Terminal · Institutions

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

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC (CIK 1050463) reported $233.4M across 122 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BIL ($10.5M, 4.48%), C ($9.0M, 3.85%), CMI ($8.9M, 3.82%), ETR ($8.7M, 3.71%), CSCO ($8.6M, 3.69%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BILSTATE STREET SPDR BLMBG1-3MTHT-BILLETF$10.5M4.48%114,108Added
2CCITIGROUP INC$9.0M3.85%64,124Trimmed
3CMICUMMINS INC$8.9M3.82%12,509Added
4ETRENTERGY CORP NEW$8.7M3.71%75,458Added
5CSCOCISCO SYS INC$8.6M3.69%73,393Trimmed
6XOMEXXON MOBIL CORP$8.4M3.61%61,676Added
7WECWEC ENERGY GROUP INC$7.5M3.23%64,642Added
8IBMINTERNATIONAL BUSINESS MACHS$7.3M3.13%25,939Added
9JNJJOHNSON & JOHNSON$7.1M3.03%27,812Trimmed
10PBAPEMBINA PIPELINE CORP$6.9M2.94%148,296Added
11UPSUNITED PARCEL SVCS INC$6.8M2.89%62,845Added
12KOCOCA COLA CO$6.6M2.84%81,153Added
13GDGENERAL DYNAMICS CORP$6.5M2.81%18,483Added
14CVXCHEVRON CORPORATION$6.4M2.74%38,597Added
15LMTLOCKHEED MARTIN CORP$6.2M2.66%12,207Added
16WFCWELLS FARGO & CO$6.2M2.66%75,035Added
17TAT&T INC$6.1M2.61%294,433Added
18OKEONEOK INC NEW$6.1M2.59%69,634Added
19MRKMERCK & CO INC$5.8M2.47%44,625Added
20PMPHILIP MORRIS INTL INC$5.5M2.36%30,150Added
21MCDMCDONALDS CORP$5.5M2.34%20,199Added
22PEPPEPSICO INC$5.4M2.32%39,911Added
23ESEVERSOURCE ENERGY$5.3M2.29%73,953Added
24VOYAVOYA FINANCIAL INC$5.3M2.26%58,384Added
25DUKDUKE ENERGY CORP NEW$5.3M2.25%41,552Added

Source: SEC Form 13F filings · as of 2026-06-30