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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PPG INDUSTRIES INC

PPG|693506107

Shares:3.4K

Value:$371.8K

% of Portfolio:0.2% ($371.8K/$185.1M)

ORACLE CORP

ORCL|68389X105

Shares:2.7K

Value:$371.8K

% of Portfolio:0.2% ($371.8K/$185.1M)

315948109

Shares:5.1K

Value:$369.4K

% of Portfolio:0.2% ($369.4K/$185.1M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:4.3K

Value:$360.8K

% of Portfolio:0.2% ($360.8K/$185.1M)

Arista Networks, Inc.

ANET|040413205

Shares:4.6K

Value:$355.5K

% of Portfolio:0.2% ($355.5K/$185.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:626

Value:$350.2K

% of Portfolio:0.2% ($350.2K/$185.1M)

MCDONALDS CORP

MCD|580135101

Shares:1.1K

Value:$344.9K

% of Portfolio:0.2% ($344.9K/$185.1M)

Uber Technologies, Inc

UBER|90353T100

Shares:4.6K

Value:$336.4K

% of Portfolio:0.2% ($336.4K/$185.1M)

REALTY INCOME CORP

O|756109104

Shares:5.7K

Value:$330.9K

% of Portfolio:0.2% ($330.9K/$185.1M)

46435UAA9

Shares:—

Value:$318.0K

% of Portfolio:0.2% ($318.0K/$185.1M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.9K

Value:$315.4K

% of Portfolio:0.2% ($315.4K/$185.1M)

DOW INC.

DOW|260557103

Shares:9.0K

Value:$312.8K

% of Portfolio:0.2% ($312.8K/$185.1M)

092528603

Shares:5.8K

Value:$301.2K

% of Portfolio:0.2% ($301.2K/$185.1M)

GE Vernova Inc.

GEV|36828A101

Shares:984

Value:$300.4K

% of Portfolio:0.2% ($300.4K/$185.1M)

TransDigm Group INC

TDG|893641100

Shares:213

Value:$294.6K

% of Portfolio:0.2% ($294.6K/$185.1M)

BXP, Inc.

BXP|101121101

Shares:4.2K

Value:$282.2K

% of Portfolio:0.2% ($282.2K/$185.1M)

Texas Pacific Land Corp

TPL|88262P102

Shares:212

Value:$280.9K

% of Portfolio:0.2% ($280.9K/$185.1M)

46641Q332

Shares:4.9K

Value:$280.8K

% of Portfolio:0.2% ($280.8K/$185.1M)

AMGEN INC

AMGN|031162100

Shares:898

Value:$279.8K

% of Portfolio:0.2% ($279.8K/$185.1M)

