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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Walt Disney Co

DIS|254687106

Shares:2.8K

Value:$273.4K

% of Portfolio:0.1% ($273.4K/$185.1M)

Churchill Downs Inc

CHDN|171484108

Shares:2.5K

Value:$273.2K

% of Portfolio:0.1% ($273.2K/$185.1M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:1.0K

Value:$258.7K

% of Portfolio:0.1% ($258.7K/$185.1M)

464287168

DVY|464287168

Shares:1.9K

Value:$255.2K

% of Portfolio:0.1% ($255.2K/$185.1M)

LIGHTBRIDGE Corp

LTBR|53224K302

Shares:34.2K

Value:$254.9K

% of Portfolio:0.1% ($254.9K/$185.1M)

Vertiv Holdings Co

VRT|92537N108

Shares:3.4K

Value:$246.9K

% of Portfolio:0.1% ($246.9K/$185.1M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.0K

Value:$246.5K

% of Portfolio:0.1% ($246.5K/$185.1M)

Booz Allen Hamilton Holding Corp

BAH|099502106

Shares:2.3K

Value:$240.8K

% of Portfolio:0.1% ($240.8K/$185.1M)

389637109

Shares:3.6K

Value:$237.7K

% of Portfolio:0.1% ($237.7K/$185.1M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:800

Value:$235.9K

% of Portfolio:0.1% ($235.9K/$185.1M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.3K

Value:$227.0K

% of Portfolio:0.1% ($227.0K/$185.1M)

46654Q203

Shares:4.4K

Value:$226.5K

% of Portfolio:0.1% ($226.5K/$185.1M)

Energy Transfer LP

ET|29273V100

Shares:11.9K

Value:$221.0K

% of Portfolio:0.1% ($221.0K/$185.1M)

Credo Technology Group Holding Ltd

CRDO|G25457105

Shares:5.5K

Value:$219.3K

% of Portfolio:0.1% ($219.3K/$185.1M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:1.9K

Value:$213.1K

% of Portfolio:0.1% ($213.1K/$185.1M)

DOMINION ENERGY, INC

D|25746U109

Shares:3.8K

Value:$212.4K

% of Portfolio:0.1% ($212.4K/$185.1M)

AMAZON COM INC

AMZN|023135106

Shares:1.0K

Value:$190.3K

% of Portfolio:0.1% ($190.3K/$185.1M)

Eaton Vance Ltd Duration Income Fund

EVV|27828H105

Shares:18.1K

Value:$181.0K

% of Portfolio:0.1% ($181.0K/$185.1M)

Eaton Vance Tax-Managed Diversified Equity Income Fund

ETY|27828N102

Shares:11.9K

Value:$169.6K

% of Portfolio:0.1% ($169.6K/$185.1M)

