Dudley Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$226.7M
Q ending 2026-03-31
Prior quarter
$230.0M
Q ending 2025-12-31
Change
-1.4% QoQ · +18.8% YoY
Positions
139
reported holdings
Largest positions
Top 100 of 139 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $14.8M | 58K |
| Nvidia Corporation | NVDA | Shares | $12.9M | 74K |
| Microsoft Corp | MSFT | Shares | $11.9M | 32K |
| Johnson & Johnson | JNJ | Shares | $10.9M | 45K |
| Alphabet Inc | GOOGL | Shares | $9.2M | 32K |
| Chevron Corporation | CVX | Shares | $8.8M | 42K |
| Exxon Mobil Corp | XOM | Shares | $7.8M | 46K |
| Jpmorgan Chase & Co | JPM | Shares | $7.2M | 25K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $5.9M | 12K |
| Abbvie Inc | ABBV | Shares | $4.8M | 22K |
| Broadcom Inc | AVGO | Shares | $4.8M | 15K |
| Alphabet Inc | GOOG | Shares | $4.4M | 15K |
| Walmart Inc | WMT | Shares | $3.9M | 31K |
| Cisco Sys Inc | CSCO | Shares | $3.6M | 47K |
| Amazon Com Inc | AMZN | Shares | $3.5M | 17K |
| Home Depot Inc | HD | Shares | $3.3M | 10K |
| Northrop Grumman Corp | NOC | Shares | $3.2M | 5K |
| Williams Cos Inc | WMB | Shares | $3.2M | 44K |
| Coca Cola Co | KO | Shares | $3.0M | 39K |
| Mastercard Incorporated | MA | Shares | $2.8M | 6K |
| Kinder Morgan Inc Del | KMI | Shares | $2.8M | 83K |
| Tesla Inc | TSLA | Shares | $2.7M | 7K |
| International Business Machs | IBM | Shares | $2.7M | 11K |
| Visa Inc | V | Shares | $2.6M | 8K |
| Merck & Co Inc | MRK | Shares | $2.3M | 19K |
| Blackstone Inc | BX | Shares | $2.3M | 20K |
| Costco Wholesale Corporation | COST | Shares | $2.3M | 2K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $2.3M | 6K |
| Philip Morris Intl Inc | PM | Shares | $2.2M | 13K |
| Bluerock Pvt Real Estate Fd | BPRE | Shares | $2.1M | 128K |
| Rtx Corporation | RTX | Shares | $2.0M | 10K |
| Pfizer Inc | PFE | Shares | $1.9M | 68K |
| Oneok Inc New | OKE | Shares | $1.7M | 19K |
| Genuine Parts Co | GPC | Shares | $1.7M | 16K |
| Netflix Inc. | NFLX | Shares | $1.7M | 18K |
| Meta Platforms Inc | META | Shares | $1.7M | 3K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.7M | 27K |
| Ge Aerospace | GE | Shares | $1.6M | 6K |
| Verizon Communications Inc | VZ | Shares | $1.6M | 31K |
| Newmont Corp | NEM | Shares | $1.5M | 14K |
| J P Morgan Exchange Traded F | JPST | Shares | $1.5M | 29K |
| Caterpillar Inc | CAT | Shares | $1.5M | 2K |
| Pepsico Inc | PEP | Shares | $1.4M | 9K |
| Pimco Etf Tr | BOND | Shares | $1.4M | 15K |
| Eli Lilly & Co | LLY | Shares | $1.3M | 1K |
| Ishares Tr | IBDR | Shares | $1.3M | 54K |
| General Dynamics Corp | GD | Shares | $1.3M | 4K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.3M | 7K |
| Blackrock Etf Trust Ii | BINC | Shares | $1.2M | 24K |
| Procter & Gamble Co | PG | Shares | $1.2M | 8K |
| Altria Group Inc | MO | Shares | $1.2M | 18K |
| Welltower Inc | WELL | Shares | $1.2M | 6K |
| Ishares Tr | ACWX | Shares | $1.2M | 17K |
| Qualcomm Inc | QCOM | Shares | $1.1M | 9K |
| Vanguard Index Fds | VOO | Shares | $1.1M | 2K |
| Atlantic Un Bankshares Corp | AUB | Shares | $1.0M | 29K |
| Ishares Tr | IBDS | Shares | $1.0M | 42K |
| American Tower Corp | AMT | Shares | $983K | 6K |
| Targa Res Corp | TRGP | Shares | $903K | 4K |
| Union Pac Corp | UNP | Shares | $884K | 4K |
| Ishares Tr | IBTH | Shares | $882K | 39K |
| Ge Vernova Inc | GEV | Shares | $867K | 993 |
| Medtronic Plc | Shares | $855K | 10K | |
| Honeywell Intl Inc | HONGBP | Shares | $792K | 4K |
| Ishares Tr | IEFA | Shares | $770K | 9K |
| Ishares Tr | HDV | Shares | $768K | 6K |
| Truist Finl Corp | TFC | Shares | $747K | 16K |
| Starbucks Corp | SBUX | Shares | $745K | 8K |
| Salesforce Inc | CRM | Shares | $734K | 4K |
| Allstate Corp | ALL | Shares | $729K | 4K |
| Vertiv Holdings Co | VRT | Shares | $720K | 3K |
| Wp Carey Inc | WPC | Shares | $691K | 10K |
| Ares Management Corporation | ARES | Shares | $676K | 6K |
| Palantir Technologies Inc | PLTR | Shares | $676K | 5K |
| Ssga Active Etf Tr | TOTL | Shares | $646K | 16K |
| Corning Inc | GLW | Shares | $636K | 5K |
| At&T Inc | T | Shares | $631K | 22K |
| Nextera Energy Inc | NEE | Shares | $568K | 6K |
| Automatic Data Processing In | ADP | Shares | $558K | 3K |
| Eaton Corp Plc | Shares | $549K | 2K | |
| Thermo Fisher Scientific Inc | TMO | Shares | $533K | 1K |
| Blue Owl Capital Corporation | OBDC | Shares | $512K | 46K |
| Arista Networks Inc | ANET | Shares | $496K | 4K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $477K | 8K |
| Colgate Palmolive Co | CL | Shares | $469K | 6K |
| Servicenow Inc | NOW | Shares | $450K | 4K |
| Virginia Natl Bk Chrlotsvle | VABK | Shares | $445K | 12K |
| Amgen Inc | AMGN | Shares | $433K | 1K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $402K | 618 |
| Norfolk Southn Corp | NSC | Shares | $395K | 1K |
| Viper Energy Inc | VNOM | Shares | $389K | 8K |
| Credo Technology Group Holdi | Shares | $388K | 4K | |
| Fidelity Merrimack Str Tr | FBND | Shares | $387K | 8K |
| Ishares Tr | IBTG | Shares | $372K | 16K |
| Ppg Inds Inc | PPG | Shares | $363K | 3K |
| S&P Global Inc | SPGI | Shares | $359K | 844 |
| Applovin Corp | APP | Shares | $336K | 845 |
| Apollo Global Mgmt Inc | APO | Shares | $334K | 3K |
| Realty Income Corp | O | Shares | $327K | 5K |
| Kkr & Co Inc | KKR | Shares | $326K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.