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Dupree Financial Group, LLC
Dupree Financial Group, LLC is an SEC-registered investment adviser based in Lexington, Kentucky, founded in 2003 by Thomas P. Dupree, Jr. The firm manages approximately $330.2 million in client assets as of March 2025 and employs 6 people, with the majority serving as investment professionals. Dupree Financial primarily manages investment assets for retirees and individuals planning for retirement, providing tailored advisory services based on original research and investment recommendations.
Investment Strategy
Dupree Financial Group focuses on providing investment advisory services primarily to individuals, particularly retirees and those planning for retirement. Their strategy centers on tailoring portfolios to the specific needs of each client, utilizing original research to generate investment recommendations. The firm offers discretionary management and does not typically advise on alternative assets or market timing but rather prioritizes asset management based on client objectives and risk tolerance, emphasizing long-term, research-driven investments.
Latest 13F Filing Activity
Dupree Financial Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 68 equity positions with a total 13F market value of $254M. The fund increased holdings in Kinder Morgan Inc. Del, Synchrony Financial, Eog Res Inc. among other positions. Dupree Financial Group, LLC reduced exposure to El Paso Energy Cap TR I, Everest Group LTD, United Parcel Service Inc. among others.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGNC | AGNC INVT CORP | 8.02% | $20.3M | 2,214,036 | $9.69 | $9.19 | +$1.0M |
E ENB | ENBRIDGE INC | 5.93% | $15.1M | 332,255 | $36.07 | $45.32 | -$3.0M |
B BTI | BRITISH AMERN TOB PLC | 5.87% | $14.9M | 314,969 | $30.07 | $47.33 | -$1.4M |
K KMI | KINDER MORGAN INC DEL | 4.48% | $11.4M | 386,941 | $29.40 | $29.40 | +$11.4M |
C CINF | CINCINNATI FINL CORP | 4.45% | $11.3M | 75,911 | $117.37 | $148.92 | +$3.5M |
Industry Allocation
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