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Dudley Capital Management, LLC Top Holdings and 13F Report (2025)

About Dudley Capital Management, LLC

Investment Activity

  • Dudley Capital Management, LLC has $200.32 million in total holdings as of June 30, 2025.
  • Dudley Capital Management, LLC owns shares of 124 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
  • Approximately 2.24% of the portfolio was purchased this quarter.
  • About 5.32% of the portfolio was sold this quarter.
  • This quarter, Dudley Capital Management, LLC has purchased 125 new stocks and bought additional shares in 36 stocks.
  • Dudley Capital Management, LLC sold shares of 47 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Microsoft
$16,222,991
NVIDIA
$12,348,535
Apple
$12,160,233

Largest New Holdings this Quarter

81762P102 - ServiceNow
$941,721 Holding
03831W108 - APPLOVIN CORP
$299,318 Holding
15101Q207 - CELESTICA INC
$265,387 Holding
007903107 - Advanced Micro Devices
$242,365 Holding
922042858 - Vanguard FTSE Emerging Markets ETF
$210,551 Holding

Largest Purchases this Quarter

ServiceNow
916 shares (about $941.72K)
Berkshire Hathaway
653 shares (about $317.21K)
FIDELITY WISE ORIGIN BITCOIN
3,346 shares (about $314.49K)
APPLOVIN CORP
855 shares (about $299.32K)
Verizon Communications
6,600 shares (about $285.58K)

