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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 HOLDINGS REPORT

Dupree Financial Group, LLC

Quarter ended Q4 2025 · Filed January 29, 2026 · Accession 0001989251-26-000001

Total Value
$274.4M
Positions
80
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (80)

#IssuerTicker / CUSIPSharesValue% of Filing
1BRITISH AMERN TOB PLC110448107290,937$16.5M6.00%
2AGNC INVT CORP00123Q1041,470,773$15.8M5.75%
3VERIZON COMMUNICATIONS INCVZ349,769$14.2M5.19%
4BP PLCBPPFF391,352$13.6M4.95%
5ENBRIDGE INCENNPF252,634$12.1M4.40%
6EVEREST GROUP LTDEG35,226$12.0M4.36%
7ANNALY CAPITAL MANAGEMENT INNLY-PJ472,332$10.6M3.85%
8UNITED PARCEL SERVICE INCUPS104,383$10.4M3.77%
9CINCINNATI FINL CORP17206210160,713$9.9M3.61%
10AMAZON COM INCAMZN38,186$8.8M3.21%
11CHEVRON CORP NEWCVX53,589$8.2M2.98%
12BERKSHIRE HATHAWAY INC DELBRK-A16,035$8.1M2.94%
13OLD REP INTL CORP680223104166,534$7.6M2.77%
14MACYS INC55616P104323,606$7.1M2.60%
15CUMMINS INCCMI13,943$7.1M2.59%
16REALTY INCOME CORPO125,263$7.1M2.57%
17FRANKLIN RESOURCES INCBEN262,922$6.3M2.29%
18EOG RES INCEOG59,046$6.2M2.26%
19KROGER COKR97,076$6.1M2.21%
20MERCADOLIBRE INCMELI2,914$5.9M2.14%
21BLACKSTONE MTG TR INCBX306,423$5.9M2.14%
22WP CAREY INC92936U10988,502$5.7M2.08%
23KINDER MORGAN INC DELEP-PC199,226$5.5M2.00%
24APPLE INCAAPL19,355$5.3M1.92%
25SYNCHRONY FINANCIALSYF-PB55,493$4.6M1.69%
26OXFORD INDS INC691497309131,369$4.5M1.64%
27ACADEMY SPORTS & OUTDOORS INASO89,791$4.5M1.63%
28AT&T INCT-PC179,009$4.4M1.62%
29VANGUARD SPECIALIZED FUNDS92190884416,308$3.6M1.31%
30ISHARES TR46428765513,035$3.2M1.17%
31TAIWAN SEMICONDUCTOR MFG LTD87403910010,459$3.2M1.16%
32CONAGRA BRANDS INCCAG166,296$2.9M1.05%
33SCHWAB STRATEGIC TR80852475541,823$1.9M0.69%
34KRATOS DEFENSE & SEC SOLUTIO50077B20723,817$1.8M0.66%
35INVESCO EXCHANGE TRADED FD TIVZ7,727$1.5M0.54%
36EXXON MOBIL CORPXOM10,813$1.3M0.47%
37APPLIED DIGITAL CORPAPLD51,400$1.3M0.46%
38CREDO TECHNOLOGY GROUP HOLDICRDO7,365$1.1M0.39%
39VANGUARD INDEX FDS9229083631,542$966,9020.35%
40INNODATA INCINOD17,400$886,5300.32%
41MICROSOFT CORPMSFT1,783$862,3310.31%
42NEBIUS GROUP N.V.NBIS9,999$836,9670.30%
43INVESCO EXCHANGE TRADED FD TIVZ10,927$820,0360.30%
44JPMORGAN CHASE & CO.VYLD2,529$814,8940.30%
45ISHARES TR4642871685,754$812,1760.30%
46IREN LIMITEDIREN19,619$741,0100.27%
47ISHARES TR4642878045,847$702,7110.26%
48TSS INC DELTSSI96,786$684,2770.25%
49CSX CORPCSX18,483$670,0090.24%
50FIDELITY MERRIMACK STR TR31618830914,135$650,7750.24%
51ELI LILLY & COLLY595$639,4350.23%
52GE AEROSPACE3696043011,940$597,6310.22%
53PROCTER AND GAMBLE CO7427181094,065$582,5620.21%
54SPDR INDEX SHS FDS78463X5418,689$539,9070.20%
55NVIDIA CORPORATIONNVDA2,809$523,9020.19%
56MERCK & CO INCMRK4,458$469,2900.17%
57HOME DEPOT INCHD1,235$424,9950.15%
583M COMMM2,561$410,0870.15%
59PEPSICO INCPEP2,782$399,2730.15%
60ALPHABET INCGOOG1,241$389,4260.14%
61BROADCOM INCAVGO1,057$365,8800.13%
62CITY HLDG COCHCO2,971$354,1430.13%
63ISHARES TR4642875153,317$350,5800.13%
64GE VERNOVA INCGEV501$327,4390.12%
65DIMENSIONAL ETF TRUST25434V82314,038$321,4810.12%
66NETFLIX INCNFLX3,140$294,4060.11%
67INTERNATIONAL BUSINESS MACHSINTR981$290,5820.11%
68SPIRE INCSRJN3,391$280,4360.10%
69ISHARES TR464287200380$260,4580.09%
70COSTCO WHSL CORP NEW22160K105280$241,3780.09%
71JOHNSON & JOHNSONJNJ1,131$234,0240.09%
72COCA COLA COKO3,214$224,6770.08%
73VANGUARD INDEX FDS922908769648$217,2660.08%
74VANGUARD INDEX FDS922908595682$206,1700.08%
75WALMART INCWMT1,813$201,9860.07%
76CATERPILLAR INCCAT351$201,0770.07%
77VELO3D INCVLDXW13,000$178,6200.07%
78MEDICAL PPTYS TRUST INC58463J30415,000$75,0000.03%
79ORION PROPERTIES INCONL27,080$61,2000.02%
80DATAVAULT AI INCDVLT15,000$9,7820.00%