Dudley Capital Management, LLC Top Holdings and 13F Report (2026)

About Dudley Capital Management, LLC

Investment Activity

Dudley Capital Management, LLC has $250.30 million in total holdings as of June 30, 2026.
Dudley Capital Management, LLC owns shares of 147 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
Approximately 3.74% of the portfolio was purchased this quarter.
About 1.39% of the portfolio was sold this quarter.
This quarter, Dudley Capital Management, LLC has purchased 139 new stocks and bought additional shares in 45 stocks.
Dudley Capital Management, LLC sold shares of 37 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Apple: $16,833,017
NVIDIA: $14,757,805
Microsoft: $12,072,136
Alphabet: $11,447,991
Johnson & Johnson: $11,320,805

Largest New Holdings this Quarter

45676K103 - INFLEQTION INC: $646,020 Holding
464287515 - iShares Expanded Tech-Software Sector ETF: $628,039 Holding
464287101 - iShares S&P 100 ETF: $616,491 Holding
37954Y632 - Global X Artificial Intelligence & Technology ETF: $490,107 Holding
438516205 - HONEYWELL INTL INC: $390,482 Holding

Largest Purchases this Quarter

iShares Core High Dividend ETF: 28,883 shares (about $791.68K)
INFLEQTION INC: 48,500 shares (about $646.02K)
iShares Expanded Tech-Software Sector ETF: 6,932 shares (about $628.04K)
iShares S&P 100 ETF: 1,685 shares (about $616.49K)
Procter & Gamble: 3,630 shares (about $532.30K)

