Investor
DUDLEY CAPITAL MANAGEMENT, LLC
CIK 0001965760 · filed 2026-05-05 · SEC filing
13F book
$226.7M
Positions
139
16 new · 6 sold
Largest name
6.5%
Apple Inc. · AAPL
Est. mark
−$3.52M
Price effect on 123 names still held. Flow $2.22M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 58.4K | $14.8M | 6.5% | −$1.05M | Added−$966.2K |
| Nvidia Corp | NVDA | 74.2K | $12.9M | 5.7% | −$897.7K | Cut−$1.13M |
| Microsoft Corp | MSFT | 32.1K | $11.9M | 5.2% | −$3.64M | Cut−$3.77M |
| Johnson & Johnson | JNJ | 44.6K | $10.9M | 4.8% | $1.67M | Cut$1.48M |
| Alphabet Inc | — | 31.9K | $9.18M | 4.1% | −$812.6K | Cut−$935.9K |
| Chevron Corp New | CVX | 42.5K | $8.79M | 3.9% | $2.31M | Cut$2.24M |
| Exxon Mobil Corp | — | 45.9K | $7.79M | 3.4% | $2.26M | Cut$2.25M |
| Jpmorgan Chase & Co. | — | 24.6K | $7.23M | 3.2% | −$689.5K | Cut−$765.2K |
| Berkshire Hathaway Inc Del | — | 12.3K | $5.9M | 2.6% | −$282.9K | Added−$161.2K |
| AbbVie Inc. | ABBV | 22.3K | $4.85M | 2.1% | −$244.3K | Added−$229.1K |
| Broadcom Inc. | AVGO | 15.4K | $4.76M | 2.1% | −$562.4K | Cut−$580K |
| Alphabet Inc | — | 15.4K | $4.41M | 1.9% | −$413.8K | Cut−$636K |
| Walmart Inc. | WMT | 31.1K | $3.87M | 1.7% | $400.3K | Cut$285.9K |
| Cisco Sys Inc | — | 46.6K | $3.61M | 1.6% | $26.1K | Added$26.8K |
| Amazon Com Inc | AMZN | 17K | $3.55M | 1.6% | −$384K | Cut−$430.1K |
| Home Depot, Inc. | HD | 9.93K | $3.27M | 1.4% | −$151K | Held |
| Northrop Grumman Corp | — | 4.74K | $3.23M | 1.4% | $530.5K | Held |
| Williams Cos Inc | — | 43.9K | $3.2M | 1.4% | $556.5K | Cut$539.8K |
| Coca Cola Co | KO | 39.5K | $3M | 1.3% | $242.5K | Held |
| Mastercard Inc | MA | 5.7K | $2.85M | 1.3% | −$406.1K | Cut−$530.5K |
| Kinder Morgan Inc Del | — | 83.5K | $2.8M | 1.2% | $504K | Added$505.3K |
| Tesla, Inc. | TSLA | 7.32K | $2.72M | 1.2% | −$570.6K | Cut−$572.8K |
| International Business Machs | — | 11.2K | $2.72M | 1.2% | −$603.9K | Cut−$610.5K |
| Visa Inc. | V | 8.44K | $2.55M | 1.1% | −$409.2K | Held |
| Merck & Co., Inc. | MRK | 19.4K | $2.33M | 1.0% | $291K | Added$292K |
| Blackstone Inc. | BX | 20.1K | $2.31M | 1.0% | −$785.3K | Cut−$896.6K |
| Costco Whsl Corp New | — | 2.27K | $2.26M | 1.0% | $304.8K | Cut$266K |
| Crowdstrike Hldgs Inc | — | 5.79K | $2.26M | 1.0% | −$453.3K | Cut−$947.4K |
| Philip Morris Intl Inc | — | 13.4K | $2.21M | 1.0% | $66K | Added$66.5K |
| Bluerock Pvt Real Estate Fd | — | 128.4K | $2.13M | 0.9% | $166.5K | Added$581.9K |
| RTX Corp | RTX | 10.5K | $2.02M | 0.9% | $99.7K | Added$99.9K |
