Dudley Capital Management as of Sept. 30, 2024
Portfolio Holdings for Dudley Capital Management
Dudley Capital Management holds 126 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.7 | $15M | 64k | 233.00 | |
| Microsoft Corporation (MSFT) | 7.3 | $14M | 33k | 430.29 | |
| NVIDIA Corporation (NVDA) | 6.5 | $13M | 103k | 121.44 | |
| Johnson & Johnson (JNJ) | 3.9 | $7.6M | 47k | 162.06 | |
| Chevron Corporation (CVX) | 3.3 | $6.4M | 44k | 147.27 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $5.5M | 33k | 165.85 | |
| Exxon Mobil Corporation (XOM) | 2.8 | $5.5M | 47k | 117.22 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $5.2M | 25k | 210.86 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $4.8M | 11k | 460.26 | |
| Abbvie (ABBV) | 2.4 | $4.5M | 23k | 197.48 | |
| Home Depot (HD) | 2.1 | $4.0M | 9.9k | 405.20 | |
| Blackstone Group Inc Com Cl A (BX) | 2.0 | $3.8M | 25k | 153.13 | |
| Costco Wholesale Corporation (COST) | 1.8 | $3.5M | 3.9k | 886.63 | |
| Mastercard Incorporated Cl A (MA) | 1.6 | $3.0M | 6.1k | 493.80 | |
| Coca-Cola Company (KO) | 1.5 | $2.9M | 41k | 71.86 | |
| Amazon (AMZN) | 1.5 | $2.9M | 16k | 186.33 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $2.8M | 17k | 167.19 | |
| Wal-Mart Stores (WMT) | 1.3 | $2.6M | 32k | 80.75 | |
| Cisco Systems (CSCO) | 1.3 | $2.5M | 47k | 53.22 | |
| Northrop Grumman Corporation (NOC) | 1.3 | $2.5M | 4.7k | 528.07 | |
| American Tower Reit (AMT) | 1.3 | $2.5M | 11k | 232.56 | |
| Visa Com Cl A (V) | 1.2 | $2.3M | 8.4k | 274.95 | |
| Genuine Parts Company (GPC) | 1.2 | $2.3M | 16k | 139.68 | |
| Merck & Co (MRK) | 1.1 | $2.2M | 19k | 113.56 | |
| International Business Machines (IBM) | 1.1 | $2.2M | 9.8k | 221.09 | |
| Crowdstrike Hldgs Cl A Call Option (CRWD) | 1.1 | $2.1M | 7.5k | 280.47 | |
| Tesla Motors (TSLA) | 1.1 | $2.1M | 7.8k | 261.63 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $2.0M | 17k | 116.96 | |
| Broadcom (AVGO) | 1.0 | $1.9M | 11k | 172.50 | |
| Qualcomm (QCOM) | 0.9 | $1.8M | 11k | 170.05 | |
| Philip Morris International (PM) | 0.9 | $1.8M | 15k | 121.40 | |
| Meta Platforms Cl A (META) | 0.9 | $1.7M | 3.0k | 572.48 | |
| Oneok (OKE) | 0.9 | $1.7M | 18k | 91.13 | |
| Pfizer (PFE) | 0.8 | $1.6M | 56k | 28.94 | |
| Pepsi (PEP) | 0.8 | $1.6M | 9.5k | 170.05 | |
| Williams Companies (WMB) | 0.8 | $1.6M | 35k | 45.65 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.8 | $1.5M | 16k | 94.61 | |
| Bristol Myers Squibb (BMY) | 0.8 | $1.5M | 28k | 51.74 | |
| Medtronic SHS (MDT) | 0.7 | $1.4M | 15k | 90.03 | |
| Eli Lilly & Co. (LLY) | 0.7 | $1.4M | 1.5k | 885.94 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $1.3M | 11k | 121.16 | |
| Ge Aerospace Com New (GE) | 0.7 | $1.3M | 6.8k | 188.57 | |
| Kinder Morgan (KMI) | 0.6 | $1.2M | 56k | 22.09 | |
| Verizon Communications (VZ) | 0.6 | $1.2M | 27k | 44.91 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.6 | $1.2M | 12k | 98.10 | |
| Procter & Gamble Company (PG) | 0.6 | $1.2M | 6.8k | 173.20 | |
| salesforce (CRM) | 0.6 | $1.2M | 4.3k | 273.69 | |
| General Dynamics Corporation (GD) | 0.6 | $1.2M | 3.8k | 302.20 | |
| Netflix (NFLX) | 0.6 | $1.1M | 1.6k | 709.27 | |
| Atlantic Union B (AUB) | 0.6 | $1.1M | 30k | 37.67 | |
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.5 | $1.1M | 26k | 41.40 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.5 | $966k | 6.2k | 155.84 | |
| Starbucks Corporation (SBUX) | 0.5 | $959k | 9.8k | 97.49 | |
| Altria (MO) | 0.5 | $955k | 19k | 51.04 | |
| Newmont Mining Corporation (NEM) | 0.5 | $950k | 18k | 53.45 | |
| Owl Rock Capital Corporation (OBDC) | 0.5 | $937k | 64k | 14.57 | |
| Union Pacific Corporation (UNP) | 0.5 | $898k | 3.6k | 246.48 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $888k | 1.7k | 527.67 | |
| Caterpillar (CAT) | 0.4 | $845k | 2.2k | 391.10 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $828k | 11k | 78.05 | |
| Automatic Data Processing (ADP) | 0.4 | $808k | 2.9k | 276.73 | |
| Welltower Inc Com reit (WELL) | 0.4 | $778k | 6.1k | 128.03 | |
| Honeywell International (HON) | 0.4 | $771k | 3.7k | 206.71 | |
