DUDLEY CAPITAL MANAGEMENT, LLC
Q2 2026 13F filing
Updated 48 days ago151 disclosed positions worth $250.3M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $16.8M | 58.2K | 6.73% | Trimmed(-0.5%) |
| 2 | N NVDA NVIDIA CORPORATION | $14.8M | 73.8K | 5.90% | Trimmed(-0.6%) |
| 3 | M MSFT MICROSOFT CORP | $12.1M | 32.4K | 4.82% | Added(+0.9%) |
| 4 | G GOOGN ALPHABET INC | $11.4M | 32.0K | 4.57% | Added(+0.3%) |
| 5 | J JNJ JOHNSON & JOHNSON | $11.3M | 44.6K | 4.52% | Added(+0.0%) |
| 6 | J JPM-PM JPMORGAN CHASE & CO | $8M | 24.6K | 3.21% | Added(0.0%) |
| 7 | C CVX CHEVRON CORPORATION | $7.1M | 42.8K | 2.84% | Added(+0.8%) |
| 8 | X XOM EXXON MOBIL CORP | $6.3M | 46.2K | 2.52% | Added(+0.6%) |
| 9 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $6.2M | 12.4K | 2.48% | Added(+0.9%) |
| 10 | A AVGO BROADCOM INC | $5.9M | 15.5K | 2.34% | Added(+0.8%) |
| 11 | A ABBV ABBVIE INC | $5.6M | 22.3K | 2.24% | Added(+0.1%) |
| 12 | C CSCO CISCO SYS INC | $5.5M | 46.6K | 2.19% | Added(+0.0%) |
| 13 | G GOOGN ALPHABET INC | $5.4M | 15.3K | 2.15% | Trimmed(-0.7%) |
| 14 | C CRWD CROWDSTRIKE HLDGS INC | $4.3M | 5.6K | 1.72% | Trimmed(-2.6%) |
| 15 | A AMZN AMAZON COM INC | $4.1M | 17.1K | 1.63% | Added(+0.3%) |
| 16 | W WMT WALMART INC | $3.5M | 31.1K | 1.41% | Added(+0.0%) |
| 17 | H HD HOME DEPOT INC | $3.5M | 9.9K | 1.40% | Unchanged |
| 18 | I IBM INTERNATIONAL BUSINESS MACHS | $3.4M | 12.2K | 1.37% | Added(+8.8%) |
| 19 | F FBTC WILLIAMS COS INC | $3.3M | 43.9K | 1.30% | Added(+0.1%) |
| 20 | K KO COCA COLA CO | $3.2M | 39.4K | 1.28% | Trimmed(-0.2%) |
| 21 | T TSLA TESLA INC | $3.1M | 7.3K | 1.23% | Trimmed(-0.2%) |
| 22 | V V VISA INC | $2.9M | 8.4K | 1.16% | Unchanged |
| 23 | M MA MASTERCARD INCORPORATED | $2.8M | 5.5K | 1.13% | Trimmed(-3.2%) |
| 24 | E EP-PC KINDER MORGAN INC DEL | $2.7M | 83.5K | 1.07% | Trimmed(-0.0%) |
| 25 | M MRK MERCK & CO INC | $2.5M | 19.4K | 0.99% | Added(+0.0%) |
| 26 | P PM PHILIP MORRIS INTL INC | $2.4M | 13.4K | 0.97% | Added(+0.0%) |
| 27 | N NOC NORTHROP GRUMMAN CORP | $2.4M | 4.7K | 0.96% | Unchanged |
| 28 | B BX BLACKSTONE INC | $2.3M | 19.4K | 0.91% | Trimmed(-3.5%) |
| 29 | C CAT CATERPILLAR INC | $2.2M | 2.1K | 0.87% | Unchanged |
| 30 | C COST COSTCO WHOLESALE CORPORATION | $2.1M | 2.3K | 0.85% | Unchanged |
| 31 | G GE GE AEROSPACE | $2.1M | 5.7K | 0.85% | Unchanged |
| 32 | R RTX RTX CORPORATION | $2M | 10.5K | 0.79% | Trimmed(-0.1%) |
| 33 | G GPC GENUINE PARTS CO | $1.9M | 16.4K | 0.77% | Unchanged |
| 34 | B BPRE BLUEROCK PVT REAL ESTATE FD | $1.9M | 143.4K | 0.75% | Added(+11.7%) |
| 35 | P PG PROCTER & GAMBLE CO | $1.8M | 12.1K | 0.71% | Added(+42.9%) |
| 36 | L LLY ELI LILLY & CO | $1.7M | 1.5K | 0.70% | Unchanged |
| 37 | O OKE ONEOK INC NEW | $1.7M | 19.2K | 0.67% | Trimmed(-0.1%) |
| 38 | M META META PLATFORMS INC | $1.7M | 3.0K | 0.67% | Trimmed(-0.3%) |
| 39 | P PFE PFIZER INC | $1.6M | 68.1K | 0.66% | Added(+0.1%) |
| 40 | Q QCOM QUALCOMM INC | $1.6M | 8.7K | 0.64% | Trimmed(-0.1%) |
| 41 | C CELG-RI BRISTOL-MYERS SQUIBB CO | $1.6M | 27.5K | 0.63% | Unchanged |
| 42 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $1.5M | 29.8K | 0.60% | Added(+1.6%) |
| 43 | N NFLX NETFLIX INC. | $1.4M | 19.9K | 0.57% | Added(+11.1%) |
| 44 | P PDI PIMCO ETF TR | $1.4M | 15.0K | 0.55% | Unchanged |
| 45 | E ETHA ISHARES TR | $1.4M | 18.1K | 0.55% | Added(+4.5%) |
| 46 | W WELL WELLTOWER INC | $1.4M | 6.0K | 0.54% | Trimmed(-1.2%) |
| 47 | G GD GENERAL DYNAMICS CORP | $1.3M | 3.8K | 0.54% | Unchanged |
| 48 | I IVZ INVESCO EXCHANGE TRADED FD T | $1.3M | 6.3K | 0.54% | Trimmed(-3.6%) |
| 49 | V VZ VERIZON COMMUNICATIONS INC | $1.3M | 31.3K | 0.53% | Added(+1.3%) |
| 50 | V VGES VANGUARD INDEX FDS | $1.3M | 1.9K | 0.53% | Added(+2.9%) |