Dupree Financial Group, LLC - Portfolio overview

Dupree Financial Group, LLC has 87 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. BP - BP PLC, 6.38%
2. ENB - ENBRIDGE INC, 6.16%
3. BRKB - BERKSHIRE HATHAWAY INC DEL, 5.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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