| Pfizer Inc | PFE | 68.1K | $1.91M | 0.8% | $216.3K | Added$217.3K |
| Oneok Inc /New/ | OKE | 19.2K | $1.74M | 0.8% | $316.6K | Added$358.8K |
| Genuine Parts Co | GPC | 16.4K | $1.74M | 0.8% | −$282.5K | Held |
| Netflix Inc | NFLX | 17.9K | $1.72M | 0.8% | $42.7K | Cut$38.1K |
| Meta Platforms, Inc. | META | 2.96K | $1.7M | 0.7% | −$260.6K | Cut−$287K |
| Bristol-Myers Squibb Co | — | 27.5K | $1.67M | 0.7% | $184.4K | Held |
| Ge Aerospace | — | 5.68K | $1.61M | 0.7% | −$137.9K | Cut−$145.6K |
| Verizon Communications Inc | VZ | 30.9K | $1.55M | 0.7% | $290.7K | Added$300K |
| Newmont Corp | — | 13.7K | $1.49M | 0.7% | $115.3K | Cut$105.4K |
| J P Morgan Exchange Traded F | — | 29.4K | $1.49M | 0.7% | $408 | Added$399.8K |
| Caterpillar Inc | CAT | 2.06K | $1.46M | 0.6% | $278.3K | Cut$277.7K |
| Pepsico Inc | PEP | 8.97K | $1.39M | 0.6% | $105.6K | Held |
| Pimco Etf Tr | — | 15K | $1.39M | 0.6% | −$12K | Held |
| Eli Lilly & Co | LLY | 1.45K | $1.34M | 0.6% | −$224.9K | Cut−$249.6K |
| Ishares Tr | — | 54K | $1.31M | 0.6% | $475 | Added$163.1K |
| General Dynamics Corp | GD | 3.79K | $1.3M | 0.6% | $24.9K | Held |
| Invesco Exchange Traded Fd T | — | 6.54K | $1.26M | 0.6% | $2.36K | Held |
| Blackrock Etf Trust Ii | — | 23.6K | $1.23M | 0.5% | −$19.8K | Added−$19.6K |
| Procter And Gamble Co | PG | 8.47K | $1.22M | 0.5% | $7.6K | Added$259.8K |
| Altria Group, Inc. | MO | 18.2K | $1.2M | 0.5% | $151.4K | Added$152.9K |
| Welltower Inc. | WELL | 6.03K | $1.19M | 0.5% | $72.9K | Held |
| Ishares Tr | — | 17.4K | $1.19M | 0.5% | — | New |
| Qualcomm Inc | — | 8.72K | $1.12M | 0.5% | −$368.8K | Cut−$466.5K |
| Vanguard Index Fds | — | 1.86K | $1.11M | 0.5% | −$55.1K | Held |
| Atlantic Un Bankshares Corp | — | 29.3K | $1.05M | 0.5% | $12.9K | Held |
| Ishares Tr | — | 42.2K | $1.02M | 0.5% | −$1.37K | Added$192.6K |
| American Tower Corp New | — | 5.7K | $982.9K | 0.4% | −$17K | Cut−$563K |
| Targa Res Corp | — | 3.6K | $902.6K | 0.4% | $238.4K | Held |
| Union Pac Corp | — | 3.65K | $884.4K | 0.4% | $41.2K | Held |
| Ishares Tr | — | 39.3K | $882.1K | 0.4% | — | New |
| GE Vernova Inc. | GEV | 993 | $866.8K | 0.4% | $216.5K | Added$221.7K |
| Medtronic Plc | MDT | 9.86K | $854.7K | 0.4% | −$92.8K | Held |
| Honeywell Intl Inc | — | 3.5K | $792.2K | 0.3% | $108.4K | Held |
| Ishares Tr | — | 8.5K | $769.7K | 0.3% | $9.1K | Held |
| Ishares Tr | — | 5.66K | $768.3K | 0.3% | $79.9K | Held |
| Truist Finl Corp | — | 16.3K | $747.2K | 0.3% | −$52.6K | Cut−$56.3K |
| Starbucks Corp | SBUX | 8.31K | $745K | 0.3% | $44.7K | Added$44.9K |
