MondegarAI
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Q1 2025 · 13F-HR

MORGAN DEMPSEY CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-05-12 · accession 0001941040-25-000283

$240.1M
Reported value
137
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
00206R102TAT&T INC$10.5M4.39%372,765CommonSOLE
718172109PMPHILIP MORRIS INTL INC$9.4M3.93%58,943CommonSOLE
30231G102XOMEXXON MOBIL CORP$9.3M3.87%78,045CommonSOLE
92939U106WECWEC ENERGY GROUP INC$8.9M3.70%81,581CommonSOLE
172967424CCITIGROUP INC$8.6M3.59%121,529CommonSOLE
166764100CVXCHEVRON CORP NEW$8.2M3.41%48,997CommonSOLE
17275R102CSCOCISCO SYS INC$8.1M3.38%131,372CommonSOLE
29364G103ETRENTERGY CORP NEW$8.1M3.36%94,369CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$7.5M3.13%188,257CommonSOLE
191216100KOCOCA COLA CO$7.5M3.12%103,734CommonSOLE
G5960L103MDTMEDTRONIC PLC$7.0M2.93%77,633CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$7.0M2.92%154,472CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$6.9M2.87%27,668CommonSOLE
231021106CMICUMMINS INC$6.8M2.84%21,793CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$6.8M2.82%15,152CommonSOLE
22822V101CCICROWN CASTLE INC$6.7M2.80%64,417CommonSOLE
78468R663BILSPDR SER TRUST - SPDR BLOOMBERG 1-3 MONTH T-BILL ETF$6.6M2.75%71,909CommonSOLE
744320102PRUPRUDENTIAL FINL INC$6.6M2.74%58,969CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$6.4M2.68%52,670CommonSOLE
369550108GDGENERAL DYNAMICS CORP$6.3M2.62%23,123CommonSOLE
842587107SOSOUTHERN CO$6.1M2.54%66,223CommonSOLE
30040W108ESEVERSOURCE ENERGY$5.8M2.40%92,965CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.5M2.31%33,464CommonSOLE
949746101WMT2WELLS FARGO CO NEW$5.3M2.20%73,643CommonSOLE
56035L104MAINMAIN STR CAP CORP$5.2M2.17%92,204CommonSOLE
58933Y105MRKMERCK & CO INC$5.2M2.15%57,056CommonSOLE
500754106KHCKRAFT HEINZ CO$5.2M2.15%169,428CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$5.1M2.12%46,195CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$5.0M2.08%71,108CommonSOLE
717081103PFEPFIZER INC$5.0M2.07%196,417CommonSOLE
370334104GISGENERAL MLS INC$4.8M1.98%79,701CommonSOLE
742718109PGPROCTER AND GAMBLE CO$4.8M1.98%27,959CommonSOLE
855244109SBUXSTARBUCKS CORP$4.2M1.75%42,929CommonSOLE
580135101MCDMCDONALDS CORP$4.1M1.72%13,251CommonSOLE
929089100VOYAVOYA FINANCIAL INC$3.5M1.45%51,388CommonSOLE
767204100RIORIO TINTO PLC$3.4M1.43%54,961CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$3.1M1.28%32,882CommonSOLE
02072L482MDLVEA SERIES TRUST - MORGAN DEMPSEY LARGE CAP VALUE ETF$583,5220.24%21,500CommonSOLE
91851C201EGYVAALCO ENERGY INC$270,4390.11%71,925CommonSOLE
Y1968P121DACDANAOS CORPORATION$251,3830.10%3,221CommonSOLE
67092P300NULVNUSHARES ETF TRUST - NUVEEN ESG LARGE-CAP VALUE ETF$225,0840.09%5,559CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$191,2450.08%948CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$182,6600.08%1,054CommonSOLE
