Filed: 2/11/2025ACC: 0001172661-25-000670
📋 What this filing means
DUDLEY CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $198.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
127
Positions
$198.51M
Total AUM (reported)
1.75M
Total Shares
Allocation by class
COM$155.58M78.4%
CL A$9.94M5.0%
CAP STK CL A$6.32M3.2%
CL B NEW$4.70M2.4%
CAP STK CL C$3.17M1.6%
COM CL A$2.92M1.5%
CORE S&P SCP ETF$2.08M1.0%
Portfolio Concentration
Top 3$43.31M21.8%
4–10$39.23M19.8%
11–25$45.95M23.1%
Rest$70.02M35.3%
Top 3 weight
21.8%
Top 10 weight
41.6%
Voting Authority Distribution
Total shares with voting rights: 1.75M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.75M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole127
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings127
Rows:
APPLE INC
SOLEShares63.48K
TypeSH
Market value$15.90M
8.01%
Sole
0.00
Shared
0.00
None
63.48K
MICROSOFT CORP
SOLEShares33.09K
TypeSH
Market value$13.95M
7.03%
Sole
0.00
Shared
0.00
None
33.09K
NVIDIA CORPORATION
SOLEShares100.31K
TypeSH
Market value$13.47M
6.79%
Sole
0.00
Shared
0.00
None
100.31K
JOHNSON & JOHNSON
SOLEShares46.54K
TypeSH
Market value$6.73M
3.39%
Sole
0.00
Shared
0.00
None
46.54K
CHEVRON CORP NEW
SOLEShares43.92K
TypeSH
Market value$6.36M
3.20%
Sole
0.00
Shared
0.00
None
43.92K
ALPHABET INC
SOLEShares33.38K
TypeSH
Market value$6.32M
3.18%
Sole
0.00
Shared
0.00
None
33.38K
JPMORGAN CHASE & CO.
SOLEShares24.93K
TypeSH
Market value$5.98M
3.01%
Sole
0.00
Shared
0.00
None
24.93K
EXXON MOBIL CORP
SOLEShares45.91K
TypeSH
Market value$4.94M
2.49%
Sole
0.00
Shared
0.00
None
45.91K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.36K
TypeSH
Market value$4.70M
2.37%
Sole
0.00
Shared
0.00
None
10.36K
BLACKSTONE INC
SOLEShares24.43K
TypeSH
Market value$4.21M
2.12%
Sole
0.00
Shared
0.00
None
24.43K
ABBVIE INC
SOLEShares23.05K
TypeSH
Market value$4.10M
2.06%
Sole
0.00
Shared
0.00
None
23.05K
COSTCO WHSL CORP NEW
SOLEShares4.42K
TypeSH
Market value$4.05M
2.04%
Sole
0.00
Shared
0.00
None
4.42K
HOME DEPOT INC
SOLEShares9.95K
TypeSH
Market value$3.87M
1.95%
Sole
0.00
Shared
0.00
None
9.95K
AMAZON COM INC
SOLEShares15.89K
TypeSH
Market value$3.49M
1.76%
Sole
0.00
Shared
0.00
None
15.89K
TESLA INC
SOLEShares8.45K
TypeSH
Market value$3.41M
1.72%
Sole
0.00
Shared
0.00
None
8.45K
MASTERCARD INCORPORATED
SOLEShares6.10K
TypeSH
Market value$3.21M
1.62%
Sole
0.00
Shared
0.00
None
6.10K
ALPHABET INC
SOLEShares16.64K
TypeSH
Market value$3.17M
1.60%
Sole
0.00
Shared
0.00
None
16.64K
WALMART INC
SOLEShares32.19K
TypeSH
Market value$2.91M
1.47%
Sole
0.00
Shared
0.00
None
32.19K
BROADCOM INC
SOLEShares12.07K
TypeSH
Market value$2.80M
1.41%
Sole
0.00
Shared
0.00
None
12.07K
CISCO SYS INC
