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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 3 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBDS ISHARES TR 33,124.0 $803K 0.15% +10K +41.3% $24.24 -0.3%
42 XLI SELECT SECTOR SPDR TR 4,878.0 $789K 0.15% +858.0 +21.3% $161.73 +11.9%
43 GWW WW GRAINGER INC Industrials 712.0 $777K 0.15% +432.0 +154.3% $1090.81 +25.2%
44 VEU VANGUARD INTL EQUITY INDEX F 8,417.0 $632K 0.12% +2K +23.5% $75.10 +13.1%
45 VWO VANGUARD INTL EQUITY INDEX F 11,052.0 $597K 0.11% +2K +24.4% $54.05 +12.4%
46 MO ALTRIA GROUP INC Consumer Defensive 8,752.0 $578K 0.11% +69.0 +0.8% $65.99 +4.7%
47 XLC SELECT SECTOR SPDR TR 5,001.0 $554K 0.10% +2K +84.4% $110.86 -1.3%
48 SO SOUTHERN CO Utilities 5,700.0 $550K 0.10% +385.0 +7.2% $96.51 -3.5%
49 SCHD SCHWAB STRATEGIC TR 16,360.0 $502K 0.10% +557.0 +3.5% $30.68 +3.8%
50 WEC WEC ENERGY GROUP INC Utilities 4,058.0 $470K 0.09% +400.0 +10.9% $115.77 -3.1%
51 DUK DUKE ENERGY CORP NEW Utilities 3,433.0 $449K 0.09% +118.0 +3.6% $130.93 -5.4%
52 VSS VANGUARD INTL EQUITY INDEX F 2,877.0 $419K 0.08% +688.0 +31.4% $145.78 +8.1%
53 XLF SELECT SECTOR SPDR TR 8,470.0 $418K 0.08% +1K +21.0% $49.37 +8.5%
54 XLY SELECT SECTOR SPDR TR 3,688.0 $402K 0.08% +3K +249.2% $108.98 +7.5%
55 VXUS VANGUARD STAR FDS 4,764.0 $367K 0.07% +1K +30.7% $77.12 +12.5%
56 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,559.0 $317K 0.06% +801.0 +105.7% $203.18 +7.5%
57 VV VANGUARD INDEX FDS 794.0 $237K 0.04% +33.0 +4.3% $298.85 +15.4%
58 D DOMINION ENERGY INC Utilities 2,812.0 $174K 0.03% +810.0 +40.5% $61.81 +10.6%
59 SPHY SPDR SERIES TRUST 6,870.0 $160K 0.03% +2K +49.1% $23.32 +0.5%
60 GD GENERAL DYNAMICS CORP Industrials 424.0 $146K 0.03% +200.0 +89.3% $343.22 +2.0%
Page 3 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%