MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

data from 30/09/2025

Capitalization

$ 225.221 M -5.99 %

Average holding period

13 ans

Performance

$ 240.823 M 91 009.04 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 C CITIGROUP INC 4.13% 9.293 M $ 91552 2021/12/31 1.965 M $ 19.24 %
2025/09/30 T AT&T INC 4.07% 9.164 M $ 324514 2013/03/31 -257.280 K $ -2.42 %
2025/09/30 WEC WEC ENERGY GROUP INC 3.62% 8.163 M $ 71232 2024/03/31 837.735 K $ 9.97 %
2025/09/30 CSCO CISCO SYS INC 3.47% 7.823 M $ 114342 2015/09/30 -124.374 K $ -1.38 %
2025/09/30 ETR ENTERGY CORP NEW 3.43% 7.722 M $ 82866 2024/06/30 940.910 K $ 12.12 %
2025/09/30 XOM EXXON MOBIL CORP 3.41% 7.686 M $ 68169 2018/09/30 381.808 K $ 4.59 %
2025/09/30 GD GENERAL DYNAMICS CORP 3.07% 6.925 M $ 20307 2020/12/31 1.132 M $ 16.92 %
2025/09/30 WFC WELLS FARGO CO NEW 3.05% 6.877 M $ 82040 2025/03/31 341.524 K $ 4.62 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 3.02% 6.799 M $ 24097 2020/06/30 -344.160 K $ -4.28 %
2025/09/30 LMT LOCKHEED MARTIN CORP 2.96% 6.663 M $ 13347 2013/03/31 542.889 K $ 7.79 %
2025/09/30 PBA PEMBINA PIPELINE CORP 2.94% 6.631 M $ 163883 2022/06/30 547.871 K $ 7.86 %
2025/09/30 CVX CHEVRON CORP NEW 2.94% 6.629 M $ 42685 2013/03/31 584.030 K $ 8.45 %
2025/09/30 MDT MEDTRONIC PLC 2.89% 6.512 M $ 67864 2023/06/30 619.711 K $ 9.18 %
2025/09/30 CMI CUMMINS INC 2.86% 6.444 M $ 15258 2023/12/31 2.033 M $ 28.97 %
2025/09/30 KO COCA COLA CO 2.68% 6.043 M $ 90430 2015/06/30 -453.552 K $ -6.22 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 2.63% 5.915 M $ 134582 2013/03/31 103.443 K $ 1.57 %
2025/09/30 ES EVERSOURCE ENERGY 2.57% 5.780 M $ 81245 2024/09/30 691.486 K $ 11.82 %
2025/09/30 DUK DUKE ENERGY CORP NEW 2.52% 5.684 M $ 45928 2013/03/31 299.391 K $ 4.87 %
2025/09/30 BIL SPDR BLMBG 1-3 MTH T-BILL ETF 2.46% 5.537 M $ 60349 2022/12/31 1.396 K $ 0.02 %
2025/09/30 SO SOUTHERN CO 2.43% 5.482 M $ 57844 2013/03/31 192.320 K $ 3.20 %
2025/09/30 PM PHILIP MORRIS INTL INC 2.41% 5.433 M $ 33496 2015/06/30 -758.037 K $ -10.86 %
2025/09/30 JNJ JOHNSON & JOHNSON 2.40% 5.404 M $ 29143 2013/03/31 1.080 M $ 21.39 %
2025/09/30 PRU PRUDENTIAL FINL INC 2.37% 5.329 M $ 51372 2020/09/30 -215.288 K $ -3.44 %
2025/09/30 CCI CROWN CASTLE INC 2.34% 5.271 M $ 54626 2017/06/30 -396.776 K $ -6.07 %
2025/09/30 MAIN MAIN STR CAP CORP 2.29% 5.155 M $ 81063 2024/12/31 410.911 K $ 7.60 %
2025/09/30 CME CME GROUP INC 2.00% 4.500 M $ 16655 2025/09/30 0.000 $ 0.00 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 1.94% 4.361 M $ 52206 2020/03/31 -796.820 K $ -17.25 %
2025/09/30 OKE ONEOK INC NEW 1.91% 4.304 M $ 58984 2025/06/30 -371.020 K $ -10.61 %
2025/09/30 PFE PFIZER INC 1.88% 4.241 M $ 166436 2018/03/31 240.896 K $ 5.12 %
2025/09/30 MRK MERCK & CO INC 1.85% 4.157 M $ 49058 2013/03/31 267.768 K $ 5.97 %
2025/09/30 PG PROCTER AND GAMBLE CO 1.64% 3.704 M $ 24108 2015/09/30 -155.720 K $ -3.56 %
2025/09/30 MCD MCDONALDS CORP 1.58% 3.569 M $ 11744 2013/03/31 154.985 K $ 4.01 %
2025/09/30 UNP UNION PAC CORP 1.58% 3.565 M $ 15083 2025/09/30 0.000 $ 0.00 %
