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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001941040-25-000372

Total Value
$239.6M
Positions
153
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (153)

#IssuerTicker / CUSIPSharesValue% of Filing
1AT&T INCT-PC367,544$10.6M4.44%
2CITIGROUP INCC-PR119,950$10.2M4.26%
3CISCO SYS INCCSCO129,557$9.0M3.75%
4WEC ENERGY GROUP INCWEC80,629$8.4M3.51%
5EXXON MOBIL CORPXOM77,133$8.3M3.47%
6INTERNATIONAL BUSINESS MACHSINTR27,271$8.0M3.36%
7ENTERGY CORP NEWENO93,437$7.8M3.24%
8WELLS FARGO CO NEW94974610192,304$7.4M3.09%
9COCA COLA COKO102,382$7.3M3.05%
10CUMMINS INCCMI21,434$7.0M2.93%
11PHILIP MORRIS INTL INC71817210938,035$7.0M2.91%
12LOCKHEED MARTIN CORPLMT15,051$7.0M2.91%
13PEMBINA PIPELINE CORPPPLOF185,719$7.0M2.91%
14CHEVRON CORP NEWCVX48,267$6.9M2.88%
15MEDTRONIC PLCMDT76,792$6.7M2.82%
16GENERAL DYNAMICS CORPGD22,935$6.7M2.79%
17VERIZON COMMUNICATIONS INCVZ152,123$6.6M2.75%
18CROWN CASTLE INCCCI63,586$6.5M2.73%
19SPDR BLMBG 1-3 MTH T-BILL ETF78468R66369,802$6.4M2.67%
20PRUDENTIAL FINL INCPUKPF58,186$6.3M2.61%
21DUKE ENERGY CORP NEWDUKB52,068$6.1M2.56%
22SOUTHERN COSOMN65,415$6.0M2.51%
23EVERSOURCE ENERGYES91,953$5.9M2.44%
24MAIN STR CAP CORP56035L10491,517$5.4M2.26%
25JOHNSON & JOHNSONJNJ33,044$5.0M2.11%
26PFIZER INCPFE194,271$4.7M1.97%
27UNITED PARCEL SERVICE INCUPS45,768$4.6M1.93%
28MERCK & CO INCMRK56,136$4.5M1.87%
29PROCTER AND GAMBLE CO74271810927,464$4.4M1.83%
30KRAFT HEINZ COKHC166,503$4.3M1.79%
31LYONDELLBASELL INDUSTRIES NLYB70,596$4.1M1.71%
32GENERAL MLS INC37033410478,481$4.1M1.70%
33STARBUCKS CORPSBUX42,342$3.9M1.62%
34MCDONALDS CORPMCD13,224$3.9M1.61%
35VOYA FINANCIAL INCVOYA-PB51,249$3.6M1.52%
36ONEOK INC NEWOKE42,843$3.5M1.46%
37RIO TINTO PLCRTNTF54,270$3.2M1.32%
38ALEXANDRIA REAL ESTATE EQ IN01527110932,472$2.4M1.00%
39MORGAN DEMPSEY LARGE CAP VALUE ETF02072L48219,247$519,1170.22%
40ESPEY MFG & ELECTRS CORP2966501048,945$408,8840.17%
41DANAOS CORPORATIONDAC4,564$393,8660.16%
42VAALCO ENERGY INCEGY100,999$364,6060.15%
43UFP TECHNOLOGIES INCUFPT1,344$328,1570.14%
44HAWKINS INCHWKN1,949$276,9570.12%
45KEWAUNEE SCIENTIFIC CORP4928541044,229$246,7140.10%
46BK TECHNOLOGIES CORPORATIONBKTI5,062$242,7230.10%
47ISHARES CORE S&P 500 ETF464287200375$232,8380.10%
48TAT TECHNOLOGIES LTDTATT7,256$221,2750.09%
49ISHARES SHORT-TERM NATIONAL MUNI BD ETF4642881582,080$221,1870.09%
