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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 7 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ISHARES TR 36,366.0 $810K 0.15% +11K +43.8% $22.28
122 ISHARES TR 36,106.0 $810K 0.15% +11K +43.9% $22.43
123 MUB ISHARES TR 7,595.0 $806K 0.15% $106.15 +1.1%
124 ISHARES TR 35,182.0 $806K 0.15% +11K +44.5% $22.91
125 IBDT ISHARES TR 31,704.0 $803K 0.15% +9K +41.2% $25.33 -0.6%
126 IBDS ISHARES TR 33,124.0 $803K 0.15% +10K +41.3% $24.24 -0.3%
127 CNC CENTENE CORP DEL Healthcare 24,150.0 $791K 0.15% $32.74 +94.1%
128 XLI SELECT SECTOR SPDR TR 4,878.0 $789K 0.15% +858.0 +21.3% $161.73 +12.5%
129 GWW WW GRAINGER INC Industrials 712.0 $777K 0.15% +432.0 +154.3% $1090.81 +24.3%
130 CEG CONSTELLATION ENERGY CORP Utilities 2,745.0 $767K 0.15% -6K -66.8% $279.25 -2.0%
131 QQQ INVESCO QQQ TR Financial Services 1,307.0 $754K 0.14% -12.0 -0.9% $577.18 +27.9%
132 GLD SPDR GOLD TR Financial Services 1,746.0 $751K 0.14% $430.29 -10.8%
133 IGIB ISHARES TR 13,883.0 $739K 0.14% -244.0 -1.7% $53.22 -0.5%
134 SYY SYSCO CORP Consumer Defensive 10,039.0 $716K 0.14% -660.0 -6.2% $71.33 +10.5%
135 MMM 3M CO Industrials 4,907.0 $713K 0.14% -53.0 -1.1% $145.23 +12.5%
136 PFE PFIZER INC Healthcare 24,541.0 $689K 0.13% -300.0 -1.2% $28.08 -10.4%
137 CDNS CADENCE DESIGN SYSTEM INC Technology 2,469.0 $686K 0.13% -796.0 -24.4% $277.87 +37.7%
138 VNQ VANGUARD INDEX FDS 7,570.0 $671K 0.13% -129.0 -1.7% $88.70 +8.9%
139 BLK BLACKROCK INC Financial Services 674.0 $649K 0.12% -8.0 -1.2% $962.30 +10.1%
140 LH LABCORP HOLDINGS INC Healthcare 2,422.0 $646K 0.12% $266.81 -4.4%
Page 7 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%