296650104ESPESPEY MFG & ELECTRS CORP$171,4240.07%6,307CommonSOLE
420261109HWKNHAWKINS INC$146,2610.06%1,374CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TRUST - THE CONSUMER STAPLES SELECT SECTOR SPDR FUND$139,3290.06%1,706CommonSOLE
05587G203BKTIBK TECHNOLOGIES CORPORATION$136,3670.06%3,570CommonSOLE
817070501SENEASENECA FOODS CORP NEW$135,4360.06%1,521CommonSOLE
90385V107UCTTULTRA CLEAN HLDGS INC$129,7370.05%6,060CommonSOLE
14020Y508CGCBCAPITAL GROUP CORE BOND ETF$127,5840.05%4,855CommonSOLE
G7T16G103S3PSAPIENS INTL CORP N V$125,6840.05%4,680CommonSOLE
492854104KEQUKEWAUNEE SCIENTIFIC CORP$124,6240.05%2,982CommonSOLE
M8740S227TATTTAT TECHNOLOGIES LTD$114,0880.05%4,206CommonSOLE
G42706104HGHAMILTON INSURANCE GROUP LTD$111,5140.05%5,452CommonSOLE
49428J109KEKIMBALL ELECTRONICS INC$111,4730.05%6,688CommonSOLE
464287598IWDISHARES TRUST - ISHARES RUSSELL1000 VALUE ETF$111,3910.05%592CommonSOLE
609027107MCRIMONARCH CASINO & RESORT INC$108,3210.05%1,393CommonSOLE
19761L508DIALCOLUMBIA DIVERSIFIED FIXED INC ALLC ETF$108,1050.05%6,046CommonSOLE
55405W104MYRGMYR GROUP INC DEL$105,0550.04%929CommonSOLE
927107409VLGEAVILLAGE SUPER MKT INC$98,8020.04%2,618CommonSOLE
532457108LLYELI LILLY & CO$92,1520.04%112CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$84,9300.04%2,347CommonSOLE
00162Q395OUSMALPS ETF TRUST - O'SHARES US SM-CP QUL DIV ETF$82,5980.03%1,966CommonSOLE
192576106COHUCOHU INC$81,2960.03%5,368CommonSOLE
893529107TRNSTRANSCAT INC$74,5720.03%954CommonSOLE
464287168DVYISHARES TRUST - SELECT DIVIDEND ETF$69,9650.03%521CommonSOLE
00215F107ATNIATN INTL INC$69,9390.03%3,509CommonSOLE
037833100AAPLAPPLE INC$67,7500.03%305CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$62,5460.03%3,475CommonSOLE
594918104MSFTMICROSOFT CORP$61,9390.03%165CommonSOLE
29287L601GRWTCW ETF TRUST - TCW COMPOUNDERS ETF$60,1660.03%1,816CommonSOLE
149123101CATCATERPILLAR INC$59,3640.02%180CommonSOLE
92826C839VVISA INC$49,0640.02%140CommonSOLE
285409108ELMDELECTROMED INC$43,4120.02%1,762CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN FUND$43,3250.02%602CommonSOLE
375558103GILDGILEAD SCIENCES INC$39,2180.02%350CommonSOLE
78464A656SPIPSPDR SER TRUST - PORTFOLIO TIPS ETF$37,9220.02%1,438CommonSOLE
718546104PSXPHILLIPS 66$37,1670.02%301CommonSOLE
060505104BACBANK AMERICA CORP$33,3840.01%800CommonSOLE
29250N105ENBENBRIDGE INC$32,7010.01%738CommonSOLE
418056107HASHASBRO INC$30,6840.01%499CommonSOLE
41151J828LSEQHARBOR LONG-SHORT EQUITY ETF$30,3420.01%1,051CommonSOLE
369550108GDGENERAL DYNAMICS CORP$27,2580.01%100CALLSOLE
464288372IGFISHARES TRUST - ISHARES GLOBAL INFRASTRUCTURE ETF$23,9770.01%439CommonSOLE
30231G102XOMEXXON MOBIL CORP$23,7860.01%200CALLSOLE
92939U106WECWEC ENERGY GROUP INC$21,7960.01%200CALLSOLE
25460E307COMDIREXION AUSPICE BROAD CMDTY STRAT ETF$21,0930.01%719CommonSOLE
00206R102TAT&T INC$19,7960.01%700CALLSOLE
