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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 4 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QCOM QUALCOMM INC Technology 17,320.0 $2.2M 0.42% $128.78 +81.1%
62 PFF ISHARES TR 72,317.0 $2.2M 0.42% -1K -1.5% $30.32 +2.7%
63 VO VANGUARD INDEX FDS 7,555.0 $2.2M 0.41% -2K -24.7% $287.17 -71.9%
64 SCHG SCHWAB STRATEGIC TR 74,265.0 $2.2M 0.41% -442.0 -0.6% $29.13 +16.2%
65 PEP PEPSICO INC Consumer Defensive 13,509.0 $2.1M 0.40% +530.0 +4.1% $155.29 -8.7%
66 BWXT BWX TECHNOLOGIES INC Industrials 9,637.0 $2.0M 0.38% NEW $204.49 +2.2%
67 IBM INTERNATIONAL BUSINESS MACHS Technology 8,004.0 $1.9M 0.37% $242.40 +3.2%
68 VB VANGUARD INDEX FDS 7,177.0 $1.9M 0.36% $261.90 +13.6%
69 VBR VANGUARD INDEX FDS 8,644.0 $1.9M 0.36% $217.26 +10.1%
70 AXON AXON ENTERPRISE INC Industrials 4,415.0 $1.9M 0.36% -5K -54.4% $424.69 -3.3%
71 SCHV SCHWAB STRATEGIC TR 60,029.0 $1.8M 0.35% -11K -15.7% $30.50 +14.4%
72 UBER UBER TECHNOLOGIES INC Technology 25,194.0 $1.8M 0.34% -23K -47.2% $71.93 -0.3%
73 SCHA SCHWAB STRATEGIC TR 62,008.0 $1.8M 0.34% $29.08 +22.0%
74 ECL ECOLAB INC Basic Materials 6,542.0 $1.7M 0.33% $266.02 +1.5%
75 FTEC FIDELITY COVINGTON TRUST 8,078.0 $1.7M 0.32% -300.0 -3.6% $208.05 +39.7%
76 IJH ISHARES TR 24,098.0 $1.6M 0.31% $67.53 +12.6%
77 EMR EMERSON ELEC CO Industrials 12,414.0 $1.6M 0.31% $131.02 +15.6%
78 BAC BANK AMERICA CORP Financial Services 32,409.0 $1.6M 0.30% -699.0 -2.1% $48.75 +18.0%
79 EME EMCOR GROUP INC Industrials 2,072.0 $1.5M 0.29% NEW $738.31 +14.3%
80 META META PLATFORMS INC Communication Services 2,647.0 $1.5M 0.29% -3K -54.4% $572.13 +0.1%
Page 4 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%