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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 10 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VSS VANGUARD INTL EQUITY INDEX F 2,877.0 $419K 0.08% +688.0 +31.4% $145.78 +8.3%
182 XLF SELECT SECTOR SPDR TR 8,470.0 $418K 0.08% +1K +21.0% $49.37 +8.8%
183 GNRC GENERAC HLDGS INC Industrials 2,098.0 $410K 0.08% -120.0 -5.4% $195.33 +50.4%
184 EBAY EBAY INC. Consumer Cyclical 4,473.0 $407K 0.08% $91.02 +15.9%
185 XLY SELECT SECTOR SPDR TR 3,688.0 $402K 0.08% +3K +249.2% $108.98 +5.9%
186 EOG EOG RES INC Energy 2,725.0 $394K 0.07% $144.57 -8.7%
187 VLTO VERALTO CORP Industrials 4,378.0 $387K 0.07% -784.0 -15.2% $88.42 -6.3%
188 WFC WELLS FARGO & CO Financial Services 4,857.0 $387K 0.07% -991.0 -16.9% $79.61 +5.4%
189 WMB WILLIAMS COS INC Energy 5,136.0 $374K 0.07% $72.78 +3.6%
190 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,553.0 $369K 0.07% $80.95 -0.2%
191 VXUS VANGUARD STAR FDS 4,764.0 $367K 0.07% +1K +30.7% $77.12 +12.9%
192 KRE SPDR SERIES TRUST 5,635.0 $367K 0.07% $65.15 +10.6%
193 VZ VERIZON COMMUNICATIONS INC Communication Services 7,241.0 $363K 0.07% $50.20 -9.4%
194 FISV FISERV INC Technology 6,495.0 $362K 0.07% -2K -22.9% $55.80 -14.8%
195 IXUS ISHARES TR 4,110.0 $356K 0.07% $86.64 +12.2%
196 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,906.0 $353K 0.07% $90.42 -2.7%
197 GEV GE VERNOVA INC Utilities 397.0 $347K 0.07% $872.90 +28.2%
198 NRG NRG ENERGY INC Utilities 2,357.0 $344K 0.07% -456.0 -16.2% $146.14 -5.5%
199 DIS DISNEY WALT CO Communication Services 3,529.0 $340K 0.07% $96.38 +6.2%
200 CBSH COMMERCE BANCSHARES INC Financial Services 6,877.0 $338K 0.06% $49.20 +12.6%
Page 10 of 27  ·  535 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%