| Salesforce, Inc. | CRM | 3.93K | $734.3K | 0.3% | −$307.9K | Added−$307.7K |
| Allstate Corp | — | 3.52K | $729.2K | 0.3% | −$2.85K | Held |
| Vertiv Holdings Co | VRT | 2.88K | $720.4K | 0.3% | $254.6K | Cut$157.4K |
| Wp Carey Inc | — | 10.2K | $691.5K | 0.3% | $36.6K | Held |
| Ares Management Corporation | — | 6.2K | $676.4K | 0.3% | −$325.7K | Held |
| Palantir Technologies Inc. | PLTR | 4.62K | $675.8K | 0.3% | −$116.8K | Added$16.4K |
| Ssga Active Etf Tr | — | 16.3K | $646.2K | 0.3% | −$8.46K | Held |
| Corning Inc | — | 4.68K | $635.8K | 0.3% | $226.4K | Held |
| At&T Inc | — | 21.8K | $630.9K | 0.3% | $90.3K | Held |
| Nextera Energy Inc | — | 6.12K | $568.2K | 0.3% | $77.1K | Held |
| Automatic Data Processing In | — | 2.75K | $557.9K | 0.2% | −$148.4K | Held |
| Eaton Corp Plc | ETN | 1.53K | $548.7K | 0.2% | $56.2K | Added$91.9K |
| Thermo Fisher Scientific Inc. | TMO | 1.08K | $532.6K | 0.2% | −$95.3K | Held |
| Blue Owl Capital Corporation | — | 46.3K | $511.7K | 0.2% | −$63.4K | Cut−$80.8K |
| Arista Networks, Inc. | ANET | 4.04K | $495.7K | 0.2% | −$33.3K | Cut−$91.6K |
| Fidelity Wise Origin Bitcoin | — | 8.08K | $477.1K | 0.2% | −$139K | Cut−$259.1K |
| Colgate Palmolive Co | CL | 5.5K | $468.9K | 0.2% | $34.2K | Held |
| ServiceNow, Inc. | NOW | 4.3K | $449.6K | 0.2% | −$209.2K | Cut−$276.6K |
| Virginia Natl Bankshares Cor | — | 11.7K | $445K | 0.2% | −$19.2K | Held |
| Amgen Inc | AMGN | 1.23K | $432.8K | 0.2% | $30.2K | Cut$29.2K |
| Spdr S&P 500 Etf Tr | — | 618 | $401.8K | 0.2% | −$19.5K | Held |
| Norfolk Southn Corp | — | 1.38K | $395.2K | 0.2% | −$2.28K | Added$12.1K |
| Viper Energy, Inc. | VNOM | 8.28K | $388.8K | 0.2% | $69.1K | Added$69.6K |
| Credo Technology Group Holdi | — | 4.13K | $387.8K | 0.2% | −$206.6K | Cut−$217.6K |
| Fidelity Merrimack Str Tr | — | 8.48K | $386.9K | 0.2% | −$3.48K | Added$5.65K |
| Ishares Tr | — | 16.2K | $371.8K | 0.2% | $365 | Added$163.1K |
| Ppg Inds Inc | — | 3.4K | $363.4K | 0.2% | $15K | Held |
| S&P Global Inc. | SPGI | 844 | $359K | 0.2% | −$82.1K | Held |
| Applovin Corp | APP | 845 | $336.3K | 0.1% | −$233.1K | Cut−$303.8K |
| Apollo Global Mgmt Inc | — | 3K | $334.3K | 0.1% | −$100K | Held |
| Realty Income Corp | O | 5.34K | $327K | 0.1% | $25.7K | Cut$14.4K |
| Kkr & Co Inc | — | 3.52K | $325.6K | 0.1% | −$123.1K | Cut−$129.5K |
| Lightbridge Corp | LTBR | 30K | $319.8K | 0.1% | −$59.4K | Held |
| Novo-Nordisk A S | — | 8.65K | $318.1K | 0.1% | −$100.3K | Added−$43.2K |
| Mcdonalds Corp | MCD | 979 | $304.3K | 0.1% | $5.05K | Held |
