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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 27 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TDAY USA TODAY CO INC Communication Services 30.0 $212.0 $7.07 +11.5%
522 FIDELITY COVINGTON TRUST 3.0 $211.0 $70.33
523 SRVR PACER FDS TR 6.0 $187.0 $31.17 +7.6%
524 SIRI SIRIUSXM HOLDINGS INC Communication Services 8.0 $185.0 $23.12 +21.2%
525 GOVT ISHARES TR 8.0 $183.0 NEW $22.88 -0.6%
526 FSTA FIDELITY COVINGTON TRUST 3.0 $157.0 $52.33 +0.1%
527 DASH DOORDASH INC Communication Services 1.0 $150.0 $150.00 +15.6%
528 VRNS VARONIS SYS INC Technology 6.0 $129.0 $21.50 +55.3%
529 GTLB GITLAB INC Technology 5.0 $108.0 $21.60 +23.0%
530 NEBIUS GROUP N.V. 1.0 $104.0 $104.00
531 FVRR FIVERR INTL LTD Communication Services 5.0 $50.0 $10.00 +3.8%
532 SKILLZ INC 2.0 $5.0 $2.50
533 OPENDOOR TECHNOLOGIES INC 2.0 $1.0 $0.50
534 OPENDOOR TECHNOLOGIES INC 2.0
535 OPENDOOR TECHNOLOGIES INC 2.0
Page 27 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%