Dudley Capital Management, LLC

Dudley Capital Management, LLC reported 151 holdings worth US$250M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 27, 2026

Dudley Capital Management, LLC reported 151 holdings worth US$250M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Nvidia Corporation. Filed Jul 27, 2026 (Form 13F).

Holdings
151
Value as reported
US$250M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C47,124US$16.8M6.7%
Apple Inc58,173US$16.8M6.7%
Nvidia Corporation73,756US$14.8M5.9%
Microsoft Corp.32,363US$12.1M4.8%
Johnson & Johnson44,575US$11.3M4.5%
Jp Morgan Chase & Co.24,573US$8.04M3.2%
Chevron Corporation42,822US$7.1M2.8%
Exxon Mobil Corporation46,191US$6.32M2.5%
Berkshire Hathaway Inc.12,430US$6.22M2.5%
Broadcom Inc.15,487US$5.85M2.3%
Abbvie Inc.22,307US$5.61M2.2%
Cisco Systems, Inc.46,590US$5.47M2.2%
Crowdstrike Holdings, Inc.5,636US$4.3M1.7%
Amazon.com, Inc.17,077US$4.07M1.6%
Walmart Inc.31,110US$3.52M1.4%
Home Depot, Inc. (the)9,930US$3.5M1.4%
International Business Machines Corporation12,206US$3.43M1.4%
Williams Companies, Inc. (the)43,938US$3.27M1.3%
Coca-cola Company (the)39,427US$3.2M1.3%
Tesla, Inc.7,306US$3.07M1.2%
Visa Inc.8,442US$2.9M1.2%
Mastercard Incorporated5,522US$2.84M1.1%
Kinder Morgan, Inc.83,468US$2.67M1.1%
Merck & Company, Inc.19,376US$2.49M0.99%
Philip Morris International Inc13,374US$2.42M0.97%
Northrop Grumman Corporation4,735US$2.41M0.96%
Blackstone Inc.19,363US$2.28M0.91%
Caterpillar, Inc.2,055US$2.19M0.87%
Costco Wholesale Corporation2,273US$2.13M0.85%
Ge Aerospace5,685US$2.12M0.85%
Rtx Corporation10,483US$1.99M0.79%
Genuine Parts Company16,414US$1.94M0.77%
Procter & Gamble Company (the)12,101US$1.77M0.71%
Eli Lilly And Company1,452US$1.74M0.70%
Oneok, Inc.19,184US$1.67M0.67%
Meta Platforms, Inc.2,955US$1.66M0.67%
Pfizer, Inc.68,090US$1.64M0.66%
Qualcomm Incorporated8,718US$1.61M0.64%
Bristol-myers Squibb Company27,476US$1.58M0.63%
Netflix, Inc.19,865US$1.42M0.57%
Welltower Inc.5,950US$1.35M0.54%
General Dynamics Corporation3,789US$1.34M0.54%
Verizon Communications Inc.31,281US$1.32M0.53%
Altria Group, Inc.18,218US$1.31M0.52%
Newmont Corporation13,729US$1.28M0.51%
Atlantic Union Bankshares Corporation29,321US$1.24M0.50%
Corning Incorporated4,676US$1.19M0.48%
Ge Vernova Inc.993US$1.17M0.47%
Pepsico, Inc.8,019US$1.09M0.43%
Credo Technology Group Holding Ltd3,831US$1.04M0.42%
Union Pacific Corporation3,645US$991K0.40%
Targa Resources, Inc.3,600US$965K0.39%
Vertiv Holdings, Llc2,875US$963K0.38%
Starbucks Corporation8,317US$850K0.34%
Allstate Corporation (the)3,517US$837K0.33%
American Tower Corporation (reit)5,050US$826K0.33%
Truist Financial Corporation16,222US$808K0.32%
Intel Corporation5,514US$770K0.31%
W. P. Carey Inc. Reit10,175US$728K0.29%
Arista Networks, Inc.4,087US$694K0.28%
Servicenow, Inc.6,974US$692K0.28%
Ares Management Corporation6,200US$690K0.28%
Palantir Technologies Inc.5,570US$650K0.26%
Infleqtion, Inc.48,500US$646K0.26%
Automatic Data Processing, Inc.2,746US$615K0.25%
Salesforce, Inc.3,884US$609K0.24%
Nextera Energy, Inc.6,618US$581K0.23%
Thermo Fisher Scientific Inc1,084US$543K0.22%
Virginia National Bankshares Corporation11,650US$517K0.21%
Colgate-palmolive Company5,501US$504K0.20%
Blue Owl Capital Corporation45,970US$500K0.20%
Palo Alto Networks, Inc.1,330US$454K0.18%
At&t Inc.21,761US$450K0.18%
Amgen Inc.1,195US$433K0.17%
Norfolk Southern Corporation1,352US$425K0.17%
Sterling Infrastructure, Inc.500US$420K0.17%
Novo Nordisk A/s Class B8,625US$413K0.17%
Ppg Industries, Inc.3,400US$412K0.16%
Cardinal Infrastructure Group Inc.3,900US$367K0.15%
Amphenol Corporation2,040US$360K0.14%
Apollo Global Management, Inc. (new)3,000US$355K0.14%
Goldman Sachs Group, Inc. (the)348US$352K0.14%
Viper Energy, Inc.8,290US$351K0.14%
Lam Research Corporation800US$347K0.14%
S&p Global Inc.844US$344K0.14%
Dell Technologies Inc.785US$339K0.14%
Realty Income Corporation5,345US$331K0.13%
Celestica Inc.900US$328K0.13%
Kkr & Co. Inc.3,520US$323K0.13%
Taiwan Semiconductor Manufacturing Co., Ltd.639US$305K0.12%
Applovin Corporation585US$301K0.12%
Frequency Electronics, Inc.4,500US$299K0.12%
Applied Digital Corporation7,700US$287K0.11%
Texas Pacific Land Corporation636US$278K0.11%
Ultra Clean Holdings, Inc.1,900US$271K0.11%
Marathon Petroleum Corporation1,057US$270K0.11%
Lightbridge Corporation30,000US$264K0.11%
Cadence Design Systems, Inc.697US$262K0.10%
Mcdonald's Corporation959US$259K0.10%
Air Products And Chemicals, Inc.800US$235K0.09%

Every holding of Dudley Capital Management, LLC

Source

View original at SEC

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