| Texas Pacific Land Corporati | — | 636 | $301.8K | 0.1% | — | New |
| Ishares Tr | — | 1.9K | $287.7K | 0.1% | $19.5K | Held |
| Ishares Tr | — | 2.28K | $283.8K | 0.1% | $9.43K | Held |
| Ishares Tr | — | 1.14K | $282.4K | 0.1% | −$31.9K | Added−$30.7K |
| J P Morgan Exchange Traded F | — | 4.87K | $276.1K | 0.1% | −$2.7K | Cut−$2.76K |
| Vanguard Intl Equity Index F | — | 5.07K | $274.3K | 0.1% | $1.47K | Held |
| Ishares Tr | — | 10.3K | $260.9K | 0.1% | −$1.29K | Held |
| Marathon Pete Corp | — | 1.05K | $257.5K | 0.1% | — | New |
| Disney Walt Co | — | 2.65K | $254.9K | 0.1% | −$46K | Held |
| Celestica Inc | CLS | 900 | $253.5K | 0.1% | −$12.5K | Cut−$130.8K |
| Graniteshares Etf Tr | — | 9.4K | $244.7K | 0.1% | — | New |
| Sterling Infrastructure, Inc. | STRL | 600 | $244.4K | 0.1% | — | New |
| Intel Corp | INTC | 5.51K | $243.3K | 0.1% | $39.9K | Held |
| J P Morgan Exchange Traded F | — | 4.3K | $238.8K | 0.1% | −$11.2K | Cut−$13.6K |
| Air Prods & Chems Inc | — | 800 | $232.4K | 0.1% | — | New |
| Nuveen Churchill Direct Lend | — | 17.8K | $225.8K | 0.1% | −$11K | Cut−$82.4K |
| Uber Technologies, Inc | UBER | 3.14K | $225.6K | 0.1% | −$30.7K | Cut−$145.1K |
| Graniteshares Etf Tr | — | 2.2K | $223K | 0.1% | — | New |
| Dow Inc. | DOW | 5.32K | $221.4K | 0.1% | — | New |
| Frequency Electrs Inc | — | 5K | $221.3K | 0.1% | −$42.2K | Added−$15.6K |
| Amphenol Corp New | — | 1.74K | $219.8K | 0.1% | −$15.3K | Held |
| Graniteshares Etf Tr | — | 3K | $217.7K | 0.1% | −$46.3K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 639 | $215.9K | 0.1% | $21.8K | Held |
| Energy Transfer L P | — | 11.2K | $215.3K | 0.1% | $31.4K | Cut−$9.87K |
| Palo Alto Networks Inc | PANW | 1.33K | $213.2K | 0.1% | −$31.8K | Held |
| Illinois Tool Wks Inc | — | 800 | $208.2K | 0.1% | — | New |
| Slb Limited/Nv | SLB | 3.97K | $203.9K | 0.1% | — | New |
| Ishares Tr | — | 2.19K | $203.4K | 0.1% | — | New |
| Dominion Energy, Inc | D | 3.25K | $200.6K | 0.1% | — | New |
| Eaton Vance Tax-Managed Dive | — | 12.3K | $169K | 0.1% | −$18.8K | Added−$17.5K |
| Eaton Vance Limited Duration | — | 17.4K | $164.3K | 0.1% | −$8K | Held |
| Kimbell Rty Partners Lp | — | 10K | $144.7K | 0.1% | $27.1K | Held |
| Graniteshares Etf Tr | — | 13.8K | $143K | 0.1% | — | New |
| Blue Owl Capital Inc | — | 13.6K | $124.4K | 0.1% | — | New |
| Western Asset High Income Op | — | 31.1K | $112.9K | 0.1% | −$2.49K | Held |
| Ampco-Pittsburg Corp | — | 11K | $73.9K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.