Dudley Capital Management

Dudley Capital Management as of March 31, 2026

Portfolio Holdings for Dudley Capital Management

Dudley Capital Management holds 139 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.5 $15M 58k 253.79
NVIDIA Corporation (NVDA) 5.7 $13M 74k 174.40
Microsoft Corporation (MSFT) 5.2 $12M 32k 370.17
Johnson & Johnson (JNJ) 4.8 $11M 45k 244.44
Alphabet Cap Stk Cl A (GOOGL) 4.1 $9.2M 32k 287.56
Chevron Corporation (CVX) 3.9 $8.8M 43k 206.90
Exxon Mobil Corporation (XOM) 3.4 $7.8M 46k 169.66
JPMorgan Chase & Co. (JPM) 3.2 $7.2M 25k 294.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.6 $5.9M 12k 479.20
Abbvie (ABBV) 2.1 $4.8M 22k 217.49
Broadcom (AVGO) 2.1 $4.8M 15k 309.51
Alphabet Cap Stk Cl C (GOOG) 1.9 $4.4M 15k 286.87
Wal-Mart Stores (WMT) 1.7 $3.9M 31k 124.28
Cisco Systems (CSCO) 1.6 $3.6M 47k 77.59
Amazon (AMZN) 1.6 $3.5M 17k 208.27
Home Depot (HD) 1.4 $3.3M 9.9k 328.89
Northrop Grumman Corporation (NOC) 1.4 $3.2M 4.7k 682.24
Williams Companies (WMB) 1.4 $3.2M 44k 72.78
Coca-Cola Company (KO) 1.3 $3.0M 40k 76.05
Mastercard Incorporated Cl A (MA) 1.3 $2.8M 5.7k 499.66
Kinder Morgan (KMI) 1.2 $2.8M 84k 33.53
Tesla Motors (TSLA) 1.2 $2.7M 7.3k 371.75
International Business Machines (IBM) 1.2 $2.7M 11k 242.39
Visa Com Cl A (V) 1.1 $2.6M 8.4k 302.24
Merck & Co (MRK) 1.0 $2.3M 19k 120.29
Blackstone Group Inc Com Cl A (BX) 1.0 $2.3M 20k 114.99
Costco Wholesale Corporation (COST) 1.0 $2.3M 2.3k 996.43
Crowdstrike Hldgs Cl A (CRWD) 1.0 $2.3M 5.8k 390.41
Philip Morris International (PM) 1.0 $2.2M 13k 165.34
Bluerock Pvt Real Estate (BPRE) 0.9 $2.1M 128k 16.61
Raytheon Technologies Corp (RTX) 0.9 $2.0M 11k 192.90
Pfizer (PFE) 0.8 $1.9M 68k 28.08
Oneok (OKE) 0.8 $1.7M 19k 90.39
Genuine Parts Company (GPC) 0.8 $1.7M 16k 105.75
Netflix (NFLX) 0.8 $1.7M 18k 96.15
Meta Platforms Cl A (META) 0.7 $1.7M 3.0k 572.10
Bristol Myers Squibb (BMY) 0.7 $1.7M 28k 60.65
Ge Aerospace Com New (GE) 0.7 $1.6M 5.7k 283.77
Verizon Communications (VZ) 0.7 $1.6M 31k 50.20
Newmont Mining Corporation (NEM) 0.7 $1.5M 14k 108.25
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $1.5M 29k 50.61
Caterpillar (CAT) 0.6 $1.5M 2.1k 708.29
Pepsi (PEP) 0.6 $1.4M 9.0k 155.29
Pimco Etf Tr Active Bd Etf (BOND) 0.6 $1.4M 15k 92.28
Eli Lilly & Co. (LLY) 0.6 $1.3M 1.5k 919.79
Ishares Tr Ibonds Dec2026 (IBDR) 0.6 $1.3M 54k 24.24
General Dynamics Corporation (GD) 0.6 $1.3M 3.8k 343.22
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $1.3M 6.5k 191.92
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $1.2M 24k 51.93
Procter & Gamble Company (PG) 0.5 $1.2M 8.5k 144.44
Altria (MO) 0.5 $1.2M 18k 65.99
Welltower Inc Com reit (WELL) 0.5 $1.2M 6.0k 197.71
Ishares Tr Msci Acwi Ex Us (ACWX) 0.5 $1.2M 17k 68.47
Qualcomm (QCOM) 0.5 $1.1M 8.7k 128.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.1M 1.9k 597.57
Atlantic Union B (AUB) 0.5 $1.0M 29k 35.74
Ishares Tr Ibonds 27 Etf (IBDS) 0.5 $1.0M 42k 24.24
American Tower Reit (AMT) 0.4 $983k 5.7k 172.58
Targa Res Corp (TRGP) 0.4 $903k 3.6k 250.73
Union Pacific Corporation (UNP) 0.4 $884k 3.6k 242.62
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.4 $882k 39k 22.43
Ge Vernova (GEV) 0.4 $867k 993.00 872.93
Medtronic SHS (MDT) 0.4 $855k 9.9k 86.65
Honeywell International (HON) 0.3 $792k 3.5k 226.03
Ishares Tr Core Msci Eafe (IEFA) 0.3 $770k 8.5k 90.53
Ishares Tr Core High Dv Etf (HDV) 0.3 $768k 5.7k 135.71
Truist Financial Corp equities (TFC) 0.3 $747k 16k 45.97
Starbucks Corporation (SBUX) 0.3 $745k 8.3k 89.59
salesforce (CRM) 0.3 $734k 3.9k 186.66
Allstate Corporation (ALL) 0.3 $729k 3.5k 207.34
Vertiv Holdings Com Cl A (VRT) 0.3 $720k 2.9k 250.58
Wp Carey (WPC) 0.3 $692k 10k 67.96
