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DUDLEY CAPITAL MANAGEMENT, LLC

Q3 2026 13F filing

Updated 13 days ago

145 disclosed positions worth $258.3M

Portfolio value
$258.3M
Total holdings
145
New positions
8
Closed positions
12
Increased
32
Decreased
48
Turnover
13.8%
Filed
2026-10-23

Full holdings

Every line item disclosed in Q3 2026

A

APPLE INC

-0.3%
Value
$19.3M
Shares
58.0K
% Port
7.48%
N

NVIDIA CORPORATION

-0.1%
Value
$16.8M
Shares
73.7K
% Port
6.52%
M

MICROSOFT CORP

-0.4%
Value
$16.5M
Shares
32.2K
% Port
6.40%
J
4.JNJ

JOHNSON & JOHNSON

0.0%
Value
$11.8M
Shares
44.6K
% Port
4.57%
G

ALPHABET INC

-0.2%
Value
$11M
Shares
32.0K
% Port
4.26%
C
6.CVX

CHEVRON CORPORATION

+0.0%
Value
$8.7M
Shares
42.8K
% Port
3.39%
J

JPMORGAN CHASE & CO

Unchanged
Value
$8.1M
Shares
24.6K
% Port
3.15%
X
8.XOM

EXXONMOBIL HOLDINGS CORP

Value
$7.5M
Shares
46.2K
% Port
2.91%
B

BERKSHIRE HATHAWAY INC DEL

-0.0%
Value
$6.2M
Shares
12.4K
% Port
2.40%
C
10.CRWD

CROWDSTRIKE HLDGS INC

+296.4%
Value
$5.9M
Shares
22.3K
% Port
2.29%
A
11.ABBV

ABBVIE INC

+0.0%
Value
$5.8M
Shares
22.3K
% Port
2.26%
A
12.AVGO

BROADCOM INC

-2.0%
Value
$5.3M
Shares
15.2K
% Port
2.06%
C
13.CSCO

CISCO SYS INC

-0.3%
Value
$5M
Shares
46.5K
% Port
1.94%
G

ALPHABET INC

-3.9%
Value
$5M
Shares
14.7K
% Port
1.93%
A
15.AMZN

AMAZON COM INC

+2.5%
Value
$4.4M
Shares
17.5K
% Port
1.69%
K
16.KO

COCA COLA CO

0.0%
Value
$3.4M
Shares
39.4K
% Port
1.31%
W
17.WMT

WALMART INC

-1.6%
Value
$3.2M
Shares
30.6K
% Port
1.23%
M
18.MA

MASTERCARD INCORPORATED

Unchanged
Value
$3M
Shares
5.5K
% Port
1.18%
V
19.V

VISA INC

Unchanged
Value
$3M
Shares
8.4K
% Port
1.17%
F
20.FBTC

WILLIAMS COS INC

-0.5%
Value
$3M
Shares
43.7K
% Port
1.15%
H
21.HD

HOME DEPOT INC

Unchanged
Value
$2.8M
Shares
9.9K
% Port
1.09%
M
22.MRK

MERCK & CO INC

+0.0%
Value
$2.8M
Shares
19.4K
% Port
1.09%
T
23.TSLA

TESLA INC

Unchanged
Value
$2.6M
Shares
7.3K
% Port
1.00%
P
24.PM

PHILIP MORRIS INTL INC

+0.0%
Value
$2.6M
Shares
13.4K
% Port
0.99%
E

KINDER MORGAN INC DEL

-0.4%
Value
$2.5M
Shares
83.1K
% Port
0.97%
N
26.NOC

NORTHROP GRUMMAN CORP

Unchanged
Value
$2.3M
Shares
4.7K
% Port
0.89%
B
27.BX

BLACKSTONE INC

-0.1%
Value
$2.2M
Shares
19.4K
% Port
0.84%
M
28.META

META PLATFORMS INC

Unchanged
Value
$2.1M
Shares
3.0K
% Port
0.83%
I
29.IBM

INTERNATIONAL BUSINESS MACHS

-20.8%
Value
$2.1M
Shares
9.7K
% Port
0.82%
G
30.GPC

GENUINE PARTS CO

Unchanged
Value
$2.1M
Shares
16.4K
% Port
0.80%
C
31.CAT

CATERPILLAR INC

+19.2%
Value
$2M
Shares
2.4K
% Port
0.77%
P
32.PFE

PFIZER INC

+0.9%
Value
$2M
Shares
68.7K
% Port
0.76%
R
33.RTX

RTX CORPORATION

-0.2%
Value
$1.9M
Shares
10.5K
% Port
0.75%
C
34.COST

COSTCO WHOLESALE CORPORATION

-8.6%
Value
$1.9M
Shares
2.1K
% Port
0.73%
B
35.BPRE

BLUEROCK PVT REAL ESTATE FD

+3.3%
Value
$1.9M
Shares
148.1K
% Port
0.72%
P
36.PG

PROCTER & GAMBLE CO

+1.7%
Value
$1.8M
Shares
12.3K
% Port
0.69%
C

BRISTOL-MYERS SQUIBB CO

Unchanged
Value
$1.7M
Shares
27.5K
% Port
0.66%
L
38.LLY

ELI LILLY & CO

Unchanged
Value
$1.7M
Shares
1.5K
% Port
0.65%
G
39.GE

GE AEROSPACE

-7.7%
Value
$1.6M
Shares
5.2K
% Port
0.63%
Q
40.QCOM

QUALCOMM INC

+0.0%
Value
$1.6M
Shares
8.7K
% Port
0.62%
N

NEWMONT CORP

Unchanged
Value
$1.6M
Shares
13.7K
% Port
0.61%
O
42.OKE

ONEOK INC NEW

Value
$1.6M
Shares
18.3K
% Port
0.60%
J

J P MORGAN EXCHANGE TRADED F

+1.4%
Value
$1.5M
Shares
30.2K
% Port
0.59%
N
44.NFLX

NETFLIX INC.

+8.8%
Value
$1.5M
Shares
21.6K
% Port
0.58%
I
45.IVZ

INVESCO EXCHANGE TRADED FD T

+10.5%
Value
$1.4M
Shares
7.0K
% Port
0.56%
V
46.VZ

VERIZON COMMUNICATIONS INC

-0.9%
Value
$1.4M
Shares
31.0K
% Port
0.55%
W
47.WELL

WELLTOWER INC

Unchanged
Value
$1.4M
Shares
6.0K
% Port
0.53%
E
48.ETHA

ISHARES TR

-0.2%
Value
$1.4M
Shares
18.1K
% Port
0.53%
V
49.VGES

VANGUARD INDEX FDS

-0.5%
Value
$1.3M
Shares
1.9K
% Port
0.52%
P
50.PDI

PIMCO ETF TR

-0.7%
Value
$1.3M
Shares
14.9K
% Port
0.50%