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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMCOR PLC 189,109.0 $8.2M 3.07% NEW $43.35
2 MU MICRON TECHNOLOGY INC Technology 5,297.0 $6.1M 2.29% NEW $1154.29 -11.9%
3 QQQ INVESCO QQQ TR Financial Services 6,534.0 $4.8M 1.80% NEW $736.40 -2.4%
4 DKS DICKS SPORTING GOODS INC Consumer Cyclical 18,739.0 $4.3M 1.59% NEW $226.80 -38.6%
5 J JACOBS SOLUTIONS INC Industrials 33,266.0 $4.2M 1.57% NEW $126.00 +16.1%
6 JCI JOHNSON CONTROLS INTERNATION Industrials 28,518.0 $4.2M 1.56% NEW $146.11 -0.8%
7 HRL HORMEL FOODS CORP Consumer Defensive 159,070.0 $3.9M 1.48% NEW $24.82 -13.2%
8 BX BLACKSTONE INC Financial Services 33,446.0 $3.9M 1.48% NEW $117.67 +15.7%
9 BWA BORGWARNER INC Consumer Cyclical 53,937.0 $3.6M 1.34% NEW $66.40 +1.7%
10 VRT VERTIV HOLDINGS CO Industrials 6,638.0 $2.2M 0.83% NEW $334.82 -16.2%
11 AAOI APPLIED OPTOELECTRONICS INC Technology 12,606.0 $1.9M 0.70% NEW $148.16 -28.8%
12 HUT 8 CORP 14,611.0 $1.7M 0.63% NEW $115.44
13 AXTI AXT INC Technology 13,949.0 $1.0M 0.38% NEW $72.08 -14.5%
14 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 401.0 $387K 0.14% NEW $965.00 -12.0%
15 GLW CORNING INC Technology 1,032.0 $264K 0.10% NEW $255.43 -39.6%
16 PNC PNC FINL SVCS GROUP INC Financial Services 940.0 $231K 0.09% NEW $246.22 -0.3%
17 CW CURTISS WRIGHT CORP Industrials 276.0 $209K 0.08% NEW $757.76 -25.2%

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%