Filed: 10/29/2025ACC: 0001172661-25-004482
📋 What this filing means
DUDLEY CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 130 equity positions with a total reported market value of $222.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
130
Positions
$222.60M
Total AUM (reported)
1.70M
Total Shares
Allocation by class
COM$170.01M76.4%
CL A$10.47M4.7%
CAP STK CL A$7.83M3.5%
CL B NEW$5.60M2.5%
COM CL A$4.49M2.0%
CAP STK CL C$3.96M1.8%
SHS$2.33M1.0%
Portfolio Concentration
Top 3$46.13M20.7%
4–10$46.66M21.0%
11–25$51.37M23.1%
Rest$78.44M35.2%
Top 3 weight
20.7%
Top 10 weight
41.7%
Voting Authority Distribution
Total shares with voting rights: 1.70M
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
1.70M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole130
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings130
Rows:
MICROSOFT CORP
SOLEShares32.52K
TypeSH
Market value$16.85M
7.57%
Sole
0.00
Shared
0.00
None
32.52K
APPLE INC
SOLEShares58.34K
TypeSH
Market value$14.86M
6.67%
Sole
0.00
Shared
0.00
None
58.34K
NVIDIA CORPORATION
SOLEShares77.33K
TypeSH
Market value$14.43M
6.48%
Sole
0.00
Shared
0.00
None
77.33K
JOHNSON & JOHNSON
SOLEShares45.23K
TypeSH
Market value$8.39M
3.77%
Sole
0.00
Shared
0.00
None
45.23K
JPMORGAN CHASE & CO.
SOLEShares24.83K
TypeSH
Market value$7.83M
3.52%
Sole
0.00
Shared
0.00
None
24.83K
ALPHABET INC
SOLEShares32.19K
TypeSH
Market value$7.83M
3.52%
Sole
0.00
Shared
0.00
None
32.19K
CHEVRON CORP NEW
SOLEShares42.97K
TypeSH
Market value$6.67M
3.00%
Sole
0.00
Shared
0.00
None
42.97K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.13K
TypeSH
Market value$5.60M
2.51%
Sole
0.00
Shared
0.00
None
11.13K
BROADCOM INC
SOLEShares15.79K
TypeSH
Market value$5.21M
2.34%
Sole
0.00
Shared
0.00
None
15.79K
ABBVIE INC
SOLEShares22.18K
TypeSH
Market value$5.14M
2.31%
Sole
0.00
Shared
0.00
None
22.18K
EXXON MOBIL CORP
SOLEShares44.60K
TypeSH
Market value$5.03M
2.26%
Sole
0.00
Shared
0.00
None
44.60K
HOME DEPOT INC
SOLEShares9.95K
TypeSH
Market value$4.03M
1.81%
Sole
0.00
Shared
0.00
None
9.95K
ALPHABET INC
SOLEShares16.25K
TypeSH
Market value$3.96M
1.78%
Sole
0.00
Shared
0.00
None
16.25K
AMAZON COM INC
SOLEShares17.73K
TypeSH
Market value$3.89M
1.75%
Sole
0.00
Shared
0.00
None
17.73K
BLACKSTONE INC
SOLEShares20.80K
TypeSH
Market value$3.55M
1.60%
Sole
0.00
Shared
0.00
None
20.80K
CROWDSTRIKE HLDGS INC
SOLEShares7.05K
TypeSH
Market value$3.46M
1.55%
Sole
0.00
Shared
0.00
None
7.05K
MASTERCARD INCORPORATED
SOLEShares5.95K
TypeSH
Market value$3.38M
1.52%
Sole
0.00
Shared
0.00
None
5.95K
WALMART INC
SOLEShares32.13K
TypeSH
Market value$3.31M
1.49%
Sole
0.00
Shared
0.00
None
32.13K
TESLA INC
SOLEShares7.32K
TypeSH
Market value$3.26M
1.46%
Sole
0.00
