Dupree Financial Group, LLC Portfolio Holdings

Dupree Financial Group, LLC

  • $263 Billion
  • Q3 2025

Dupree Financial Group, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $263 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Agnc Investment Corp. with a value of $17.6B, Enbridge Inc with a value of $15.6B, British American Tobacco P.L.C. with a value of $15.4B, Verizon Communications Inc with a value of $15.3B, and Macy'S, Inc. with a value of $14.5B.

Examining the 13F form we can see an increase of $9.38B in the current position value, from $254B to 263B.

Dupree Financial Group, LLC is based out at Lexington, KY

Below you can find more details about Dupree Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $263 Billion
Energy: $45.2 Billion
Financial Services: $42.2 Billion
Real Estate: $36.6 Billion
Consumer Cyclical: $31.9 Billion
Communication Services: $24.2 Billion
Industrials: $22.9 Billion
Consumer Defensive: $17.1 Billion
ETFs: $16 Billion
Other: $11.5 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $263 Billion
  • Prior Value $254 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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