Dudley Capital Management, LLC Top Holdings and 13F Report (2025) About Dudley Capital Management, LLCInvestment ActivityDudley Capital Management, LLC has $198.51 million in total holdings as of December 31, 2024.Dudley Capital Management, LLC owns shares of 127 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 3.08% of the portfolio was purchased this quarter.About 2.43% of the portfolio was sold this quarter.This quarter, Dudley Capital Management, LLC has purchased 126 new stocks and bought additional shares in 30 stocks.Dudley Capital Management, LLC sold shares of 42 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $15,897,926Microsoft $13,945,888NVIDIA $13,470,641Johnson & Johnson $6,730,665Chevron $6,361,339 Largest New Holdings this Quarter BLOCK INC $463,450 HoldingARISTA NETWORKS INC $359,001 HoldingCredo Technology Group $306,478 HoldingUber Technologies $273,973 HoldingGRAYSCALE BITCOIN TRUST ETF $269,951 Holding Largest Purchases this Quarter PALANTIR TECHNOLOGIES INC 11,025 shares (about $833.82K)Costco Wholesale 515 shares (about $471.92K)BLOCK INC 5,453 shares (about $463.45K)Williams Companies 6,805 shares (about $368.29K)ARISTA NETWORKS INC 3,248 shares (about $359.00K) Largest Sales this Quarter NVIDIA 2,964 shares (about $398.04K)iShares 20+ Year Treasury Bond ETF 4,385 shares (about $382.94K)Medtronic 4,690 shares (about $374.63K)Newmont 3,775 shares (about $140.51K)American Tower 760 shares (about $139.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDudley Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$15,897,926$96,662 ▼-0.6%63,4858.0%Computer and TechnologyMSFTMicrosoft$13,945,888$50,159 ▲0.4%33,0867.0%Computer and TechnologyNVDANVIDIA$13,470,641$398,036 ▼-2.9%100,3106.8%Computer and TechnologyJNJJohnson & Johnson$6,730,665$12,582 ▼-0.2%46,5403.4%MedicalCVXChevron$6,361,339$56,198 ▲0.9%43,9203.2%Oils/EnergyGOOGLAlphabet$6,317,888$84,806 ▲1.4%33,3753.2%Computer and TechnologyJPMJPMorgan Chase & Co.$5,975,970$16,540 ▲0.3%24,9303.0%FinanceXOMExxon Mobil$4,938,402$63,466 ▼-1.3%45,9092.5%Oils/EnergyBRK.BBerkshire Hathaway$4,697,341$43,062 ▼-0.9%10,3632.4%FinanceBXBlackstone$4,211,430$99,833 ▼-2.3%24,4252.1%FinanceABBVAbbVie$4,096,941$4,976 ▲0.1%23,0552.1%MedicalCOSTCostco Wholesale$4,054,870$471,923 ▲13.2%4,4252.0%Retail/WholesaleHDHome Depot$3,868,506$3,890 ▲0.1%9,9451.9%Retail/WholesaleAMZNAmazon.com$3,485,668$39,051 ▲1.1%15,8881.8%Retail/WholesaleTSLATesla$3,410,429$244,727 ▲7.7%8,4451.7%Auto/Tires/TrucksMAMastercard$3,212,077$5,266 ▼-0.2%6,1001.6%Business ServicesGOOGAlphabet$3,168,9220.0%16,6401.6%Computer and TechnologyWMTWalmart$2,908,3530.0%32,1901.5%Retail/WholesaleAVGOBroadcom$2,798,309$229,522 ▲8.9%12,0701.4%Computer and TechnologyCSCOCisco Systems$2,749,821$33,921 ▼-1.2%46,4501.4%Computer and TechnologyVVisa$2,668,0100.0%8,4421.3%Business ServicesCRWDCrowdStrike$2,551,487$20,872 ▼-0.8%7,4571.3%Computer and TechnologyKOCoca-Cola$2,495,445$60,455 ▼-2.4%40,0811.3%Consumer StaplesWMBWilliams Companies$2,260,861$368,286 ▲19.5%41,7751.1%Oils/EnergyNOCNorthrop Grumman$2,215,9870.0%4,7221.1%AerospaceIBMInternational Business Machines$2,156,362$2,638 ▼-0.1%9,8091.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$2,084,025$107,618 ▲5.4%18,0871.0%ETFGPCGenuine Parts$1,916,4990.0%16,4141.0%Retail/WholesaleMRKMerck & Co., Inc.