BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener Research
Sign in Register
Holdings (Monthly) Guide ↗

North Carolina Tax-Free Income Series

· Dupree Mutual Funds
Monthly Holdings $105M AUM 169 positions Period Mar 2026 Filed Apr 20, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NORTH CAROLINA TPK AUTH NCSTRN Sep 2022 2,415,000 $2.5M 2.40% DBT
2 NORTH CAROLINA HSG FIN AGY NCSHSG Mar 2026 2,435,000 $2.4M 2.33% DBT
3 NORTH CAROLINA HSG FIN AGY NCSHSG Mar 2026 2,350,000 $2.4M 2.27% DBT
4 CHATHAM CNTY N C CHM Sep 2022 2,000,000 $2.0M 1.93% DBT
5 SAMPSON CNTY N C SAM Sep 2022 1,750,000 $1.8M 1.70% DBT
6 CABARRUS CNTY N C CAB Sep 2022 1,650,000 $1.7M 1.59% DBT
7 NEW HANOVER CNTY N C NHVMED Sep 2022 1,500,000 $1.6M 1.49% DBT
8 WAYNE CNTY N C WAY Sep 2022 1,500,000 $1.5M 1.44% DBT
9 CHARLOTTE-MECKLENBURG HOSP AUTH N C CHAMED Sep 2022 1,500,000 $1.5M 1.44% DBT
10 ROCKY MOUNT N C RKMOBL Sep 2022 1,500,000 $1.5M 1.44% DBT
11 NORTH CAROLINA HSG FIN AGY NCSHSG Mar 2026 1,475,000 $1.5M 1.43% DBT
12 NORTH CAROLINA MED CARE COMMN NCSMED Sep 2022 1,385,000 $1.4M 1.33% DBT
13 UNIVERSITY N C UNCHGR Sep 2022 1,380,000 $1.4M 1.32% DBT
14 CHARLOTTE N C CHAAPT Sep 2022 1,325,000 $1.3M 1.29% DBT
15 GREENVILLE N C UTILS COMMN GRVUTL Mar 2026 1,250,000 $1.3M 1.24% DBT
16 MONROE N C MONGEN Sep 2022 1,250,000 $1.3M 1.20% DBT
17 WAKE CNTY N C INDL FACS & POLLUTION CTL FING AUTH WAKPOL Sep 2022 1,260,000 $1.2M 1.16% DBT
18 SCOTLAND CNTY N C SCO Sep 2022 1,170,000 $1.2M 1.13% DBT
19 MECKLENBURG CNTY N C MEC Mar 2026 1,195,000 $1.2M 1.12% DBT
20 WINSTON-SALEM N C WIN Sep 2023 1,165,000 $1.2M 1.11% DBT
21 MARTIN CNTY N C MRTOBL Sep 2022 1,150,000 $1.2M 1.10% DBT
22 HOLLY SPRINGS N C HSPGEN Mar 2026 1,165,000 $1.1M 1.07% DBT
23 NEW HANOVER CNTY N C HNVOBG Mar 2026 1,080,000 $1.0M 1.00% DBT
24 APPALACHIAN ST UNIV N C ASUHGR Sep 2022 1,000,000 $1.0M 0.99% DBT
25 NORTH CAROLINA MED CARE COMMN NCSMED Mar 2026 1,060,000 $1.0M 0.99% DBT
26 WESTERN CAROLINA UNIV N C WESHGR Sep 2022 1,000,000 $1.0M 0.99% DBT
27 WESTERN CAROLINA UNIV N C WESHGR Sep 2022 1,000,000 $1.0M 0.97% DBT
28 DURHAM N C DUR Sep 2022 1,000,000 $1.0M 0.97% DBT
29 PENDER CNTY N C PEN Mar 2026 1,050,000 $1.0M 0.97% DBT
30 NORTH CAROLINA MED CARE COMMN NCSMED Sep 2022 1,000,000 $1.0M 0.96% DBT
31 SAMPSON CNTY N C SAM Sep 2022 1,000,000 $1.0M 0.96% DBT
32 FUQUAY-VARINA N C FQUUTL Sep 2022 1,000,000 $1.0M 0.96% DBT
33 FUQUAY-VARINA N C FQUUTL Mar 2026 1,000,000 $977K 0.94% DBT
34 NORTH CAROLINA HSG FIN AGY NCSHSG Mar 2026 970,000 $971K 0.93% DBT
35 FUQUAY-VARINA N C FQUUTL Mar 2026 1,000,000 $964K 0.92% DBT
36 PENDER CNTY N C PEN Mar 2026 1,000,000 $957K 0.92% DBT
37 PERSON CNTY N C PERGEN Mar 2026 1,000,000 $956K 0.92% DBT
