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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 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 12,179.0 $3.7M 0.70% -145.0 -1.2% $302.23 +8.3%
22 TDG TRANSDIGM GROUP INC Industrials 3,136.0 $3.6M 0.69% -157.0 -4.8% $1158.96 +14.6%
23 ABT ABBOTT LABORATORIES Healthcare 34,457.0 $3.5M 0.67% -2K -4.6% $102.67 -13.9%
24 ITW ILLINOIS TOOL WKS INC Industrials 11,846.0 $3.1M 0.59% -93.0 -0.8% $260.30 +1.5%
25 IGSB ISHARES TR 51,831.0 $2.7M 0.52% -560.0 -1.1% $52.56 -0.5%
26 BX BLACKSTONE INC Financial Services 21,710.0 $2.5M 0.47% -2K -7.5% $114.99 +7.6%
27 IYW ISHARES TR 13,555.0 $2.5M 0.47% -1K -8.7% $181.42 +39.8%
28 GSY INVESCO ACTIVELY MANAGED EXC 48,431.0 $2.4M 0.46% -505.0 -1.0% $50.12 +0.3%
29 VRP INVESCO EXCH TRADED FD TR II 99,701.0 $2.4M 0.45% -880.0 -0.9% $23.98 +1.8%
30 DOV DOVER CORP Industrials 11,286.0 $2.4M 0.45% -77.0 -0.7% $208.46 +7.3%
31 COF CAPITAL ONE FINL CORP Financial Services 12,490.0 $2.3M 0.43% -77.0 -0.6% $182.43 +10.5%
32 PFF ISHARES TR 72,317.0 $2.2M 0.42% -1K -1.5% $30.32 +3.0%
33 VO VANGUARD INDEX FDS 7,555.0 $2.2M 0.41% -2K -24.7% $287.17 -72.1%
34 SCHG SCHWAB STRATEGIC TR 74,265.0 $2.2M 0.41% -442.0 -0.6% $29.13 +16.4%
35 AXON AXON ENTERPRISE INC Industrials 4,415.0 $1.9M 0.36% -5K -54.4% $424.69 -0.3%
36 SCHV SCHWAB STRATEGIC TR 60,029.0 $1.8M 0.35% -11K -15.7% $30.50 +13.3%
37 UBER UBER TECHNOLOGIES INC Technology 25,194.0 $1.8M 0.34% -23K -47.2% $71.93 -0.4%
38 FTEC FIDELITY COVINGTON TRUST 8,078.0 $1.7M 0.32% -300.0 -3.6% $208.05 +37.7%
39 BAC BANK AMERICA CORP Financial Services 32,409.0 $1.6M 0.30% -699.0 -2.1% $48.75 +15.3%
40 META META PLATFORMS INC Communication Services 2,647.0 $1.5M 0.29% -3K -54.4% $572.13 +0.9%
Page 2 of 6  ·  109 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%