Dudley Capital Management

Dudley Capital Management as of March 31, 2025

Portfolio Holdings for Dudley Capital Management

Dudley Capital Management holds 125 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.1 $14M 61k 222.13
Microsoft Corporation (MSFT) 6.4 $12M 33k 375.39
NVIDIA Corporation (NVDA) 5.4 $10M 95k 108.38
Johnson & Johnson (JNJ) 3.9 $7.5M 45k 165.84
Chevron Corporation (CVX) 3.8 $7.2M 43k 167.29
JPMorgan Chase & Co. (JPM) 3.2 $6.1M 25k 245.30
Exxon Mobil Corporation (XOM) 2.8 $5.3M 45k 118.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $5.3M 9.9k 532.58
Alphabet Cap Stk Cl A (GOOGL) 2.7 $5.2M 34k 154.64
Abbvie (ABBV) 2.5 $4.7M 22k 209.52
Costco Wholesale Corporation (COST) 2.3 $4.4M 4.7k 945.73
Home Depot (HD) 1.9 $3.6M 9.9k 366.49
Mastercard Incorporated Cl A (MA) 1.7 $3.3M 6.0k 548.12
Blackstone Group Inc Com Cl A (BX) 1.7 $3.2M 23k 139.78
Amazon (AMZN) 1.7 $3.2M 17k 190.26
Visa Com Cl A (V) 1.5 $3.0M 8.4k 350.46
Cisco Systems (CSCO) 1.5 $2.9M 46k 61.71
Coca-Cola Company (KO) 1.5 $2.8M 39k 71.62
Wal-Mart Stores (WMT) 1.4 $2.8M 32k 87.79
Williams Companies (WMB) 1.4 $2.6M 44k 59.76
Alphabet Cap Stk Cl C (GOOG) 1.3 $2.6M 16k 156.23
Broadcom (AVGO) 1.3 $2.5M 15k 167.43
Crowdstrike Hldgs Cl A (CRWD) 1.3 $2.5M 7.0k 352.58
Northrop Grumman Corporation (NOC) 1.3 $2.4M 4.7k 512.01
International Business Machines (IBM) 1.2 $2.3M 9.2k 248.66
Philip Morris International (PM) 1.2 $2.2M 14k 158.74
American Tower Reit (AMT) 1.1 $2.1M 9.6k 217.61
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $2.1M 20k 104.57
Genuine Parts Company (GPC) 1.0 $2.0M 16k 119.14
Kinder Morgan (KMI) 1.0 $1.9M 66k 28.53
Pfizer (PFE) 0.9 $1.8M 71k 25.34
Oneok (OKE) 0.9 $1.8M 18k 99.22
Bristol Myers Squibb (BMY) 0.9 $1.7M 28k 60.99
Tesla Motors (TSLA) 0.9 $1.7M 6.6k 259.16
Merck & Co (MRK) 0.9 $1.7M 19k 89.76
Meta Platforms Cl A (META) 0.9 $1.7M 3.0k 576.45
Qualcomm (QCOM) 0.8 $1.5M 9.5k 153.60
Pimco Etf Tr Active Bd Etf (BOND) 0.8 $1.4M 16k 92.47
Netflix (NFLX) 0.7 $1.4M 1.5k 932.53
Raytheon Technologies Corp (RTX) 0.7 $1.4M 11k 132.46
Pepsi (PEP) 0.7 $1.4M 9.2k 149.93
Ge Aerospace Com New (GE) 0.7 $1.3M 6.5k 200.14
Eli Lilly & Co. (LLY) 0.6 $1.2M 1.5k 825.92
Procter & Gamble Company (PG) 0.6 $1.2M 6.8k 170.42
salesforce (CRM) 0.6 $1.1M 4.2k 268.38
Altria (MO) 0.6 $1.1M 18k 60.02
Verizon Communications (VZ) 0.6 $1.1M 24k 45.36
General Dynamics Corporation (GD) 0.5 $1.0M 3.8k 272.58
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.5 $967k 24k 40.29
Atlantic Union B (AUB) 0.5 $936k 30k 31.14
Welltower Inc Com reit (WELL) 0.5 $923k 6.0k 153.21
Ares Management Corporation Cl A Com Stk (ARES) 0.5 $909k 6.2k 146.61
Medtronic SHS (MDT) 0.5 $893k 9.9k 89.86
Owl Rock Capital Corporation (OBDC) 0.5 $879k 60k 14.66
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $871k 1.7k 513.98
Automatic Data Processing (ADP) 0.5 $862k 2.8k 305.53
Union Pacific Corporation (UNP) 0.5 $861k 3.6k 236.24
Starbucks Corporation (SBUX) 0.4 $824k 8.4k 98.09
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $804k 4.6k 173.24
Ishares Tr Core Msci Eafe (IEFA) 0.4 $776k 10k 75.65
Allstate Corporation (ALL) 0.4 $765k 3.7k 207.07
Honeywell International (HON) 0.4 $753k 3.6k 211.75
Targa Res Corp (TRGP) 0.4 $722k 3.6k 200.47
Caterpillar (CAT) 0.4 $687k 2.1k 329.80
