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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 21 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 400.0 $16K 0.00% $38.97 +6.3%
402 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 46.0 $16K 0.00% $337.96 +38.1%
403 VTIP VANGUARD MALVERN FDS 300.0 $15K 0.00% $49.95 +0.3%
404 ALGN ALIGN TECHNOLOGY INC Healthcare 86.0 $15K 0.00% $171.43 +3.1%
405 GSLC GOLDMAN SACHS ETF TR 114.0 $14K 0.00% $125.13 +13.1%
406 RL RALPH LAUREN CORP Consumer Cyclical 41.0 $14K 0.00% $344.00 +19.6%
407 QUAL ISHARES TR 72.0 $14K 0.00% $191.81 +12.3%
408 FOXA FOX CORP Communication Services 229.0 $13K 0.00% $58.40 -15.9%
409 ROST ROSS STORES INC Consumer Cyclical 59.0 $13K 0.00% $216.63 +9.3%
410 HYD VANECK ETF TRUST 250.0 $13K 0.00% $50.14 +2.5%
411 AVT AVNET INC Technology 200.0 $12K 0.00% $61.62 +51.0%
412 HSBC HSBC HLDGS PLC Financial Services 148.0 $12K 0.00% $82.49 +16.7%
413 RJF RAYMOND JAMES FINL INC Financial Services 82.0 $12K 0.00% $145.57 +7.8%
414 UTG REAVES UTIL INCOME FD Financial Services 300.0 $12K 0.00% $39.28 +8.8%
415 APOS APOLLO GLOBAL MGMT INC Financial Services 105.0 $12K 0.00% $111.42 -77.2%
416 VGLT VANGUARD SCOTTSDALE FDS 205.0 $11K 0.00% $55.36 -0.8%
417 CSD INVESCO EXCHANGE TRADED FD T 100.0 $11K 0.00% $112.67 +31.5%
418 TFC TRUIST FINL CORP Financial Services 244.0 $11K 0.00% $45.97 +6.3%
419 RF REGIONS FINANCIAL CORP NEW Financial Services 428.0 $11K 0.00% $26.12 +10.5%
420 VAW VANGUARD WORLD FD 49.0 $11K 0.00% $225.35 +3.8%
Page 21 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%