Dudley Capital Management

Dudley Capital Management as of June 30, 2026

Portfolio Holdings for Dudley Capital Management

Dudley Capital Management holds 147 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.7 $17M 58k 289.36
NVIDIA Corporation (NVDA) 5.9 $15M 74k 200.09
Microsoft Corporation (MSFT) 4.8 $12M 32k 373.02
Alphabet Cap Stk Cl A (GOOGL) 4.6 $11M 32k 357.37
Johnson & Johnson (JNJ) 4.5 $11M 45k 253.97
JPMorgan Chase & Co. (JPM) 3.2 $8.0M 25k 327.33
Chevron Corporation (CVX) 2.8 $7.1M 43k 165.76
Exxon Mobil Corporation (XOM) 2.5 $6.3M 46k 136.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $6.2M 12k 500.39
Broadcom (AVGO) 2.3 $5.9M 16k 377.75
Abbvie (ABBV) 2.2 $5.6M 22k 251.64
Cisco Systems (CSCO) 2.2 $5.5M 47k 117.46
Alphabet Cap Stk Cl C (GOOG) 2.2 $5.4M 15k 353.34
Crowdstrike Hldgs Cl A (CRWD) 1.7 $4.3M 5.6k 763.14
Amazon (AMZN) 1.6 $4.1M 17k 238.35
Wal-Mart Stores (WMT) 1.4 $3.5M 31k 113.26
Home Depot (HD) 1.4 $3.5M 9.9k 352.68
International Business Machines (IBM) 1.4 $3.4M 12k 281.20
Williams Companies (WMB) 1.3 $3.3M 44k 74.34
Coca-Cola Company (KO) 1.3 $3.2M 39k 81.27
Tesla Motors (TSLA) 1.2 $3.1M 7.3k 420.60
Visa Com Cl A (V) 1.2 $2.9M 8.4k 343.09
Mastercard Incorporated Cl A (MA) 1.1 $2.8M 5.5k 513.60
Kinder Morgan (KMI) 1.1 $2.7M 84k 31.97
Merck & Co (MRK) 1.0 $2.5M 19k 128.50
Philip Morris International (PM) 1.0 $2.4M 13k 180.92
Northrop Grumman Corporation (NOC) 1.0 $2.4M 4.7k 509.31
Blackstone Group Inc Com Cl A (BX) 0.9 $2.3M 19k 117.67
Caterpillar (CAT) 0.9 $2.2M 2.1k 1064.90
Costco Wholesale Corporation (COST) 0.8 $2.1M 2.3k 935.47
Ge Aerospace Com New (GE) 0.8 $2.1M 5.7k 373.74
Raytheon Technologies Corp (RTX) 0.8 $2.0M 11k 189.73
Genuine Parts Company (GPC) 0.8 $1.9M 16k 117.98
Bluerock Pvt Real Estate (BPRE) 0.7 $1.9M 143k 13.01
Procter & Gamble Company (PG) 0.7 $1.8M 12k 146.64
Eli Lilly & Co. (LLY) 0.7 $1.7M 1.5k 1199.46
Oneok (OKE) 0.7 $1.7M 19k 86.94
Meta Platforms Cl A (META) 0.7 $1.7M 3.0k 563.28
Pfizer (PFE) 0.7 $1.6M 68k 24.08
Qualcomm (QCOM) 0.6 $1.6M 8.7k 184.79
Bristol Myers Squibb (BMY) 0.6 $1.6M 28k 57.62
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.6 $1.5M 30k 50.57
Netflix (NFLX) 0.6 $1.4M 20k 71.40
Pimco Etf Tr Active Bd Etf (BOND) 0.6 $1.4M 15k 92.21
Ishares Tr Msci Acwi Ex Us (ACWX) 0.6 $1.4M 18k 76.11
Welltower Inc Com reit (WELL) 0.5 $1.4M 6.0k 226.97
General Dynamics Corporation (GD) 0.5 $1.3M 3.8k 354.24
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $1.3M 6.3k 212.77
Verizon Communications (VZ) 0.5 $1.3M 31k 42.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.3M 1.9k 686.84
Altria (MO) 0.5 $1.3M 18k 71.95
Newmont Mining Corporation (NEM) 0.5 $1.3M 14k 93.40
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.5 $1.3M 53k 24.23
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.5 $1.2M 24k 52.34
Atlantic Union B (AUB) 0.5 $1.2M 29k 42.31
Corning Incorporated (GLW) 0.5 $1.2M 4.7k 255.43
Ge Vernova (GEV) 0.5 $1.2M 993.00 1174.91
Pepsi (PEP) 0.4 $1.1M 8.0k 135.40
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.4 $1.0M 3.8k 271.95
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 0.4 $995k 41k 24.22
Union Pacific Corporation (UNP) 0.4 $991k 3.6k 272.00
Targa Res Corp (TRGP) 0.4 $965k 3.6k 268.14
Vertiv Holdings Com Cl A (VRT) 0.4 $963k 2.9k 334.82
Ishares Tr Core High Dv Etf (HDV) 0.4 $947k 35k 27.41
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.4 $880k 39k 22.37
Starbucks Corporation (SBUX) 0.3 $850k 8.3k 102.19
Allstate Corporation (ALL) 0.3 $837k 3.5k 237.94
American Tower Reit (AMT) 0.3 $826k 5.1k 163.57
Ishares Tr Core Msci Eafe (IEFA) 0.3 $821k 8.5k 96.58
Truist Financial Corp equities (TFC) 0.3 $808k 16k 49.82
Medtronic SHS (MDT) 0.3 $808k 10k 78.23
Intel Corporation (INTC) 0.3 $770k 5.5k 139.63
Servicenow Call Option (NOW) 0.3 $742k 7.5k 99.28
Wp Carey (WPC) 0.3 $728k 10k 71.50
Arista Networks Com Shs (ANET) 0.3 $694k 4.1k 169.88