2025/09/30 VOYA VOYA FINANCIAL INC 1.51% 3.404 M $ 45505 2025/03/31 194.746 K $ 5.35 %
2025/09/30 GIS GENERAL MLS INC 1.45% 3.267 M $ 64801 2017/12/31 -109.088 K $ -2.68 %
2025/09/30 RIO RIO TINTO PLC 1.41% 3.165 M $ 47944 2021/06/30 416.793 K $ 13.17 %
2025/09/30 SBUX STARBUCKS CORP 1.39% 3.124 M $ 36927 2024/06/30 -297.664 K $ -7.67 %
2025/09/30 LYB LYONDELLBASELL INDUSTRIES N 1.34% 3.009 M $ 61354 2023/06/30 -622.656 K $ -15.24 %
2025/09/30 ARE ALEXANDRIA REAL ESTATE EQ IN 1.07% 2.416 M $ 28541 2024/12/31 347.775 K $ 14.48 %
2025/09/30 MDLV MORGAN DEMPSEY LARGE CAP VALUE ETF 0.39% 877.722 K $ 31347 2023/06/30 19.824 K $ 3.82 %
2025/09/30 EGY VAALCO ENERGY INC 0.25% 567.407 K $ 141146 2021/12/31 41.409 K $ 11.36 %
2025/09/30 BKTI BK TECHNOLOGIES CORPORATION 0.19% 426.611 K $ 5062 2023/12/31 189.065 K $ 77.89 %
2025/09/30 DAC DANAOS CORPORATION 0.18% 409.815 K $ 4562 2023/09/30 16.293 K $ 4.14 %
2025/09/30 TATT TAT TECHNOLOGIES LTD 0.17% 371.528 K $ 8505 2024/12/31 97.883 K $ 44.24 %
2025/09/30 ESP ESPEY MFG & ELECTRS CORP 0.14% 317.635 K $ 8039 2024/06/30 -54.564 K $ -13.34 %
2025/09/30 UCTT ULTRA CLEAN HLDGS INC 0.13% 301.804 K $ 11075 2024/09/30 40.219 K $ 20.74 %
2025/09/30 UFPT UFP TECHNOLOGIES INC 0.13% 289.223 K $ 1449 2021/06/30 -59.888 K $ -18.25 %
2025/09/30 POWL POWELL INDS INC 0.13% 287.131 K $ 942 2025/06/30 23.212 K $ 44.84 %
2025/09/30 MYRG MYR GROUP INC DEL 0.11% 253.390 K $ 1218 2017/09/30 32.374 K $ 14.65 %
2025/09/30 IVV ISHARES CORE S&P 500 ETF 0.11% 250.988 K $ 375 2025/06/30 18.149 K $ 7.80 %
2025/09/30 SUB ISHARES SHORT-TERM NATIONAL MUNI BD ETF 0.10% 222.102 K $ 2080 2025/06/30 915.000 $ 0.41 %
2025/09/30 FEIM FREQUENCY ELECTRS INC 0.10% 221.952 K $ 6578 2025/09/30 0.000 $ 0.00 %
2025/09/30 OPXS OPTEX SYS HLDGS INC 0.09% 206.591 K $ 16018 2025/09/30 0.000 $ 0.00 %
2025/09/30 HG HAMILTON INSURANCE GROUP LTD 0.09% 191.679 K $ 7729 2024/12/31 24.578 K $ 14.71 %
2025/09/30 PDEX PRO-DEX INC COLO 0.08% 185.126 K $ 5469 2025/06/30 -40.227 K $ -22.46 %
2025/09/30 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.08% 184.092 K $ 970 2024/09/30 7.721 K $ 4.38 %
2025/09/30 NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.08% 180.041 K $ 4108 2020/09/30 8.818 K $ 4.56 %
2025/09/30 GRW TCW DURABLE GROWTH ETF 0.08% 174.492 K $ 5464 2024/12/31 -12.843 K $ -8.85 %
2025/09/30 KE KIMBALL ELECTRONICS INC 0.08% 173.398 K $ 5809 2015/09/30 79.661 K $ 55.28 %
2025/09/30 SENEA SENECA FOODS CORP NEW 0.07% 168.178 K $ 1558 2021/06/30 14.003 K $ 6.42 %
2025/09/30 COHU COHU INC 0.07% 154.691 K $ 7609 2018/03/31 8.293 K $ 5.67 %
2025/09/30 CGCB CAPITAL GROUP CORE BOND ETF 0.07% 149.427 K $ 5622 2024/12/31 1.574 K $ 1.06 %
2025/09/30 HWKN HAWKINS INC 0.07% 148.027 K $ 810 2013/03/31 79.168 K $ 28.59 %
2025/09/30 OUSM ALPS O'SHARES US SM-CP QUL DIV ETF 0.07% 147.448 K $ 3291 2024/12/31 5.232 K $ 3.68 %
2025/09/30 SPY SPDR S&P 500A(R) ETF 0.06% 142.684 K $ 214 2025/03/31 6.766 K $ 7.82 %
2025/09/30 VLGEA VILLAGE SUPER MKT INC 0.06% 138.718 K $ 3713 2025/03/31 -4.232 K $ -2.96 %