50MYR GROUP INC DELMYRG1,218$221,0090.09%
51SENECA FOODS CORP NEWSENEM2,151$218,1250.09%
52ULTRA CLEAN HLDGS INCUCTT8,594$193,9430.08%
53SAPIENS INTL CORP N VG7T16G1036,636$193,8500.08%
54NUVEEN ESG LARGE-CAP VALUE ETFNU4,617$193,5220.08%
55PRO-DEX INC COLOPDEX4,109$179,1150.07%
56INVESCO S&P 500 EQUAL WEIGHT ETFIVZ970$176,3670.07%
57HAMILTON INSURANCE GROUP LTDHG7,729$167,1010.07%
58CAPITAL GROUP CORE BOND ETF14020Y5085,622$147,8530.06%
59COHU INCCOHU7,609$146,3900.06%
60TCW COMPOUNDERS ETF29287L6014,143$145,1230.06%
61KIMBALL ELECTRONICS INCKE7,494$144,1100.06%
62MONARCH CASINO & RESORT INCMCRI1,660$143,4900.06%
63VILLAGE SUPER MKT INC9271074093,713$142,9510.06%
64ALPS O'SHARES US SM-CP QUL DIV ETF00162Q3953,291$142,2150.06%
65THE CONSUMER STAPLES SEL SECTSPDR ETF81369Y3081,706$138,1350.06%
66COLUMBIA DIVERSIFIED FIXED INC ALLC ETF19761L5086,888$125,4330.05%
67FLEXSHARES IBOXX 3YR TARGET DUR TIPS ETFFLEX4,926$119,4110.05%
68MICROSOFT CORPMSFT240$119,3780.05%
69TRANSCAT INCTRNS1,352$116,1400.05%
70ISHARES RUSSELL 1000 VALUE ETF464287598582$113,0420.05%
71ISHARES BITCOIN TRUST ETFIBIT1,640$100,3840.04%
72APPLE INCAAPL430$88,2230.04%
73SPDR S&P 500 ETFSPY140$86,5690.04%
74ELI LILLY & COLLY107$83,2020.03%
75BROOKFIELD INFRASTRUCTURE COBIPC1,993$82,9000.03%
76ATN INTL INC00215F1074,977$82,2450.03%
77SPDR PORTFOLIO TIPS ETF78464A6563,130$81,5700.03%
78SPDR S&P MIDCAP 400 ETF TRUSTMDY125$71,0350.03%
79FIDELITY WISE ORIGIN BITCOINFBTC751$70,5850.03%
80CATERPILLAR INCCAT180$69,8780.03%
81ANTERO MIDSTREAM CORPAM3,519$66,6820.03%
82ISHARES GLOBAL INFRASTRUCTURE ETF4642883721,101$65,1540.03%
83ISHARES S&P 500 VALUE ETF464287408280$54,7180.02%
84MFS ACTIVE INTERNATIONAL ETF55286W4051,916$54,5100.02%
85ISHARES EMERGING MARKETS DIVIDEND ETF4642863191,839$52,6800.02%
86POWELL INDS INC739128106246$51,7690.02%
87VISA INCV140$49,7070.02%
88HARBOR LONG-SHORT EQUITY ETF41151J8281,676$47,1450.02%
89ISHARES S&P 500 GROWTH ETF464287309400$44,0400.02%
90GILEAD SCIENCES INCGILD350$38,8050.02%
91BANK AMERICA CORP060505104800$37,8560.02%
92ISHARES MSCI JAPAN ETF46434G822480$35,9860.02%
93ENBRIDGE INCENNPF738$33,4460.01%
94INVESCO QQQ TRUSTIVZ55$30,3730.01%
95DIREXION AUSPICE BROAD CMDTY STRAT ETF25460E3071,056$29,4750.01%
96GENERAL DYNAMICS CORPGD100$29,1660.01%
97HASBRO INCHAS361$26,6490.01%
98PHILLIPS 66PSX214$25,5300.01%
99GLOBAL X US INFRASTRUCTURE DEV ETF37954Y673545$23,8110.01%
