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Portfolio (Quarterly) Guide ↗

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

· CIK 0001050463
13F Portfolio $233M AUM 122 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 122 New
Page 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IVW ISHARES S&P 500 GROWTH ETF 400.0 $55K 0.02% NEW $137.53 +2.9%
82 V VISA INC Financial Services 140.0 $48K 0.02% NEW $343.09 +4.6%
83 EWJ ISHARES MSCI JAPAN ETF 480.0 $45K 0.02% NEW $93.27 +5.3%
84 BAC BANK OF AMER CORP Financial Services 635.0 $36K 0.02% NEW $56.98 +12.1%
85 COM DIREXION AUSPICE BROAD CMDTY STRAT ETF 1,056.0 $34K 0.01% NEW $32.60 +5.8%
86 PAVE GLOBAL X US INFRASTRUCTURE DEV ETF 545.0 $32K 0.01% NEW $59.02 -0.5%
87 LLY ELI LILLY & CO Healthcare 23.0 $28K 0.01% NEW $1199.43 -1.2%
88 MPWR MONOLITHIC PWR SYS INC Technology 19.0 $26K 0.01% NEW $1384.37 +2.3%
89 ABBV ABBVIE INC Healthcare 100.0 $25K 0.01% NEW $251.64 -0.5%
90 IJR ISHARES CORE S&P SMALL-CAP ETF 162.0 $24K 0.01% NEW $148.31 +1.0%
91 VWO VANGUARD FTSE EMERGING MARKETS ETF 396.0 $24K 0.01% NEW $59.69 +1.2%
92 MAIN MAIN STR CAP CORP Financial Services 435.0 $23K 0.01% NEW $51.88 +12.1%
93 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 172.0 $16K 0.01% NEW $94.57 -1.8%
94 EMR EMERSON ELEC CO Industrials 105.0 $15K 0.01% NEW $143.15 +13.2%
95 IEFA ISHARES CORE MSCI EAFE ETF 145.0 $14K 0.01% NEW $96.58 +4.6%
96 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 187.0 $13K 0.01% NEW $71.34 +3.3%
97 ADBE ADOBE INC Technology 65.0 $13K 0.01% NEW $205.02 +23.9%
98 DVY ISHARES SELECT DIVIDEND ETF 75.0 $12K 0.01% NEW $156.31 +5.1%
99 HEI HEICO CORP NEW Industrials 32.0 $11K 0.01% NEW $356.19 +4.2%
100 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 11.0 $10K 0.00% NEW $935.45 +1.9%
Page 5 of 7  ·  122 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 17.1%
Financial Services 14.5%
Energy 13.8%
Utilities 11.0%
Technology 10.7%
Healthcare 9.0%
Consumer Defensive 8.5%
Communication Services 5.3%
Consumer Cyclical 4.3%
Real Estate 3.3%