2025/09/30 DIAL COLUMBIA DIVERSIFIED FIXED INC ALLC ETF 0.06% 127.086 K $ 6888 2024/12/31 1.653 K $ 1.32 %
2025/09/30 TDTT FLEXSHARES IBOXX 3YR TARGET DUR TIPS ETF 0.05% 119.855 K $ 4926 2025/06/30 443.000 $ 0.37 %
2025/09/30 MSFT MICROSOFT CORP 0.05% 118.093 K $ 228 2022/09/30 4.929 K $ 4.13 %
2025/09/30 IWD ISHARES RUSSELL 1000 VALUE ETF 0.05% 113.603 K $ 558 2017/12/31 5.447 K $ 4.82 %
2025/09/30 XLP THE CONSUMER STAPLES SEL SECTSPDR ETF 0.05% 102.430 K $ 1307 2020/06/30 -4.435 K $ -3.21 %
2025/09/30 AAPL APPLE INC 0.05% 101.852 K $ 400 2022/09/30 21.267 K $ 24.11 %
2025/09/30 TRNS TRANSCAT INC 0.04% 98.951 K $ 1352 2024/12/31 -17.251 K $ -14.85 %
2025/09/30 IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.04% 88.292 K $ 1445 2025/03/31 2.113 K $ 3.24 %
2025/09/30 MFS ACTIVE INTERNATIONAL ETF 0.04% 87.261 K $ 2954 2025/03/31 2.088 K $ 3.83 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.04% 83.525 K $ 1285 2024/12/31 6.215 K $ 6.19 %
2025/09/30 BIPC BROOKFIELD INFRASTRUCTURE CO 0.04% 81.943 K $ 1993 2024/12/31 -956.000 $ -1.15 %
2025/09/30 LLY ELI LILLY & CO 0.04% 81.566 K $ 107 2022/09/30 -1.768 K $ -2.13 %
2025/09/30 CAT CATERPILLAR INC 0.04% 78.730 K $ 165 2022/09/30 16.009 K $ 22.91 %
2025/09/30 ATNI ATN INTL INC 0.03% 75.874 K $ 4977 2025/03/31 -6.370 K $ -7.75 %
2025/09/30 FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.03% 74.955 K $ 751 2024/12/31 4.370 K $ 6.19 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TRUST 0.03% 74.706 K $ 125 2025/06/30 3.693 K $ 5.20 %
2025/09/30 SPIP SPDR PORTFOLIO TIPS ETF 0.03% 71.947 K $ 2734 2024/12/31 813.000 $ 1.00 %
2025/09/30 AM ANTERO MIDSTREAM CORP 0.03% 69.235 K $ 3561 2024/09/30 1.724 K $ 2.59 %
2025/09/30 IVE ISHARES S&P 500 VALUE ETF 0.03% 57.823 K $ 280 2025/06/30 3.105 K $ 5.67 %
2025/09/30 DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.02% 54.592 K $ 1839 2025/06/30 1.912 K $ 3.63 %
2025/09/30 KEQU KEWAUNEE SCIENTIFIC CORP 0.02% 52.542 K $ 1231 2024/12/31 -67.875 K $ -27.51 %
2025/09/30 IVW ISHARES S&P 500 GROWTH ETF 0.02% 48.288 K $ 400 2025/06/30 4.248 K $ 9.65 %
2025/09/30 QQQ INVESCO QQQ TRUST 0.02% 48.085 K $ 80 2025/06/30 2.680 K $ 8.82 %
2025/09/30 V VISA INC 0.02% 47.793 K $ 140 2022/09/30 -1.913 K $ -3.85 %
2025/09/30 LSEQ HARBOR LONG-SHORT EQUITY ETF 0.02% 47.233 K $ 1676 2025/03/31 100.000 $ 0.21 %
2025/09/30 GILD GILEAD SCIENCES INC 0.02% 38.850 K $ 350 2019/03/31 45.000 $ 0.12 %
2025/09/30 EWJ ISHARES MSCI JAPAN ETF 0.02% 38.501 K $ 480 2025/06/30 2.515 K $ 6.99 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.02% 34.100 K $ 100 2021/09/30 4.933 K $ 16.92 %
2025/09/30 BAC BANK AMERICA CORP 0.01% 32.760 K $ 635 2022/09/30 3.416 K $ 9.02 %
2025/09/30 COM DIREXION AUSPICE BROAD CMDTY STRAT ETF 0.01% 30.339 K $ 1056 2025/03/31 1.129 K $ 3.83 %
2025/09/30 PSX PHILLIPS 66 0.01% 29.108 K $ 214 2021/06/30 3.578 K $ 14.02 %
2025/09/30 HAS HASBRO INC 0.01% 27.382 K $ 361 2023/06/30 732.000 $ 2.75 %
2025/09/30 PAVE GLOBAL X US INFRASTRUCTURE DEV ETF 0.01% 25.958 K $ 545 2025/06/30 2.207 K $ 9.27 %
2025/09/30 ENB ENBRIDGE INC 0.01% 24.877 K $ 493 2019/06/30 3.793 K $ 11.34 %