Dudley Capital Management, LLC Top Holdings and 13F Report (2025) About Dudley Capital Management, LLCInvestment ActivityDudley 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 $16,222,991NVIDIA $12,348,535Apple $12,160,233JPMorgan Chase & Co. $7,198,755Johnson & Johnson $6,926,030 Largest New Holdings this Quarter 81762P102 - ServiceNow $941,721 Holding03831W108 - APPLOVIN CORP $299,318 Holding15101Q207 - CELESTICA INC $265,387 Holding007903107 - Advanced Micro Devices $242,365 Holding922042858 - 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 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 PortfolioSectorMSFTMicrosoft$16,222,991$71,129 ▼-0.4%32,6158.1%Computer and TechnologyNVDANVIDIA$12,348,535$2,666,879 ▼-17.8%78,1606.2%Computer and TechnologyAAPLApple$12,160,233$414,239 ▼-3.3%59,2696.1%Computer and TechnologyJPMJPMorgan Chase & Co.$7,198,755$5,798 ▼-0.1%24,8313.6%FinanceJNJJohnson & Johnson$6,926,030$10,387 ▲0.2%45,3423.5%MedicalCVXChevron$6,166,453$12,314 ▼-0.2%43,0653.1%EnergyGOOGLAlphabet$5,579,089$344,706 ▼-5.8%31,6582.8%Computer and TechnologyBRK.BBerkshire Hathaway$5,144,790$317,208 ▲6.6%10,5912.6%FinanceXOMExxon Mobil$4,829,405$16,493 ▲0.3%44,8002.4%EnergyAVGOBroadcom$4,292,146$103,369 ▲2.5%15,5712.1%Computer and TechnologyABBVAbbVie$4,153,552$10,951 ▼-0.3%22,3772.1%MedicalAMZNAmazon.com$3,727,302$78,105 ▲2.1%16,9891.9%Retail/WholesaleHDHome Depot$3,646,2350.0%9,9451.8%Retail/WholesaleCRWDCrowdStrike$3,591,654$30,559 ▲0.9%7,0521.8%Computer and TechnologyMAMastercard$3,343,5430.0%5,9501.7%Business ServicesBXBlackstone$3,260,404$161,696 ▼-4.7%21,7971.6%FinanceCSCOCisco Systems$3,230,016$9,436 ▲0.3%46,5551.6%Computer and TechnologyWMTWalmart$3,190,465$111,567 ▲3.6%32,6291.6%Retail/WholesaleVVisa$2,997,3320.0%8,4421.5%Business ServicesGOOGAlphabet$2,881,701$22,174 ▼-0.8%16,2451.4%Computer and TechnologyKOCocaCola$2,786,368$20,305 ▲0.7%39,3831.4%Consumer StaplesWMBWilliams Companies$2,753,445$13,190 ▲0.5%43,8381.4%EnergyIBMInternational Business Machines$2,695,581$20,046 ▼-0.7%9,1441.3%Computer and TechnologyPMPhilip Morris International$2,525,321$17,667 ▼-0.7%13,8651.3%Consumer StaplesNOCNorthrop Grumman$2,360,9060.0%4,7221.2%AerospaceCOSTCostco Wholesale$2,357,917$2,272,786 ▼-49.1%2,3821.2%Retail/WholesaleMETAMeta Platforms$2,160,046$25,091 ▼-1.1%2,9271.1%Computer and TechnologyTSLATesla$2,136,264$36,531 ▲1.7%6,7251.1%Auto/Tires/TrucksAMTAmerican Tower$2,106,211$22,764 ▼-1.1%9,5301.1%FinanceNFLXNetflix$2,064,938$52,226 ▲2.6%1,5421.0%Consumer DiscretionaryGPCGenuine Parts$1,991,1820.0%16,4141.0%Retail/WholesaleKMIKinder Morgan$1,956,659$3,793 ▲0.2%66,5531.0%EnergyPFEPfizer$1,820,029$91,748 ▲5.3%75,0840.9%MedicalGEGE Aerospace$1,624,088$59,456 ▼-3.5%6,3100.8%AerospaceRTXRTX$1,535,151$2,774 ▼-0.2%10,5130.8%AerospaceMRKMerck & Co., Inc.$1,484,917$24,619 ▼-1.6%18,7580.7%MedicalQCOMQUALCOMM$1,479,525$31,374 ▼-2.1%9,2900.7%Computer and TechnologyOKEONEOK$1,454,475$7,428 ▲0.5%17,8180.7%EnergyPIMCO ETF TR$1,429,7120.0%15,5100.7%ACTIVE BD ETFVZVerizon Communications$1,317,615$285,582 ▲27.7%30,4510.7%Computer and TechnologyBMYBristol Myers Squibb$1,301,7670.0%28,1220.6%MedicalPEPPepsiCo$1,185,587$35,387 ▼-2.9%8,9790.6%Consumer StaplesCRMSalesforce$1,135,650$6,271 ▼-0.5%4,1650.6%Computer and TechnologyLLYEli Lilly and Company$1,126,433$16,370 ▼-1.4%1,4450.6%MedicalGDGeneral Dynamics$1,105,1000.0%3,7890.6%AerospaceMOAltria Group$1,100,462$24,624 ▲2.3%18,7700.5%Consumer StaplesPGProcter & Gamble$1,085,6060.0%6,8140.5%Consumer StaplesARESAres Management$1,073,8400.0%6,2000.5%FinanceVOOVanguard S&P 500 ETF$963,273$568 ▲0.1%1,6960.5%ETFTOTLSPDR Doubleline Total Return Tactical ETF$963,0410.0%24,0100.5%ETFNOWServiceNow$941,721$941,721 ▲New Holding9160.5%Computer and TechnologyWELLWelltower$926,2230.0%6,0250.5%FinanceAUBAtlantic Union Bankshares$917,161$23,460 ▼-2.5%29,3210.5%FinanceMDTMedtronic$883,137$16,475 ▲1.9%10,1310.4%MedicalOBDCBlue Owl Capital$857,102$2,868 ▼-0.3%59,7700.4%FinanceADPAutomatic Data Processing$846,866$23,130 ▼-2.7%2,7460.4%Computer and TechnologyUNPUnion Pacific$838,6420.0%3,6450.4%TransportationHONHoneywell International$825,560$2,329 ▼-0.3%3,5450.4%Multi-Sector ConglomeratesIEFAiShares Core MSCI EAFE ETF$811,676$44,244 ▼-5.2%9,7230.4%ETFNEMNewmont$805,660$2,855 ▼-0.4%13,8290.4%Basic MaterialsCATCaterpillar$803,266$5,435 ▼-0.7%2,0690.4%IndustrialsFIDELITY WISE ORIGIN BITCOIN$796,847$314,490 ▲65.2%8,4780.4%SHSSBUXStarbucks$762,799$7,147 ▼-0.9%8,3250.4%Retail/WholesaleALLAllstate$743,8400.0%3,6950.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$734,795$108,684 ▼-12.9%4,0430.4%ETFTFCTruist Financial$701,9410.0%16,3280.4%FinanceJPSTJPMorgan Ultra-Short Income ETF$686,014$143,021 ▲26.3%13,5360.3%ETFHDViShares Core High Dividend ETF$683,775$203,867 ▲42.5%5,8360.3%ETFTAT&T$661,337$14,470 ▲2.2%22,8520.3%Computer and TechnologyWPCW.P. Carey$634,717$7,798 ▲1.2%10,1750.3%FinanceTRGPTarga Resources$626,6880.0%3,6000.3%EnergyORCLOracle$625,063$43,726 ▲7.5%2,8590.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$589,584$6,816 ▲1.2%4,3250.3%CL AETNEaton$552,978$26,774 ▼-4.6%1,5490.3%IndustrialsNUVEEN CHURCHILL DIRECT LEND$535,274$12,952 ▼-2.4%33,0620.3%COM SHSTSMTaiwan Semiconductor Manufacturing$529,760$158,543 ▼-23.0%2,3390.3%Computer and TechnologyGE VERNOVA INC$516,987$3,704 ▼-0.7%9770.3%COMCLColgate-Palmolive$500,0410.0%5,5010.2%Consumer StaplesCRDOCredo Technology Group$487,023$18,518 ▼-3.7%5,2600.2%Computer and TechnologyKKRKKR & Co. Inc.$474,917$22,615 ▲5.0%3,5700.2%FinanceUBERUber Technologies$462,955$32,189 ▲7.5%4,9620.2%Computer and TechnologyLTBRLightbridge$456,7990.0%34,1660.2%EnergyARISTA NETWORKS INC$454,052$15,347 ▼-3.3%4,4380.2%COM SHSSPGIS&P Global$444,505$27,946 ▼-5.9%8430.2%FinanceTMOThermo Fisher Scientific$439,3240.0%1,0840.2%MedicalVABKVirginia National Bankshares$431,0500.0%11,6500.2%FinanceVRTVertiv$429,532$9,631 ▼-2.2%3,3450.2%Computer and TechnologyAPOApollo Global Management$425,6100.0%3,0000.2%FinanceNEENextEra Energy$403,8860.0%5,8180.2%UtilitiesPPGPPG Industries$386,7500.0%3,4000.2%Basic MaterialsFBNDFidelity Total Bond ETF$383,843$4,575 ▼-1.2%8,3900.2%ETFNSCNorfolk Southern$378,068$45,563 ▼-10.8%1,4770.2%TransportationIBDSiShares iBonds Dec 2027 Term Corporate ETF$374,365$55,214 ▲17.3%15,4250.2%ETFBINCiShares Flexible Income Active ETF$373,843$70,013 ▲23.0%7,0750.2%ETFSPYSPDR S&P 500 ETF Trust$371,215$15,442 ▼-4.0%6010.2%FinanceDISWalt Disney$346,980$3,472 ▲1.0%2,7980.2%Consumer DiscretionaryIBDRiShares iBonds Dec 2026 Term Corporate ETF$344,956$64,869 ▲23.2%14,2250.2%ETFAMGNAmgen$344,266$93,535 ▲37.3%1,2330.2%MedicalORealty Income$326,188$2,420 ▼-0.7%5,6620.2%FinanceCDNSCadence Design Systems$313,3890.0%1,0170.2%Computer and TechnologyShowing 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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