38 FUQUAY-VARINA N C FQUUTL Mar 2026 1,000,000 $931K 0.89% DBT
39 JOHNSTON CNTY N C JOHUTL Mar 2026 905,000 $931K 0.89% DBT
40 NORTH CAROLINA MED CARE COMMN NCSMED Mar 2026 1,000,000 $920K 0.88% DBT
41 NORTH CAROLINA TPK AUTH NCSTRN Mar 2026 920,000 $920K 0.88% DBT
42 NORTH CAROLINA HSG FIN AGY NCSHSG Sep 2023 870,000 $864K 0.83% DBT
43 CHARLOTTE N C CHACTF Sep 2022 840,000 $841K 0.81% DBT
44 WESTERN CAROLINA UNIV N C WESHGR Sep 2022 825,000 $825K 0.79% DBT
45 CABARRUS CNTY N C CAB Sep 2022 795,000 $803K 0.77% DBT
46 CHATHAM CNTY N C CHM Sep 2022 750,000 $758K 0.73% DBT
47 NORTH CAROLINA HSG FIN AGY NCSHSG Mar 2026 750,000 $756K 0.73% DBT
48 CARY N C CRYGEN Sep 2022 750,000 $751K 0.72% DBT
49 CLAYTON N C CLAUTL Sep 2023 700,000 $751K 0.72% DBT
50 UNIVERSITY N C UNCHGR Mar 2026 750,000 $751K 0.72% DBT
51 CHARLOTTE N C CHACTF Sep 2022 750,000 $750K 0.72% DBT
52 UNIVERSITY N C UNCHGR Sep 2022 750,000 $748K 0.72% DBT
53 SURRY CNTY N C SRRGEN Sep 2022 730,000 $731K 0.70% DBT
54 CHARLOTTE N C CHAAPT Sep 2022 700,000 $714K 0.68% DBT
55 FUQUAY-VARINA N C FQUUTL Mar 2026 740,000 $703K 0.67% DBT
56 RALEIGH N C RAL Sep 2023 695,000 $692K 0.66% DBT
57 HARNETT CNTY N C HARGEN Mar 2026 650,000 $640K 0.61% DBT
58 ALAMANCE CNTY N C ALA Mar 2026 635,000 $638K 0.61% DBT
59 ASHE CNTY N C ASE Mar 2026 650,000 $637K 0.61% DBT
60 CHARLOTTE N C CHAAPT Mar 2026 590,000 $618K 0.59% DBT
61 WESTERN CAROLINA UNIV N C WESHGR Mar 2026 600,000 $604K 0.58% DBT
62 WESTERN CAROLINA UNIV N C WESHGR Mar 2026 600,000 $597K 0.57% DBT
63 SURRY CNTY N C SRRGEN Sep 2022 590,000 $593K 0.57% DBT
64 BURLINGTON N C BUR Mar 2026 550,000 $568K 0.54% DBT
65 HENDERSONVILLE N C HNDUTL Mar 2026 550,000 $567K 0.54% DBT
66 NORTH CAROLINA ST UNIV N C NCSHGR Mar 2026 590,000 $560K 0.54% DBT
67 JOHNSTON CNTY N C JOHUTL Mar 2026 540,000 $555K 0.53% DBT
68 PITT CNTY N C PIT Sep 2022 550,000 $551K 0.53% DBT
69 UNIVERSITY N C UNCHGR Sep 2022 550,000 $551K 0.53% DBT
70 BUNCOMBE CNTY N C MET SEW DIST BUNUTL Sep 2022 550,000 $550K 0.53% DBT
71 SURRY CNTY N C SRRGEN Sep 2022 635,000 $535K 0.51% DBT
72 CHARLOTTE N C CHAAPT Mar 2026 500,000 $530K 0.51% DBT
73 NORTH CAROLINA TPK AUTH NCSTRN Sep 2022 500,000 $519K 0.50% DBT
74 HOLLY SPRINGS N C HSPGEN Sep 2023 500,000 $508K 0.49% DBT
75 APPALACHIAN ST UNIV N C ASUHGR Sep 2022 500,000 $506K 0.48% DBT
76 NORTH CAROLINA TPK AUTH NCSTRN Mar 2026 500,000 $504K 0.48% DBT
77 THOMASVILLE N C THO Sep 2022 500,000 $504K 0.48% DBT
78 NORTH CAROLINA HSG FIN AGY NCSHSG Mar 2026 500,000 $503K 0.48% DBT
79 CHARLOTTE N C CHAAPT Sep 2022 500,000 $502K 0.48% DBT
80 FUQUAY-VARINA N C FQU Sep 2023 500,000 $502K 0.48% DBT
81 ORANGE CNTY N C ORA Mar 2026 500,000 $502K 0.48% DBT
