Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Dupree Financial Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Dupree Financial Group, LLC (CIK 1989251) reported $248.5M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VZ ($14.6M, 5.86%), BP ($14.0M, 5.65%), AGNC ($14.0M, 5.63%), ENB ($13.6M, 5.47%), BRK/B ($11.7M, 4.70%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VZVERIZON COMMUNICATIONS INC$14.6M5.86%290,007Trimmed
2BPBP PLC$14.0M5.65%298,462Trimmed
3AGNCAGNC INVT CORP$14.0M5.63%1.4MTrimmed
4ENBENBRIDGE INC$13.6M5.47%250,865Trimmed
5BRK/BBERKSHIRE HATHAWAY INC DEL$11.7M4.70%24,345Added
6EGEVEREST GROUP LTD$11.5M4.61%35,075Trimmed
7CVXCHEVRON CORPORATION$11.0M4.41%52,961Trimmed
8NLYANNALY CAPITAL MANAGEMENT IN$10.0M4.04%474,512Added
9BTIBRITISH AMERN TOB PLC$9.6M3.86%163,976Trimmed
10AMZNAMAZON COM INC$8.1M3.24%38,696Added
11CMICUMMINS INC$7.5M3.01%13,880Trimmed
12KRKROGER CO$7.0M2.81%96,567Trimmed
13ORIOLD REP INTL CORP$6.7M2.71%168,474Added
14KMIKINDER MORGAN INC DEL$6.5M2.61%193,137Trimmed
15MMACYS INC$5.9M2.39%327,954Added
16BXMTBLACKSTONE MORTGAGE TRUST IN$5.9M2.39%310,166Added
17OREALTY INCOME CORP$5.3M2.12%85,945Trimmed
18OXMOXFORD INDS INC$5.2M2.08%133,897Added
19ASOACADEMY SPORTS & OUTDOORS IN$5.1M2.05%90,170Added
20AAPLAPPLE INC$4.9M1.98%19,412Added
21MELIMERCADOLIBRE INC$4.9M1.98%2,844Trimmed
22EOGEOG RES INC$4.6M1.84%31,619Trimmed
23WPCWP CAREY INC$4.2M1.70%62,015Trimmed
24TAT&T INC$4.1M1.66%142,595Trimmed
25CINFCINCINNATI FINL CORP$3.8M1.55%24,464Trimmed

Source: SEC Form 13F filings · as of 2026-03-31