Largest Sales this Quarter

NVIDIA
16,880 shares (about $2.67M)
Costco Wholesale
2,296 shares (about $2.27M)
iShares Core S&P Small-Cap ETF
17,320 shares (about $1.89M)
Apple
2,019 shares (about $414.24K)
Alphabet
1,956 shares (about $344.71K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDudley Capital Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$16,222,991$71,129 -0.4%32,6158.1%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$12,348,535$2,666,879 -17.8%78,1606.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$12,160,233$414,239 -3.3%59,2696.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,198,755$5,798 -0.1%24,8313.6%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$6,926,030$10,387 0.2%45,3423.5%Medical
Chevron Corporation stock logo
CVX
Chevron
$6,166,453$12,314 -0.2%43,0653.1%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,579,089$344,706 -5.8%31,6582.8%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,144,790$317,208 6.6%10,5912.6%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$4,829,405$16,493 0.3%44,8002.4%Energy
Broadcom Inc. stock logo
AVGO
Broadcom
$4,292,146$103,369 2.5%15,5712.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$4,153,552$10,951 -0.3%22,3772.1%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,727,302$78,105 2.1%16,9891.9%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$3,646,2350.0%9,9451.8%Retail/Wholesale
CrowdStrike stock logo
CRWD
CrowdStrike
$3,591,654$30,559 0.9%7,0521.8%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$3,343,5430.0%5,9501.7%Business Services
Blackstone Inc. stock logo
BX
Blackstone
$3,260,404$161,696 -4.7%21,7971.6%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,230,016$9,436 0.3%46,5551.6%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$3,190,465$111,567 3.6%32,6291.6%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$2,997,3320.0%8,4421.5%Business Services
Alphabet Inc. stock logo
GOOG
Alphabet
$2,881,701$22,174 -0.8%16,2451.4%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$2,786,368$20,305 0.7%39,3831.4%Consumer Staples
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$2,753,445$13,190 0.5%43,8381.4%Energy
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,695,581$20,046 -0.7%9,1441.3%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,525,321$17,667 -0.7%13,8651.3%Consumer Staples
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$2,360,9060.0%4,7221.2%Aerospace
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,357,917$2,272,786 -49.1%2,3821.2%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,160,046$25,091 -1.1%2,9271.1%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$2,136,264$36,531 1.7%6,7251.1%Auto/Tires/Trucks
American Tower Corporation stock logo
AMT
American Tower
$2,106,211$22,764 -1.1%9,5301.1%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$2,064,938$52,226 2.6%1,5421.0%Consumer Discretionary
Genuine Parts Company stock logo
GPC
Genuine Parts
$1,991,1820.0%16,4141.0%Retail/Wholesale
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$1,956,659$3,793 0.2%66,5531.0%Energy
Pfizer Inc. stock logo
PFE
Pfizer
$1,820,029$91,748 5.3%75,0840.9%Medical
GE Aerospace stock logo
GE
GE Aerospace
$1,624,088$59,456 -3.5%6,3100.8%Aerospace
RTX Corporation stock logo
RTX
RTX
$1,535,151$2,774 -0.2%10,5130.8%Aerospace
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,484,917$24,619 -1.6%18,7580.7%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,479,525$31,374 -2.1%9,2900.7%Computer and Technology
ONEOK, Inc. stock logo
OKE
ONEOK
$1,454,475$7,428 0.5%17,8180.7%Energy
PIMCO ETF TR
$1,429,7120.0%15,5100.7%ACTIVE BD ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,317,615$285,582 27.7%30,4510.7%Computer and Technology
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,301,7670.0%28,1220.6%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,185,587$35,387 -2.9%8,9790.6%Consumer Staples
Salesforce Inc. stock logo
CRM
Salesforce
$1,135,650$6,271 -0.5%4,1650.6%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,126,433$16,370 -1.4%1,4450.6%Medical
General Dynamics Corporation stock logo
GD
General Dynamics
$1,105,1000.0%3,7890.6%Aerospace
Altria Group, Inc. stock logo
MO
Altria Group
$1,100,462$24,624 2.3%18,7700.5%Consumer Staples
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,085,6060.0%6,8140.5%Consumer Staples
Ares Management Corporation stock logo
ARES
Ares Management
$1,073,8400.0%6,2000.5%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$963,273$568 0.1%1,6960.5%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$963,0410.0%24,0100.5%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$941,721$941,721 New Holding9160.5%Computer and Technology
Welltower Inc. stock logo
WELL
Welltower
$926,2230.0%6,0250.5%Finance
Atlantic Union Bankshares Co. stock logo
AUB
Atlantic Union Bankshares
$917,161$23,460 -2.5%29,3210.5%Finance
Medtronic PLC stock logo
MDT
Medtronic
$883,137$16,475 1.9%10,1310.4%Medical
Blue Owl Capital Corporation stock logo
OBDC
Blue Owl Capital
$857,102$2,868 -0.3%59,7700.4%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$846,866$23,130 -2.7%2,7460.4%Computer and Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$838,6420.0%3,6450.4%Transportation
Honeywell International Inc. stock logo
HON
Honeywell International
$825,560$2,329 -0.3%3,5450.4%Multi-Sector Conglomerates
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$811,676$44,244 -5.2%9,7230.4%ETF
Newmont Corporation stock logo
NEM
Newmont
$805,660$2,855 -0.4%13,8290.4%Basic Materials
Caterpillar Inc. stock logo
CAT
Caterpillar
$803,266$5,435 -0.7%2,0690.4%Industrials
FIDELITY WISE ORIGIN BITCOIN
$796,847$314,490 65.2%8,4780.4%SHS
Starbucks Corporation stock logo
SBUX
Starbucks
$762,799$7,147 -0.9%8,3250.4%Retail/Wholesale
The Allstate Corporation stock logo
ALL
Allstate
$743,8400.0%3,6950.4%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$734,795$108,684 -12.9%4,0430.4%ETF
Truist Financial Corporation stock logo
TFC
Truist Financial
$701,9410.0%16,3280.4%Finance
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$686,014$143,021 26.3%13,5360.3%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$683,775$203,867 42.5%5,8360.3%ETF
AT&T Inc. stock logo
T
AT&T
$661,337$14,470 2.2%22,8520.3%Computer and Technology
W.P. Carey Inc. stock logo
WPC
W.P. Carey
$634,717$7,798 1.2%10,1750.3%Finance
Targa Resources, Inc. stock logo
TRGP
Targa Resources
$626,6880.0%3,6000.3%Energy
Oracle Corporation stock logo
ORCL
Oracle
$625,063$43,726 7.5%2,8590.3%Computer and Technology
PALANTIR TECHNOLOGIES INC
$589,584$6,816 1.2%4,3250.3%CL A
Eaton Corporation, PLC stock logo
ETN
Eaton
$552,978$26,774 -4.6%1,5490.3%Industrials
NUVEEN CHURCHILL DIRECT LEND
$535,274$12,952 -2.4%33,0620.3%COM SHS
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$529,760$158,543 -23.0%2,3390.3%Computer and Technology
GE VERNOVA INC
$516,987$3,704 -0.7%9770.3%COM
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$500,0410.0%5,5010.2%Consumer Staples
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$487,023$18,518 -3.7%5,2600.2%Computer and Technology
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$474,917$22,615 5.0%3,5700.2%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$462,955$32,189 7.5%4,9620.2%Computer and Technology
Lightbridge Corporation stock logo
LTBR
Lightbridge
$456,7990.0%34,1660.2%Energy
ARISTA NETWORKS INC
$454,052$15,347 -3.3%4,4380.2%COM SHS
S&P Global Inc. stock logo
SPGI
S&P Global
$444,505$27,946 -5.9%8430.2%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$439,3240.0%1,0840.2%Medical
Virginia National Bankshares Corporation stock logo
VABK
Virginia National Bankshares
$431,0500.0%11,6500.2%Finance
Vertiv Holdings Co. stock logo
VRT
Vertiv
$429,532$9,631 -2.2%3,3450.2%Computer and Technology
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$425,6100.0%3,0000.2%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$403,8860.0%5,8180.2%Utilities
PPG Industries, Inc. stock logo
PPG
PPG Industries
$386,7500.0%3,4000.2%Basic Materials
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$383,843$4,575 -1.2%8,3900.2%ETF
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$378,068$45,563 -10.8%1,4770.2%Transportation
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$374,365$55,214 17.3%15,4250.2%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$373,843$70,013 23.0%7,0750.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$371,215$15,442 -4.0%6010.2%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$346,980$3,472 1.0%2,7980.2%Consumer Discretionary
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$344,956$64,869 23.2%14,2250.2%ETF
Amgen Inc. stock logo
AMGN
Amgen
$344,266$93,535 37.3%1,2330.2%Medical
Realty Income Corporation stock logo
O
Realty Income
$326,188$2,420 -0.7%5,6620.2%Finance
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$313,3890.0%1,0170.2%Computer and Technology

Showing largest 100 holdings. View all holdings.
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