Filed: 7/30/2025ACC: 0001172661-25-002807
📋 What this filing means
DUDLEY CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $200.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$200.32M
Total AUM (reported)
1.66M
Total Shares
Allocation by class
COM$155.87M77.8%
CL A$9.92M5.0%
CAP STK CL A$5.58M2.8%
CL B NEW$5.14M2.6%
COM CL A$3.73M1.9%
CAP STK CL C$2.88M1.4%
SHS$2.23M1.1%
Portfolio Concentration
Top 3$40.73M20.3%
4–10$40.14M20.0%
11–25$47.14M23.5%
Rest$72.31M36.1%
Top 3 weight
20.3%
Top 10 weight
40.4%
Voting Authority Distribution
Total shares with voting rights: 1.66M
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
1.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole124
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings124
Rows:
MICROSOFT CORP
SOLEShares32.62K
TypeSH
Market value$16.22M
8.10%
Sole
0.00
Shared
0.00
None
32.62K
NVIDIA CORPORATION
SOLEShares78.16K
TypeSH
Market value$12.35M
6.16%
Sole
0.00
Shared
0.00
None
78.16K
APPLE INC
SOLEShares59.27K
TypeSH
Market value$12.16M
6.07%
Sole
0.00
Shared
0.00
None
59.27K
JPMORGAN CHASE & CO.
SOLEShares24.83K
TypeSH
Market value$7.20M
3.59%
Sole
0.00
Shared
0.00
None
24.83K
JOHNSON & JOHNSON
SOLEShares45.34K
TypeSH
Market value$6.93M
3.46%
Sole
0.00
Shared
0.00
None
45.34K
CHEVRON CORP NEW
SOLEShares43.06K
TypeSH
Market value$6.17M
3.08%
Sole
0.00
Shared
0.00
None
43.06K
ALPHABET INC
SOLEShares31.66K
TypeSH
Market value$5.58M
2.79%
Sole
0.00
Shared
0.00
None
31.66K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.59K
TypeSH
Market value$5.14M
2.57%
Sole
0.00
Shared
0.00
None
10.59K
EXXON MOBIL CORP
SOLEShares44.80K
TypeSH
Market value$4.83M
2.41%
Sole
0.00
Shared
0.00
None
44.80K
BROADCOM INC
SOLEShares15.57K
TypeSH
Market value$4.29M
2.14%
Sole
0.00
Shared
0.00
None
15.57K
ABBVIE INC
SOLEShares22.38K
TypeSH
Market value$4.15M
2.07%
Sole
0.00
Shared
0.00
None
22.38K
AMAZON COM INC
SOLEShares16.99K
TypeSH
Market value$3.73M
1.86%
Sole
0.00
Shared
0.00
None
16.99K
HOME DEPOT INC
SOLEShares9.95K
TypeSH
Market value$3.65M
1.82%
Sole
0.00
Shared
0.00
None
9.95K
CROWDSTRIKE HLDGS INC
SOLEShares7.05K
TypeSH
Market value$3.59M
1.79%
Sole
0.00
Shared
0.00
None
7.05K
MASTERCARD INCORPORATED
SOLEShares5.95K
TypeSH
Market value$3.34M
1.67%
Sole
0.00
Shared
0.00
None
5.95K
BLACKSTONE INC
SOLEShares21.80K
TypeSH
Market value$3.26M
1.63%
Sole
0.00
Shared
0.00
None
21.80K
CISCO SYS INC
SOLEShares46.55K
TypeSH
Market value$3.23M
1.61%
Sole
0.00
Shared
0.00
None
46.55K
WALMART INC
SOLEShares32.63K
TypeSH
Market value$3.19M
1.59%
Sole
0.00
Shared
0.00
None
32.63K
VISA INC
SOLEShares8.44K
TypeSH
Market value$3.00M
1.50%
Sole
0.00
Shared
0.00
None
8.44K
ALPHABET INC
SOLEShares16.25K
TypeSH
Market value$2.88M