Largest Sales this Quarter

APPLOVIN CORP: 260 shares (about $133.96K)
PepsiCo: 950 shares (about $128.63K)
GRANITESHARES ETF TR: 2,100 shares (about $120.02K)
CrowdStrike: 150 shares (about $114.47K)
American Tower: 645 shares (about $105.50K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$16,833,017	$76,391 â–¼	-0.5%	58,173	6.7%	Computer and Technology
NVDA NVIDIA	$14,757,805	$86,839 â–¼	-0.6%	73,756	5.9%	Computer and Technology
MSFT Microsoft	$12,072,136	$111,907 â–²	0.9%	32,363	4.8%	Computer and Technology
GOOGL Alphabet	$11,447,991	$33,235 â–²	0.3%	32,034	4.6%	Computer and Technology
JNJ Johnson & Johnson	$11,320,805	$4,318 â–²	0.0%	44,575	4.5%	Medical
JPM JPMorgan Chase & Co.	$8,043,362	$327 â–²	0.0%	24,573	3.2%	Finance
CVX Chevron	$7,098,152	$58,679 â–²	0.8%	42,822	2.8%	Energy
XOM ExxonMobil	$6,315,258	$37,735 â–²	0.6%	46,191	2.5%	Energy
BRK.B Berkshire Hathaway	$6,219,848	$56,544 â–²	0.9%	12,430	2.5%	Finance
AVGO Broadcom	$5,850,271	$44,197 â–²	0.8%	15,487	2.3%	Computer and Technology
ABBV AbbVie	$5,613,278	$6,543 â–²	0.1%	22,307	2.2%	Medical
CSCO Cisco Systems	$5,472,504	$822 â–²	0.0%	46,590	2.2%	Computer and Technology
GOOG Alphabet	$5,392,996	$35,334 â–¼	-0.7%	15,263	2.2%	Computer and Technology
CRWD CrowdStrike	$4,301,057	$114,471 â–¼	-2.6%	5,636	1.7%	Computer and Technology
AMZN Amazon.com	$4,070,225	$11,917 â–²	0.3%	17,077	1.6%	Retail/Wholesale
WALMART INC	$3,523,471	$566 â–²	0.0%	31,110	1.4%	COM
HD Home Depot	$3,502,112		0.0%	9,930	1.4%	Retail/Wholesale
IBM International Business Machines	$3,432,313	$277,262 â–²	8.8%	12,206	1.4%	Computer and Technology
WMB Williams Companies	$3,266,364	$1,710 â–²	0.1%	43,938	1.3%	Energy
KO CocaCola	$3,204,212	$5,851 â–¼	-0.2%	39,427	1.3%	Consumer Staples
TSLA Tesla	$3,072,904	$5,047 â–¼	-0.2%	7,306	1.2%	Auto/Tires/Trucks
V Visa	$2,896,366		0.0%	8,442	1.2%	Business Services
MA Mastercard	$2,836,099	$92,448 â–¼	-3.2%	5,522	1.1%	Business Services
KMI Kinder Morgan	$2,668,469	$320 â–¼	0.0%	83,468	1.1%	Energy
MRK Merck & Co., Inc.	$2,489,777	$1,028 â–²	0.0%	19,376	1.0%	Medical
PM Philip Morris International	$2,419,564	$543 â–²	0.0%	13,374	1.0%	Consumer Staples
NOC Northrop Grumman	$2,411,583		0.0%	4,735	1.0%	Aerospace
BX Blackstone	$2,278,452	$82,016 â–¼	-3.5%	19,363	0.9%	Finance
CAT Caterpillar	$2,188,373		0.0%	2,055	0.9%	Industrials
COST Costco Wholesale	$2,126,323		0.0%	2,273	0.8%	Retail/Wholesale
GE GE Aerospace	$2,124,717		0.0%	5,685	0.8%	Aerospace
RTX RTX	$1,988,947	$1,708 â–¼	-0.1%	10,483	0.8%	Aerospace
GPC Genuine Parts	$1,936,524		0.0%	16,414	0.8%	Retail/Wholesale
BLUEROCK PVT REAL ESTATE FD	$1,865,383	$194,863 â–²	11.7%	143,381	0.7%	COM
PG Procter & Gamble	$1,774,491	$532,303 â–²	42.9%	12,101	0.7%	Consumer Staples
LLY Eli Lilly and Company	$1,741,617		0.0%	1,452	0.7%	Medical
OKE ONEOK	$1,667,852	$2,173 â–¼	-0.1%	19,184	0.7%	Energy
META Meta Platforms	$1,664,495	$5,070 â–¼	-0.3%	2,955	0.7%	Computer and Technology
PFE Pfizer	$1,639,597	$867 â–²	0.1%	68,090	0.7%	Medical
QCOM Qualcomm	$1,611,037	$1,294 â–¼	-0.1%	8,718	0.6%	Computer and Technology
BMY Bristol Myers Squibb	$1,583,167		0.0%	27,476	0.6%	Medical
JPST JPMorgan Ultra-Short Income ETF	$1,507,498	$23,212 â–²	1.6%	29,810	0.6%	ETF
NFLX Netflix	$1,418,361	$141,372 â–²	11.1%	19,865	0.6%	Consumer Discretionary
PIMCO ETF TR	$1,386,838		0.0%	15,040	0.6%	ACTIVE BD ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$1,380,179	$59,594 â–²	4.5%	18,134	0.6%	Manufacturing
WELL Welltower	$1,350,472	$17,023 â–¼	-1.2%	5,950	0.5%	Finance
GD General Dynamics	$1,342,215		0.0%	3,789	0.5%	Aerospace
RSP Invesco S&P 500 Equal Weight ETF	$1,342,153	$50,214 â–¼	-3.6%	6,308	0.5%	ETF
VZ Verizon Communications	$1,324,438	$16,724 â–²	1.3%	31,281	0.5%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,315,293	$37,089 â–²	2.9%	1,915	0.5%	ETF
MO Altria Group	$1,310,769	$1,367 â–²	0.1%	18,218	0.5%	Consumer Staples
