Latest Portfolio Value
$274.44 M
12/31/2025
Total Holdings
80
12/31/2025
Latest Report Date
Q4 2025
12/31/2025
Top 10 Concentration
45.10%
Dupree Financial Group, LLC (CIK: 0001989251) is a financial institution headquartered at 237 E. Main Street, , Lexington, Kentucky 40507. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $274,441,195, comprising 80 distinct securities. Over its filing history, it has submitted 9 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
No buy transactions available for this period
No sell transactions available for this period
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 290,937 | $16.47 M | 6.00% | ▲ 446 | Add 0.2% | |
| 1.47 M | $15.77 M | 5.75% | ▼ 326,136 | Reduce -18.2% | |
| 349,769 | $14.25 M | 5.19% | ▲ 1,493 | Add 0.4% | |
| 391,352 | $13.59 M | 4.95% | ▲ 1,080 | Add 0.3% | |
| 252,634 | $12.08 M | 4.40% | ▼ 57,134 | Reduce -18.4% | |
| 35,226 | $11.95 M | 4.36% | ▲ 5,846 | Add 19.9% | |
| 472,332 | $10.56 M | 3.85% | ▲ 1,824 | Add 0.4% | |
| 104,383 | $10.35 M | 3.77% | ▲ 68,643 | Add 192.1% | |
| 60,713 | $9.92 M | 3.61% | ▲ 734 | Add 1.2% | |
| 38,186 | $8.81 M | 3.21% | ▲ 26,584 | Add 229.1% |