13F Insight
DOSSIER · 13F-HR · Q3 2026

Dupree Financial Group, LLC

$277M in tracked AUM across 79 positions as of Q3 2026.

DF
CIK 0001989251 · last filed Sep 30, 2026
Total AUM
$277M
as of Q3 2026
Holdings
79
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Dupree Financial Group, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AGNC
AGNC INVT CORP
$17M1.9M6.2%02
VZ
VERIZON COMMUNICATIONS INC
$14M307K5.1%03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$13M25K4.5%04
M
MACYS INC
$13M551K4.5%05
ENB
ENBRIDGE INC
$12M263K4.4%06
G0250X149
AMCOR PLC
$11M268K4.0%07
AMZN
AMAZON COM INC
$10M40K3.6%08
NLY
ANNALY CAPITAL MANAGEMENT IN
$9M502K3.4%09
BTI
BRITISH AMERN TOB PLC
$9M174K3.4%10
JPM
JPMORGAN CHASE & CO
$8M23K2.7%

Filing history

2026Q3Sep 30
$277M▲ 3.9%
79 positionsView →2026Q2Jun 30
$267M▲ 7.4%
121 positionsView →2026Q1Mar 31
$248M▼ 9.5%
108 positionsView →2025Q4Dec 31
$274M▲ 4.3%
80 positionsView →2025Q3Sep 30
$263M▲ 3.7%
70 positionsLocked2025Q2Jun 30
$254M▲ 3.1%
106 positionsLocked2025Q1Mar 31
$246M▲ 12.5%
70 positionsLocked2024Q4Dec 31
$219M▼ 12.4%
65 positionsLocked2024Q3Sep 30
$250M▲ 13.6%
72 positionsLocked2024Q2Jun 30
$220M▼ 2.1%
65 positionsLocked2024Q1Mar 31
$225M▲ 9.9%
61 positionsLocked2023Q4Dec 31
$204M—
56 positionsLocked