NEM Newmont	$1,282,313		0.0%	13,729	0.5%	Basic Materials
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$1,280,791	$27,598 â–¼	-2.1%	52,860	0.5%	ETF
BINC iShares Flexible Income Active ETF	$1,241,773	$6,909 â–²	0.6%	23,725	0.5%	ETF
ATLANTIC UN BANKSHARES CORP	$1,240,572		0.0%	29,321	0.5%	COM
GLW Corning	$1,194,391		0.0%	4,676	0.5%	Computer and Technology
GE VERNOVA INC	$1,166,681		0.0%	993	0.5%	COM
PEP PepsiCo	$1,085,773	$128,630 â–¼	-10.6%	8,019	0.4%	Consumer Staples
CRDO Credo Technology Group	$1,041,840	$81,585 â–¼	-7.3%	3,831	0.4%	Computer and Technology
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$995,442	$26,037 â–¼	-2.5%	41,100	0.4%	ETF
UNP Union Pacific	$991,440		0.0%	3,645	0.4%	Transportation
TRGP Targa Resources	$965,304		0.0%	3,600	0.4%	Energy
VRT Vertiv	$962,614		0.0%	2,875	0.4%	Computer and Technology
HDV iShares Core High Dividend ETF	$946,844	$791,677 â–²	510.2%	34,544	0.4%	ETF
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$879,700		0.0%	39,325	0.4%	Manufacturing
SBUX Starbucks	$849,886	$204 â–²	0.0%	8,317	0.3%	Retail/Wholesale
ALL Allstate	$836,835		0.0%	3,517	0.3%	Finance
AMT American Tower	$826,036	$105,504 â–¼	-11.3%	5,050	0.3%	Finance
IEFA iShares Core MSCI EAFE ETF	$821,123		0.0%	8,502	0.3%	ETF
TFC Truist Financial	$808,180	$1,594 â–¼	-0.2%	16,222	0.3%	Finance
MDT Medtronic	$807,647	$35,986 â–²	4.7%	10,324	0.3%	Medical
INTC Intel	$769,920		0.0%	5,514	0.3%	Computer and Technology
NOW ServiceNow	$742,019	$315,115 â–²	73.8%	7,474	0.3%	Computer and Technology
WPC W.P. Carey	$727,513		0.0%	10,175	0.3%	Finance
ARISTA NETWORKS INC	$694,300	$8,494 â–²	1.2%	4,087	0.3%	COM SHS
ARES Ares Management	$690,122		0.0%	6,200	0.3%	Finance
GRANITESHARES ETF TR	$668,655	$120,015 â–¼	-15.2%	11,700	0.3%	2X LONG NBIS DLY
PALANTIR TECHNOLOGIES INC	$649,852	$110,837 â–²	20.6%	5,570	0.3%	CL A
INFLEQTION INC	$646,020	$646,020 â–²	New Holding	48,500	0.3%	COM SHS
TOTL SPDR Doubleline Total Return Tactical ETF	$641,980		0.0%	16,265	0.3%	ETF
ETN Eaton	$638,754	$14,914 â–¼	-2.3%	1,499	0.3%	Industrials
IGV iShares Expanded Tech-Software Sector ETF	$628,039	$628,039 â–²	New Holding	6,932	0.3%	ETF
OEF iShares S&P 100 ETF	$616,491	$616,491 â–²	New Holding	1,685	0.2%	ETF
ADP Automatic Data Processing	$614,967		0.0%	2,746	0.2%	Computer and Technology
CRM Salesforce	$608,506	$7,833 â–¼	-1.3%	3,884	0.2%	Computer and Technology
NEE NextEra Energy	$580,862	$43,885 â–²	8.2%	6,618	0.2%	Utilities
TMO Thermo Fisher Scientific	$543,234		0.0%	1,084	0.2%	Medical
VABK Virginia National Bankshares	$517,027		0.0%	11,650	0.2%	Finance
CL Colgate-Palmolive	$504,332		0.0%	5,501	0.2%	Consumer Staples
OBDC Blue Owl Capital	$499,694	$3,261 â–¼	-0.6%	45,970	0.2%	Finance
AIQ Global X Artificial Intelligence & Technology ETF	$490,107	$490,107 â–²	New Holding	7,470	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$461,375		0.0%	618	0.2%	Finance
PANW Palo Alto Networks	$453,557		0.0%	1,330	0.2%	Computer and Technology
T AT&T	$450,453		0.0%	21,761	0.2%	Computer and Technology
AMGN Amgen	$432,733	$12,674 â–¼	-2.8%	1,195	0.2%	Medical
NSC Norfolk Southern	$425,326	$7,865 â–¼	-1.8%	1,352	0.2%	Transportation
STRL Sterling Infrastructure	$419,680	$83,936 â–¼	-16.7%	500	0.2%	Construction
NVO Novo Nordisk A/S	$413,483	$1,438 â–¼	-0.3%	8,625	0.2%	Medical
PPG PPG Industries	$412,386		0.0%	3,400	0.2%	Basic Materials
FIDELITY WISE ORIGIN BITCOIN	$410,085	$2,553 â–¼	-0.6%	8,033	0.2%	SHS

Showing largest 100 holdings. View all holdings.

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Dudley Capital Management, LLC Top Holdings and 13F Report (2026)

About Dudley Capital Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Dudley Capital Management, LLC Top Holdings and 13F Report (2026)

About Dudley Capital Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDudley Capital Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools