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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 15 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TYL TYLER TECHNOLOGIES INC Technology 270.0 $92K 0.02% -3K -91.8% $342.38 -19.6%
282 PSX PHILLIPS 66 Energy 500.0 $91K 0.02% $182.18 -7.6%
283 TSCO TRACTOR SUPPLY CO Consumer Cyclical 2,000.0 $91K 0.02% $45.30 -34.2%
284 YUM YUM BRANDS INC Consumer Cyclical 579.0 $90K 0.02% $155.48 -2.2%
285 IWV ISHARES TR 240.0 $89K 0.02% $370.68 +14.3%
286 PGX INVESCO EXCH TRADED FD TR II 8,000.0 $87K 0.02% $10.88 -0.3%
287 VOE VANGUARD INDEX FDS 465.0 $86K 0.02% $184.28 +6.8%
288 TROW PRICE T ROWE GROUP INC Financial Services 950.0 $86K 0.02% $90.14 +19.8%
289 MPC MARATHON PETE CORP Energy 350.0 $85K 0.02% NEW $244.18 +1.3%
290 VOT VANGUARD INDEX FDS 330.0 $85K 0.02% $257.35 +19.1%
291 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 2,650.0 $85K 0.02% -3K -50.8% $32.01 -4.6%
292 SHYG ISHARES TR 2,004.0 $85K 0.02% $42.31 +0.2%
293 NVS NOVARTIS AG Healthcare 552.0 $84K 0.02% $152.75 -2.5%
294 MCHP MICROCHIP TECHNOLOGY INC. Technology 1,300.0 $84K 0.02% $64.61 +59.0%
295 CARR CARRIER GLOBAL CORPORATION Industrials 1,484.0 $84K 0.02% -391.0 -20.9% $56.33 +27.6%
296 EVRG EVERGY INC Utilities 949.0 $78K 0.01% $81.92 +1.6%
297 MDLZ MONDELEZ INTL INC Consumer Defensive 1,345.0 $78K 0.01% -121.0 -8.2% $57.64 +3.2%
298 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 463.0 $76K 0.01% NEW $165.14 +8.9%
299 JNK SPDR SERIES TRUST 771.0 $74K 0.01% $95.77 +0.6%
300 SPYG SPDR SERIES TRUST 750.0 $73K 0.01% $97.91 +21.1%
Page 15 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%