Dudley-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TREX",
  "HIO",
  "ARES",
  null,
  null,
  "ABBV",
  "OBDC",
  "APD",
  "ALL",
  "GOOGL",
  "T",
  "CAT",
  "AVGO",
  "AUB",
  "KRP",
  "D",
  "ETY",
  "PSEC",
  "NCDL",
  "GD",
  "HON",
  "HD",
  "MCD",
  "EVV",
  "UNP",
  "QCOM",
  null,
  "META",
  "LTBR",
  null,
  "KMI",
  "MMC",
  "TLRY",
  "MA",
  "MDT",
  "MSFT",
  "GE",
  "GPC",
  "BX",
  "IJR",
  "ANET",
  "KKR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  null,
  "PANW",
  "PEP",
  "DOW",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PPG",
  "IEFA",
  "SPGI",
  "O",
  "RTX",
  "AMT",
  "IBM",
  "SBUX",
  "TMO",
  "TDG",
  "TFC",
  "UBER",
  "UPS",
  "NEM",
  "TRGP",
  null,
  "TSM",
  "VRT",
  "AMZN",
  "TPL",
  null,
  "VOO",
  "V",
  "VABK",
  "WMT",
  "WELL",
  "WMB",
  "WPC",
  null,
  "ET",
  "DVY",
  "NSC",
  null,
  null,
  "CRM",
  null,
  "GEV",
  "ADP",
  "BRK-B",
  "BAH",
  "BMY",
  "BXP",
  "CDNS",
  "CVX",
  "CHDN",
  "CSCO",
  "KO",
  "CL",
  "COST",
  "CRDO",
  "CRWD",
  "RSP",
  "NEE",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "APO",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 125
Total Value: 185065793
Accession Number: 0001172661-25-001607
Form Type: 13F-HR
CIK: dudley-capital-management
Manager Name: Dudley-Capital-Management

Data Enrichment

90% identified

112 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

125 positions • $185.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:7.0K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$185.1M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:4.7K

Value:$2.4M

% of Portfolio:1.3% ($2.4M/$185.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:9.2K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$185.1M)

Philip Morris International Inc.

PM|718172109

Shares:14.0K

Value:$2.2M

% of Portfolio:1.2% ($2.2M/$185.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.3K

Value:$2.2M

% of Portfolio:1.2% ($2.2M/$185.1M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:9.6K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$185.1M)

464287804

IJR|464287804

Shares:19.6K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$185.1M)

GENUINE PARTS CO

GPC|372460105

Shares:16.4K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$185.1M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:66.4K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$185.1M)

PFIZER INC

PFE|717081103

Shares:71.3K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$185.1M)

ONEOK INC /NEW/

OKE|682680103

Shares:17.7K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$185.1M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:28.1K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$185.1M)

Tesla, Inc.

TSLA|88160R101

Shares:6.6K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$185.1M)

Merck & Co., Inc.

MRK|58933Y105

Shares:19.1K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$185.1M)

Meta Platforms, Inc.

META|30303M102

Shares:3.0K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$185.1M)

QUALCOMM INC/DE

QCOM|747525103

Shares:9.5K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.1M)

72201R775

Shares:15.5K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$185.1M)

NETFLIX INC

NFLX|64110L106

Shares:1.5K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$185.1M)

RTX Corp

RTX|75513E101

Shares:10.5K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$185.1M)

