Dupree Financial Group, LLC
Top Portfolio Positions
57 positions ·
$235,710,602 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VZ |
Verizon Communications Inc
Communication Services
|
290,007 | $14,558,350 | 6.18% | |
| BP |
Bp PLC
Energy
|
298,462 | $14,027,714 | 5.95% | |
| AGNC |
AGNC Investment Corp.
Real Estate
|
1,393,804 | $13,979,853 | 5.93% | |
| ENB |
Enbridge Inc
Energy
|
250,865 | $13,581,830 | 5.76% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
24,345 | $11,666,124 | 4.95% | |
| EG |
Everest Group, Ltd.
Financial Services
|
35,075 | $11,464,263 | 4.86% | |
| CVX |
Chevron Corp
Energy
|
52,961 | $10,957,630 | 4.65% | |
| NLY |
Annaly Capital Management Inc
Real Estate
|
474,512 | $10,035,928 | 4.26% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
163,976 | $9,587,676 | 4.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,696 | $8,059,215 | 3.42% |
Portfolio Trend
10 quarters · across all stocks
Holdings in M
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,932,687 | 327,954 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,135,512 | 323,606 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,531,780 | 810,473 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,115,040 | 524,446 | Shares | Sole | 2025-07-30 | |
| No 13F history on record for this holder in this stock. | ||||||