Top 50 Dupree Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | 5.86% | 290.0K | $14.6M | -17.09%(-59.76K) | $43.13(+9.47%) | 2026-03-31 | |
| BP | BP PLC | 5.65% | 298.5K | $14.0M | -23.74%(-92.89K) | $32.72(+34.91%) | 2026-03-31 | |
| AGNC | AGNC INVT CORP | 5.63% | 1.39M | $14.0M | -5.23%(-76.97K) | $9.62(+10.45%) | 2026-03-31 | |
| ENB | ENBRIDGE INC | 5.47% | 250.9K | $13.6M | -0.70%(-1.77K) | $34.68(+59.13%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.7% | 24.3K | $11.7M | +51.82%(+8.31K) | $451.16(+7.62%) | 2026-03-31 | |
| EG | EVEREST GROUP LTD | 4.61% | 35.1K | $11.5M | -0.43%(-151) | $353.49(-1.56%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 4.41% | 53.0K | $11.0M | -1.17%(-628) | $158.31(+17.49%) | 2026-03-31 | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 4.04% | 474.5K | $10.0M | +0.46%(+2.18K) | $19.26(+15.08%) | 2026-03-31 | |
| BTI | BRITISH AMERN TOB PLC | 3.86% | 164.0K | $9.6M | -43.64%(-126.96K) | $30.68(+112.98%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.24% | 38.7K | $8.1M | +1.34%(+510) | $200.44(+34.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.64% | +58.69% |
| Top 20 Holdings Unweighted | +15.62% | +54.57% |
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