DUDLEY CAPITAL MANAGEMENT, LLC
CIK: 0001965760SEC EDGAR →
Portfolio Value
$230.0M
Holdings
129
As of
Q4 2025
New Positions
129
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 58,107 | $15.8M | 6.87% |
| 2 | MICROSOFT CORP | 32,345 | $15.6M | 6.80% |
| 3 | NVIDIA CORPORATION | 75,420 | $14.1M | 6.12% |
| 4 | GOOGLCall ALPHABET INC | 33,135 | $10.4M | 4.51% |
| 5 | JOHNSON & JOHNSON | 45,483 | $9.4M | 4.09% |
| 6 | JPMORGAN CHASE & CO. | 24,807 | $8.0M | 3.48% |
| 7 | CHEVRON CORP NEW | 42,979 | $6.5M | 2.85% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 12,063 | $6.1M | 2.64% |
| 9 | EXXON MOBIL CORP | 46,005 | $5.5M | 2.41% |
| 10 | BROADCOM INC | 15,421 | $5.3M | 2.32% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (129)
$15.8M · 58K shares
$15.6M · 32K shares
$14.1M · 75K shares
$10.4M · 33K shares
$9.4M · 45K shares
$8.0M · 25K shares
$6.5M · 43K shares
$6.1M · 12K shares
$5.5M · 46K shares
$5.3M · 15K shares
$5.1M · 22K shares
$5.0M · 16K shares
$4.1M · 18K shares
$3.9M · 9K shares
$3.6M · 47K shares
$3.6M · 32K shares
$3.4M · 10K shares
$3.4M · 6K shares
$3.3M · 11K shares
$3.2M · 7K shares
$3.2M · 21K shares
$3.0M · 8K shares
$2.8M · 39K shares
$2.7M · 5K shares
$2.7M · 44K shares
$2.4M · 4K shares
$2.3M · 83K shares
$2.1M · 13K shares
$2.0M · 19K shares
$2.0M · 16K shares
$2.0M · 2K shares
$1.9M · 10K shares
$1.8M · 6K shares
$1.7M · 68K shares
$1.7M · 18K shares
$1.6M · 9K shares
$1.6M · 1K shares
$1.6M · 103K shares
$1.5M · 9K shares
$1.5M · 27K shares
$1.4M · 15K shares
$1.4M · 14K shares
$1.4M · 19K shares
$1.3M · 9K shares
$1.3M · 4K shares
$1.3M · 7K shares
$1.3M · 31K shares
$1.2M · 24K shares
$1.2M · 2K shares
$1.2M · 2K shares
$1.1M · 47K shares
$1.1M · 6K shares
$1.1M · 21K shares
$1.0M · 18K shares
$1.0M · 4K shares
$1.0M · 29K shares
$1.0M · 6K shares
$963K · 7K shares
$947K · 10K shares
$843K · 4K shares
$829K · 34K shares
$803K · 16K shares
$760K · 9K shares
$736K · 10K shares
$732K · 4K shares
$726K · 5K shares
$706K · 3K shares
$700K · 8K shares
$688K · 6K shares
$683K · 4K shares
$664K · 4K shares
$659K · 4K shares
$654K · 16K shares
$654K · 10K shares
$645K · 987 shares
$640K · 950 shares
$627K · 1K shares
$605K · 4K shares
$592K · 48K shares
$587K · 4K shares
$562K · 3K shares
$540K · 22K shares
$497K · 2K shares
$491K · 6K shares
$464K · 12K shares
$459K · 6K shares
$456K · 1K shares
$455K · 4K shares
$441K · 844 shares
$434K · 3K shares
$434K · 6K shares
$421K · 618 shares
$409K · 5K shares
$403K · 1K shares
$384K · 1K shares
$383K · 1K shares
$381K · 8K shares
$379K · 30K shares
$361K · 7K shares
$348K · 3K shares
$319K · 8K shares
$313K · 1K shares
$312K · 6K shares
$308K · 23K shares
$301K · 2K shares
$300K · 3K shares
$299K · 979 shares
$278K · 5K shares
$274K · 2K shares
$272K · 5K shares
$268K · 2K shares
$264K · 3K shares
$262K · 10K shares
$252K · 4K shares
$249K · 4K shares
$244K · 1K shares
$236K · 4K shares
$235K · 2K shares
$226K · 2K shares
$225K · 14K shares
$217K · 697 shares
$208K · 9K shares
$206K · 2K shares
$203K · 8K shares
$203K · 6K shares
$186K · 12K shares
$172K · 17K shares
$117K · 10K shares
$115K · 31K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 28 | $72.1M | 31.4% |
| Financial Services | 36 | $37.9M | 16.5% |
| Healthcare | 10 | $23.6M | 10.3% |
| Communication Services | 6 | $20.4M | 8.9% |
| Energy | 9 | $19.7M | 8.6% |
| Consumer Cyclical | 6 | $14.4M | 6.3% |
| Industrials | 12 | $12.8M | 5.6% |
| Consumer Defensive | 7 | $12.1M | 5.2% |
| Unknown | 7 | $10.3M | 4.5% |
| Real Estate | 4 | $3.6M | 1.6% |
| Basic Materials | 2 | $1.7M | 0.8% |
| Utilities | 2 | $1.1M | 0.5% |