SOLEShares46.45K
TypeSH
Market value$2.75M
1.39%
Sole
0.00
Shared
0.00
None
46.45K
VISA INC
SOLEShares8.44K
TypeSH
Market value$2.67M
1.34%
Sole
0.00
Shared
0.00
None
8.44K
CROWDSTRIKE HLDGS INC
SOLEShares7.46K
TypeSH
Market value$2.55M
1.29%
Sole
0.00
Shared
0.00
None
7.46K
COCA COLA CO
SOLEShares40.08K
TypeSH
Market value$2.50M
1.26%
Sole
0.00
Shared
0.00
None
40.08K
WILLIAMS COS INC
SOLEShares41.77K
TypeSH
Market value$2.26M
1.14%
Sole
0.00
Shared
0.00
None
41.77K
NORTHROP GRUMMAN CORP
SOLEShares4.72K
TypeSH
Market value$2.22M
1.12%
Sole
0.00
Shared
0.00
None
4.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 63.48K | SH | $15.90M 8.01% | 0.00 | 0.00 | 63.48K |
MICROSOFT CORPSOLE | COM | 33.09K | SH | $13.95M 7.03% | 0.00 | 0.00 | 33.09K |
NVIDIA CORPORATIONSOLE | COM | 100.31K | SH | $13.47M 6.79% | 0.00 | 0.00 | 100.31K |
JOHNSON & JOHNSONSOLE | COM | 46.54K | SH | $6.73M 3.39% | 0.00 | 0.00 | 46.54K |
CHEVRON CORP NEWSOLE | COM | 43.92K | SH | $6.36M 3.20% | 0.00 | 0.00 | 43.92K |
ALPHABET INCSOLE | CAP STK CL A | 33.38K | SH | $6.32M 3.18% | 0.00 | 0.00 | 33.38K |
JPMORGAN CHASE & CO.SOLE | COM | 24.93K | SH | $5.98M 3.01% | 0.00 | 0.00 | 24.93K |
EXXON MOBIL CORPSOLE | COM | 45.91K | SH | $4.94M 2.49% | 0.00 | 0.00 | 45.91K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.36K | SH | $4.70M 2.37% | 0.00 | 0.00 | 10.36K |
BLACKSTONE INCSOLE | COM | 24.43K | SH | $4.21M 2.12% | 0.00 | 0.00 | 24.43K |
ABBVIE INCSOLE | COM | 23.05K | SH | $4.10M 2.06% | 0.00 | 0.00 | 23.05K |
COSTCO WHSL CORP NEWSOLE | COM | 4.42K | SH | $4.05M 2.04% | 0.00 | 0.00 | 4.42K |
HOME DEPOT INCSOLE | COM | 9.95K | SH | $3.87M 1.95% | 0.00 | 0.00 | 9.95K |
AMAZON COM INCSOLE | COM | 15.89K | SH | $3.49M 1.76% | 0.00 | 0.00 | 15.89K |
TESLA INCSOLE | COM | 8.45K | SH | $3.41M 1.72% | 0.00 | 0.00 | 8.45K |
MASTERCARD INCORPORATEDSOLE | CL A | 6.10K | SH | $3.21M 1.62% | 0.00 | 0.00 | 6.10K |
ALPHABET INCSOLE | CAP STK CL C | 16.64K | SH | $3.17M 1.60% | 0.00 | 0.00 | 16.64K |
WALMART INCSOLE | COM | 32.19K | SH | $2.91M 1.47% | 0.00 | 0.00 | 32.19K |
BROADCOM INCSOLE | COM | 12.07K | SH | $2.80M 1.41% | 0.00 | 0.00 | 12.07K |
CISCO SYS INCSOLE | COM | 46.45K | SH | $2.75M 1.39% | 0.00 | 0.00 | 46.45K |
VISA INCSOLE | COM CL A | 8.44K | SH | $2.67M 1.34% | 0.00 | 0.00 | 8.44K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 7.46K | SH | $2.55M 1.29% | 0.00 | 0.00 | 7.46K |
COCA COLA COSOLE | COM | 40.08K | SH | $2.50M 1.26% | 0.00 | 0.00 | 40.08K |
WILLIAMS COS INCSOLE | COM | 41.77K | SH | $2.26M 1.14% | 0.00 | 0.00 | 41.77K |
NORTHROP GRUMMAN CORPSOLE | COM | 4.72K | SH | $2.22M 1.12% | 0.00 | 0.00 | 4.72K |
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