Dudley Capital Management as of June 30, 2024
Portfolio Holdings for Dudley Capital Management
Dudley Capital Management holds 115 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.1 | $15M | 33k | 446.95 | |
| Apple (AAPL) | 7.4 | $14M | 64k | 210.62 | |
| NVIDIA Corporation (NVDA) | 7.1 | $13M | 104k | 123.54 | |
| Johnson & Johnson (JNJ) | 3.8 | $6.8M | 47k | 146.16 | |
| Chevron Corporation (CVX) | 3.8 | $6.8M | 44k | 156.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $5.9M | 33k | 182.15 | |
| Exxon Mobil Corporation (XOM) | 3.0 | $5.4M | 47k | 115.12 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $5.0M | 25k | 202.26 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $4.3M | 11k | 406.80 | |
| Abbvie (ABBV) | 2.2 | $3.9M | 23k | 171.52 | |
| Home Depot (HD) | 1.9 | $3.4M | 9.9k | 344.24 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $3.1M | 17k | 183.42 | |
| Blackstone Group Inc Com Cl A (BX) | 1.7 | $3.1M | 25k | 123.80 | |
| Costco Wholesale Corporation Call Option (COST) | 1.7 | $3.1M | 3.6k | 849.99 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $3.0M | 7.8k | 383.19 | |
| Amazon (AMZN) | 1.7 | $3.0M | 16k | 193.25 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $2.7M | 6.2k | 441.16 | |
| Coca-Cola Company (KO) | 1.4 | $2.6M | 41k | 63.65 | |
| Cisco Systems (CSCO) | 1.4 | $2.4M | 51k | 47.51 | |
| Merck & Co (MRK) | 1.3 | $2.4M | 19k | 123.80 | |
| Genuine Parts Company (GPC) | 1.3 | $2.3M | 16k | 138.32 | |
| Qualcomm (QCOM) | 1.2 | $2.2M | 11k | 199.18 | |
| Visa Com Cl A (V) | 1.2 | $2.2M | 8.4k | 262.47 | |
| Wal-Mart Stores (WMT) | 1.2 | $2.2M | 32k | 67.71 | |
| American Tower Reit (AMT) | 1.2 | $2.1M | 11k | 194.38 | |
| Northrop Grumman Corporation (NOC) | 1.1 | $2.1M | 4.7k | 435.95 | |
| Tesla Motors (TSLA) | 1.0 | $1.8M | 9.2k | 197.88 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $1.8M | 16k | 106.66 | |
| Broadcom (AVGO) | 1.0 | $1.8M | 1.1k | 1605.53 | |
| International Business Machines (IBM) | 0.9 | $1.7M | 9.8k | 172.95 | |
| Pfizer (PFE) | 0.9 | $1.6M | 59k | 27.98 | |
| Pepsi (PEP) | 0.9 | $1.6M | 9.7k | 164.93 | |
| Meta Platforms Cl A (META) | 0.8 | $1.5M | 3.0k | 504.24 | |
| Oneok (OKE) | 0.8 | $1.5M | 18k | 81.55 | |
| Williams Companies (WMB) | 0.8 | $1.5M | 35k | 42.50 | |
| Philip Morris International (PM) | 0.8 | $1.5M | 15k | 101.33 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.8 | $1.5M | 16k | 91.08 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $1.2M | 14k | 91.78 | |
| Medtronic SHS (MDT) | 0.7 | $1.2M | 16k | 78.71 | |
| Atlantic Union B (AUB) | 0.7 | $1.2M | 36k | 32.85 | |
| Bristol Myers Squibb (BMY) | 0.6 | $1.2M | 28k | 41.53 | |
| Procter & Gamble Company (PG) | 0.6 | $1.1M | 6.8k | 164.92 | |
| Verizon Communications (VZ) | 0.6 | $1.1M | 27k | 41.24 | |
| General Dynamics Corporation (GD) | 0.6 | $1.1M | 3.8k | 290.14 | |
| Raytheon Technologies Corp (RTX) | 0.6 | $1.1M | 11k | 100.39 | |
| salesforce (CRM) | 0.6 | $1.1M | 4.2k | 257.12 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.1M | 1.2k | 905.38 | |
| Netflix (NFLX) | 0.6 | $1.1M | 1.6k | 674.88 | |
| Ge Aerospace Com New (GE) | 0.6 | $1.1M | 6.7k | 158.96 | |
| Kinder Morgan (KMI) | 0.6 | $1.0M | 53k | 19.87 | |
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.6 | $1.0M | 26k | 39.72 | |
| Owl Rock Capital Corporation (OBDC) | 0.5 | $930k | 61k | 15.36 | |
| Newmont Mining Corporation (NEM) | 0.5 | $856k | 21k | 41.87 | |
| Altria (MO) | 0.5 | $851k | 19k | 45.55 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $833k | 1.7k | 500.13 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.5 | $826k | 6.2k | 133.28 | |
| Union Pacific Corporation (UNP) | 0.5 | $825k | 3.6k | 226.26 | |
| Starbucks Corporation (SBUX) | 0.5 | $814k | 11k | 77.85 | |
