Dudley Capital Management, LLC Top Holdings and 13F Report (2025) About Dudley Capital Management, LLCInvestment ActivityDudley Capital Management, LLC has $190.91 million in total holdings as of March 31, 2025.Dudley Capital Management, LLC owns shares of 125 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 2.65% of the portfolio was purchased this quarter.About 4.44% of the portfolio was sold this quarter.This quarter, Dudley Capital Management, LLC has purchased 127 new stocks and bought additional shares in 23 stocks.Dudley Capital Management, LLC sold shares of 58 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $13,613,869Microsoft $12,297,106NVIDIA $10,300,445Johnson & Johnson $7,508,172Chevron $7,218,799 Largest New Holdings this Quarter 315948109 - FIDELITY WISE ORIGIN BITCOIN $369,350 Holding46435UAA9 - iShares iBonds Dec 2027 Term Corporate ETF $317,967 Holding092528603 - iShares Flexible Income Active ETF $301,185 Holding46435GAA0 - iShares iBonds Dec 2026 Term Corporate ETF $279,626 Holding92537N108 - Vertiv $246,924 Holding Largest Purchases this Quarter Broadcom 3,126 shares (about $523.39K)Pfizer 15,768 shares (about $399.56K)FIDELITY WISE ORIGIN BITCOIN 5,132 shares (about $369.35K)Kinder Morgan 11,272 shares (about $321.59K)iShares iBonds Dec 2027 Term Corporate ETF 13,150 shares (about $317.97K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 12,750 shares (about $1.08M)NVIDIA 5,270 shares (about $571.16K)Apple 2,197 shares (about $488.02K)Tesla 1,835 shares (about $475.56K)Berkshire Hathaway 425 shares (about $226.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDudley Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$13,613,869$488,018 ▼-3.5%61,2887.1%Computer and TechnologyMSFTMicrosoft$12,297,106$123,129 ▼-1.0%32,7586.4%Computer and TechnologyNVDANVIDIA$10,300,445$571,163 ▼-5.3%95,0405.4%Computer and TechnologyJNJJohnson & Johnson$7,508,172$209,952 ▼-2.7%45,2743.9%MedicalCVXChevron$7,218,799$128,647 ▼-1.8%43,1513.8%EnergyJPMJPMorgan Chase & Co.$6,095,950$19,379 ▼-0.3%24,8513.2%FinanceXOMExxon Mobil$5,309,910$150,091 ▼-2.7%44,6472.8%EnergyBRK.BBerkshire Hathaway$5,292,780$226,346 ▼-4.1%9,9382.8%FinanceGOOGLAlphabet$5,198,069$36,959 ▲0.7%33,6142.7%Computer and TechnologyABBVAbbVie$4,700,749$129,692 ▼-2.7%22,4362.5%MedicalCOSTCostco Wholesale$4,424,244$239,276 ▲5.7%4,6782.3%Retail/WholesaleHDHome Depot$3,644,7430.0%9,9451.9%Retail/WholesaleMAMastercard$3,261,314$82,218 ▼-2.5%5,9501.7%Business ServicesBXBlackstone$3,197,890$216,240 ▼-6.3%22,8781.7%FinanceAMZNAmazon.com$3,164,669$141,747 ▲4.7%16,6331.7%Retail/WholesaleVVisa$2,958,5830.0%8,4421.5%Business ServicesCSCOCisco Systems$2,864,506$1,913 ▼-0.1%46,4191.5%Computer and TechnologyKOCoca-Cola$2,800,058$70,546 ▼-2.5%39,0961.5%Consumer StaplesWMTWalmart$2,764,300$61,628 ▼-2.2%31,4881.4%Retail/WholesaleWMBWilliams Companies$2,607,181$110,734 ▲4.4%43,6281.4%EnergyGOOGAlphabet$2,557,485$42,182 ▼-1.6%16,3701.3%Computer and TechnologyAVGOBroadcom$2,544,266$523,386 ▲25.9%15,1961.3%Computer and TechnologyCRWDCrowdStrike$2,465,239$163,950 ▼-6.2%6,9921.3%Computer and TechnologyNOCNorthrop Grumman$2,417,7110.0%4,7221.3%AerospaceIBMInternational Business Machines$2,290,624$148,448 ▼-6.1%9,2121.2%Computer and TechnologyPMPhilip Morris International$2,216,261$86,828 ▼-3.8%13,9621.2%Consumer StaplesAMTAmerican Tower$2,096,220$70,505 ▼-3.3%9,6331.1%FinanceIJRiShares Core S&P Small-Cap ETF$2,053,173$161,773 ▲8.6%19,6341.1%ETFGPCGenuine Parts$1,955,5640.0%16,4141.0%Retail/WholesaleKMIKinder Morgan$1,895,067$321,589 ▲20.4%66,4241.0%EnergyPFEPfizer$1,806,717$399,561 ▲28.4%71,2990.9%MedicalOKEONEOK$1,758,910$61,220 ▼-3.4%17,7270.9%EnergyBMYBristol-Myers Squibb$1,715,1610.0%28,1220.9%MedicalTSLATesla$1,713,048$475,559 ▼-21.7%6,6100.9%Auto/Tires/TrucksMRKMerck & Co., Inc.