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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 3 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KLAC KLA CORP Technology 2,461.0 $3.6M 0.69% +1K +105.8% $1472.65 -82.4%
42 JNJ JOHNSON & JOHNSON Healthcare 14,724.0 $3.6M 0.68% +494.0 +3.5% $244.44 -6.6%
43 ABT ABBOTT LABORATORIES Healthcare 34,457.0 $3.5M 0.67% -2K -4.6% $102.67 -13.9%
44 LHX L3HARRIS TECHNOLOGIES INC Industrials 9,684.0 $3.3M 0.64% $345.14 -14.6%
45 ITW ILLINOIS TOOL WKS INC Industrials 11,846.0 $3.1M 0.59% -93.0 -0.8% $260.30 +1.5%
46 LIN LINDE PLC Basic Materials 5,929.0 $2.9M 0.56% +533.0 +9.9% $495.76 +3.3%
47 URI UNITED RENTALS INC Industrials 3,970.0 $2.9M 0.55% $728.56 +47.8%
48 IGSB ISHARES TR 51,831.0 $2.7M 0.52% -560.0 -1.1% $52.56 -0.5%
49 BMY BRISTOL-MYERS SQUIBB CO Healthcare 41,948.0 $2.5M 0.48% +400.0 +1.0% $60.65 -11.0%
50 LQD ISHARES TR 23,224.0 $2.5M 0.48% +185.0 +0.8% $108.99 +0.1%
51 BX BLACKSTONE INC Financial Services 21,710.0 $2.5M 0.47% -2K -7.5% $114.99 +7.6%
52 IYW ISHARES TR 13,555.0 $2.5M 0.47% -1K -8.7% $181.42 +39.8%
53 GSY INVESCO ACTIVELY MANAGED EXC 48,431.0 $2.4M 0.46% -505.0 -1.0% $50.12 +0.3%
54 NEM NEWMONT CORP Basic Materials 22,214.0 $2.4M 0.46% +18K +412.8% $108.25 -4.1%
55 CASY CASEYS GEN STORES INC Consumer Cyclical 3,289.0 $2.4M 0.46% +177.0 +5.7% $727.86 +15.7%
56 VRP INVESCO EXCH TRADED FD TR II 99,701.0 $2.4M 0.45% -880.0 -0.9% $23.98 +1.8%
57 SCHX SCHWAB STRATEGIC TR 92,091.0 $2.4M 0.45% +567.0 +0.6% $25.64 +15.0%
58 DOV DOVER CORP Industrials 11,286.0 $2.4M 0.45% -77.0 -0.7% $208.46 +7.3%
59 RTX RTX CORPORATION Industrials 12,052.0 $2.3M 0.44% $192.89 -3.8%
60 COF CAPITAL ONE FINL CORP Financial Services 12,490.0 $2.3M 0.43% -77.0 -0.6% $182.43 +10.5%
Page 3 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%