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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 25 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 OC OWENS CORNING NEW Industrials 20.0 $2K $110.10 +16.4%
482 PAVE GLOBAL X FDS 43.0 $2K $50.81 +15.2%
483 AWK AMERICAN WTR WKS CO INC NEW Utilities 16.0 $2K -17.0 -51.5% $136.06 -8.1%
484 SKYY FIRST TR EXCHANGE-TRADED FD 19.0 $2K $109.37 +20.6%
485 FEPI ETF OPPORTUNITIES TRUST 50.0 $2K $39.68 +11.4%
486 FSLR FIRST SOLAR INC Energy 10.0 $2K $197.30 +30.6%
487 ANET ARISTA NETWORKS INC Technology 16.0 $2K $122.75 +38.2%
488 HDV ISHARES TR 14.0 $2K $135.71 -80.1%
489 FCPT FOUR CORNERS PPTY TR INC Real Estate 75.0 $2K $23.65 +3.5%
490 KBWB INVESCO EXCH TRADED FD TR II 22.0 $2K +8.0 +57.1% $79.14 +17.1%
491 XLRE SELECT SECTOR SPDR TR 40.0 $2K $40.83 +7.4%
492 PPA INVESCO EXCHANGE TRADED FD T 9.0 $1K $165.67 +5.8%
493 ALG ALAMO GROUP INC Industrials 9.0 $1K $165.00 -2.2%
494 ITB ISHARES TR 16.0 $1K $90.56 +9.6%
495 CHTR CHARTER COMMUNICATIONS INC Communication Services 6.0 $1K $215.83 -41.5%
496 TRMB TRIMBLE INC Technology 19.0 $1K $65.21 -24.6%
497 TIDAL TRUST II 40.0 $1K $30.00
498 AMD ADVANCED MICRO DEVICES INC Technology 5.0 $1K $203.40 +164.2%
499 WDTE TIDAL TRUST II 33.0 $939.0 $28.45 +5.9%
500 TTD THE TRADE DESK INC Technology 40.0 $908.0 $22.70 -18.5%
Page 25 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%