PEPSICO INC

PEP|713448108

Shares:9.2K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$185.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	7.0K	QoQ -6.23% (-465) YoY +1648.00% (+6.6K)	All Managers (Combined)	$2.5M	1.3% ($2.5M/$185.1M)	QoQ -3.38% (-$86.2K) YoY +1925867.96% (+$2.5M)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	4.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.4M	1.3% ($2.4M/$185.1M)	QoQ +9.10% (+$201.7K) YoY +8.62% (+$192.0K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	9.2K	QoQ -6.08% (-597) YoY -7.54% (-752)	All Managers (Combined)	$2.3M	1.2% ($2.3M/$185.1M)	QoQ +6.22% (-$134.3K) YoY +21.09% (-$399.1K)
Philip Morris International Inc.(PMcusip718172109)	14.0K	QoQ -3.77% (-547) YoY -4.73% (-694)	All Managers (Combined)	$2.2M	1.2% ($2.2M/$185.1M)	QoQ +26.92% (-$470.1K) YoY +65.37% (-$876.1K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.3K	QoQ -5.15% (-125) YoY +187.50% (+1.5K)	All Managers (Combined)	$2.2M	1.2% ($2.2M/$185.1M)	QoQ -2.11% (-$47.0K) YoY +376900.69% (+$2.2M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	9.6K	QoQ -3.25% (-324) YoY -13.33% (-1.5K)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$185.1M)	QoQ +14.78% (-$270.0K) YoY -2.28% (-$49.0K)
(IJRcusip464287804)	19.6K	QoQ +8.55% (-1.5K) YoY +30.19% (+4.6K)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$185.1M)	QoQ -1.48% (-$30.9K) YoY +24.46% (+$403.6K)
GENUINE PARTS CO(GPCcusip372460105)	16.4K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$185.1M)	QoQ +2.03% (+$39.1K) YoY -22.77% (-$576.8K)
KINDER MORGAN, INC.(KMIcusip49456B101)	66.4K	QoQ +20.43% (+11.3K) YoY +32.41% (+16.3K)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$185.1M)	QoQ +25.40% (+$383.9K) YoY +105.19% (+$971.5K)
PFIZER INC(PFEcusip717081103)	71.3K	QoQ +28.39% (+15.8K) YoY +21.78% (+12.8K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$185.1M)	QoQ +22.63% (+$333.5K) YoY +11.33% (+$183.9K)
ONEOK INC /NEW/(OKEcusip682680103)	17.7K	QoQ -3.36% (-617) YoY -2.81% (-514)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$185.1M)	QoQ -4.49% (-$82.8K) YoY +20.97% (-$304.9K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	28.1K	QoQ 0.00% (+0) YoY -0.10% (-30)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$185.1M)	QoQ +7.83% (+$124.6K) YoY +14.97% (-$223.4K)
Tesla, Inc.(TSLAcusip88160R101)	6.6K	QoQ -21.72% (-1.8K) YoY -15.67% (-1.2K)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$185.1M)	QoQ -49.77% (-$1.7M) YoY +24.71% (-$339.5K)
Merck & Co., Inc.(MRKcusip58933Y105)	19.1K	QoQ -0.35% (-67) YoY -1.89% (-368)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$185.1M)	QoQ -10.08% (-$192.0K) YoY -32.77% (-$834.4K)
Meta Platforms, Inc.(METAcusip30303M102)	3.0K	QoQ -7.78% (-250) YoY +4.48% (+127)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$185.1M)	QoQ -9.22% (-$173.4K) YoY +22.57% (+$314.4K)
QUALCOMM INC/DE(QCOMcusip747525103)	9.5K	QoQ -6.14% (-621) YoY -16.11% (-1.8K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.1M)	QoQ -6.15% (-$95.6K) YoY -24.96% (-$484.9K)
(cusip72201R775)✕	15.5K	QoQ 0.00% (+0) YoY -4.02% (-650)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$185.1M)	QoQ +2.26% (+$31.8K) YoY -2.28% (-$33.6K)
NETFLIX INC(NFLXcusip64110L106)	1.5K	QoQ -5.35% (-85) YoY -5.94% (-95)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$185.1M)	QoQ -0.97% (-$13.8K) YoY +42.77% (-$419.9K)
RTX Corp(RTXcusip75513E101)	10.5K	QoQ -0.68% (-73) YoY -3.28% (-358)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$185.1M)	QoQ +13.67% (-$167.8K) YoY +31.03% (-$330.4K)
PEPSICO INC(PEPcusip713448108)	9.2K	QoQ -1.33% (-125) YoY -5.09% (-496)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$185.1M)	QoQ -2.71% (-$38.6K) YoY -17.73% (-$298.8K)