1.44%
Sole
0.00
Shared
0.00
None
16.25K
COCA COLA CO
SOLEShares39.38K
TypeSH
Market value$2.79M
1.39%
Sole
0.00
Shared
0.00
None
39.38K
WILLIAMS COS INC
SOLEShares43.84K
TypeSH
Market value$2.75M
1.37%
Sole
0.00
Shared
0.00
None
43.84K
INTERNATIONAL BUSINESS MACHS
SOLEShares9.14K
TypeSH
Market value$2.70M
1.35%
Sole
0.00
Shared
0.00
None
9.14K
PHILIP MORRIS INTL INC
SOLEShares13.87K
TypeSH
Market value$2.53M
1.26%
Sole
0.00
Shared
0.00
None
13.87K
NORTHROP GRUMMAN CORP
SOLEShares4.72K
TypeSH
Market value$2.36M
1.18%
Sole
0.00
Shared
0.00
None
4.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 32.62K | SH | $16.22M 8.10% | 0.00 | 0.00 | 32.62K |
NVIDIA CORPORATIONSOLE | COM | 78.16K | SH | $12.35M 6.16% | 0.00 | 0.00 | 78.16K |
APPLE INCSOLE | COM | 59.27K | SH | $12.16M 6.07% | 0.00 | 0.00 | 59.27K |
JPMORGAN CHASE & CO.SOLE | COM | 24.83K | SH | $7.20M 3.59% | 0.00 | 0.00 | 24.83K |
JOHNSON & JOHNSONSOLE | COM | 45.34K | SH | $6.93M 3.46% | 0.00 | 0.00 | 45.34K |
CHEVRON CORP NEWSOLE | COM | 43.06K | SH | $6.17M 3.08% | 0.00 | 0.00 | 43.06K |
ALPHABET INCSOLE | CAP STK CL A | 31.66K | SH | $5.58M 2.79% | 0.00 | 0.00 | 31.66K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.59K | SH | $5.14M 2.57% | 0.00 | 0.00 | 10.59K |
EXXON MOBIL CORPSOLE | COM | 44.80K | SH | $4.83M 2.41% | 0.00 | 0.00 | 44.80K |
BROADCOM INCSOLE | COM | 15.57K | SH | $4.29M 2.14% | 0.00 | 0.00 | 15.57K |
ABBVIE INCSOLE | COM | 22.38K | SH | $4.15M 2.07% | 0.00 | 0.00 | 22.38K |
AMAZON COM INCSOLE | COM | 16.99K | SH | $3.73M 1.86% | 0.00 | 0.00 | 16.99K |
HOME DEPOT INCSOLE | COM | 9.95K | SH | $3.65M 1.82% | 0.00 | 0.00 | 9.95K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 7.05K | SH | $3.59M 1.79% | 0.00 | 0.00 | 7.05K |
MASTERCARD INCORPORATEDSOLE | CL A | 5.95K | SH | $3.34M 1.67% | 0.00 | 0.00 | 5.95K |
BLACKSTONE INCSOLE | COM | 21.80K | SH | $3.26M 1.63% | 0.00 | 0.00 | 21.80K |
CISCO SYS INCSOLE | COM | 46.55K | SH | $3.23M 1.61% | 0.00 | 0.00 | 46.55K |
WALMART INCSOLE | COM | 32.63K | SH | $3.19M 1.59% | 0.00 | 0.00 | 32.63K |
VISA INCSOLE | COM CL A | 8.44K | SH | $3.00M 1.50% | 0.00 | 0.00 | 8.44K |
ALPHABET INCSOLE | CAP STK CL C | 16.25K | SH | $2.88M 1.44% | 0.00 | 0.00 | 16.25K |
COCA COLA COSOLE | COM | 39.38K | SH | $2.79M 1.39% | 0.00 | 0.00 | 39.38K |
WILLIAMS COS INCSOLE | COM | 43.84K | SH | $2.75M 1.37% | 0.00 | 0.00 | 43.84K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 9.14K | SH | $2.70M 1.35% | 0.00 | 0.00 | 9.14K |
PHILIP MORRIS INTL INCSOLE | COM | 13.87K | SH | $2.53M 1.26% | 0.00 | 0.00 | 13.87K |
NORTHROP GRUMMAN CORPSOLE | COM | 4.72K | SH | $2.36M 1.18% | 0.00 | 0.00 | 4.72K |
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