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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 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AJG GALLAGHER ARTHUR J & CO Financial Services 103.0 $22K 0.00% -12K -99.2% $216.58 -1.2%
102 SPG SIMON PPTY GROUP INC NEW Real Estate 117.0 $22K 0.00% -6.0 -4.9% $186.53 +13.3%
103 SRE SEMPRA Utilities 93.0 $9K 0.00% -15.0 -13.9% $97.17 -6.7%
104 DOW DOW HLDGS INC Basic Materials 200.0 $8K 0.00% -21.0 -9.5% $41.65 -23.8%
105 FDX FEDEX CORP Industrials 12.0 $4K 0.00% -13.0 -52.0% $356.17 -8.4%
106 OTIS OTIS WORLDWIDE CORP Industrials 32.0 $2K -65.0 -67.0% $77.09 -5.0%
107 PGF INVESCO EXCHANGE TRADED FD T 160.0 $2K -103.0 -39.2% $13.76 +0.7%
108 AWK AMERICAN WTR WKS CO INC NEW Utilities 16.0 $2K -17.0 -51.5% $136.06 -8.1%
109 KD KYNDRYL HLDGS INC Technology 51.0 $669.0 -117.0 -69.6% $13.12 -16.1%
Page 6 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%