82 NORTH CAROLINA TPK AUTH NCSTRN Sep 2022 500,000 $502K 0.48% DBT
83 PITT CNTY N C PIT Mar 2026 495,000 $501K 0.48% DBT
84 WILMINGTON N C STORM WTR FEE WMGWTR Sep 2022 500,000 $501K 0.48% DBT
85 KANNAPOLIS N C KANGEN Sep 2022 500,000 $501K 0.48% DBT
86 UNIVERSITY N C UNCHGR Sep 2022 500,000 $500K 0.48% DBT
87 NORTH CAROLINA MUN PWR AGY NO 1 NCMPWR Sep 2022 500,000 $500K 0.48% DBT
88 SAMPSON CNTY N C SAM Sep 2022 500,000 $498K 0.48% DBT
89 MECKLENBURG CNTY N C MEC Mar 2026 500,000 $496K 0.48% DBT
90 NORTH CAROLINA HSG FIN AGY NCSHSG Mar 2026 500,000 $495K 0.47% DBT
91 WILSON N C WLSGEN Mar 2026 500,000 $493K 0.47% DBT
92 GREENVILLE N C GRV Mar 2026 500,000 $489K 0.47% DBT
93 MACON CNTY N C MACGEN Mar 2026 500,000 $487K 0.47% DBT
94 GREENSBORO N C GREOBL Mar 2026 500,000 $487K 0.47% DBT
95 JOHNSTON CNTY N C JOHUTL Mar 2026 500,000 $483K 0.46% DBT
96 MEBANE N C MEBUTL Mar 2026 500,000 $479K 0.46% DBT
97 MACON CNTY N C MACGEN Mar 2026 500,000 $476K 0.46% DBT
98 GREENVILLE N C UTILS COMMN GRVUTL Mar 2026 460,000 $455K 0.44% DBT
99 CHARLOTTE N C CHAAPT Mar 2026 425,000 $440K 0.42% DBT
100 UNIVERSITY N C GREENSBORO UNCHGR Sep 2022 425,000 $439K 0.42% DBT
101 UNIVERSITY N C HOSP CHAPEL HILL UNCHGR Mar 2026 455,000 $425K 0.41% DBT
102 NORTH CAROLINA HSG FIN AGY NCSHSG Mar 2026 425,000 $417K 0.40% DBT
103 CATAWBA CNTY N C CATGEN Sep 2023 420,000 $416K 0.40% DBT
104 HOLLY SPRINGS N C HSPGEN Sep 2023 365,000 $370K 0.35% DBT
105 WILKES CNTY N C WILGEN Sep 2022 350,000 $350K 0.34% DBT
106 SURRY CNTY N C SRRGEN Sep 2022 395,000 $350K 0.34% DBT
107 ONSLOW N C WTR & SWR AUTH ONSUTL Mar 2026 375,000 $337K 0.32% DBT
108 JOHNSTON CNTY N C JOHUTL Mar 2026 310,000 $333K 0.32% DBT
109 GREENSBORO N C GREGEN Mar 2026 355,000 $332K 0.32% DBT
110 IREDELL CNTY N C IRE Sep 2022 325,000 $325K 0.31% DBT
111 HENDERSON CNTY N C HENOBG Mar 2026 370,000 $325K 0.31% DBT
112 UNION CNTY N C UNIGEN Sep 2022 335,000 $322K 0.31% DBT
113 SANFORD N C SANGEN Mar 2026 330,000 $317K 0.30% DBT
114 CATAWBA CNTY N C CATGEN Sep 2023 320,000 $313K 0.30% DBT
115 HENDERSON CNTY N C HENOBG Mar 2026 350,000 $311K 0.30% DBT
116 ALAMANCE CNTY N C ALA Mar 2026 305,000 $304K 0.29% DBT
117 UNIVERSITY N C UNCHGR Mar 2026 300,000 $304K 0.29% DBT
118 LINCOLN CNTY N C LINUTL Sep 2022 340,000 $302K 0.29% DBT
119 GREENVILLE N C UTILS COMMN GRVUTL Mar 2026 300,000 $294K 0.28% DBT
120 MISSISSIPPI ST UNIV EDL BLDG CORP MSUFAC Mar 2026 300,000 $292K 0.28% DBT
121 NORTH CAROLINA TPK AUTH NCSTRN Mar 2026 285,000 $289K 0.28% DBT
122 SANFORD N C SANGEN Mar 2026 295,000 $289K 0.28% DBT
123 ORANGE CNTY N C ORA Mar 2026 250,000 $274K 0.26% DBT
124 WINSTON-SALEM N C WIN Mar 2026 250,000 $270K 0.26% DBT
125 SANFORD N C SANGEN Mar 2026 280,000 $269K 0.26% DBT
