Dudley Capital Management, LLC Top Holdings and 13F Report (2026) About Dudley Capital Management, LLCInvestment ActivityDudley Capital Management, LLC has $226.72 million in total holdings as of March 31, 2026.Dudley Capital Management, LLC owns shares of 139 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 3.13% of the portfolio was purchased this quarter.About 2.84% of the portfolio was sold this quarter.This quarter, Dudley Capital Management, LLC has purchased 129 new stocks and bought additional shares in 31 stocks.Dudley Capital Management, LLC sold shares of 44 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $14,830,791NVIDIA $12,938,808Microsoft $11,868,875Johnson & Johnson $10,891,699Alphabet $9,184,954 Largest New Holdings this Quarter 464288240 - iShares MSCI ACWI ex U.S. ETF $1,188,023 Holding46436E841 - iShares iBonds Dec 2027 Term Treasury ETF $882,060 Holding88262P102 - Texas Pacific Land $301,820 Holding56585A102 - Marathon Petroleum $257,464 Holding38747R413 - GRANITESHARES ETF TR $244,730 Holding Largest Purchases this Quarter iShares MSCI ACWI ex U.S. ETF 17,351 shares (about $1.19M)iShares iBonds Dec 2027 Term Treasury ETF 39,325 shares (about $882.06K)BLUEROCK PVT REAL ESTATE FD 25,011 shares (about $415.43K)JPMorgan Ultra-Short Income ETF 7,892 shares (about $399.41K)Texas Pacific Land 636 shares (about $301.82K) Largest Sales this Quarter American Tower 3,110 shares (about $536.73K)Tesla 1,405 shares (about $522.31K)Meta Platforms 740 shares (about $423.35K)CrowdStrike 1,054 shares (about $411.49K)Alphabet 1,194 shares (about $343.35K) 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$14,830,791$83,751 ▲0.6%58,4376.5%Computer and TechnologyNVDANVIDIA$12,938,808$214,513 ▼-1.6%74,1905.7%Computer and TechnologyMSFTMicrosoft$11,868,875$104,389 ▼-0.9%32,0635.2%Computer and TechnologyJNJJohnson & Johnson$10,891,699$226,106 ▼-2.0%44,5584.8%MedicalGOOGLAlphabet$9,184,954$343,347 ▼-3.6%31,9414.1%Computer and TechnologyCVXChevron$8,786,580$105,725 ▼-1.2%42,4683.9%EnergyXOMExxonMobil$7,789,989$15,269 ▼-0.2%45,9153.4%EnergyJPMJPMorgan Chase & Co.$7,228,028$69,127 ▼-0.9%24,5723.2%FinanceBRK.BBerkshire Hathaway$5,902,306$121,717 ▲2.1%12,3172.6%FinanceABBVAbbVie$4,845,966$15,225 ▲0.3%22,2812.1%MedicalAVGOBroadcom$4,757,210$15,785 ▼-0.3%15,3702.1%Computer and TechnologyGOOGAlphabet$4,407,128$203,101 ▼-4.4%15,3631.9%Computer and TechnologyWALMART INC$3,865,678$127,634 ▼-3.2%31,1051.7%COMCSCOCisco Systems$3,614,359$698 ▲0.0%46,5831.6%Computer and TechnologyAMZNAmazon.com$3,546,295$145,792 ▼-3.9%17,0271.6%Retail/WholesaleHDHome Depot$3,265,8780.0%9,9301.4%Retail/WholesaleNOCNorthrop Grumman$3,230,4060.0%4,7351.4%AerospaceWMBWilliams Companies$3,196,163$20,160 ▼-0.6%43,9151.4%EnergyKOCocaCola$3,003,9340.0%39,4991.3%Consumer StaplesMAMastercard$2,849,061$108,926 ▼-3.7%5,7021.3%Business ServicesKMIKinder Morgan$2,799,026$1,341 ▲0.0%83,4781.2%EnergyTSLATesla$2,720,467$522,309 ▼-16.1%7,3181.2%Auto/Tires/TrucksIBMInternational Business Machines$2,719,614$5,333 ▼-0.2%11,2201.2%Computer and TechnologyVVisa$2,551,5100.0%8,4421.1%Business ServicesMRKMerck & Co., Inc.$2,329,782$962 ▲0.0%19,3681.0%MedicalBXBlackstone$2,306,715$83,023 ▼-3.5%20,0601.0%FinanceCOSTCostco Wholesale$2,264,885$44,839 ▼-1.9%2,2731.0%Retail/WholesaleCRWDCrowdStrike$2,258,912$411,492 ▼-15.4%5,7861.0%Computer and TechnologyPMPhilip Morris International$2,210,796$496 ▲0.0%13,3711.0%Consumer StaplesBLUEROCK PVT REAL ESTATE FD$2,132,778$415,434 ▲24.2%128,4030.9%COMRTXRTX$2,023,867$193 ▲0.0%10,4920.9%AerospacePFEPfizer$1,910,970$955 ▲0.0%68,0540.8%MedicalOKEONEOK$1,736,327$42,213 ▲2.5%19,2090.8%EnergyGPCGenuine Parts$1,735,7810.0%16,4140.8%Retail/WholesaleNFLXNetflix$1,719,643$4,808 ▼-0.3%17,8850.8%Consumer DiscretionaryMETAMeta Platforms$1,695,698$423,352 ▼-20.0%2,9640.7%Computer and TechnologyBMYBristol Myers