Shared
0.00
None
7.32K
CISCO SYS INC
SOLEShares46.56K
TypeSH
Market value$3.19M
1.43%
Sole
0.00
Shared
0.00
None
46.56K
INTERNATIONAL BUSINESS MACHS
SOLEShares11.16K
TypeSH
Market value$3.15M
1.41%
Sole
0.00
Shared
0.00
None
11.16K
VISA INC
SOLEShares8.44K
TypeSH
Market value$2.88M
1.29%
Sole
0.00
Shared
0.00
None
8.44K
NORTHROP GRUMMAN CORP
SOLEShares4.72K
TypeSH
Market value$2.88M
1.29%
Sole
0.00
Shared
0.00
None
4.72K
WILLIAMS COS INC
SOLEShares44.11K
TypeSH
Market value$2.79M
1.26%
Sole
0.00
Shared
0.00
None
44.11K
COCA COLA CO
SOLEShares39.39K
TypeSH
Market value$2.61M
1.17%
Sole
0.00
Shared
0.00
None
39.39K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 32.52K | SH | $16.85M 7.57% | 0.00 | 0.00 | 32.52K |
APPLE INCSOLE | COM | 58.34K | SH | $14.86M 6.67% | 0.00 | 0.00 | 58.34K |
NVIDIA CORPORATIONSOLE | COM | 77.33K | SH | $14.43M 6.48% | 0.00 | 0.00 | 77.33K |
JOHNSON & JOHNSONSOLE | COM | 45.23K | SH | $8.39M 3.77% | 0.00 | 0.00 | 45.23K |
JPMORGAN CHASE & CO.SOLE | COM | 24.83K | SH | $7.83M 3.52% | 0.00 | 0.00 | 24.83K |
ALPHABET INCSOLE | CAP STK CL A | 32.19K | SH | $7.83M 3.52% | 0.00 | 0.00 | 32.19K |
CHEVRON CORP NEWSOLE | COM | 42.97K | SH | $6.67M 3.00% | 0.00 | 0.00 | 42.97K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.13K | SH | $5.60M 2.51% | 0.00 | 0.00 | 11.13K |
BROADCOM INCSOLE | COM | 15.79K | SH | $5.21M 2.34% | 0.00 | 0.00 | 15.79K |
ABBVIE INCSOLE | COM | 22.18K | SH | $5.14M 2.31% | 0.00 | 0.00 | 22.18K |
EXXON MOBIL CORPSOLE | COM | 44.60K | SH | $5.03M 2.26% | 0.00 | 0.00 | 44.60K |
HOME DEPOT INCSOLE | COM | 9.95K | SH | $4.03M 1.81% | 0.00 | 0.00 | 9.95K |
ALPHABET INCSOLE | CAP STK CL C | 16.25K | SH | $3.96M 1.78% | 0.00 | 0.00 | 16.25K |
AMAZON COM INCSOLE | COM | 17.73K | SH | $3.89M 1.75% | 0.00 | 0.00 | 17.73K |
BLACKSTONE INCSOLE | COM | 20.80K | SH | $3.55M 1.60% | 0.00 | 0.00 | 20.80K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 7.05K | SH | $3.46M 1.55% | 0.00 | 0.00 | 7.05K |
MASTERCARD INCORPORATEDSOLE | CL A | 5.95K | SH | $3.38M 1.52% | 0.00 | 0.00 | 5.95K |
WALMART INCSOLE | COM | 32.13K | SH | $3.31M 1.49% | 0.00 | 0.00 | 32.13K |
TESLA INCSOLE | COM | 7.32K | SH | $3.26M 1.46% | 0.00 | 0.00 | 7.32K |
CISCO SYS INCSOLE | COM | 46.56K | SH | $3.19M 1.43% | 0.00 | 0.00 | 46.56K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 11.16K | SH | $3.15M 1.41% | 0.00 | 0.00 | 11.16K |
VISA INCSOLE | COM CL A | 8.44K | SH | $2.88M 1.29% | 0.00 | 0.00 | 8.44K |
NORTHROP GRUMMAN CORPSOLE | COM | 4.72K | SH | $2.88M 1.29% | 0.00 | 0.00 | 4.72K |
WILLIAMS COS INCSOLE | COM | 44.11K | SH | $2.79M 1.26% | 0.00 | 0.00 | 44.11K |
COCA COLA COSOLE | COM | 39.39K | SH | $2.61M 1.17% | 0.00 | 0.00 | 39.39K |
Page 1 of 6
…