| Allstate Corporation (ALL) | 0.4 | $701k | 3.7k | 189.65 | |
| Truist Financial Corp equities (TFC) | 0.4 | $698k | 16k | 42.77 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $670k | 1.1k | 618.30 | |
| Colgate-Palmolive Company (CL) | 0.3 | $571k | 5.5k | 103.81 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $552k | 3.1k | 179.16 | |
| Eaton Corp SHS (ETN) | 0.3 | $538k | 1.6k | 331.44 | |
| Targa Res Corp (TRGP) | 0.3 | $533k | 3.6k | 148.01 | |
| At&t (T) | 0.3 | $519k | 24k | 22.00 | |
| Nextera Energy (NEE) | 0.3 | $517k | 6.1k | 84.53 | |
| Dow (DOW) | 0.3 | $507k | 9.3k | 54.63 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $492k | 9.7k | 50.74 | |
| Virginia Natl Bankshares (VABK) | 0.3 | $485k | 12k | 41.65 | |
| Wp Carey (WPC) | 0.2 | $461k | 7.4k | 62.30 | |
| PPG Industries (PPG) | 0.2 | $450k | 3.4k | 132.46 | |
| Dell Technologies CL C (DELL) | 0.2 | $446k | 3.8k | 118.54 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.2 | $432k | 2.7k | 162.76 | |
| Norfolk Southern (NSC) | 0.2 | $418k | 1.7k | 248.50 | |
| S&p Global (SPGI) | 0.2 | $417k | 808.00 | 516.62 | |
| Realty Income (O) | 0.2 | $413k | 6.5k | 63.42 | |
| Kkr & Co (KKR) | 0.2 | $404k | 3.1k | 130.58 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $398k | 8.5k | 46.74 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $375k | 2.2k | 173.67 | |
| Apollo Global Mgmt (APO) | 0.2 | $375k | 3.0k | 124.91 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $364k | 635.00 | 573.76 | |
| Oracle Corporation (ORCL) | 0.2 | $359k | 2.1k | 170.40 | |
| McDonald's Corporation (MCD) | 0.2 | $341k | 1.1k | 304.51 | |
| Churchill Downs (CHDN) | 0.2 | $333k | 2.5k | 135.21 | |
| Advanced Micro Devices (AMD) | 0.2 | $320k | 1.9k | 164.08 | |
| Builders FirstSource (BLDR) | 0.2 | $319k | 1.6k | 193.87 | |
| Arista Networks | 0.2 | $317k | 825.00 | 383.82 | |
| Boston Properties (BXP) | 0.2 | $306k | 3.8k | 80.46 | |
| Amgen (AMGN) | 0.2 | $303k | 940.00 | 322.11 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $303k | 212.00 | 1427.13 | |
| Walt Disney Company (DIS) | 0.2 | $303k | 3.1k | 96.19 | |
| Devon Energy Corporation (DVN) | 0.2 | $295k | 7.5k | 39.12 | |
| United Parcel Service CL B (UPS) | 0.1 | $267k | 2.0k | 136.34 | |
| Nuveen Va Premium Income Municipal Fund (NPV) | 0.1 | $257k | 20k | 13.03 | |
| Cadence Design Systems (CDNS) | 0.1 | $257k | 948.00 | 271.03 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $257k | 1.9k | 135.07 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $255k | 5.3k | 47.85 | |
| Dominion Resources (D) | 0.1 | $252k | 4.4k | 57.79 | |
| Ge Vernova (GEV) | 0.1 | $251k | 984.00 | 254.98 | |
| Cava Group Ord (CAVA) | 0.1 | $245k | 2.0k | 123.85 | |
| Air Products & Chemicals (APD) | 0.1 | $238k | 800.00 | 297.74 | |
| Palo Alto Networks (PANW) | 0.1 | $227k | 665.00 | 341.80 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $225k | 1.0k | 223.09 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $223k | 6.0k | 37.20 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $221k | 1.9k | 117.60 | |
| Illinois Tool Works (ITW) | 0.1 | $210k | 800.00 | 262.07 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $206k | 4.0k | 51.54 | |
| Intel Corporation (INTC) | 0.1 | $206k | 8.8k | 23.46 | |
| Nuveen Churchill Direct Lend Com Shs (NCDL) | 0.1 | $204k | 12k | 17.42 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $203k | 7.9k | 25.75 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $191k | 12k | 16.05 | |
| Eaton Vance Limited Duration Income Fund (EVV) | 0.1 | $191k | 18k | 10.51 | |
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.1 | $172k | 12k | 14.65 | |
| Arbor Realty Trust (ABR) | 0.1 | $163k | 11k | 15.56 | |
| Kimbell Rty Partners Unit (KRP) | 0.1 | $161k | 10k | 16.09 | |
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $159k | 15k | 10.46 | |
| Prospect Capital Corporation (PSEC) | 0.1 | $153k | 29k | 5.35 | |
| Western Asst High Incm Opprtnty Fnd (HIO) | 0.1 | $126k | 31k | 4.05 | |
| Lightbridge Corporation (LTBR) | 0.0 | $96k | 34k | 2.80 | |
| Grayscale Bitcoin Mini Tr Bt SHS | 0.0 | $80k | 14k | 5.63 |