Squibb$1,666,4190.0%27,4760.7%MedicalGEGE Aerospace$1,613,255$7,094 ▼-0.4%5,6850.7%AerospaceVZVerizon Communications$1,550,477$9,287 ▲0.6%30,8860.7%Computer and TechnologyNEMNewmont$1,486,178$10,825 ▼-0.7%13,7290.7%Basic MaterialsJPSTJPMorgan Ultra-Short Income ETF$1,485,454$399,414 ▲36.8%29,3510.7%ETFCATCaterpillar$1,455,536$708 ▼0.0%2,0550.6%IndustrialsPEPPepsiCo$1,392,7960.0%8,9690.6%Consumer StaplesPIMCO ETF TR$1,387,8910.0%15,0400.6%ACTIVE BD ETFLLYEli Lilly and Company$1,335,535$21,155 ▼-1.6%1,4520.6%MedicalIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,308,941$162,578 ▲14.2%53,9990.6%ETFGDGeneral Dynamics$1,300,4610.0%3,7890.6%AerospaceRSPInvesco S&P 500 Equal Weight ETF$1,255,9100.0%6,5440.6%ETFBINCiShares Flexible Income Active ETF$1,225,194$208 ▲0.0%23,5930.5%ETFPGProcter & Gamble$1,223,551$252,192 ▲26.0%8,4710.5%Consumer StaplesMOAltria Group$1,200,938$1,518 ▲0.1%18,1990.5%Consumer StaplesWELLWelltower$1,191,2030.0%6,0250.5%FinanceACWXiShares MSCI ACWI ex U.S. ETF$1,188,023$1,188,023 ▲New Holding17,3510.5%ManufacturingQCOMQualcomm$1,123,649$73,536 ▼-6.1%8,7250.5%Computer and TechnologyVOOVanguard S&P 500 ETF$1,112,0850.0%1,8610.5%ETFAUBAtlantic Union Bankshares$1,047,9330.0%29,3210.5%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,022,322$193,920 ▲23.4%42,1750.5%ETFAMTAmerican Tower$982,851$536,728 ▼-35.3%5,6950.4%FinanceTRGPTarga Resources$902,6280.0%3,6000.4%EnergyUNPUnion Pacific$884,3500.0%3,6450.4%TransportationIBTHiShares iBonds Dec 2027 Term Treasury ETF$882,060$882,060 ▲New Holding39,3250.4%ManufacturingGE VERNOVA INC$866,818$5,238 ▲0.6%9930.4%COMMDTMedtronic$854,7160.0%9,8640.4%MedicalHONHoneywell International$792,2350.0%3,5050.3%Multi-Sector ConglomeratesIEFAiShares Core MSCI EAFE ETF$769,6860.0%8,5020.3%ETFHDViShares Core High Dividend ETF$768,2770.0%5,6610.3%ETFTFCTruist Financial$747,212$3,402 ▼-0.5%16,2540.3%FinanceSBUXStarbucks$744,950$179 ▲0.0%8,3150.3%Retail/WholesaleCRMSalesforce$734,307$187 ▲0.0%3,9340.3%Computer and TechnologyALLAllstate$729,2150.0%3,5170.3%FinanceVRTVertiv$720,422$150,349 ▼-17.3%2,8750.3%Computer and TechnologyWPCW.P. Carey$691,4930.0%10,1750.3%FinanceARESAres Management$676,4200.0%6,2000.3%FinancePALANTIR TECHNOLOGIES INC$675,814$133,115 ▲24.5%4,6200.3%CL ATOTLSPDR Doubleline Total Return Tactical ETF$646,2080.0%16,2650.3%ETFGLWCorning$635,7960.0%4,6760.3%Computer and TechnologyTAT&T$630,8510.0%21,7610.3%Computer and TechnologyNEENextEra Energy$568,2400.0%6,1180.3%UtilitiesADPAutomatic Data Processing$557,9320.0%2,7460.2%Computer and TechnologyETNEaton$548,666$35,767 ▲7.0%1,5340.2%IndustrialsTMOThermo Fisher Scientific$532,5830.0%1,0840.2%MedicalOBDCBlue Owl Capital$511,746$15,484 ▼-2.9%46,2700.2%FinanceARISTA NETWORKS INC$495,663$54,637 ▼-9.9%4,0370.2%COM SHSFIDELITY WISE ORIGIN BITCOIN$477,139$92,972 ▼-16.3%8,0830.2%SHSCLColgate-Palmolive$468,8500.0%5,5010.2%Consumer StaplesNOWServiceNow$449,565$46,002 ▼-9.3%4,3000.2%Computer and TechnologyVABKVirginia National Bankshares$445,0300.0%11,6500.2%FinanceAMGNAmgen$432,776$1,056 ▼-0.2%1,2300.2%MedicalSPYSPDR S&P 500 ETF Trust$401,7980.0%6180.2%FinanceNSCNorfolk Southern$395,199$14,350 ▲3.8%1,3770.2%TransportationVIPER ENERGY INC$388,837$564 ▲0.1%8,2750.2%CL ACRDOCredo Technology Group$387,777$7,134 ▼-1.8%4,1310.2%Computer and TechnologyFBNDFidelity Total Bond ETF$386,858$9,124 ▲2.4%8,4800.2%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$371,796$162,697 ▲77.8%16,2250.2%ManufacturingPPGPPG Industries$363,3920.0%3,4000.2%Basic MaterialsSPGIS&P Global$358,9870.0%8440.2%FinanceAPPLOVIN CORP$336,310$41,790 ▼-11.1%8450.1%COM CL AAPOApollo Global Management$334,2600.0%3,0000.1%FinanceORealty Income$327,007$12,236 ▼-3.6%5,3450.1%FinanceKKRKKR & Co. Inc.$325,600$4,625 ▼-1.4%3,5200.1%FinanceShowing 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. 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