29364G103ETRENTERGY CORP NEW$17,0980.01%200CALLSOLE
166764100CVXCHEVRON CORP NEW$16,7290.01%100CALLSOLE
478160104JNJJOHNSON & JOHNSON$16,5840.01%100CALLSOLE
464287440IEFISHARES TRUST - ISHARES 7-10 YEAR TREASURY BOND ETF$16,4040.01%172CommonSOLE
718172109PMPHILIP MORRIS INTL INC$15,8730.01%100CALLSOLE
872540109TJXTJX COS INC NEW$14,8600.01%122CommonSOLE
191216100KOCOCA COLA CO$14,3240.01%200CALLSOLE
172967424CCITIGROUP INC$14,1980.01%200CALLSOLE
92343V104VZVERIZON COMMUNICATIONS INC$13,6080.01%300CALLSOLE
438516106HONHONEYWELL INTL INC$13,1290.01%62CommonSOLE
422806109HEIHEICO CORP NEW$12,5580.01%47CommonSOLE
17275R102CSCOCISCO SYS INC$12,3420.01%200CALLSOLE
26441C204DUKDUKE ENERGY CORP NEW$12,1970.01%100CALLSOLE
370334104GISGENERAL MLS INC$11,9580.00%200CALLSOLE
291011104EMREMERSON ELEC CO$11,5120.00%105CommonSOLE
744320102PRUPRUDENTIAL FINL INC$11,1680.00%100CALLSOLE
609839105MPWRMONOLITHIC PWR SYS INC$11,0490.00%19CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$10,9990.00%100CALLSOLE
609207105MDLZMONDELEZ INTL INC$10,5210.00%154CommonSOLE
22822V101CCICROWN CASTLE INC$10,4230.00%100CALLSOLE
22160K105COSTCOSTCO WHSL CORP NEW$10,4040.00%11CommonSOLE
717081103PFEPFIZER INC$10,1360.00%400CALLSOLE
68389X105ORCLORACLE CORP$10,0660.00%72CommonSOLE
855244109SBUXSTARBUCKS CORP$9,8090.00%100CALLSOLE
842587107SOSOUTHERN CO$9,1950.00%100CALLSOLE
500754106KHCKRAFT HEINZ CO$9,1290.00%300CALLSOLE
G5960L103MDTMEDTRONIC PLC$8,9860.00%100CALLSOLE
58933Y105MRKMERCK & CO INC$8,9760.00%100CALLSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$8,6250.00%50CommonSOLE
65339F101NEENEXTERA ENERGY INC$8,2230.00%116CommonSOLE
713448108PEPPEPSICO INC$8,0970.00%54CommonSOLE
002824100ABTABBOTT LABS$8,0920.00%61CommonSOLE
565788106MARAMARA HOLDINGS INC$8,0500.00%700CommonSOLE
46436E718SGOVISHARES TRUST - ISHARES 0-3 MONTH TREASURY BOND ETF$7,6690.00%76CommonSOLE
949746101WMT2WELLS FARGO CO NEW$7,1790.00%100CALLSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$6,9860.00%12CommonSOLE
929089100VOYAVOYA FINANCIAL INC$6,7760.00%100CALLSOLE
125523100CITHE CIGNA GROUP$6,5800.00%20CommonSOLE
30040W108ESEVERSOURCE ENERGY$6,2110.00%100CALLSOLE
767204100RIORIO TINTO PLC$6,0080.00%100CALLSOLE
87612E106TGTTARGET CORP$5,9490.00%57CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED FUND - NASDAQ EQUITY PREMIUM INC ETF$5,2800.00%102CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4,9800.00%10CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED FUND - EQUITY PREMIUM INCOME ETF$3,8280.00%67CommonSOLE
464287614IWFISHARES TRUST - ISHARES RUSSELL 1000 GROWTH ETF$3,2500.00%9CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$3,1340.00%14CommonSOLE
55286W405MFSIMFS ACTIVE INTERNATIONAL ETF$2,9060.00%113CommonSOLE
714157203PESIPERMA-FIX ENVIRONMENTAL SVCS$70.00%1CommonSOLE
45817G201IDNINTELLICHECK INC$20.00%1CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.