Ares Management Corporation Cl A Com Stk (ARES) 0.3 $690k 6.2k 111.31
Graniteshares Etf Tr 2x Long Nbis Dly (NBIL) 0.3 $669k 12k 57.15
Palantir Technologies Cl A (PLTR) 0.3 $650k 5.6k 116.67
Infleqtion Com Shs (INFQ) 0.3 $646k 49k 13.32
Ssga Active Etf Tr St Str Total Etf (TOTL) 0.3 $642k 16k 39.47
Eaton Corp SHS (ETN) 0.3 $639k 1.5k 426.12
Ishares Tr Expanded Tech Call Option (IGV) 0.3 $628k 6.9k 90.60
Ishares Tr S&p 100 Etf (OEF) 0.2 $617k 1.7k 365.87
Automatic Data Processing (ADP) 0.2 $615k 2.7k 223.95
salesforce (CRM) 0.2 $609k 3.9k 156.67
Nextera Energy (NEE) 0.2 $581k 6.6k 87.77
Thermo Fisher Scientific (TMO) 0.2 $543k 1.1k 501.14
Virginia Natl Bankshares (VABK) 0.2 $517k 12k 44.38
Colgate-Palmolive Company (CL) 0.2 $504k 5.5k 91.68
Owl Rock Capital Corporation (OBDC) 0.2 $500k 46k 10.87
Global X Fds Artificial Etf (AIQ) 0.2 $490k 7.5k 65.61
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $461k 618.00 746.56
Palo Alto Networks (PANW) 0.2 $454k 1.3k 341.02
At&t (T) 0.2 $451k 22k 20.70
Amgen (AMGN) 0.2 $433k 1.2k 362.12
Norfolk Southern (NSC) 0.2 $425k 1.4k 314.59
Sterling Construction Company (STRL) 0.2 $420k 500.00 839.36
Novo-nordisk A S Adr (NVO) 0.2 $414k 8.6k 47.94
PPG Industries (PPG) 0.2 $412k 3.4k 121.29
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $410k 8.0k 51.05
Honeywell International (HON) 0.2 $391k 1.7k 223.90
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $386k 8.5k 45.49
Honeywell Aerospace (HONA) 0.2 $386k 1.7k 221.08
Cardinal Infrastructure Grou Cl A (CDNL) 0.1 $367k 3.9k 94.20
Amphenol Corp Cl A (APH) 0.1 $360k 2.0k 176.32
Apollo Global Mgmt (APO) 0.1 $355k 3.0k 118.31
Goldman Sachs (GS) 0.1 $352k 348.00 1012.32
Viper Energy Cl A (VNOM) 0.1 $352k 8.3k 42.40
Lam Research Corp Com New (LRCX) 0.1 $347k 800.00 433.33
S&p Global (SPGI) 0.1 $344k 844.00 407.26
Dell Technologies CL C (DELL) 0.1 $339k 785.00 431.46
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $337k 1.2k 290.60
Realty Income (O) 0.1 $331k 5.3k 61.96
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $329k 14k 22.89
Celestica (CLS) 0.1 $328k 900.00 364.80
Kkr & Co (KKR) 0.1 $323k 3.5k 91.78
Applied Digital Corp Com New (APLD) 0.1 $317k 8.5k 37.30
Graniteshares Etf Tr 2x Long Vrt Dai (VRTL) 0.1 $313k 6.0k 52.09
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $306k 2.1k 148.31
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $305k 639.00 477.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $305k 5.1k 59.69
Applovin Corp Com Cl A (APP) 0.1 $301k 585.00 515.23
Nebius Group Shs Class A (NBIS) 0.1 $300k 1.1k 276.17
Frequency Electronics (FEIM) 0.1 $299k 4.5k 66.35
Ishares Tr Select Divid Etf (DVY) 0.1 $297k 1.9k 156.30
Texas Pacific Land Corp (TPL) 0.1 $278k 636.00 437.64
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $277k 4.9k 56.48
Ultra Clean Holdings (UCTT) 0.1 $271k 1.9k 142.59
Marathon Petroleum Corp (MPC) 0.1 $270k 1.1k 255.63
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $267k 4.3k 61.46
Lightbridge Corporation (LTBR) 0.1 $264k 30k 8.79
Cadence Design Systems (CDNS) 0.1 $262k 697.00 375.32
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $260k 10k 25.25
McDonald's Corporation (MCD) 0.1 $259k 959.00 270.31
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $236k 2.2k 105.14
Air Products & Chemicals (APD) 0.1 $235k 800.00 293.18
Graniteshares Etf Tr 2x Long Nvda Etf (NVDL) 0.1 $233k 7.8k 29.81
Uber Technologies (UBER) 0.1 $226k 3.1k 72.16
Nuveen Churchill Direct Lend Com Shs (NCDL) 0.1 $221k 18k 12.42
Illinois Tool Works (ITW) 0.1 $216k 800.00 270.47
Valero Energy Corporation (VLO) 0.1 $208k 800.00 260.44
Dominion Resources (D) 0.1 $208k 3.0k 68.29
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.1 $180k 12k 14.54
Blue Owl Capital Com Cl A Call Option (OWL) 0.1 $167k 19k 8.75
Eaton Vance Limited Duration Income Fund (EVV) 0.1 $159k 17k 9.37
Kimbell Rty Partners Unit (KRP) 0.1 $145k 10k 14.53
Western Asst High Incm Opprtnty Fnd (HIO) 0.0 $113k 31k 3.64