100WEC ENERGY GROUP INCWEC200$20,8400.01%
101AT&T INCT-PC700$20,2580.01%
102VANGUARD FTSE EMERGING MARKETS ETF922042858396$19,5860.01%
103ABBVIE INCABBV100$18,5620.01%
104ISHARES CORE S&P SMALL-CAP ETF464287804162$17,7050.01%
105CITIGROUP INCC-PR200$17,0240.01%
106ENTERGY CORP NEWENO200$16,6240.01%
107ISHARES 7-10 YEAR TREASURY BOND ETF464287440172$16,4720.01%
108WELLS FARGO CO NEW949746101200$16,0240.01%
109HEICO CORP NEWHEI-A47$15,4160.01%
110JOHNSON & JOHNSONJNJ100$15,2750.01%
111TJX COS INC NEW872540109122$15,0660.01%
112HONEYWELL INTL INC43851610662$14,4390.01%
113CHEVRON CORP NEWCVX100$14,3190.01%
114EMERSON ELEC COEMR105$14,0000.01%
115MONOLITHIC PWR SYS INC60983910519$13,9260.01%
116CISCO SYS INCCSCO200$13,8760.01%
117VERIZON COMMUNICATIONS INCVZ300$12,9810.01%
118ISHARES CORE MSCI EAFE ETF46432F842145$12,1050.01%
119DUKE ENERGY CORP NEWDUKB100$11,8000.00%
120PEMBINA PIPELINE CORPPPLOF300$11,2540.00%
121ISHARES CHINA LARGE-CAP ETF464287184304$11,1750.00%
122MARA HOLDINGS INCMARA700$10,9760.00%
123COSTCO WHSL CORP NEW22160K10511$10,8890.00%
124PRUDENTIAL FINL INCPUKPF100$10,7440.00%
125MONDELEZ INTL INC609207105154$10,4580.00%
126GENERAL MLS INC370334104200$10,3620.00%
127CROWN CASTLE INCCCI100$10,2730.00%
128UNITED PARCEL SERVICE INCUPS100$10,0940.00%
129ISHARES SELECT DIVIDEND ETF46428716875$9,9610.00%
130SOUTHERN COSOMN100$9,1830.00%
131INTERCONTINENTAL EXCHANGE IN45866F10450$9,1740.00%
132MEDTRONIC PLCMDT100$8,7880.00%
133ABBOTT LABSABLZF61$8,2970.00%
134SPDR BLMBG CONVERT SECS ETF78464A359100$8,2660.00%
135ONEOK INC NEWOKE100$8,1630.00%
136ISHARES IBOXX $ HIGH YIELD CORP BD ETF464288513100$8,0650.00%
137NEXTERA ENERGY INCNEE-PW116$8,0530.00%
138MERCK & CO INCMRK100$7,9160.00%
139PEPSICO INCPEP54$7,1300.00%
140VOYA FINANCIAL INCVOYA-PB100$7,1000.00%
141THE CIGNA GROUP12552310020$6,6120.00%
142RIO TINTO PLCRTNTF100$5,8330.00%
143LYONDELLBASELL INDUSTRIES NLYB100$5,7860.00%
144JPMORGAN NASDAQ EQUITY PREMIUM INC ETF46654Q203106$5,7400.00%
145TARGET CORPTGT57$5,6230.00%
146THERMO FISHER SCIENTIFIC INCTMO10$4,0590.00%
147ISHARES RUSSELL 1000 GROWTH ETF4642876149$3,8210.00%
148EXXON MOBIL CORPXOM200$3,5050.00%
149WEST PHARMACEUTICAL SVSC INC95530610514$3,0630.00%
150ISHARES 0-3 MONTH TREASURY BOND ETF46436E7181$780.00%
151JPMORGAN EQUITY PREMIUM INC ETF46641Q3321$420.00%
152PERMA-FIX ENVIRONMENTAL SVCS7141572031$110.00%
153INTELLICHECK INCIDN1$20.00%