Dudley Capital Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001965760

Type: FundHoldings: 125Value: $185.1MLatest: 2025Q1

DUDLEY CAPITAL MANAGEMENT, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 125 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 7

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Apple Inc.

AAPL|037833100

Shares:61.3K

Value:$13.6M

% of Portfolio:7.4% ($13.6M/$185.1M)

MICROSOFT CORP

MSFT|594918104

Shares:32.8K

Value:$12.3M

% of Portfolio:6.6% ($12.3M/$185.1M)

NVIDIA CORP

NVDA|67066G104

Shares:95.0K

Value:$10.3M

% of Portfolio:5.6% ($10.3M/$185.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:45.3K

Value:$7.5M

% of Portfolio:4.1% ($7.5M/$185.1M)

CHEVRON CORP

CVX|166764100

Shares:43.2K

Value:$7.2M

% of Portfolio:3.9% ($7.2M/$185.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:24.9K

Value:$6.1M

% of Portfolio:3.3% ($6.1M/$185.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:44.6K

Value:$5.3M

% of Portfolio:2.9% ($5.3M/$185.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:9.9K

Value:$5.3M

% of Portfolio:2.9% ($5.3M/$185.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:33.6K

Value:$5.2M

% of Portfolio:2.8% ($5.2M/$185.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:22.4K

Value:$4.7M

% of Portfolio:2.5% ($4.7M/$185.1M)

HOME DEPOT, INC.

HD|437076102

Shares:9.9K

Value:$3.6M

% of Portfolio:2.0% ($3.6M/$185.1M)

Mastercard Inc

MA|57636Q104

Shares:6.0K

Value:$3.3M

% of Portfolio:1.8% ($3.3M/$185.1M)

Blackstone Inc.

BX|09260D107

Shares:22.9K

Value:$3.2M

% of Portfolio:1.7% ($3.2M/$185.1M)

VISA INC.

V|92826C839

Shares:8.4K

Value:$3.0M

% of Portfolio:1.6% ($3.0M/$185.1M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:46.4K

Value:$2.9M

% of Portfolio:1.5% ($2.9M/$185.1M)

COCA COLA CO

KO|191216100

Shares:39.1K

Value:$2.8M

% of Portfolio:1.5% ($2.8M/$185.1M)

Walmart Inc.

WMT|931142103

Shares:31.5K

Value:$2.8M

% of Portfolio:1.5% ($2.8M/$185.1M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:43.6K

Value:$2.6M

% of Portfolio:1.4% ($2.6M/$185.1M)

Alphabet Inc.

GOOG|02079K107

Shares:16.4K

Value:$2.6M

% of Portfolio:1.4% ($2.6M/$185.1M)

Broadcom Inc.