126 BUNCOMBE CNTY N C BUNOBL Mar 2026 250,000 $267K 0.26% DBT
127 CHARLOTTE N C CHAAPT Sep 2023 250,000 $264K 0.25% DBT
128 HOLLY SPRINGS N C HSPGEN Mar 2026 250,000 $263K 0.25% DBT
129 CHARLOTTE N C CHAAPT Sep 2022 250,000 $255K 0.24% DBT
130 MONROE N C MONGEN Sep 2022 255,000 $255K 0.24% DBT
131 UNIVERSITY N C UNCHGR Sep 2022 250,000 $255K 0.24% DBT
132 UNIVERSITY N C UNCHGR Sep 2022 250,000 $252K 0.24% DBT
133 WESTERN CAROLINA UNIV N C WESHGR Mar 2026 250,000 $251K 0.24% DBT
134 UNIVERSITY N C UNCHGR Sep 2022 250,000 $251K 0.24% DBT
135 BRUNSWICK CNTY N C BRU Sep 2022 250,000 $250K 0.24% DBT
136 CARY N C CRYGEN Mar 2026 250,000 $250K 0.24% DBT
137 DURHAM N C DURUTL Mar 2026 250,000 $243K 0.23% DBT
138 HENDERSON CNTY N C HENOBG Mar 2026 250,000 $243K 0.23% DBT
139 NORTH CAROLINA ST NCSGEN Mar 2026 225,000 $241K 0.23% DBT
140 LINCOLN CNTY N C LINUTL Sep 2022 265,000 $230K 0.22% DBT
141 IREDELL CNTY N C IRE Sep 2022 225,000 $229K 0.22% DBT
142 DURHAM CNTY N C DUR Sep 2022 225,000 $229K 0.22% DBT
143 ASHEVILLE N C ASHGEN Sep 2022 250,000 $218K 0.21% DBT
144 SANFORD N C SANGEN Mar 2026 230,000 $217K 0.21% DBT
145 NORTH CAROLINA ST NCSGEN Mar 2026 200,000 $214K 0.20% DBT
146 SAMPSON CNTY N C SAM Mar 2026 210,000 $212K 0.20% DBT
147 LINCOLN CNTY N C LINUTL Sep 2022 240,000 $205K 0.20% DBT
148 HENDERSON CNTY N C HENOBG Sep 2022 200,000 $204K 0.20% DBT
149 APPALACHIAN ST UNIV N C ASUHGR Mar 2026 200,000 $203K 0.19% DBT
150 UNIVERSITY N C UNCHGR Mar 2026 200,000 $200K 0.19% DBT
151 MONROE N C MONGEN Mar 2026 195,000 $195K 0.19% DBT
152 RUTHERFORD CNTY N C RUTGEN Mar 2026 175,000 $186K 0.18% DBT
153 GREENVILLE N C UTILS COMMN GRVUTL Mar 2026 250,000 $181K 0.17% DBT
154 CHARLOTTE-MECKLENBURG HOSP AUTH N C CHAMED Mar 2026 170,000 $173K 0.17% DBT
155 WARREN CNTY N C WAR Mar 2026 160,000 $160K 0.15% DBT
156 NEW HANOVER CNTY N C NHVMED Mar 2026 150,000 $155K 0.15% DBT
157 SCOTLAND CNTY N C SCO Mar 2026 140,000 $145K 0.14% DBT
158 HENDERSON CNTY N C HENOBG Mar 2026 150,000 $144K 0.14% DBT
159 LINCOLN CNTY N C LINUTL Sep 2022 160,000 $144K 0.14% DBT
160 NORTH CAROLINA ST NCSGEN Mar 2026 125,000 $128K 0.12% DBT
161 BUNCOMBE CNTY N C BUNOBL Sep 2022 125,000 $128K 0.12% DBT
162 NORTH CAROLINA MUN PWR AGY NO 1 NCMPWR Mar 2026 125,000 $126K 0.12% DBT
163 NEW HANOVER CNTY N C HNVOBG Mar 2026 100,000 $107K 0.10% DBT
164 DUPLIN CNTY N C DUPOBL Mar 2026 100,000 $101K 0.10% DBT
165 CHARLOTTE N C CHAAPT Mar 2026 100,000 $101K 0.10% DBT
166 MONROE N C MONGEN Mar 2026 95,000 $95K 0.09% DBT
167 SCOTLAND CNTY N C SCO Mar 2026 50,000 $51K 0.05% DBT
168 NORTH CAROLINA HSG FIN AGY NCSHSG Mar 2026 30,000 $30K 0.03% DBT
169 NORTH CAROLINA ST NCSGEN Mar 2026 20,000 $21K 0.02% DBT