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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 8 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CI THE CIGNA GROUP Healthcare 2,400.0 $640K 0.12% -356.0 -12.9% $266.75 +6.3%
142 VEU VANGUARD INTL EQUITY INDEX F 8,417.0 $632K 0.12% +2K +23.5% $75.10 +13.5%
143 LLY ELI LILLY & CO Healthcare 679.0 $624K 0.12% -11.0 -1.6% $919.29 +20.9%
144 IEX IDEX CORP Industrials 3,257.0 $617K 0.12% -49.0 -1.5% $189.55 +19.3%
145 VWO VANGUARD INTL EQUITY INDEX F 11,052.0 $597K 0.11% +2K +24.4% $54.05 +13.5%
146 KMI KINDER MORGAN INC DEL Energy 17,682.0 $593K 0.11% -253.0 -1.4% $33.53 -4.3%
147 MS MORGAN STANLEY Financial Services 3,578.0 $589K 0.11% $164.57 +38.5%
148 VCSH VANGUARD SCOTTSDALE FDS 7,346.0 $582K 0.11% -173.0 -2.3% $79.27 -0.6%
149 BERKSHIRE HATHAWAY INC DEL 1,213.0 $581K 0.11% -116.0 -8.7% $479.20
150 MO ALTRIA GROUP INC Consumer Defensive 8,752.0 $578K 0.11% +69.0 +0.8% $65.99 +5.9%
151 PML PIMCO MUN INCOME FD II Financial Services 74,774.0 $566K 0.11% $7.57 -0.9%
152 MRSH MARSH & MCLENNAN COS INC Financial Services 3,200.0 $555K 0.10% $173.45 -6.9%
153 XLC SELECT SECTOR SPDR TR 5,001.0 $554K 0.10% +2K +84.4% $110.86 -3.9%
154 SO SOUTHERN CO Utilities 5,700.0 $550K 0.10% +385.0 +7.2% $96.51 -2.7%
155 CW CURTISS WRIGHT CORP Industrials 800.0 $545K 0.10% $681.12 +15.6%
156 NKE NIKE INC Consumer Cyclical 10,291.0 $544K 0.10% $52.82 -17.6%
157 BSV VANGUARD BD INDEX FDS 6,717.0 $527K 0.10% $78.41 -0.9%
158 SLYV SPDR SERIES TRUST 5,544.0 $524K 0.10% $94.59 +12.5%
159 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 849.0 $524K 0.10% $616.89 +12.6%
160 TIP ISHARES TR 4,663.0 $515K 0.10% -3K -37.0% $110.35 -1.1%
Page 8 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%