StockDriftsStockDriftsTop 50 Dupree Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGNC | AGNC INVT CORP | 6.22% | 1.90M | $17.2M | +33.72%(+479.60K) | $9.73(-13.23%) | 2026-09-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 5.08% | 307.1K | $14.1M | +2.35%(+7.04K) | $43.25(+2.08%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.52% | 25.2K | $12.5M | +2.48%(+609) | $452.65(+17.58%) | 2026-09-30 | |
| M | MACYS INC | 4.52% | 550.5K | $12.5M | +1.63%(+8.82K) | $16.24(+45.34%) | 2026-09-30 | |
| ENB | ENBRIDGE INC | 4.41% | 263.0K | $12.2M | +2.37%(+6.09K) | $35.50(+32.74%) | 2026-09-30 | |
| AMCR | AMCOR PLC | 4.04% | 267.7K | $11.2M | +41.53%(+78.54K) | $41.28(+6.47%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.56% | 39.6K | $9.9M | +1.60%(+624) | $201.27(+30.40%) | 2026-09-30 | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 3.42% | 501.5K | $9.5M | +3.06%(+14.88K) | $19.36(-8.46%) | 2026-09-30 | |
| BTI | BRITISH AMERN TOB PLC | 3.41% | 173.8K | $9.5M | +2.95%(+4.97K) | $32.28(+81.24%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.75% | 23.0K | $7.6M | +831.80%(+20.56K) | $312.29(+6.80%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.28% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.33% |
Dupree Financial Group LLC reports $277.18M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are AGNC (6.2%), VZ (5.1%) and BRK.B (4.5%). The top 20 holdings account for 65.39% of reported assets. Its disclosed equity book has returned +32.28% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dupree Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1989251). View Dupree Financial Group LLC’s 13F filings on SEC