$1,903,638$1,393 ▼-0.1%19,1361.0%MedicalMETAMeta Platforms$1,880,270$103,061 ▲5.8%3,2110.9%Computer and TechnologyOKEONEOK$1,841,721$2,912 ▲0.2%18,3440.9%Oils/EnergyAMTAmerican Tower$1,826,239$139,394 ▼-7.1%9,9570.9%FinancePMPhilip Morris International$1,746,122$5,536 ▼-0.3%14,5090.9%Consumer StaplesBMYBristol-Myers Squibb$1,590,5800.0%28,1220.8%MedicalQCOMQUALCOMM$1,552,848$95,555 ▼-5.8%10,1080.8%Computer and TechnologyKMIKinder Morgan$1,511,152$17,262 ▼-1.1%55,1520.8%Oils/EnergyPFEPfizer$1,473,237$16,900 ▼-1.1%55,5310.7%MedicalCRMSalesforce$1,425,239$3,678 ▼-0.3%4,2630.7%Computer and TechnologyPEPPepsiCo$1,425,075$19,007 ▼-1.3%9,3720.7%Consumer StaplesNFLXNetflix$1,415,416$8,913 ▼-0.6%1,5880.7%Consumer DiscretionaryPIMCO ETF TR$1,402,414$31,647 ▼-2.2%15,5100.7%ACTIVE BD ETFPALANTIR TECHNOLOGIES INC$1,287,601$833,821 ▲183.8%17,0250.6%CL ARTXRTX$1,227,259$15,623 ▼-1.3%10,6050.6%AerospaceLLYEli Lilly and Company$1,167,268$24,704 ▼-2.1%1,5120.6%MedicalPGProcter & Gamble$1,142,3670.0%6,8140.6%Consumer StaplesAUBAtlantic Union Bankshares$1,139,0890.0%30,0710.6%FinanceGEGeneral Electric$1,125,9450.0%6,7510.6%TransportationARESAres Management$1,097,5860.0%6,2000.6%FinanceVZVerizon Communications$1,086,7680.0%27,1760.5%Computer and TechnologyGDGeneral Dynamics$998,364$13,175 ▼-1.3%3,7890.5%AerospaceMOAltria Group$979,269$1,203 ▲0.1%18,7280.5%Consumer StaplesTOTLSPDR Doubleline Total Return Tactical ETF$955,601$46,874 ▼-4.7%24,2600.5%ETFOBDCBlue Owl Capital$949,838$22,680 ▼-2.3%62,8200.5%FinanceVOOVanguard S&P 500 ETF$906,2780.0%1,6820.5%ETFADPAutomatic Data Processing$855,0640.0%2,9210.4%Business ServicesMDTMedtronic$848,864$374,628 ▼-30.6%10,6270.4%MedicalUNPUnion Pacific$831,2060.0%3,6450.4%TransportationHONHoneywell International$825,628$16,942 ▼-2.0%3,6550.4%Multi-Sector ConglomeratesSBUXStarbucks$809,073$88,326 ▼-9.8%8,8670.4%Retail/WholesaleCATCaterpillar$782,439$1,451 ▼-0.2%2,1570.4%Industrial ProductsWELLWelltower$765,6320.0%6,0750.4%FinanceIEFAiShares Core MSCI EAFE ETF$745,1790.0%10,6030.4%ETFALLAllstate$712,3590.0%3,6950.4%FinanceTFCTruist Financial$708,3090.0%16,3280.4%FinanceTLTiShares 20+ Year Treasury Bond ETF$697,941$382,942 ▼-35.4%7,9920.4%ETFTRGPTarga Resources$642,6000.0%3,6000.3%Oils/EnergyWPCW. P. Carey$588,384$185,232 ▲45.9%10,8000.3%FinanceTMOThermo Fisher Scientific$563,6800.0%1,0840.3%MedicalBAHBooz Allen Hamilton$542,857$201,287 ▲58.9%4,2180.3%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$540,2340.0%3,0830.3%ETFNUVEEN CHURCHILL DIRECT LEND$540,098$343,537 ▲174.8%32,1870.3%COM SHSETNEaton$538,9570.0%1,6240.3%Industrial ProductsTAT&T$529,448$7,969 ▼-1.5%23,2520.3%Computer and TechnologyNEMNewmont$521,199$140,507 ▼-21.2%14,0030.3%Basic MaterialsJPSTJPMorgan Ultra-Short Income ETF$504,317$16,018 ▲3.3%10,0120.3%ETFCLColgate-Palmolive$500,0960.0%5,5010.3%Consumer StaplesAPOApollo Global Management$495,4800.0%3,0000.2%FinanceBLOCK INC$463,450$463,450 ▲New Holding5,4530.2%CL ASPGIS&P Global$461,176$58,768 ▲14.6%9260.2%Business ServicesKKRKKR & Co. Inc.$457,7810.0%3,0950.2%FinanceVABKVirginia National Bankshares$445,0300.0%11,6500.2%FinanceNEENextEra Energy$438,5990.0%6,1180.2%UtilitiesPPGPPG Industries$406,1300.0%3,4000.2%Basic MaterialsNSCNorfolk Southern$388,429$5,868 ▼-1.5%1,6550.2%TransportationFBNDFidelity Total Bond ETF$382,4270.0%8,5230.2%ETFSPYSPDR S&P 500 ETF Trust$372,1610.0%6350.2%FinanceDOWDOW$370,658$2,007 ▼-0.5%9,2360.2%Basic MaterialsORCLOracle$359,776$8,332 ▲2.4%2,1590.2%Computer and TechnologyARISTA NETWORKS INC$359,001$359,001 ▲New Holding3,2480.2%COM SHSDISWalt Disney$350,1960.0%3,1450.2%Consumer DiscretionaryDELLDell Technologies$329,586$103,716 ▼-23.9%2,8600.2%Computer and TechnologyCHDNChurchill Downs$328,5080.0%2,4600.2%Consumer DiscretionaryGE VERNOVA INC$323,6670.0%9840.2%COMMCDMcDonald's$321,198$3,479 ▼-1.1%1,1080.2%Retail/WholesaleCDNSCadence Design Systems$318,788$33,952 ▲11.9%1,0610.2%Computer and TechnologyBXPBoston Properties$312,312$29,744 ▲10.5%4,2000.2%FinanceTSMTaiwan Semiconductor Manufacturing$307,887$118,494 ▼-27.8%1,5590.2%Computer and TechnologyCRDOCredo Technology Group$306,478$306,478 ▲New Holding4,5600.2%Computer and TechnologyORealty Income$301,980$45,398 ▼-13.1%5,6540.2%FinanceTDGTransDigm Group$291,474$22,811 ▲8.5%2300.1%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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