Arkolith/Funds/Dupree Financial Group, LLC

Dupree Financial Group, LLC

CIK 1989251
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Dupree Financial Group, LLC holds a diversified book of 81 stocks worth $266.9M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Amcor PLC and trimmed Cummins Inc. Their largest long position is Agnc Investment Corp at 6% of the equity book.

Trimmed
13
sold some, still holds it
+10 more · largest first
Sold out
4
exited the position entirely
+1 more · largest first, by prior value

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
43%
Top 20 holdings
64%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

93% mapped to company sectors

Consumer Discretionary
18%
Real Estate
16%
Financials
14%
Information Technology
12%
Industrials
12%
ETF / fund or unclassified
7%
Energy
6%
Communication Services
6%

+4 sectors below the cut, 9% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Dupree Financial Group, LLC

Manager / fundShared namesTheir $ in those
Morgan Stanley80 / 80$493.9B
JPMorgan Chase & Co80 / 80$449.2B
Royal Bank Of Canada80 / 80$152.9B
Wells Fargo & Company80 / 80$135.4B
Jones Financial Companies LLLP80 / 80$42.1B
Creative Planning80 / 80$34.5B
Osaic Holdings, Inc.80 / 80$15.9B
Allworth Financial LP80 / 80$5.7B

Ranked by the share of each fund's own book sitting in the names it shares with Dupree Financial Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

