
13F Portfolio $526M AUM 535 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 83 Added 109 Reduced 18 Exited
Page 1 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XOM EXXON MOBIL CORP Energy 99,105.0 $16.8M 3.20% +5K +5.3% $169.66 -18.8%
2 ABBV ABBVIE INC Healthcare 74,644.0 $16.2M 3.09% +3K +3.6% $217.49 -0.5%
3 MRK MERCK & CO INC Healthcare 66,212.0 $8.0M 1.51% +3K +4.6% $120.29 -5.3%
4 XLK SELECT SECTOR SPDR TR 52,417.0 $7.0M 1.32% +315.0 +0.6% $132.90 +44.0%
5 LOW LOWES COS INC Consumer Cyclical 27,850.0 $6.6M 1.25% +153.0 +0.6% $236.28 -6.0%
6 PG PROCTER & GAMBLE CO Consumer Defensive 38,572.0 $5.6M 1.06% +19K +92.3% $144.44 +4.1%
7 GS GOLDMAN SACHS GROUP INC Financial Services 6,364.0 $5.4M 1.02% +243.0 +4.0% $845.95 +29.6%
8 IWM ISHARES TR 20,921.0 $5.2M 0.99% +12K +143.2% $248.00 +19.2%
9 GOOG ALPHABET INC Communication Services 17,688.0 $5.1M 0.96% +252.0 +1.4% $286.86 +28.1%
10 CVX CHEVRON CORPORATION Energy 23,496.0 $4.9M 0.92% +666.0 +2.9% $206.90 -16.1%
11 SPGI S&P GLOBAL INC Financial Services 10,643.0 $4.5M 0.86% +3K +31.7% $425.34 -3.4%
12 TGT TARGET CORP Consumer Defensive 32,577.0 $3.9M 0.75% +31K +1644.9% $121.20 +7.9%
13 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,928.0 $3.9M 0.73% +432.0 +7.9% $650.33 +14.8%
14 HD HOME DEPOT INC Consumer Cyclical 11,646.0 $3.8M 0.73% +1K +13.3% $328.90 +1.6%
15 CRWD CROWDSTRIKE HLDGS INC Technology 9,545.0 $3.7M 0.71% +3K +55.8% $390.41 +75.4%
16 SLB SLB LIMITED Energy 71,490.0 $3.7M 0.70% +71K +8145.7% $51.39 -6.4%
17 KLAC KLA CORP Technology 2,461.0 $3.6M 0.69% +1K +105.8% $1472.65 -82.4%
18 JNJ JOHNSON & JOHNSON Healthcare 14,724.0 $3.6M 0.68% +494.0 +3.5% $244.44 -6.6%
19 LIN LINDE PLC Basic Materials 5,929.0 $2.9M 0.56% +533.0 +9.9% $495.76 +3.3%
20 BMY BRISTOL-MYERS SQUIBB CO Healthcare 41,948.0 $2.5M 0.48% +400.0 +1.0% $60.65 -11.0%
Page 1 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.7%
Financial Services 17.1%
Healthcare 15.5%
Industrials 13.3%
Consumer Cyclical 8.1%
Energy 6.5%
Consumer Defensive 6.4%
Communication Services 6.1%
Basic Materials 1.8%
Utilities 1.2%