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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 $218,920,659
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Enbridge Inc
 ENB 504,381 $21,400,877 9.77%
2.
Agnc Investment Corp.
 AGNC 2,100,042 $19,341,385 8.83%
3.
British American Tobacco Plc
 BTI 389,326 $14,140,329 6.45%
4.
El Paso Energy Cap Tr I
 487,706 $13,363,143 6.1%
5.
Berkshire Hathaway Inc
 BRK.A 20,928 $9,486,316 4.33%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)