81 positions
#SecurityValueShares% PortLast moveHistory
1Agnc Invt Corp
COM
$15.5M1.42M
5.8%
+2.0%
Added · +28K sh
2Enbridge Inc
COM
$13.9M256.9K
5.2%
+2.4%
Added · +6K sh
3Macys Inc
COM
$12.8M541.7K
4.8%
+65%
Added · +214K sh
4Verizon Communications Inc
COM
$12.7M300.1K
4.8%
+3.5%
Added · +10K sh
5Berkshire Hathaway Inc Del
CL B NEW
$12.3M24.6K
4.6%
+0.9%
Added · +227 sh
6Annaly Capital Management In
COM NEW
$10.9M486.6K
4.1%
+2.5%
Added · +12K sh
7British Amern Tob PLC
SPONSORED ADR
$10.4M168.8K
3.9%
+3.0%
Added · +5K sh
8Amazon Com Inc
COM
$9.3M39.0K
3.5%
+0.8%
Added · +312 sh
9Amcor PLC
COM NEW
$8.2M189.1K
3.1%
New
New position
10Cummins Inc
COM
$7.7M10.9K
2.9%
−22%
Reduced · −3K sh
11Old Rep Intl Corp
COM
$7.1M173.4K
2.7%
+2.9%
Added · +5K sh
12Everest Group Ltd
COM
$6.5M18.2K
2.4%
−48%
Reduced · −17K sh
13Kinder Morgan Inc Del
COM
$6.3M196.5K
2.4%
+1.8%
Added · +3K sh
14Micron Technology Inc
COM
$6.1M5.3K
2.3%
+0.5%
Added · +25 sh
15BP PLC
SPONSORED ADR
$5.8M156.7K
2.2%
−47%
Reduced · −142K sh
16Apple Inc
COM
$5.5M19.1K
2.1%
−1.7%
Reduced · −339 sh
17Blackstone Mortgage Trust In
COM CL A
$5.5M322.5K
2.0%
+4.0%
Added · +12K sh
18Realty Income Corp
COM
$5.5M88.0K
2.0%
+2.4%
Added · +2K sh
19Chevron Corporation
COM
$5.1M30.8K
1.9%
−42%
Reduced · −22K sh
20Taiwan Semiconductor Manufac
SPONSORED ADS
$5.0M10.4K
1.9%
+0.6%
Added · +59 sh
21Invesco QQQ TR
UNIT SER 1
$4.8M6.5K
1.8%
New
New position
22Oxford Inds Inc
COM
$4.7M135.4K
1.8%
+1.1%
Added · +2K sh
23Cincinnati Finl Corp
COM
$4.6M24.8K
1.7%
+1.2%
Added · +303 sh
24WP Carey Inc
COM
$4.5M63.2K
1.7%
+1.9%
Added · +1K sh
25Academy Sports & Outdoors In
COM
$4.4M92.6K
1.6%
+2.6%
Added · +2K sh
26Dicks Sporting Goods Inc
COM
$4.3M18.7K
1.6%
+1.1%
Added · +196 sh
27Jacobs Solutions Inc
COM
$4.2M33.3K
1.6%
New
New position
28Johnson Controls Internation
SHS
$4.2M28.5K
1.6%
New
New position
29Eog Res Inc
COM
$4.1M31.9K
1.6%
+0.9%
Added · +289 sh
30Nebius Group N.V.
SHS CLASS A
$4.1M14.8K
1.5%
−17%
Reduced · −3K sh
31Hormel Foods Corp
COM
$3.9M159.1K
1.5%
New
New position
32Blackstone Inc
COM
$3.9M33.4K
1.5%
+1.8%
Added · +603 sh
33Vanguard Specialized Funds
DIV APP ETF
$3.9M16.3K
1.4%
+1.3%
Added · +205 sh
34Borgwarner Inc
COM
$3.6M53.9K
1.3%
New
New position
35AT&T Inc
COM
$3.0M143.3K
1.1%
+0.5%
Added · +726 sh
36Vertiv Holdings Co
COM CL A
$2.2M6.6K
0.8%
New
New position
37Schwab Strategic TR
FUNDAMENTAL INTL
$2.1M39.0K
0.8%
+0.1%
Added · +52 sh
38Applied Digital Corp
COM NEW
$1.9M52.2K
0.7%
+1.6%
Added · +821 sh
39Applied Optoelectronics Inc
COM
$1.9M12.6K
0.7%
+54%
Added · +4K sh
40Hut 8 Corp
COM
$1.7M14.6K
0.6%
+1.7%
Added · +243 sh
41Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.6M7.5K
0.6%
+1.0%
Added · +73 sh
42Innodata Inc
COM NEW
$1.4M17.9K
0.5%
+2.8%
Added · +491 sh
43Exxon Mobil Corp
COM
$1.3M9.8K
0.5%
~0%
Added · +2 sh
44Vanguard Index FDS
S&P 500 ETF SHS
$1.1M1.6K
0.4%
+1.0%
Added · +16 sh
45Axt Inc
COM
$1.0M13.9K
0.4%
+1.2%
Added · +171 sh
46Invesco Exchange Traded FD T
S&P500 QUALITY
$1.0M11.1K
0.4%
+5.7%
Added · +605 sh
47Nvidia Corporation
COM
$961K4.8K
0.4%
+0.1%
Added · +7 sh
48CSX Corp
COM
$878K18.5K
0.3%
Held
49Ishares TR
SELECT DIVID ETF
$871K5.6K
0.3%
−0.3%
Reduced · −18 sh
50Ishares TR
CORE S&P SCP ETF
$870K5.9K
0.3%
+2.7%
Added · +154 sh
Showing 50 of 81 positions
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Filing history

As-of date vs the date the SEC received each filing

$274.4M · Q4 2025Q3 2024 · $249.8MQ2 2026 · $266.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202623d121$266.9M13F-HR
Q1 2026Mar 31, 2026Apr 23, 202623d108$248.5M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202629d80$274.4M13F-HR
Q3 2025Sep 30, 2025Oct 29, 202529d70$263.2M13F-HR
Q2 2025Jun 30, 2025Jul 30, 202530d106$253.8M13F-HR
Q1 2025Mar 31, 2025Apr 30, 202530d70$246.2M13F-HR
Q4 2024Dec 31, 2024Jan 24, 202524d65$218.9M13F-HR
Q3 2024Sep 30, 2024Oct 22, 202422d72$249.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.