$1,711,650$6,014 ▼-0.4%19,0690.9%MedicalMETAMeta Platforms$1,706,857$144,112 ▼-7.8%2,9610.9%Computer and TechnologyQCOMQUALCOMM$1,457,231$95,387 ▼-6.1%9,4870.8%Computer and TechnologyPIMCO ETF TR$1,434,2100.0%15,5100.8%ACTIVE BD ETFNFLXNetflix$1,401,593$79,265 ▼-5.4%1,5030.7%Consumer DiscretionaryRTXRTX$1,395,045$9,669 ▼-0.7%10,5320.7%AerospacePEPPepsiCo$1,386,428$18,742 ▼-1.3%9,2470.7%Consumer StaplesGEGE Aerospace$1,309,130$42,030 ▼-3.1%6,5410.7%IndustrialsLLYEli Lilly and Company$1,210,792$37,992 ▼-3.0%1,4660.6%MedicalPGProcter & Gamble$1,161,2420.0%6,8140.6%Consumer StaplesCRMSalesforce$1,123,958$20,128 ▼-1.8%4,1880.6%Computer and TechnologyMOAltria Group$1,101,358$22,687 ▼-2.0%18,3500.6%Consumer StaplesVZVerizon Communications$1,081,881$150,822 ▼-12.2%23,8510.6%Computer and TechnologyGDGeneral Dynamics$1,032,8060.0%3,7890.5%AerospaceTOTLSPDR Doubleline Total Return Tactical ETF$967,363$10,073 ▼-1.0%24,0100.5%ETFAUBAtlantic Union Bankshares$936,4110.0%30,0710.5%FinanceWELLWelltower$923,090$7,660 ▼-0.8%6,0250.5%FinanceARESAres Management$908,9820.0%6,2000.5%FinanceMDTMedtronic$893,386$61,554 ▼-6.4%9,9420.5%MedicalOBDCBlue Owl Capital$879,160$41,781 ▼-4.5%59,9700.5%FinanceVOOVanguard S&P 500 ETF$871,199$6,682 ▲0.8%1,6950.5%ETFADPAutomatic Data Processing$861,900$30,553 ▼-3.4%2,8210.5%Business ServicesUNPUnion Pacific$861,0950.0%3,6450.5%TransportationSBUXStarbucks$824,242$45,513 ▼-5.2%8,4030.4%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$804,022$269,913 ▲50.5%4,6410.4%ETFIEFAiShares Core MSCI EAFE ETF$775,639$26,477 ▼-3.3%10,2530.4%ETFALLAllstate$765,1240.0%3,6950.4%FinanceHONHoneywell International$752,771$21,175 ▼-2.7%3,5550.4%Multi-Sector ConglomeratesTRGPTarga Resources$721,6920.0%3,6000.4%EnergyCATCaterpillar$686,982$24,406 ▼-3.4%2,0830.4%IndustrialsTFCTruist Financial$671,8970.0%16,3280.4%FinanceNEMNewmont$670,053$6,035 ▼-0.9%13,8780.4%Basic MaterialsWPCW. P. Carey$634,256$47,333 ▼-6.9%10,0500.3%FinanceTAT&T$632,115$25,452 ▼-3.9%22,3520.3%Computer and TechnologyNUVEEN CHURCHILL DIRECT LEND$574,977$28,442 ▲5.2%33,8620.3%COM SHSJPSTJPMorgan Ultra-Short Income ETF$542,468$35,543 ▲7.0%10,7140.3%ETFTMOThermo Fisher Scientific$539,1600.0%1,0840.3%MedicalCLColgate-Palmolive$515,4440.0%5,5010.3%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$504,474$245,680 ▲94.9%3,0390.3%Computer and TechnologyHDViShares Core High Dividend ETF$496,077$237,865 ▲92.1%4,0960.3%ETFBAHBooz Allen Hamilton$460,466$19,347 ▲4.4%4,4030.2%Business ServicesSPGIS&P Global$455,258$15,243 ▼-3.2%8960.2%Business ServicesETNEaton$441,4520.0%1,6240.2%IndustrialsVABKVirginia National Bankshares$420,3320.0%11,6500.2%FinanceNEENextEra Energy$412,438$21,267 ▼-4.9%5,8180.2%UtilitiesAPOApollo Global Management$410,8200.0%3,0000.2%FinanceKKRKKR & Co. Inc.$393,074$35,261 ▲9.9%3,4000.2%FinanceNSCNorfolk Southern$391,9870.0%1,6550.2%TransportationFBNDFidelity Total Bond ETF$387,569$1,506 ▼-0.4%8,4900.2%ETFPPGPPG Industries$371,7900.0%3,4000.2%Basic MaterialsORCLOracle$371,755$69,905 ▲23.2%2,6590.2%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$369,350$369,350 ▲New Holding5,1320.2%SHSPALANTIR TECHNOLOGIES INC$360,810$1,076,100 ▼-74.9%4,2750.2%CL AARISTA NETWORKS INC$355,478$103,823 ▲41.3%4,5880.2%COM SHSSPYSPDR S&P 500 ETF Trust$350,178$5,035 ▼-1.4%6260.2%FinanceMCDMcDonald's$344,856$1,249 ▼-0.4%1,1040.2%Retail/WholesaleUBERUber Technologies$336,395$5,465 ▲1.7%4,6170.2%Computer and TechnologyORealty Income$330,889$2,900 ▲0.9%5,7040.2%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$317,967$317,967 ▲New Holding13,1500.2%ETFDOWDOW$312,804$9,707 ▼-3.0%8,9580.2%Basic MaterialsBINCiShares Flexible Income Active ETF$301,185$301,185 ▲New Holding5,7500.2%ETFGE VERNOVA INC$300,3980.0%9840.2%COMTDGTransDigm Group$294,641$23,516 ▼-7.4%2130.2%AerospaceBXPBoston Properties$282,1980.0%4,2000.1%FinanceTPLTexas Pacific Land$280,8980.0%2120.1%EnergyJEPIJPMorgan Equity Premium Income ETF$280,843$54,283 ▲24.0%4,9150.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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