Ares Management Corporation Cl A Com Stk (ARES) 0.3 $676k 6.2k 109.10
Palantir Technologies Cl A (PLTR) 0.3 $676k 4.6k 146.28
Ssga Active Etf Tr State Street Dou (TOTL) 0.3 $646k 16k 39.73
Corning Incorporated (GLW) 0.3 $636k 4.7k 135.97
At&t (T) 0.3 $631k 22k 28.99
Nextera Energy (NEE) 0.3 $568k 6.1k 92.88
Automatic Data Processing (ADP) 0.2 $558k 2.7k 203.18
Eaton Corp SHS (ETN) 0.2 $549k 1.5k 357.67
Thermo Fisher Scientific (TMO) 0.2 $533k 1.1k 491.31
Owl Rock Capital Corporation (OBDC) 0.2 $512k 46k 11.06
Arista Networks Com Shs (ANET) 0.2 $496k 4.0k 122.78
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $477k 8.1k 59.03
Colgate-Palmolive Company (CL) 0.2 $469k 5.5k 85.23
Servicenow (NOW) 0.2 $450k 4.3k 104.55
Virginia Natl Bankshares (VABK) 0.2 $445k 12k 38.20
Amgen (AMGN) 0.2 $433k 1.2k 351.85
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $402k 618.00 650.16
Norfolk Southern (NSC) 0.2 $395k 1.4k 287.00
Viper Energy Cl A (VNOM) 0.2 $389k 8.3k 46.99
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.2 $388k 4.1k 93.87
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $387k 8.5k 45.62
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.2 $372k 16k 22.91
PPG Industries (PPG) 0.2 $363k 3.4k 106.88
S&p Global (SPGI) 0.2 $359k 844.00 425.34
Applovin Corp Com Cl A (APP) 0.1 $336k 845.00 398.00
Apollo Global Mgmt (APO) 0.1 $334k 3.0k 111.42
Realty Income (O) 0.1 $327k 5.3k 61.18
Kkr & Co (KKR) 0.1 $326k 3.5k 92.50
Lightbridge Corporation (LTBR) 0.1 $320k 30k 10.66
Novo-nordisk A S Adr (NVO) 0.1 $318k 8.7k 36.75
McDonald's Corporation (MCD) 0.1 $304k 979.00 310.79
Texas Pacific Land Corp (TPL) 0.1 $302k 636.00 474.56
Ishares Tr Select Divid Etf (DVY) 0.1 $288k 1.9k 151.41
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $284k 2.3k 124.31
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $282k 1.1k 248.78
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $276k 4.9k 56.68
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $274k 5.1k 54.05
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $261k 10k 25.33
Marathon Petroleum Corp (MPC) 0.1 $258k 1.1k 244.27
Walt Disney Company (DIS) 0.1 $255k 2.6k 96.38
Celestica (CLS) 0.1 $254k 900.00 281.68
Graniteshares Etf Tr 2x Long Avgo Dai (AVGU) 0.1 $245k 9.4k 26.04
Sterling Construction Company (STRL) 0.1 $244k 600.00 407.27
Intel Corporation (INTC) 0.1 $243k 5.5k 44.13
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $239k 4.3k 55.52
Air Products & Chemicals (APD) 0.1 $232k 800.00 290.49
Nuveen Churchill Direct Lend Com Shs (NCDL) 0.1 $226k 18k 12.72
Uber Technologies (UBER) 0.1 $226k 3.1k 71.93
Graniteshares Etf Tr 2x Long Vrt Dai (VRTL) 0.1 $223k 2.2k 101.35
Dow (DOW) 0.1 $221k 5.3k 41.65
Frequency Electronics (FEIM) 0.1 $221k 5.0k 44.26
Amphenol Corp Cl A (APH) 0.1 $220k 1.7k 126.35
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) 0.1 $218k 3.0k 72.57
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $216k 639.00 337.95
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $215k 11k 19.30
Palo Alto Networks (PANW) 0.1 $213k 1.3k 160.32
Illinois Tool Works (ITW) 0.1 $208k 800.00 260.29
SLB Com Stk (SLB) 0.1 $204k 4.0k 51.39
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $203k 2.2k 92.65
Dominion Resources (D) 0.1 $201k 3.2k 61.82
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.1 $169k 12k 13.79
Eaton Vance Limited Duration Income Fund (EVV) 0.1 $164k 17k 9.45
Kimbell Rty Partners Unit (KRP) 0.1 $145k 10k 14.47
Graniteshares Etf Tr 2x Long Nbis Dly (NBIL) 0.1 $143k 14k 10.36
Blue Owl Capital Com Cl A (OWL) 0.1 $124k 14k 9.13
Western Asst High Incm Opprtnty Fnd (HIO) 0.0 $113k 31k 3.63
Ampco-Pittsburgh (AP) 0.0 $74k 11k 6.72