Morgan Dempsey Capital Management Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$219.8M
Q ending 2026-03-31
Prior quarter
$205.6M
Q ending 2025-12-31
Change
+6.9% QoQ · -8.5% YoY
Positions
148
reported holdings

Largest positions

Top 100 of 148 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Exxon Mobil CorpXOMShares$10.2M60K
Citigroup IncCShares$9.1M81K
At&T IncTShares$8.3M285K
Entergy Corp NewETRShares$8.2M73K
Cisco Sys IncCSCOShares$7.8M100K
Chevron CorporationCVXShares$7.8M37K
Wec Energy Group IncWECShares$7.3M63K
Lockheed Martin CorpLMTShares$7.1M12K
Johnson & JohnsonJNJShares$6.9M28K
Cummins IncCMIShares$6.5M12K
Cme Group IncCMEShares$6.5M22K
Pembina Pipeline CorpPBAShares$6.4M144K
General Dynamics CorpGDShares$6.1M18K
State Street Spdr Blmbg1-3Mtht-BilBILShares$6.1M67K
Oneok Inc NewOKEShares$6.1M67K
Coca Cola CoKOShares$6.0M79K
Verizon Communications IncVZShares$5.9M118K
Wells Fargo & CoWFCShares$5.8M73K
Duke Energy Corp NewDUKShares$5.3M40K
Merck & Co IncMRKShares$5.2M43K
Medtronic PlcShares$5.2M60K
International Business MachsIBMShares$5.1M21K
Rio Tinto PlcRIOShares$5.0M52K
Eversource EnergyESShares$5.0M72K
Southern CoSOShares$4.9M51K
Philip Morris Intl IncPMShares$4.9M29K
United Parcel Svcs IncUPSShares$4.9M49K
Mcdonalds CorpMCDShares$4.5M14K
Prudential Finl IncPRUShares$4.4M45K
Pepsico IncPEPShares$4.3M28K
Crown Castle IncCCIShares$3.9M47K
Main Str Cap CorpMAINShares$3.8M72K
Union Pac CorpUNPShares$3.2M13K
Starbucks CorpSBUXShares$3.0M33K
Voya Financial IncVOYAShares$2.8M40K
Texas Instrs IncTXNShares$2.7M14K
General Mills IncGISShares$2.2M58K
Vaalco Energy IncEGYShares$1.2M183K
Morgan Dempsey Large Cap Value EtfMDLVShares$817K27K
Danaos CorporationShares$594K5K
Frequency Electrs IncFEIMShares$483K11K
Ufp Technologies IncUFPTShares$481K2K
Espey Mfg & Electrs CorpESPShares$449K8K
Tat Technologies LtdShares$382K9K
Myr Group IncMYRGShares$346K1K
Ultra Clean Hldgs IncUCTTShares$322K5K
American Superconductor CorpAMSCShares$288K9K
Bk Technologies CorporationBKTIShares$287K4K
Pro-Dex Inc ColoPDEXShares$286K6K
Hamilton Insurance Group LtdShares$271K9K
North Amern Constr Group LtdNOAShares$257K19K
Ishares Core S&P 500 EtfIVVShares$245K375
Seneca Foods Corp NewSENEAShares$237K2K
Cohu IncCOHUShares$235K8K
Ishares Short-Term National Muni BSUBShares$222K2K
Optex Sys Hldgs IncOPXSShares$213K16K
State Street Spdr S&P 500 EtfSPYShares$205K314
Nuveen Esg Large-Cap Value EtfNULVShares$193K4K
Invesco S&P 500 Equal Weight EtfRSPShares$186K970
Tcw Durable Growth EtfGRWShares$150K5K
Ishares Global Infrastructure EtfIGFShares$149K2K
Capital Group Core Bond EtfCGCBShares$148K6K
Alps O'Shares Us Sm-Cp Qul Div EtfOUSMShares$144K3K
Ishares Russell 1000 Value EtfIWDShares$140K654
Columbia Diversified Fixed Inc AllDIALShares$125K7K
Invesco Qqq TrustQQQShares$121K209
Flexshares Iboxx 3Yr Target Dur TiTDTTShares$119K5K
Caterpillar IncCATShares$117K165
Photronics IncPLABShares$116K3K
State Street CnsmrstpselsectspdretXLPShares$107K1K
Apple IncAAPLShares$102K400
Eli Lilly & CoLLYShares$99K107
Mfs Active International EtfMFSIShares$88K3K
Microsoft CorpMSFTShares$84K228
Antero Midstream CorpAMShares$83K4K
Brookfield Infrastructure CoBIPCShares$79K2K
State Street Spdr S&P Midcap 400 EMDYShares$77K125
Penguin Solutions IncPENGShares$71K4K
State Street Spdr Portfolio Tips ESPIPShares$66K3K
Ishares Emerging Markets Dividend DVYEShares$63K2K
Kimball Electronics IncKEShares$61K3K
Ishares S&P 500 Value EtfIVEShares$59K280
Harbor Long-Short Equity EtfLSEQShares$56K2K
Ishares S&P 500 Growth EtfIVWShares$45K400
Visa IncVShares$42K140
Ishares Msci Japan EtfEWJShares$41K480
Village Super Mkt IncVLGEAShares$38K908
Direxion Auspice Broad Cmdty StratCOMShares$35K1K
General Dynamics CorpGDCall$34K100
Exxon Mobil CorpXOMCall$34K200
Bank America CorpBACShares$31K635
Global X Us Infrastructure Dev EtfPAVEShares$28K545
Johnson & JohnsonJNJCall$24K100
Wec Energy Group IncWECCall$23K200
Citigroup IncCCall$23K200
Entergy Corp NewETRCall$22K200
Abbvie IncABBVShares$22K100
Vanguard Ftse Emerging Markets EtfVWOShares$21K396
Monolithic Pwr Sys IncMPWRShares$21K19
Chevron CorporationCVXCall$21K100

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.