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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BWXT BWX TECHNOLOGIES INC Industrials 9,637.0 $2.0M 0.38% NEW $204.49 +0.4%
2 EME EMCOR GROUP INC Industrials 2,072.0 $1.5M 0.29% NEW $738.31 +13.3%
3 ISHARES TR 41,396.0 $816K 0.15% NEW $19.72
4 IBDV ISHARES TR 37,209.0 $814K 0.15% NEW $21.89 -0.6%
5 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 22,335.0 $252K 0.05% NEW $11.28 +4.0%
6 MPC MARATHON PETE CORP Energy 350.0 $85K 0.02% NEW $244.18 -0.5%
7 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 463.0 $76K 0.01% NEW $165.14 +7.6%
8 WAT WATERS CORP Healthcare 214.0 $64K 0.01% NEW $297.80 +19.4%
9 NIO NIO INC Consumer Cyclical 4,000.0 $24K 0.01% NEW $6.03 -16.7%
10 SCHB SCHWAB STRATEGIC TR 428.0 $11K 0.00% NEW $25.10 +15.4%
11 MBBA BLACKROCK ETF TRUST II 165.0 $8K 0.00% NEW $49.78 -0.0%
12 VSNT VERSANT MEDIA GROUP INC Industrials 213.0 $8K 0.00% NEW $37.02 +3.2%
13 IEMG ISHARES INC 93.0 $6K 0.00% NEW $69.75 +22.8%
14 PPG PPG INDS INC Basic Materials 60.0 $6K 0.00% NEW $106.88 +10.6%
15 VONV VANGUARD SCOTTSDALE FDS 42.0 $4K 0.00% NEW $93.74 +13.2%
16 VONG VANGUARD SCOTTSDALE FDS 34.0 $4K 0.00% NEW $109.68 +15.7%
17 USIG ISHARES TR 11.0 $564.0 NEW $51.27 -0.1%
18 SGOV ISHARES TR 4.0 $403.0 NEW $100.75 -0.2%
19 GOVT ISHARES TR 8.0 $183.0 NEW $22.88 -0.6%

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%