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Portfolio (Quarterly) Guide ↗

Dupree Financial Group, LLC

· CIK 0001989251
13F Portfolio $267M AUM 121 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 21 Added 34 Reduced 16 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ENB ENBRIDGE INC Energy 256,946.0 $13.9M 5.22% +4K +1.7% $54.21 -7.6%
2 M MACYS INC Consumer Cyclical 541,710.0 $12.8M 4.78% +218K +67.4% $23.55 -2.1%
3 BERKSHIRE HATHAWAY INC DEL 24,572.0 $12.3M 4.61% +9K +53.2% $500.39
4 ANNALY CAPITAL MANAGEMENT IN 486,650.0 $10.9M 4.08% +14K +3.0% $22.36
5 AMZN AMAZON COM INC Consumer Cyclical 39,008.0 $9.3M 3.48% +822.0 +2.1% $238.34 +8.5%
6 ORI OLD REP INTL CORP Financial Services 173,366.0 $7.1M 2.66% +7K +4.1% $40.92 +1.2%
7 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 322,474.0 $5.5M 2.05% +16K +5.2% $16.95 -16.2%
8 OXM OXFORD INDS INC Consumer Cyclical 135,427.0 $4.7M 1.77% +4K +3.1% $34.87 -11.5%
9 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 92,564.0 $4.4M 1.64% +3K +3.1% $47.13 -4.6%
10 NEBIUS GROUP N.V. 14,834.0 $4.1M 1.53% +5K +48.4% $276.17
11 APLD APPLIED DIGITAL CORP Technology 52,180.0 $1.9M 0.73% +780.0 +1.5% $37.30 -29.3%
12 INOD INNODATA INC Technology 17,867.0 $1.4M 0.51% +467.0 +2.7% $75.58 -26.4%
13 VOO VANGUARD INDEX FDS 1,592.0 $1.1M 0.41% +50.0 +3.2% $686.80 +3.1%
14 SPHQ INVESCO EXCHANGE TRADED FD T 11,140.0 $1.0M 0.38% +213.0 +1.9% $90.11 -5.3%
15 NVDA NVIDIA CORPORATION Technology 4,805.0 $961K 0.36% +2K +71.1% $200.10 +15.1%
16 MSFT MICROSOFT CORP Technology 2,248.0 $839K 0.31% +465.0 +26.1% $373.03 +34.0%
17 LLY ELI LILLY & CO Healthcare 620.0 $744K 0.28% +25.0 +4.2% $1199.43 -4.3%
18 AVGO BROADCOM INC Technology 1,200.0 $453K 0.17% +143.0 +13.5% $377.80 -5.3%
19 IGV ISHARES TR 3,381.0 $306K 0.12% +64.0 +1.9% $90.60 +15.4%
20 IVV ISHARES TR 385.0 $289K 0.11% +5.0 +1.3% $749.40 +3.3%
Page 1 of 2  ·  21 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
Consumer Cyclical 19.1%
Energy 17.5%
Real Estate 14.8%
Technology 12.4%
Financial Services 10.4%
Industrials 9.6%
Consumer Defensive 7.7%
Communication Services 7.6%
Healthcare 0.8%
Utilities 0.1%