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| Happy Holidays!! thanks for using AUM13F!! |
| Dupree & Company Inc
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| CRD # | 1697 |
| SEC # | 801-13157 |
| CIK # | 0001989251 |
| AUM | $956.5 M (2025-03-24) |
| Employees | 12 (33% Investors, 67% Brokers) |
| Phone | 859-254-7741 |
| Address | 125 South Mill St Ste 100 Lexington, KY 40507 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| American Capital Agency Corp | 20.3 | ||
| Enbridge Inc | 15.1 | ||
| British American Tobacco PLC | 14.9 | ||
| Kinder Morgan Inc | 11.4 | ||
| Cincinnati Financial Corp | 11.3 | ||
| MercadoLibre Inc | 9.7 | ||
| Verizon Communications Inc | 9.7 | ||
| Old Republic International Corp | 8.1 | ||
| Chevron Corp | 7.3 | ||
| Cummins Inc | 7.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 956.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 956.5 |
| By Discretionary | ||
| Discretionary | 1 | 956.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 956.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 956.5 | |
| Total | 1 | 956.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001989251] |
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