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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 12 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ASML ASML HLDG NV Technology 202.0 $267K 0.05% $1320.83 +44.1%
222 BND VANGUARD BD INDEX FDS 3,565.0 $263K 0.05% $73.64 -0.7%
223 BDX BECTON DICKINSON & CO Healthcare 1,624.0 $255K 0.05% $157.23 -10.4%
224 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 22,335.0 $252K 0.05% NEW $11.28 +4.0%
225 ENB ENBRIDGE INC Energy 4,652.0 $252K 0.05% $54.12 +1.2%
226 VTV VANGUARD INDEX FDS 1,250.0 $245K 0.05% -40.0 -3.1% $196.19 +11.2%
227 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 22,900.0 $238K 0.04% $10.38 -0.3%
228 VV VANGUARD INDEX FDS 794.0 $237K 0.04% +33.0 +4.3% $298.85 +14.8%
229 TT TRANE TECHNOLOGIES PLC Industrials 568.0 $237K 0.04% -6.0 -1.1% $416.74 +17.6%
230 FORTINET INC 2,875.0 $235K 0.04% $81.72
231 OEF ISHARES TR 738.0 $235K 0.04% $318.07 +14.8%
232 HWM HOWMET AEROSPACE INC Industrials 1,000.0 $230K 0.04% $230.46 +21.2%
233 FSV FIRSTSERVICE CORP NEW Real Estate 1,631.0 $227K 0.04% $138.94 -6.4%
234 ALL ALLSTATE CORP Financial Services 1,060.0 $220K 0.04% $207.34 +7.4%
235 VTR VENTAS INC Real Estate 2,570.0 $210K 0.04% $81.78 +1.3%
236 OKE ONEOK INC NEW Energy 2,199.0 $199K 0.04% -133.0 -5.7% $90.39 -4.9%
237 NNN NNN REIT INC Real Estate 4,500.0 $189K 0.04% $42.03 +7.5%
238 RPM RPM INTL INC Basic Materials 1,900.0 $189K 0.04% -100.0 -5.0% $99.40 +7.8%
239 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 644.0 $187K 0.04% $290.49 -2.6%
240 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 24,474.0 $185K 0.04% $7.54 +2.9%
Page 12 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%