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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 16 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VDC VANGUARD WORLD FD 325.0 $73K 0.01% -27.0 -7.7% $224.59 -0.0%
302 BTI BRITISH AMERN TOB PLC Consumer Defensive 1,242.0 $73K 0.01% $58.48 +0.7%
303 FTV FORTIVE CORP Technology 1,304.0 $72K 0.01% $55.28 +11.6%
304 MU MICRON TECHNOLOGY INC Technology 211.0 $71K 0.01% $337.84 +258.6%
305 VIS VANGUARD WORLD FD 228.0 $71K 0.01% $312.22 +14.0%
306 USMV ISHARES TR 767.0 $71K 0.01% $92.74 +1.7%
307 FMB FIRST TR EXCH TRADED FD III 1,380.0 $70K 0.01% $50.66 +1.4%
308 DVA DAVITA INC Healthcare 450.0 $69K 0.01% $153.69 +36.4%
309 WRB BERKLEY W R CORP Financial Services 1,012.0 $67K 0.01% $66.28 +1.3%
310 FMHI FIRST TR EXCH TRADED FD III 1,392.0 $66K 0.01% $47.54 +1.9%
311 OLED UNIVERSAL DISPLAY CORP Technology 716.0 $66K 0.01% $91.66 -0.5%
312 IAU ISHARES GOLD TR Financial Services 730.0 $64K 0.01% +5.0 +0.7% $88.16 -10.6%
313 WAT WATERS CORP Healthcare 214.0 $64K 0.01% NEW $297.80 +20.3%
314 STT STATE STR CORP Financial Services 500.0 $63K 0.01% $126.56 +37.3%
315 TSLA TESLA INC Consumer Cyclical 167.0 $62K 0.01% +5.0 +3.1% $371.75 +9.0%
316 PSK SPDR SERIES TRUST 2,000.0 $62K 0.01% $30.84 -1.1%
317 VLO VALERO ENERGY CORP Energy 249.0 $62K 0.01% $247.08 -1.3%
318 AEM AGNICO EAGLE MINES LTD Basic Materials 300.0 $61K 0.01% $202.98 -17.8%
319 EFSC ENTERPRISE FINL SVCS CORP Financial Services 1,100.0 $60K 0.01% $54.11 +16.9%
320 OLN OLIN CORP Basic Materials 1,938.0 $58K 0.01% $29.73 -27.5%
Page 16 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%