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Home > Institutional Investor > Dupree Financial Group, Llc > Profile

Instuitional Investor - Dupree Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Dupree Financial Group, Llc
Portfolio Value $204,323,734
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Agnc Investment Corp.
 AGNC 2,178,351 $21,369,624 10.45%
2.
Enbridge Inc
 ENB 500,989 $18,045,608 8.83%
3.
Berkshire Hathaway Inc
 BRK.A 38,276 $13,651,575 6.68%
4.
Kinder Morgan Inc.
 KMI 707,347 $12,477,605 6.1%
5.
Chevron Corp
 CVX 63,002 $9,397,332 4.59%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)