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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 2 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 6,534.0 $4.8M 1.80% NEW $736.40 -2.4%
22 OXM OXFORD INDS INC Consumer Cyclical 135,427.0 $4.7M 1.77% +4K +3.1% $34.87 -11.5%
23 CINF CINCINNATI FINL CORP Financial Services 24,767.0 $4.6M 1.72% -36K -59.2% $185.14 -7.6%
24 WPC WP CAREY INC Real Estate 63,176.0 $4.5M 1.69% -25K -28.6% $71.50 -1.6%
25 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 92,564.0 $4.4M 1.64% +3K +3.1% $47.13 -4.6%
26 DKS DICKS SPORTING GOODS INC Consumer Cyclical 18,739.0 $4.3M 1.59% NEW $226.80 -38.6%
27 J JACOBS SOLUTIONS INC Industrials 33,266.0 $4.2M 1.57% NEW $126.00 +16.1%
28 JCI JOHNSON CONTROLS INTERNATION Industrials 28,518.0 $4.2M 1.56% NEW $146.11 -0.8%
29 EOG EOG RES INC Energy 31,908.0 $4.1M 1.55% -27K -46.0% $129.73 +11.9%
30 NEBIUS GROUP N.V. 14,834.0 $4.1M 1.53% +5K +48.4% $276.17
31 HRL HORMEL FOODS CORP Consumer Defensive 159,070.0 $3.9M 1.48% NEW $24.82 -13.2%
32 BX BLACKSTONE INC Financial Services 33,446.0 $3.9M 1.48% NEW $117.67 +15.7%
33 VIG VANGUARD SPECIALIZED FUNDS 16,325.0 $3.9M 1.45% $236.63 +2.3%
34 BWA BORGWARNER INC Consumer Cyclical 53,937.0 $3.6M 1.34% NEW $66.40 +1.7%
35 T AT&T INC Communication Services 143,321.0 $3.0M 1.11% -36K -19.9% $20.70 +24.0%
36 VRT VERTIV HOLDINGS CO Industrials 6,638.0 $2.2M 0.83% NEW $334.82 -16.2%
37 FNDF SCHWAB STRATEGIC TR 39,048.0 $2.1M 0.77% -3K -6.6% $52.76 +6.7%
38 APLD APPLIED DIGITAL CORP Technology 52,180.0 $1.9M 0.73% +780.0 +1.5% $37.30 -29.3%
39 AAOI APPLIED OPTOELECTRONICS INC Technology 12,606.0 $1.9M 0.70% NEW $148.16 -28.8%
40 HUT 8 CORP 14,611.0 $1.7M 0.63% NEW $115.44
Page 2 of 5  ·  81 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%