Filed: 5/7/2025ACC: 0001172661-25-001607
📋 What this filing means
DUDLEY CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 125 equity positions with a total reported market value of $190.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
125
Positions
$190.91M
Total AUM (reported)
1.71M
Total Shares
Allocation by class
COM$149.65M78.4%
CL A$8.25M4.3%
CL B NEW$5.29M2.8%
CAP STK CL A$5.20M2.7%
COM CL A$3.21M1.7%
CAP STK CL C$2.56M1.3%
CORE S&P SCP ETF$2.05M1.1%
Portfolio Concentration
Top 3$36.21M19.0%
4–10$41.32M21.6%
11–25$43.96M23.0%
Rest$69.41M36.4%
Top 3 weight
19.0%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 1.71M
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
1.71M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole125
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings125
Rows:
APPLE INC
SOLEShares61.29K
TypeSH
Market value$13.61M
7.13%
Sole
0.00
Shared
0.00
None
61.29K
MICROSOFT CORP
SOLEShares32.76K
TypeSH
Market value$12.30M
6.44%
Sole
0.00
Shared
0.00
None
32.76K
NVIDIA CORPORATION
SOLEShares95.04K
TypeSH
Market value$10.30M
5.40%
Sole
0.00
Shared
0.00
None
95.04K
JOHNSON & JOHNSON
SOLEShares45.27K
TypeSH
Market value$7.51M
3.93%
Sole
0.00
Shared
0.00
None
45.27K
CHEVRON CORP NEW
SOLEShares43.15K
TypeSH
Market value$7.22M
3.78%
Sole
0.00
Shared
0.00
None
43.15K
JPMORGAN CHASE & CO.
SOLEShares24.85K
TypeSH
Market value$6.10M
3.19%
Sole
0.00
Shared
0.00
None
24.85K
EXXON MOBIL CORP
SOLEShares44.65K
TypeSH
Market value$5.31M
2.78%
Sole
0.00
Shared
0.00
None
44.65K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.94K
TypeSH
Market value$5.29M
2.77%
Sole
0.00
Shared
0.00
None
9.94K
ALPHABET INC
SOLEShares33.61K
TypeSH
Market value$5.20M
2.72%
Sole
0.00
Shared
0.00
None
33.61K
ABBVIE INC
SOLEShares22.44K
TypeSH
Market value$4.70M
2.46%
Sole
0.00
Shared
0.00
None
22.44K
COSTCO WHSL CORP NEW
SOLEShares4.68K
TypeSH
Market value$4.42M
2.32%
Sole
0.00
Shared
0.00
None
4.68K
HOME DEPOT INC
SOLEShares9.95K
TypeSH
Market value$3.64M
1.91%
Sole
0.00
Shared
0.00
None
9.95K
MASTERCARD INCORPORATED
SOLEShares5.95K
TypeSH
Market value$3.26M
1.71%
Sole
0.00
Shared
0.00
None
5.95K
BLACKSTONE INC
SOLEShares22.88K
TypeSH
Market value$3.20M
1.68%
Sole
0.00
Shared
0.00
None
22.88K
AMAZON COM INC
SOLEShares16.63K
TypeSH
Market value$3.16M
1.66%
Sole
0.00
Shared
0.00
None
16.63K
VISA INC
SOLEShares8.44K
TypeSH
Market value$2.96M
1.55%
Sole
0.00
Shared
0.00
None
8.44K
CISCO SYS INC
SOLEShares46.42K
TypeSH
Market value$2.86M
1.50%
Sole
0.00
Shared
0.00
None
46.42K
COCA COLA CO
SOLEShares39.10K
TypeSH
Market value$2.80M
1.47%
Sole
0.00
Shared
0.00
None
39.10K
WALMART INC
SOLEShares31.49K
TypeSH
Market value$2.76M
1.45%
Sole
0.00
Shared
0.00
None
31.49K
WILLIAMS COS INC
