Long-term investor
Dupree Financial Group, LLC @dupreefinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001989251).
Record
- Tracked since 2025-12-31 (257 days), 64 trades recorded
- Returns: week n/a · month n/a · 90 days +1.8% · 6 months n/a · 1 year n/a · all +7.6%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AGNC · 5.8% · long · since 2025-12-31
- ENB · 5.2% · long · since 2025-12-31
- M · 4.8% · long · since 2025-12-31
- VZ · 4.8% · long · since 2025-12-31
- BRK-B · 4.6% · long · since 2025-12-31
- NLY · 4.1% · long · since 2025-12-31
- BTI · 3.9% · long · since 2025-12-31
- AMZN · 3.5% · long · since 2025-12-31
- G0250X149 · 3.1% · long · since 2026-06-30
- CMI · 2.9% · long · since 2025-12-31
- ORI · 2.7% · long · since 2025-12-31
- EG · 2.4% · long · since 2025-12-31