46435GAA0

Shares:—

Value:$279.6K

% of Portfolio:0.2% ($279.6K/$185.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PPG INDUSTRIES INC(PPGcusip693506107)	3.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$371.8K	0.2% ($371.8K/$185.1M)	QoQ -8.45% (-$34.3K) YoY -23.73% (-$115.7K)
ORACLE CORP(ORCLcusip68389X105)	2.7K	QoQ +23.15% (+500) YoY +43.03% (+800)	All Managers (Combined)	$371.8K	0.2% ($371.8K/$185.1M)	QoQ +3.32% (+$12.0K) YoY +59.36% (+$138.5K)
(cusip315948109)✕	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$369.4K	0.2% ($369.4K/$185.1M)	QoQ NEW(+$369.4K) YoY NEW(+$369.4K)
Palantir Technologies Inc.(PLTRcusip69608A108)	4.3K	QoQ -61.13% (-6.7K) YoY NEW(+4.3K)	All Managers (Combined)	$360.8K	0.2% ($360.8K/$185.1M)	QoQ -56.62% (-$471.1K) YoY NEW(+$360.8K)
Arista Networks, Inc.(ANETcusip040413205)	4.6K	QoQ +41.25% (-1.3K) YoY NEW(+4.6K)	All Managers (Combined)	$355.5K	0.2% ($355.5K/$185.1M)	QoQ -0.98% (-$3.5K) YoY NEW(+$355.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	626	QoQ -1.41% (-9) YoY -1.41% (-9)	All Managers (Combined)	$350.2K	0.2% ($350.2K/$185.1M)	QoQ -5.90% (-$22.0K) YoY +5.61% (-$18.6K)
MCDONALDS CORP(MCDcusip580135101)	1.1K	QoQ -0.36% (-4) YoY -1.42% (-16)	All Managers (Combined)	$344.9K	0.2% ($344.9K/$185.1M)	QoQ +7.36% (-$23.7K) YoY +9.88% (-$31.0K)
Uber Technologies, Inc(UBERcusip90353T100)	4.6K	QoQ +1.65% (+75) YoY NEW(+4.6K)	All Managers (Combined)	$336.4K	0.2% ($336.4K/$185.1M)	QoQ +22.78% (+$62.4K) YoY NEW(+$336.4K)
REALTY INCOME CORP(Ocusip756109104)	5.7K	QoQ +0.88% (+50) YoY +0.70% (+40)	All Managers (Combined)	$330.9K	0.2% ($330.9K/$185.1M)	QoQ +9.57% (+$28.9K) YoY +9.27% (+$28.1K)
(cusip46435UAA9)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$318.0K	0.2% ($318.0K/$185.1M)	QoQ NEW(+$318.0K) YoY NEW(+$318.0K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.9K	QoQ +98.12% (+941) YoY NEW(+1.9K)	All Managers (Combined)	$315.4K	0.2% ($315.4K/$185.1M)	QoQ +66.53% (+$126.0K) YoY NEW(+$315.4K)
DOW INC.(DOWcusip260557103)	9.0K	QoQ -3.00% (-278) YoY -23.69% (-2.8K)	All Managers (Combined)	$312.8K	0.2% ($312.8K/$185.1M)	QoQ -15.60% (-$57.9K) YoY -54.26% (-$371.1K)
(cusip092528603)✕	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$301.2K	0.2% ($301.2K/$185.1M)	QoQ NEW(+$301.2K) YoY NEW(+$301.2K)
GE Vernova Inc.(GEVcusip36828A101)	984	QoQ 0.00% (-0) YoY NEW(+984)	All Managers (Combined)	$300.4K	0.2% ($300.4K/$185.1M)	QoQ -7.18% (-$23.3K) YoY NEW(+$300.4K)
TransDigm Group INC(TDGcusip893641100)	213	QoQ -7.39% (-17) YoY NEW(+213)	All Managers (Combined)	$294.6K	0.2% ($294.6K/$185.1M)	QoQ +1.08% (-$3.2K) YoY NEW(+$294.6K)
BXP, Inc.(BXPcusip101121101)	4.2K	QoQ 0.00% (-0) YoY +20.00% (+700)	All Managers (Combined)	$282.2K	0.2% ($282.2K/$185.1M)	QoQ -9.64% (-$30.1K) YoY +27.39% (+$60.7K)
Texas Pacific Land Corp(TPLcusip88262P102)	212	QoQ 0.00% (+0) YoY NEW(+212)	All Managers (Combined)	$280.9K	0.2% ($280.9K/$185.1M)	QoQ +19.80% (+$46.4K) YoY NEW(+$280.9K)
(cusip46641Q332)✕	4.9K	QoQ +23.95% (+950) YoY NEW(+4.9K)	All Managers (Combined)	$280.8K	0.2% ($280.8K/$185.1M)	QoQ +23.11% (+$52.7K) YoY NEW(+$280.8K)
AMGEN INC(AMGNcusip031162100)	898	QoQ -17.23% (-187) YoY NEW(+898)	All Managers (Combined)	$279.8K	0.2% ($279.8K/$185.1M)	QoQ -1.02% (-$2.9K) YoY NEW(+$279.8K)
(cusip46435GAA0)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$279.6K	0.2% ($279.6K/$185.1M)	QoQ NEW(+$279.6K) YoY NEW(+$279.6K)