Kimbell Royalty Partners, LP

KRP|49435R102

Shares:10.0K

Value:$140.0K

% of Portfolio:0.1% ($140.0K/$185.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walt Disney Co(DIScusip254687106)	2.8K	QoQ -11.92% (-375) YoY -33.34% (-1.4K)	All Managers (Combined)	$273.4K	0.1% ($273.4K/$185.1M)	QoQ -21.92% (-$76.8K) YoY -45.87% (-$231.7K)
Churchill Downs Inc(CHDNcusip171484108)	2.5K	QoQ 0.00% (-0) YoY -18.00% (-540)	All Managers (Combined)	$273.2K	0.1% ($273.2K/$185.1M)	QoQ -16.82% (-$55.3K) YoY -26.49% (-$98.5K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	1.0K	QoQ -4.14% (-44) YoY +45.07% (+316)	All Managers (Combined)	$258.7K	0.1% ($258.7K/$185.1M)	QoQ -18.86% (-$60.1K) YoY +18.21% (+$39.9K)
(DVYcusip464287168)	1.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$255.2K	0.1% ($255.2K/$185.1M)	QoQ +2.28% (+$5.7K) YoY +9.79% (+$22.8K)
LIGHTBRIDGE Corp(LTBRcusip53224K302)	34.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$254.9K	0.1% ($254.9K/$185.1M)	QoQ +57.71% (+$93.3K) YoY +149.49% (+$152.7K)
Vertiv Holdings Co(VRTcusip92537N108)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$246.9K	0.1% ($246.9K/$185.1M)	QoQ NEW(+$246.9K) YoY NEW(+$246.9K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$246.5K	0.1% ($246.5K/$185.1M)	QoQ +14.88% (+$31.9K) YoY +19.68% (+$40.5K)
Booz Allen Hamilton Holding Corp(BAHcusip099502106)	2.3K	QoQ +35.47% (+603) YoY -23.58% (-711)	All Managers (Combined)	$240.8K	0.1% ($240.8K/$185.1M)	QoQ +10.08% (+$22.1K) YoY -46.39% (-$208.4K)
(cusip389637109)✕	3.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$237.7K	0.1% ($237.7K/$185.1M)	QoQ -11.95% (-$32.3K) YoY +4.80% (+$10.9K)
Air Products & Chemicals, Inc.(APDcusip009158106)	800	QoQ 0.00% (+0) YoY NEW(+800)	All Managers (Combined)	$235.9K	0.1% ($235.9K/$185.1M)	QoQ +1.68% (+$3.9K) YoY NEW(+$235.9K)
Palo Alto Networks Inc(PANWcusip697435105)	1.3K	QoQ 0.00% (-0) YoY NEW(+1.3K)	All Managers (Combined)	$227.0K	0.1% ($227.0K/$185.1M)	QoQ -6.22% (-$15.1K) YoY NEW(+$227.0K)
(cusip46654Q203)✕	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$226.5K	0.1% ($226.5K/$185.1M)	QoQ NEW(+$226.5K) YoY NEW(+$226.5K)
Energy Transfer LP(ETcusip29273V100)	11.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$221.0K	0.1% ($221.0K/$185.1M)	QoQ -5.10% (-$11.9K) YoY +18.48% (+$34.5K)
Credo Technology Group Holding Ltd(CRDOcusipG25457105)	5.5K	QoQ +19.73% (-900) YoY NEW(+5.5K)	All Managers (Combined)	$219.3K	0.1% ($219.3K/$185.1M)	QoQ -28.45% (-$87.2K) YoY NEW(+$219.3K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	1.9K	QoQ -0.92% (-18) YoY -0.92% (-18)	All Managers (Combined)	$213.1K	0.1% ($213.1K/$185.1M)	QoQ -13.57% (-$33.5K) YoY -26.17% (-$75.5K)
DOMINION ENERGY, INC(Dcusip25746U109)	3.8K	QoQ -15.08% (-673) YoY NEW(+3.8K)	All Managers (Combined)	$212.4K	0.1% ($212.4K/$185.1M)	QoQ -11.60% (-$27.9K) YoY NEW(+$212.4K)
AMAZON COM INC(AMZNcusip023135106)	1.0K	QoQ -93.70% (-14.9K) YoY -93.23% (-13.8K)	All Managers (Combined)	$190.3K	0.1% ($190.3K/$185.1M)	QoQ -94.54% (-$3.3M) YoY -92.88% (-$2.5M)
Eaton Vance Ltd Duration Income Fund(EVVcusip27828H105)	18.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$181.0K	0.1% ($181.0K/$185.1M)	QoQ +2.14% (+$3.8K) YoY +2.88% (+$5.1K)
Eaton Vance Tax-Managed Diversified Equity Income Fund(ETYcusip27828N102)	11.9K	QoQ +0.73% (-87) YoY +3.02% (+349)	All Managers (Combined)	$169.6K	0.1% ($169.6K/$185.1M)	QoQ -3.91% (-$6.9K) YoY +10.96% (+$16.8K)
Kimbell Royalty Partners, LP(KRPcusip49435R102)	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$140.0K	0.1% ($140.0K/$185.1M)	QoQ -13.73% (-$22.3K) YoY -11.16% (-$17.6K)