| Honeywell International (HON) | 0.4 | $800k | 3.7k | 213.54 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $770k | 11k | 72.64 | |
| Automatic Data Processing (ADP) | 0.4 | $703k | 2.9k | 238.69 | |
| Caterpillar (CAT) | 0.4 | $651k | 2.0k | 333.06 | |
| Boeing Company (BA) | 0.4 | $640k | 3.5k | 182.01 | |
| Truist Financial Corp equities (TFC) | 0.4 | $634k | 16k | 38.85 | |
| Welltower Inc Com reit (WELL) | 0.4 | $633k | 6.1k | 104.25 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $599k | 1.1k | 552.76 | |
| Allstate Corporation (ALL) | 0.3 | $590k | 3.7k | 159.66 | |
| Dow (DOW) | 0.3 | $565k | 11k | 53.05 | |
| Colgate-Palmolive Company (CL) | 0.3 | $534k | 5.5k | 97.04 | |
| Eaton Corp SHS (ETN) | 0.3 | $509k | 1.6k | 313.55 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $507k | 3.1k | 164.28 | |
| At&t (T) | 0.3 | $465k | 24k | 19.11 | |
| Targa Res Corp (TRGP) | 0.3 | $464k | 3.6k | 128.78 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.2 | $441k | 2.9k | 153.90 | |
| Nextera Energy (NEE) | 0.2 | $433k | 6.1k | 70.81 | |
| PPG Industries (PPG) | 0.2 | $428k | 3.4k | 125.89 | |
| Churchill Downs (CHDN) | 0.2 | $419k | 3.0k | 139.60 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $387k | 8.6k | 44.93 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $387k | 2.2k | 173.81 | |
| Virginia Natl Bankshares (VABK) | 0.2 | $382k | 12k | 32.80 | |
| Wp Carey (WPC) | 0.2 | $380k | 6.9k | 55.05 | |
| Devon Energy Corporation (DVN) | 0.2 | $365k | 7.7k | 47.40 | |
| Norfolk Southern (NSC) | 0.2 | $361k | 1.7k | 214.69 | |
| Apollo Global Mgmt (APO) | 0.2 | $354k | 3.0k | 118.07 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $346k | 635.00 | 544.22 | |
| Kkr & Co (KKR) | 0.2 | $317k | 3.0k | 105.24 | |
| Walt Disney Company (DIS) | 0.2 | $312k | 3.1k | 99.29 | |
| Intel Corporation (INTC) | 0.2 | $311k | 10k | 30.97 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $308k | 6.1k | 50.47 | |
| Realty Income (O) | 0.2 | $302k | 5.7k | 52.82 | |
| McDonald's Corporation (MCD) | 0.2 | $285k | 1.1k | 254.84 | |
| Cadence Design Systems (CDNS) | 0.2 | $280k | 909.00 | 307.75 | |
| United Parcel Service CL B (UPS) | 0.1 | $268k | 2.0k | 136.85 | |
| Oracle Corporation (ORCL) | 0.1 | $263k | 1.9k | 141.20 | |
| Advanced Micro Devices (AMD) | 0.1 | $247k | 1.5k | 162.21 | |
| Boston Properties (BXP) | 0.1 | $246k | 4.0k | 61.56 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $230k | 1.9k | 120.98 | |
| Texas Pacific Land Corp (TPL) | 0.1 | $229k | 312.00 | 734.27 | |
| Nuveen Va Premium Income Municipal Fund (NPV) | 0.1 | $227k | 20k | 11.50 | |
| Palo Alto Networks (PANW) | 0.1 | $225k | 665.00 | 339.01 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $221k | 3.5k | 63.03 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $213k | 1.0k | 210.72 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $212k | 4.8k | 43.76 | |
| Air Products & Chemicals (APD) | 0.1 | $206k | 800.00 | 258.05 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $201k | 8.0k | 24.97 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $193k | 12k | 16.22 | |
| Eaton Vance Limited Duration Income Fund (EVV) | 0.1 | $177k | 18k | 9.74 | |
| Kimbell Rty Partners Unit (KRP) | 0.1 | $164k | 10k | 16.36 | |
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.1 | $164k | 12k | 14.05 | |
| Prospect Capital Corporation (PSEC) | 0.1 | $158k | 29k | 5.53 | |
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $135k | 14k | 9.54 | |
| Western Asst High Incm Opprtnty Fnd (HIO) | 0.1 | $119k | 31k | 3.81 | |
| Lightbridge Corporation (LTBR) | 0.1 | $115k | 34k | 3.37 | |
| Triplepoint Venture Gr Bdc cs (TPVG) | 0.1 | $97k | 12k | 8.03 | |
| Aberdeen Asia-Pacific Income Fund | 0.0 | $27k | 10k | 2.68 |