Arkolith/Funds/Morgan Dempsey Capital Management LLC

Morgan Dempsey Capital Management LLC

CIK 1050463
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Morgan Dempsey Capital Management LLC holds a diversified book of 122 stocks worth $233.4M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Prologis Inc and trimmed Citigroup Inc. Their largest long position is SS SPDR BB 1-3M T-Bill ETF at 4% of the equity book.

Opened
44
bought for the first time
Added to
50
already held, bought more
Trimmed
20
sold some, still holds it
Sold out
8
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
35%
Top 20 holdings
62%

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

Direct sector allocation

94% mapped to company sectors

Utilities
16%
Industrials
15%
Financials
13%
Information Technology
10%
Energy
10%
Health Care
8%
Consumer Staples
8%
ETF / fund or unclassified
6%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Morgan Dempsey Capital Management LLC

Manager / fundShared namesTheir $ in those
ROYAL BANK OF CANADA78 / 80$92.2B
OSAIC HOLDINGS, INC.78 / 80$9.8B
MORGAN STANLEY77 / 80$303.8B
UBS Group AG77 / 80$80.3B
JPMORGAN CHASE & CO75 / 80$288.6B
GOLDMAN SACHS GROUP INC75 / 80$139.7B
FMR LLC74 / 80$266.5B
BANK OF AMERICA CORP /DE/74 / 80$214.3B

Ranked by how many of Morgan Dempsey Capital Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

122 positions
#SecurityValueShares% PortLast moveHistory
1State Street SPDR BLMBG1-3MTHT-Billetf
ETF
$10.5M114.1K
4.5%
+71%
Added · +48K sh
2Citigroup Inc
COM NEW
$9.0M64.1K
3.8%
−20%
Reduced · −17K sh
3Cummins Inc
COM
$8.9M12.5K
3.8%
+2.9%
Added · +348 sh
4Entergy Corp New
COM
$8.7M75.5K
3.7%
+3.1%
Added · +2K sh
5Cisco Sys Inc
COM
$8.6M73.4K
3.7%
−27%
Reduced · −27K sh
6Exxon Mobil Corp
COM
$8.4M61.7K
3.6%
+2.9%
Added · +2K sh
7Wec Energy Group Inc
COM
$7.5M64.6K
3.2%
+2.9%
Added · +2K sh
8International Business Machs
COM
$7.3M25.9K
3.1%
+23%
Added · +5K sh
9Johnson & Johnson
COM
$7.1M27.8K
3.0%
−2.0%
Reduced · −566 sh
10Pembina Pipeline Corp
COM
$6.9M148.3K
2.9%
+3.0%
Added · +4K sh
11United Parcel Svcs Inc
CL B
$6.8M62.8K
2.9%
+27%
Added · +13K sh
12Coca Cola Co
COM
$6.6M81.2K
2.8%
+3.1%
Added · +2K sh
13General Dynamics Corp
COM
$6.5M18.5K
2.8%
+3.3%
Added · +586 sh
14Chevron Corporation
COM
$6.4M38.6K
2.7%
+2.9%
Added · +1K sh
15Lockheed Martin Corp
COM
$6.2M12.2K
2.7%
+3.5%
Added · +415 sh
16Wells Fargo & Co
COM
$6.2M75.0K
2.7%
+3.2%
Added · +2K sh
17AT&T Inc
COM
$6.1M294.4K
2.6%
+3.3%
Added · +9K sh
18Oneok Inc New
COM
$6.1M69.6K
2.6%
+3.7%
Added · +3K sh
19Merck & Co Inc
COM
$5.8M44.6K
2.5%
+3.0%
Added · +1K sh
20Philip Morris Intl Inc
COM
$5.5M30.1K
2.4%
+3.2%
Added · +943 sh
21McDonalds Corp
COM
$5.5M20.2K
2.3%
+41%
Added · +6K sh
22Pepsico Inc
COM
$5.4M39.9K
2.3%
+43%
Added · +12K sh
23Eversource Energy
COM
$5.3M74.0K
2.3%
+3.1%
Added · +2K sh
24Voya Financial Inc
COM
$5.3M58.4K
2.3%
+45%
Added · +18K sh
25Duke Energy Corp New
COM NEW
$5.3M41.6K
2.3%
+3.0%
Added · +1K sh
26Verizon Communications Inc
COM
$5.2M121.9K
2.2%
+3.2%
Added · +4K sh
27Rio Tinto PLC
SPONSORED ADR
$5.1M53.7K
2.2%
+3.4%
Added · +2K sh
28Cme Group Inc
COM
$5.0M22.7K
2.1%
+3.3%
Added · +731 sh
29Southern Co
COM
$5.0M52.2K
2.1%
+3.1%
Added · +2K sh
30Union Pac Corp
COM
$4.9M17.8K
2.1%
+33%
Added · +4K sh
31Medtronic PLC
SHS
$4.8M61.4K
2.1%
+3.0%
Added · +2K sh
32Prudential Finl Inc
COM
$4.5M41.3K
1.9%
−8.1%
Reduced · −4K sh
33Texas Instrs Inc
COM
$4.3M14.3K
1.8%
+3.4%
Added · +463 sh
34Crown Castle Inc
COM
$3.8M50.7K
1.6%
+7.0%
Added · +3K sh
35Starbucks Corp
COM
$3.5M34.0K
1.5%
+2.9%
Added · +962 sh
36Prologis Inc.
COM
$3.0M22.3K
1.3%
New
New position
37Vaalco Energy Inc
COM NEW
$976K192.1K
0.4%
+4.9%
Added · +9K sh
38Frequency Electrs Inc
COM
$762K11.5K
0.3%
+5.2%
Added · +570 sh
39Ufp Technologies Inc
COM
$756K2.9K
0.3%
+15%
Added · +367 sh
40Danaos Corporation
SHS
$700K5.7K
0.3%
+7.6%
Added · +402 sh
41Tat Technologies Ltd
ORD NEW
$571K12.1K
0.2%
+29%
Added · +3K sh
42Espey MFG & Electrs Corp
COM
$568K8.4K
0.2%
+3.6%
Added · +294 sh
43Morgan Dempsey Large Cap Value ETF
ETF
$553K18.0K
0.2%
−33%
Reduced · −9K sh
44Cohu Inc
COM
$479K6.5K
0.2%
−15%
Reduced · −1K sh
45Pro-Dex Inc Colo
COM NEW
$394K6.7K
0.2%
+16%
Added · +908 sh
46American Superconductor Corp
SHS NEW
$366K8.8K
0.2%
+3.6%
Added · +309 sh
47BK Technologies Corporation
COM NEW
$347K4.0K
0.1%
+5.1%
Added · +197 sh
48Ultra Clean Hldgs Inc
COM
$344K2.4K
0.1%
−53%
Reduced · −3K sh
49Hamilton Insurance Group Ltd
CL B
$324K9.5K
0.1%
+5.2%
Added · +468 sh
50SPS Comm Inc
COM
$315K5.5K
0.1%
New
New position
Showing 50 of 122 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 2026122$233.4M13F-HR
Q1 2026Mar 31, 2026May 6, 2026148$219.8M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026150$205.6M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025159$225.2M13F-HR
Q2 2025Jun 30, 2025Jul 29, 2025153$239.6M13F-HR
Q1 2025Mar 31, 2025May 12, 2025137$240.1M13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025125$248.8M13F-HR
Q3 2024Sep 30, 2024Nov 8, 2024125$291.4M13F-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.