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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 26 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ZS ZSCALER INC Technology 6.0 $842.0 $140.33 -11.0%
502 IFRA ISHARES TR 13.0 $744.0 $57.23 +8.3%
503 FUTY FIDELITY COVINGTON TRUST 12.0 $709.0 $59.08 -2.7%
504 QQQY TIDAL TRUST II 33.0 $682.0 $20.67 +17.6%
505 KD KYNDRYL HLDGS INC Technology 51.0 $669.0 -117.0 -69.6% $13.12 -16.1%
506 MGNI MAGNITE INC Communication Services 52.0 $618.0 $11.88 +50.5%
507 TIDAL TRUST II 20.0 $613.0 $30.65
508 IBIT ISHARES BITCOIN TRUST ETF Financial Services 15.0 $576.0 $38.40 -7.2%
509 USIG ISHARES TR 11.0 $564.0 NEW $51.27 -0.1%
510 CRM SALESFORCE INC Technology 3.0 $560.0 $186.67 -18.7%
511 CRSP CRISPR THERAPEUTICS AG Healthcare 11.0 $523.0 $47.55 +13.8%
512 APPN APPIAN CORP Technology 21.0 $506.0 $24.10 -13.1%
513 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 100.0 $468.0 $4.68 -4.5%
514 TIDAL TRUST II 20.0 $426.0 $21.30
515 SGOV ISHARES TR 4.0 $403.0 NEW $100.75 -0.2%
516 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 4.0 $328.0 $82.00 +2.7%
517 FDIS FIDELITY COVINGTON TRUST 3.0 $280.0 $93.33 +9.4%
518 CALF PACER FDS TR 6.0 $269.0 $44.83 +9.7%
519 SMR NUSCALE PWR CORP Utilities 24.0 $260.0 $10.83 +8.2%
520 MSTR STRATEGY INC Technology 2.0 $250.0 $125.00 -10.0%
Page 26 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%