AVGO|11135F101

Shares:15.2K

Value:$2.5M

% of Portfolio:1.4% ($2.5M/$185.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	61.3K	QoQ -3.46% (-2.2K) YoY -3.98% (-2.5K)	All Managers (Combined)	$13.6M	7.4% ($13.6M/$185.1M)	QoQ -14.36% (-$2.3M) YoY +25.43% (-$2.8M)
MICROSOFT CORP(MSFTcusip594918104)	32.8K	QoQ -0.99% (-328) YoY -0.26% (-86)	All Managers (Combined)	$12.3M	6.6% ($12.3M/$185.1M)	QoQ -11.82% (-$1.6M) YoY -11.81% (-$1.6M)
NVIDIA CORP(NVDAcusip67066G104)	95.0K	QoQ -5.06% (-5.1K) YoY +810.08% (+84.6K)	All Managers (Combined)	$10.3M	5.6% ($10.3M/$185.1M)	QoQ -23.38% (-$3.1M) YoY +9.15% (+$864.0K)
JOHNSON & JOHNSON(JNJcusip478160104)	45.3K	QoQ -2.72% (-1.3K) YoY -3.19% (-1.5K)	All Managers (Combined)	$7.5M	4.1% ($7.5M/$185.1M)	QoQ +11.55% (-$777.5K) YoY +1.74% (-$128.8K)
CHEVRON CORP(CVXcusip166764100)	43.2K	QoQ -1.75% (-769) YoY -0.58% (-255)	All Managers (Combined)	$7.2M	3.9% ($7.2M/$185.1M)	QoQ +13.47% (-$857.5K) YoY +4.54% (-$313.8K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	24.9K	QoQ -0.31% (-79) YoY +6.44% (+1.5K)	All Managers (Combined)	$6.1M	3.3% ($6.1M/$185.1M)	QoQ +2.00% (-$120.0K) YoY +31.24% (+$1.5M)
EXXON MOBIL CORP(XOMcusip30231G102)	44.6K	QoQ -2.74% (-1.3K) YoY -3.48% (-1.6K)	All Managers (Combined)	$5.3M	2.9% ($5.3M/$185.1M)	QoQ +7.52% (-$371.5K) YoY -1.88% (-$102.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	9.9K	QoQ -4.10% (-425) YoY -1.09% (-110)	All Managers (Combined)	$5.3M	2.9% ($5.3M/$185.1M)	QoQ +12.67% (-$595.4K) YoY +25.35% (-$1.1M)
Alphabet Inc.(GOOGLcusip02079K305)	33.6K	QoQ +0.71% (-239) YoY +3.51% (+1.1K)	All Managers (Combined)	$5.2M	2.8% ($5.2M/$185.1M)	QoQ -17.72% (-$1.1M) YoY +2.94% (+$148.7K)
AbbVie Inc.(ABBVcusip00287Y109)	22.4K	QoQ -2.68% (-619) YoY -2.51% (-580)	All Managers (Combined)	$4.7M	2.5% ($4.7M/$185.1M)	QoQ +14.73% (-$603.8K) YoY +12.99% (-$540.5K)
HOME DEPOT, INC.(HDcusip437076102)	9.9K	QoQ 0.00% (-0) YoY +0.10% (-10)	All Managers (Combined)	$3.6M	2.0% ($3.6M/$185.1M)	QoQ -5.78% (-$223.8K) YoY -0.31% (-$11.6K)
Mastercard Inc(MAcusip57636Q104)	6.0K	QoQ -2.45% (-150) YoY -3.79% (-235)	All Managers (Combined)	$3.3M	1.8% ($3.3M/$185.1M)	QoQ +1.53% (-$49.2K) YoY +10.22% (-$302.4K)
Blackstone Inc.(BXcusip09260D107)	22.9K	QoQ -6.33% (-1.5K) YoY -10.34% (-2.6K)	All Managers (Combined)	$3.2M	1.7% ($3.2M/$185.1M)	QoQ -24.06% (-$1.0M) YoY -4.35% (-$145.6K)
VISA INC.(Vcusip92826C839)	8.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.0M	1.6% ($3.0M/$185.1M)	QoQ +10.89% (+$290.6K) YoY +25.93% (+$609.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	46.4K	QoQ -0.06% (-31) YoY -11.39% (-6.0K)	All Managers (Combined)	$2.9M	1.5% ($2.9M/$185.1M)	QoQ +4.17% (-$114.7K) YoY +9.27% (-$243.1K)
COCA COLA CO(KOcusip191216100)	39.1K	QoQ -2.45% (-985) YoY -4.75% (-2.0K)	All Managers (Combined)	$2.8M	1.5% ($2.8M/$185.1M)	QoQ +12.20% (-$304.6K) YoY +12.41% (-$309.2K)
Walmart Inc.(WMTcusip931142103)	31.5K	QoQ -2.18% (-702) YoY -2.15% (-695)	All Managers (Combined)	$2.8M	1.5% ($2.8M/$185.1M)	QoQ -4.95% (-$144.1K) YoY +43.15% (-$833.3K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	43.6K	QoQ +4.43% (+1.9K) YoY +25.00% (+8.7K)	All Managers (Combined)	$2.6M	1.4% ($2.6M/$185.1M)	QoQ +15.31% (+$346.3K) YoY +92.18% (+$1.3M)
Alphabet Inc.(GOOGcusip02079K107)	16.4K	QoQ -1.62% (-270) YoY -4.38% (-750)	All Managers (Combined)	$2.6M	1.4% ($2.6M/$185.1M)	QoQ -19.29% (-$611.4K) YoY -4.54% (-$121.8K)
Broadcom Inc.(AVGOcusip11135F101)	15.2K	QoQ +25.89% (-3.1K) YoY +1294.12% (+14.1K)	All Managers (Combined)	$2.5M	1.4% ($2.5M/$185.1M)	QoQ -9.07% (-$254.0K) YoY +72.86% (+$1.1M)