Dupree Financial Group, LLC Portfolio Holdings

Dupree Financial Group, LLC

  • $254 Billion
  • Q2 2025

Dupree Financial Group, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $254 Billion distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Agnc Investment Corp. with a value of $20.3B, Enbridge Inc with a value of $15.1B, British American Tobacco P.L.C. with a value of $14.9B, Kinder Morgan, Inc. with a value of $11.4B, and Cincinnati Financial Corp with a value of $11.3B.

Examining the 13F form we can see an increase of $7.59B in the current position value, from $246B to 254B.

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 $254 Billion
Energy: $54.6 Billion
Real Estate: $38 Billion
Financial Services: $34.2 Billion
Consumer Cyclical: $32.1 Billion
Consumer Defensive: $22.7 Billion
Communication Services: $19.5 Billion
Industrials: $14.7 Billion
Technology: $13 Billion
Other: $15.9 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 106
  • Current Value $254 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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