Truist Financial Corp equities (TFC) 0.4 $672k 16k 41.15
Newmont Mining Corporation (NEM) 0.4 $670k 14k 48.28
Wp Carey (WPC) 0.3 $634k 10k 63.11
At&t (T) 0.3 $632k 22k 28.28
Nuveen Churchill Direct Lend Com Shs (NCDL) 0.3 $575k 34k 16.98
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $543k 11k 50.63
Thermo Fisher Scientific (TMO) 0.3 $539k 1.1k 497.38
Colgate-Palmolive Company (CL) 0.3 $515k 5.5k 93.70
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $505k 3.0k 166.00
Ishares Tr Core High Dv Etf (HDV) 0.3 $496k 4.1k 121.11
Booz Allen Hamilton Hldg Cor Cl A Call Option (BAH) 0.2 $461k 4.4k 104.58
S&p Global (SPGI) 0.2 $455k 896.00 508.10
Eaton Corp SHS (ETN) 0.2 $442k 1.6k 271.83
Virginia Natl Bankshares (VABK) 0.2 $420k 12k 36.08
Nextera Energy (NEE) 0.2 $412k 5.8k 70.89
Apollo Global Mgmt (APO) 0.2 $411k 3.0k 136.94
Kkr & Co (KKR) 0.2 $393k 3.4k 115.61
Norfolk Southern (NSC) 0.2 $392k 1.7k 236.85
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $388k 8.5k 45.65
PPG Industries (PPG) 0.2 $372k 3.4k 109.35
Oracle Corporation (ORCL) 0.2 $372k 2.7k 139.81
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $369k 5.1k 71.97
Palantir Technologies Cl A (PLTR) 0.2 $361k 4.3k 84.40
Arista Networks Com Shs (ANET) 0.2 $356k 4.6k 77.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $350k 626.00 559.39
McDonald's Corporation (MCD) 0.2 $345k 1.1k 312.37
Uber Technologies (UBER) 0.2 $336k 4.6k 72.86
Realty Income (O) 0.2 $331k 5.7k 58.01
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 0.2 $318k 13k 24.18
Dow (DOW) 0.2 $313k 9.0k 34.92
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $301k 5.8k 52.38
Ge Vernova (GEV) 0.2 $300k 984.00 305.28
TransDigm Group Incorporated (TDG) 0.2 $295k 213.00 1383.29
Boston Properties (BXP) 0.1 $282k 4.2k 67.19
Texas Pacific Land Corp (TPL) 0.1 $281k 212.00 1324.99
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $281k 4.9k 57.14
Amgen (AMGN) 0.1 $280k 898.00 311.55
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.1 $280k 12k 24.21
Walt Disney Company (DIS) 0.1 $273k 2.8k 98.70
Churchill Downs (CHDN) 0.1 $273k 2.5k 111.07
Cadence Design Systems (CDNS) 0.1 $259k 1.0k 254.33
Ishares Tr Select Divid Etf (DVY) 0.1 $255k 1.9k 134.29
Lightbridge Corporation (LTBR) 0.1 $255k 34k 7.46
Vertiv Holdings Com Cl A (VRT) 0.1 $247k 3.4k 72.20
Marsh & McLennan Companies (MMC) 0.1 $247k 1.0k 244.03
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $238k 3.6k 65.17
Air Products & Chemicals (APD) 0.1 $236k 800.00 294.92
Palo Alto Networks (PANW) 0.1 $227k 1.3k 170.64
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $227k 4.4k 51.78
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $221k 12k 18.59
Trex Company Call Option (TREX) 0.1 $221k 3.8k 58.10
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $219k 5.5k 40.16
United Parcel Service CL B (UPS) 0.1 $213k 1.9k 109.99
Dominion Resources (D) 0.1 $212k 3.8k 56.07
Eaton Vance Limited Duration Income Fund (EVV) 0.1 $181k 18k 9.98
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.1 $170k 12k 14.26
Kimbell Rty Partners Unit (KRP) 0.1 $140k 10k 14.00
Western Asst High Incm Opprtnty Fnd (HIO) 0.1 $124k 31k 3.98
Prospect Capital Corporation (PSEC) 0.1 $114k 28k 4.10
Rezolve Ai Ord Shs (RZLV) 0.0 $14k 12k 1.21
Tilray (TLRY) 0.0 $9.9k 15k 0.66