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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  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGNC AGNC INVT CORP Real Estate 1,422,255.0 $15.5M 5.81% -49K -3.3% $10.90 -2.3%
2 VZ VERIZON COMMUNICATIONS INC Communication Services 300,060.0 $12.7M 4.76% -50K -14.2% $42.34 +18.4%
3 BTI BRITISH AMERN TOB PLC Consumer Defensive 168,816.0 $10.4M 3.91% -122K -42.0% $61.76 -10.4%
4 CMI CUMMINS INC Industrials 10,854.0 $7.7M 2.90% -3K -22.1% $713.22 -21.4%
5 EVEREST GROUP LTD 18,184.0 $6.5M 2.43% -17K -48.4% $357.23
6 KMI KINDER MORGAN INC DEL Energy 196,541.0 $6.3M 2.35% -3K -1.4% $31.97 -1.8%
7 BP BP PLC Energy 156,723.0 $5.8M 2.17% -235K -60.0% $36.95 +18.6%
8 AAPL APPLE INC Technology 19,073.0 $5.5M 2.07% -282.0 -1.5% $289.36 +10.6%
9 O REALTY INCOME CORP Real Estate 87,998.0 $5.5M 2.04% -37K -29.8% $61.96 -1.1%
10 CVX CHEVRON CORPORATION Energy 30,801.0 $5.1M 1.91% -23K -42.5% $165.76 +25.8%
11 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 10,396.0 $5.0M 1.86% -63.0 -0.6% $477.56 -10.2%
12 CINF CINCINNATI FINL CORP Financial Services 24,767.0 $4.6M 1.72% -36K -59.2% $185.14 -7.6%
13 WPC WP CAREY INC Real Estate 63,176.0 $4.5M 1.69% -25K -28.6% $71.50 -1.6%
14 EOG EOG RES INC Energy 31,908.0 $4.1M 1.55% -27K -46.0% $129.73 +11.9%
15 T AT&T INC Communication Services 143,321.0 $3.0M 1.11% -36K -19.9% $20.70 +24.0%
16 FNDF SCHWAB STRATEGIC TR 39,048.0 $2.1M 0.77% -3K -6.6% $52.76 +6.7%
17 RSP INVESCO EXCHANGE TRADED FD T 7,473.0 $1.6M 0.60% -254.0 -3.3% $212.78 +2.9%
18 XOM EXXON MOBIL CORP Energy 9,802.0 $1.3M 0.50% -1K -9.3% $136.72 +16.6%
19 DVY ISHARES TR 5,573.0 $871K 0.33% -181.0 -3.1% $156.31 +5.1%
20 JPM JPMORGAN CHASE & CO Financial Services 2,472.0 $809K 0.30% -57.0 -2.2% $327.33 +9.6%
Page 1 of 2  ·  34 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%