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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 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VIG VANGUARD SPECIALIZED FUNDS 6,882.0 $1.5M 0.28% -335.0 -4.6% $215.04 +9.4%
42 VYM VANGUARD WHITEHALL FDS 9,439.0 $1.4M 0.27% -290.0 -3.0% $148.09 +6.8%
43 AFL AFLAC INC Financial Services 12,432.0 $1.4M 0.26% -182.0 -1.4% $109.71 +5.3%
44 VOO VANGUARD INDEX FDS 1,928.0 $1.2M 0.22% -91.0 -4.5% $597.59 +15.1%
45 NFLX NETFLIX INC. Communication Services 11,732.0 $1.1M 0.21% -2K -15.5% $96.15 -19.5%
46 ACN ACCENTURE PLC IRELAND Technology 5,069.0 $1.0M 0.19% -1K -21.1% $198.29 -35.5%
47 PFFD GLOBAL X FDS 52,959.0 $974K 0.18% -803.0 -1.5% $18.40 +2.7%
48 AMAT APPLIED MATLS INC Technology 2,846.0 $973K 0.18% -50.0 -1.7% $341.79 +80.6%
49 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,091.0 $934K 0.18% -20.0 -0.9% $446.54 +1.1%
50 ORCL ORACLE CORP Technology 5,992.0 $881K 0.17% -167.0 -2.7% $147.10 +25.3%
51 INTU INTUIT Technology 2,032.0 $879K 0.17% -315.0 -13.4% $432.38 -38.2%
52 ARCC ARES CAPITAL CORP Financial Services 46,766.0 $843K 0.16% -3K -6.1% $18.02 +0.1%
53 CEG CONSTELLATION ENERGY CORP Utilities 2,745.0 $767K 0.15% -6K -66.8% $279.25 -1.9%
54 QQQ INVESCO QQQ TR Financial Services 1,307.0 $754K 0.14% -12.0 -0.9% $577.18 +28.3%
55 IGIB ISHARES TR 13,883.0 $739K 0.14% -244.0 -1.7% $53.22 -0.3%
56 SYY SYSCO CORP Consumer Defensive 10,039.0 $716K 0.14% -660.0 -6.2% $71.33 +10.3%
57 MMM 3M CO Industrials 4,907.0 $713K 0.14% -53.0 -1.1% $145.23 +10.6%
58 PFE PFIZER INC Healthcare 24,541.0 $689K 0.13% -300.0 -1.2% $28.08 -10.2%
59 CDNS CADENCE DESIGN SYSTEM INC Technology 2,469.0 $686K 0.13% -796.0 -24.4% $277.87 +39.4%
60 VNQ VANGUARD INDEX FDS 7,570.0 $671K 0.13% -129.0 -1.7% $88.70 +7.7%
Page 3 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%