account_balance
Investment manager · 13F filer · SEC CIK 1989251
Dupree Financial Group, LLC
Reported value$277Mas of Sep 30, 2026
Positions79 9 new, 11 sold out
Top 10 weight41.9%AGNC alone is 6%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AGNCAGNC Investment Corp.
6.2%Added +34%
VZVerizon Communications Inc
5.1%Added +2%
BRK-BBerkshire Hathaway Inc
4.5%Added +2%
MMacy's, Inc.
4.5%
ENBEnbridge Inc
4.4%Added +2%
AMCRAmcor PLC
4.0%Added +42%
AMZNAmazon.com Inc
3.6%
NLYAnnaly Capital Management Inc
3.4%Added +3%
BTIBritish American Tobacco p.l.c.
3.4%Added +3%
JPMJPMorgan Chase & Co
2.7%Added +832%
ARCCAres Capital Corp
2.7%New
BPBP PLC
2.6%
AGNCAGNC Investment Corp.
6.2%+34%
VZVerizon Communications Inc
5.1%
BRK-BBerkshire Hathaway Inc
4.5%
MMacy's, Inc.
4.5%
ENBEnbridge Inc
4.4%Added +2%
AMCRAmcor PLC
4.0%+42%
AMZNAmazon.com Inc
3.6%
NLYAnnaly Capital Management Inc
3.4%
BTIBritish American Tobacco p.l.c.
3.4%
JPMJPMorgan Chase & Co
2.7%
ARCCAres Capital Corp
2.7%
BPBP PLC
2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AGNC AGNC Investment Corp. 6.2% Added +34%VZ Verizon Communications Inc 5.1% Added +2%BRK-B Berkshire Hathaway Inc 4.5% Added +2%M Macy's, Inc. 4.5% HeldENB Enbridge Inc 4.4% Added +2%AMCR Amcor PLC 4.0% Added +42%AMZN Amazon.com Inc 3.6% HeldNLY Annaly Capital Management Inc 3.4% Added +3%BTI British American Tobacco p.l.c. 3.4% Added +3%JPM JPMorgan Chase & Co 2.7% Added +832%ARCC Ares Capital Corp 2.7% NewBP BP PLC 2.6% Added +3%
What changed
Biggest moves since Jun 30, 2026
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