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Portfolio (Quarterly) Guide ↗

Dupree Financial Group, LLC

· CIK 0001989251
13F Portfolio $274M AUM 80 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 15 New 16 Added 28 Reduced 5 Exited
Page 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BXMT BLACKSTONE MTG TR INC Real Estate 306,423.0 $5.9M 2.14% +7K +2.3% $19.13 -6.0%
22 WPC WP CAREY INC Real Estate 88,502.0 $5.7M 2.08% +2K +2.5% $64.36 +16.5%
23 KMI KINDER MORGAN INC DEL Energy 199,226.0 $5.5M 2.00% NEW $27.49 +21.9%
24 AAPL APPLE INC Technology 19,355.0 $5.3M 1.92% $271.87 +12.2%
25 SYF SYNCHRONY FINANCIAL Financial Services 55,493.0 $4.6M 1.69% $83.43 -13.6%
26 OXM OXFORD INDS INC Consumer Cyclical 131,369.0 $4.5M 1.64% NEW $34.20 +14.1%
27 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 89,791.0 $4.5M 1.64% NEW $49.96 +2.1%
28 T AT&T INC Communication Services 179,009.0 $4.4M 1.62% $24.84 +0.4%
29 VIG VANGUARD SPECIALIZED FUNDS 16,308.0 $3.6M 1.31% -962.0 -5.6% $219.78 +5.1%
30 IWM ISHARES TR 13,035.0 $3.2M 1.17% $246.17 +14.8%
31 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 10,459.0 $3.2M 1.16% $303.88 +32.2%
32 CAG CONAGRA BRANDS INC Consumer Defensive 166,296.0 $2.9M 1.05% NEW $17.31 -22.7%
33 FNDF SCHWAB STRATEGIC TR 41,823.0 $1.9M 0.69% -1K -2.4% $45.21 +18.7%
34 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 23,817.0 $1.8M 0.66% +165.0 +0.7% $75.91 -28.0%
35 RSP INVESCO EXCHANGE TRADED FD T 7,727.0 $1.5M 0.54% +225.0 +3.0% $191.55 +6.9%
36 XOM EXXON MOBIL CORP Energy 10,813.0 $1.3M 0.47% -242.0 -2.2% $120.34 +29.9%
37 APLD APPLIED DIGITAL CORP Technology 51,400.0 $1.3M 0.46% NEW $24.52 +95.8%
38 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 7,365.0 $1.1M 0.39% NEW $143.89 +34.4%
39 VOO VANGUARD INDEX FDS 1,542.0 $967K 0.35% -321.0 -17.2% $627.04 +8.9%
40 INOD INNODATA INC Technology 17,400.0 $887K 0.32% NEW $50.95 +93.4%
Page 2 of 4  ·  80 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
Energy 20.6%
Real Estate 15.2%
Consumer Cyclical 13.8%
Financial Services 13.4%
Consumer Defensive 11.9%
Industrials 9.3%
Communication Services 8.5%
Technology 6.3%
Healthcare 0.6%
Utilities 0.3%