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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 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MEDP MEDPACE HLDGS INC Healthcare 273.0 $131K 0.03% +3.0 +1.1% $480.19 -6.0%
62 PAYX PAYCHEX INC Industrials 1,336.0 $123K 0.02% +9.0 +0.7% $92.09 +5.7%
63 TRV TRAVELERS COMPANIES INC Financial Services 399.0 $116K 0.02% +250.0 +167.8% $291.88 +6.9%
64 ADI ANALOG DEVICES INC Technology 356.0 $113K 0.02% +200.0 +128.2% $318.14 +39.1%
65 SLV ISHARES SILVER TR Financial Services 1,607.0 $110K 0.02% +426.0 +36.1% $68.14 -13.3%
66 IAU ISHARES GOLD TR Financial Services 730.0 $64K 0.01% +5.0 +0.7% $88.16 -10.7%
67 TSLA TESLA INC Consumer Cyclical 167.0 $62K 0.01% +5.0 +3.1% $371.75 +9.6%
68 XLP SELECT SECTOR SPDR TR 661.0 $54K 0.01% +284.0 +75.3% $81.98 +0.5%
69 SCHW SCHWAB CHARLES CORP Financial Services 540.0 $51K 0.01% +487.0 +918.9% $93.91 -1.6%
70 VMBS VANGUARD SCOTTSDALE FDS 1,056.0 $50K 0.01% +16.0 +1.5% $46.95 -0.6%
71 XLE SELECT SECTOR SPDR TR 782.0 $48K 0.01% +74.0 +10.4% $61.26 -12.0%
72 IVV ISHARES TR 66.0 $43K 0.01% +3.0 +4.8% $653.21 +14.6%
73 IYH ISHARES TR 658.0 $41K 0.01% +122.0 +22.8% $61.64 +2.6%
74 NVAX NOVAVAX INC Healthcare 4,242.0 $35K 0.01% +4K +917.3% $8.14 +13.2%
75 IEFA ISHARES TR 354.0 $32K 0.01% +166.0 +88.3% $90.53 +7.6%
76 FAF FIRST AMERN FINL CORP Financial Services 437.0 $26K 0.01% +376.0 +616.4% $60.29 +14.0%
77 FINX GLOBAL X FDS 1,025.0 $24K 0.00% +6.0 +0.6% $23.09 +6.6%
78 WBD WARNER BROS DISCOVERY INC Communication Services 602.0 $17K 0.00% +361.0 +149.8% $27.46 -2.1%
79 MGK VANGUARD WORLD FD 30.0 $11K 0.00% +3.0 +11.1% $367.43 -76.2%
80 DGS WISDOMTREE TR 183.0 $11K 0.00% +1.0 +0.6% $60.09 +10.5%
Page 4 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%