SOLEShares43.63K
TypeSH
Market value$2.61M
1.37%
Sole
0.00
Shared
0.00
None
43.63K
ALPHABET INC
SOLEShares16.37K
TypeSH
Market value$2.56M
1.34%
Sole
0.00
Shared
0.00
None
16.37K
BROADCOM INC
SOLEShares15.20K
TypeSH
Market value$2.54M
1.33%
Sole
0.00
Shared
0.00
None
15.20K
CROWDSTRIKE HLDGS INC
SOLEShares6.99K
TypeSH
Market value$2.47M
1.29%
Sole
0.00
Shared
0.00
None
6.99K
NORTHROP GRUMMAN CORP
SOLEShares4.72K
TypeSH
Market value$2.42M
1.27%
Sole
0.00
Shared
0.00
None
4.72K
INTERNATIONAL BUSINESS MACHS
SOLEShares9.21K
TypeSH
Market value$2.29M
1.20%
Sole
0.00
Shared
0.00
None
9.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 61.29K | SH | $13.61M 7.13% | 0.00 | 0.00 | 61.29K |
MICROSOFT CORPSOLE | COM | 32.76K | SH | $12.30M 6.44% | 0.00 | 0.00 | 32.76K |
NVIDIA CORPORATIONSOLE | COM | 95.04K | SH | $10.30M 5.40% | 0.00 | 0.00 | 95.04K |
JOHNSON & JOHNSONSOLE | COM | 45.27K | SH | $7.51M 3.93% | 0.00 | 0.00 | 45.27K |
CHEVRON CORP NEWSOLE | COM | 43.15K | SH | $7.22M 3.78% | 0.00 | 0.00 | 43.15K |
JPMORGAN CHASE & CO.SOLE | COM | 24.85K | SH | $6.10M 3.19% | 0.00 | 0.00 | 24.85K |
EXXON MOBIL CORPSOLE | COM | 44.65K | SH | $5.31M 2.78% | 0.00 | 0.00 | 44.65K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.94K | SH | $5.29M 2.77% | 0.00 | 0.00 | 9.94K |
ALPHABET INCSOLE | CAP STK CL A | 33.61K | SH | $5.20M 2.72% | 0.00 | 0.00 | 33.61K |
ABBVIE INCSOLE | COM | 22.44K | SH | $4.70M 2.46% | 0.00 | 0.00 | 22.44K |
COSTCO WHSL CORP NEWSOLE | COM | 4.68K | SH | $4.42M 2.32% | 0.00 | 0.00 | 4.68K |
HOME DEPOT INCSOLE | COM | 9.95K | SH | $3.64M 1.91% | 0.00 | 0.00 | 9.95K |
MASTERCARD INCORPORATEDSOLE | CL A | 5.95K | SH | $3.26M 1.71% | 0.00 | 0.00 | 5.95K |
BLACKSTONE INCSOLE | COM | 22.88K | SH | $3.20M 1.68% | 0.00 | 0.00 | 22.88K |
AMAZON COM INCSOLE | COM | 16.63K | SH | $3.16M 1.66% | 0.00 | 0.00 | 16.63K |
VISA INCSOLE | COM CL A | 8.44K | SH | $2.96M 1.55% | 0.00 | 0.00 | 8.44K |
CISCO SYS INCSOLE | COM | 46.42K | SH | $2.86M 1.50% | 0.00 | 0.00 | 46.42K |
COCA COLA COSOLE | COM | 39.10K | SH | $2.80M 1.47% | 0.00 | 0.00 | 39.10K |
WALMART INCSOLE | COM | 31.49K | SH | $2.76M 1.45% | 0.00 | 0.00 | 31.49K |
WILLIAMS COS INCSOLE | COM | 43.63K | SH | $2.61M 1.37% | 0.00 | 0.00 | 43.63K |
ALPHABET INCSOLE | CAP STK CL C | 16.37K | SH | $2.56M 1.34% | 0.00 | 0.00 | 16.37K |
BROADCOM INCSOLE | COM | 15.20K | SH | $2.54M 1.33% | 0.00 | 0.00 | 15.20K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 6.99K | SH | $2.47M 1.29% | 0.00 | 0.00 | 6.99K |
NORTHROP GRUMMAN CORPSOLE | COM | 4.72K | SH | $2.42M 1.27% | 0.00 | 0.00 | 4.72K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 9.21K | SH | $2.29M 1.20% | 0.00 | 0.00 | 9.21K |
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