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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 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BLK BLACKROCK INC Financial Services 674.0 $649K 0.12% -8.0 -1.2% $962.30 +9.4%
62 CI THE CIGNA GROUP Healthcare 2,400.0 $640K 0.12% -356.0 -12.9% $266.75 +6.4%
63 LLY ELI LILLY & CO Healthcare 679.0 $624K 0.12% -11.0 -1.6% $919.29 +20.4%
64 IEX IDEX CORP Industrials 3,257.0 $617K 0.12% -49.0 -1.5% $189.55 +18.1%
65 KMI KINDER MORGAN INC DEL Energy 17,682.0 $593K 0.11% -253.0 -1.4% $33.53 -4.2%
66 VCSH VANGUARD SCOTTSDALE FDS 7,346.0 $582K 0.11% -173.0 -2.3% $79.27 -0.6%
67 BERKSHIRE HATHAWAY INC DEL 1,213.0 $581K 0.11% -116.0 -8.7% $479.20
68 TIP ISHARES TR 4,663.0 $515K 0.10% -3K -37.0% $110.35 -1.2%
69 UNP UNION PAC CORP Industrials 2,086.0 $506K 0.10% -150.0 -6.7% $242.62 +7.6%
70 CPRT COPART INC Industrials 14,221.0 $472K 0.09% -24K -62.4% $33.20 -10.9%
71 ROP ROPER TECHNOLOGIES INC Industrials 1,329.0 $470K 0.09% -3K -69.6% $353.86 -8.0%
72 SDY SPDR SERIES TRUST 3,061.0 $447K 0.09% -118.0 -3.7% $145.92 +2.6%
73 GNRC GENERAC HLDGS INC Industrials 2,098.0 $410K 0.08% -120.0 -5.4% $195.33 +50.4%
74 VLTO VERALTO CORP Industrials 4,378.0 $387K 0.07% -784.0 -15.2% $88.42 -6.3%
75 WFC WELLS FARGO & CO Financial Services 4,857.0 $387K 0.07% -991.0 -16.9% $79.61 +5.4%
76 FISV FISERV INC Technology 6,495.0 $362K 0.07% -2K -22.9% $55.80 -14.8%
77 NRG NRG ENERGY INC Utilities 2,357.0 $344K 0.07% -456.0 -16.2% $146.14 -5.5%
78 NOW SERVICENOW INC Technology 3,110.0 $325K 0.06% -22K -87.4% $104.55 -11.4%
79 UNH UNITEDHEALTH GROUP INC Healthcare 1,181.0 $320K 0.06% -553.0 -31.9% $270.59 +50.8%
80 CMCSA COMCAST CORP NEW Communication Services 10,726.0 $308K 0.06% -4K -25.8% $28.71 -22.0%
Page 4 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%