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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 14 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VUG VANGUARD INDEX FDS 306.0 $134K 0.03% $437.21 -80.4%
262 MEDP MEDPACE HLDGS INC Healthcare 273.0 $131K 0.03% +3.0 +1.1% $480.19 -5.1%
263 UFPI UFP INDUSTRIES INC Basic Materials 1,406.0 $130K 0.03% $92.12 -7.3%
264 BA BOEING CO Industrials 638.0 $127K 0.02% $199.03 +11.0%
265 SCHC SCHWAB STRATEGIC TR 2,643.0 $124K 0.02% $46.74 +5.4%
266 AEP AMERICAN ELEC PWR CO INC Utilities 941.0 $123K 0.02% $131.08 -0.6%
267 PAYX PAYCHEX INC Industrials 1,336.0 $123K 0.02% +9.0 +0.7% $92.09 +4.2%
268 BKR BAKER HUGHES COMPANY Energy 2,000.0 $122K 0.02% $61.05 -3.1%
269 RSG REPUBLIC SVCS INC Industrials 537.0 $118K 0.02% $219.02 -6.7%
270 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 11,000.0 $118K 0.02% $10.69 +5.9%
271 PNC PNC FINL SVCS GROUP INC Financial Services 560.0 $117K 0.02% $208.09 +12.8%
272 TRV TRAVELERS COMPANIES INC Financial Services 399.0 $116K 0.02% +250.0 +167.8% $291.88 +6.4%
273 ADI ANALOG DEVICES INC Technology 356.0 $113K 0.02% +200.0 +128.2% $318.14 +40.0%
274 SLV ISHARES SILVER TR Financial Services 1,607.0 $110K 0.02% +426.0 +36.1% $68.14 -13.5%
275 IJS ISHARES TR 923.0 $109K 0.02% $118.45 +12.3%
276 GIS GENERAL MILLS INC Consumer Defensive 2,934.0 $109K 0.02% -112.0 -3.7% $37.22 -10.4%
277 RLI RLI CORP Financial Services 1,908.0 $109K 0.02% $57.04 -7.5%
278 ITOT ISHARES TR 717.0 $102K 0.02% $142.43 +14.7%
279 EXPD EXPEDITORS INTL WASH INC Industrials 704.0 $101K 0.02% $143.28 +13.9%
280 XLB SELECT SECTOR SPDR TR 1,950.0 $97K 0.02% $49.97 +3.3%
Page 14 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%