Dupree Financial Group - Q4 2025 13F Filings

DU

Dupree Financial Group, LLC

CIK: 0001989251
Address: Kentucky Lexington 237 E. Main Street
$274.44 M
Portfolio Value
80
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/29/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
+6.59%
$274.44 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Dupree Financial Group Q4 2025 Filing Summary

Dupree Financial Group, LLC filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 274.44 M reflecting a +4.29% change from the prior quarter, spanning 80 assets. The top 10 holdings comprised 45.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 4 complete exits.

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Dupree Financial Group’s Q4 2025 Filing

Dupree Financial Group submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Dupree Financial Group reported a managed portfolio value of 274.44 M, consisting of 80 individual positions.

This page displays the raw filing documents. To see which stocks Dupree Financial Group bought or sold during Q4 2025, please visit Dupree Financial Group's Portfolio Analysis page.