Filed: 2/2/2026ACC: 0001172661-26-000420
📋 What this filing means
DUDLEY CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $229.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$229.97M
Total AUM (reported)
1.86M
Total Shares
Allocation by class
COM$172.17M74.9%
CAP STK CL A$10.37M4.5%
CL A$10.24M4.5%
CL B NEW$6.06M2.6%
CAP STK CL C$5.04M2.2%
COM CL A$4.39M1.9%
SHS$2.14M0.9%
Portfolio Concentration
Top 3$45.51M19.8%
4–10$51.26M22.3%
11–25$52.91M23.0%
Rest$80.28M34.9%
Top 3 weight
19.8%
Top 10 weight
42.1%
Voting Authority Distribution
Total shares with voting rights: 1.86M
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
1.86M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole129
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings129
Rows:
APPLE INC
SOLEShares58.11K
TypeSH
Market value$15.80M
6.87%
Sole
0.00
Shared
0.00
None
58.11K
MICROSOFT CORP
SOLEShares32.34K
TypeSH
Market value$15.64M
6.80%
Sole
0.00
Shared
0.00
None
32.34K
NVIDIA CORPORATION
SOLEShares75.42K
TypeSH
Market value$14.07M
6.12%
Sole
0.00
Shared
0.00
None
75.42K
ALPHABET INC
SOLEShares33.13K
TypeSH
Market value$10.37M
4.51%
Sole
0.00
Shared
0.00
None
33.13K
JOHNSON & JOHNSON
SOLEShares45.48K
TypeSH
Market value$9.41M
4.09%
Sole
0.00
Shared
0.00
None
45.48K
JPMORGAN CHASE & CO.
SOLEShares24.81K
TypeSH
Market value$7.99M
3.48%
Sole
0.00
Shared
0.00
None
24.81K
CHEVRON CORP NEW
SOLEShares42.98K
TypeSH
Market value$6.55M
2.85%
Sole
0.00
Shared
0.00
None
42.98K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.06K
TypeSH
Market value$6.06M
2.64%
Sole
0.00
Shared
0.00
None
12.06K
EXXON MOBIL CORP
SOLEShares46.01K
TypeSH
Market value$5.54M
2.41%
Sole
0.00
Shared
0.00
None
46.01K
BROADCOM INC
SOLEShares15.42K
TypeSH
Market value$5.34M
2.32%
Sole
0.00
Shared
0.00
None
15.42K
ABBVIE INC
SOLEShares22.21K
TypeSH
Market value$5.08M
2.21%
Sole
0.00
Shared
0.00
None
22.21K
ALPHABET INC
SOLEShares16.07K
TypeSH
Market value$5.04M
2.19%
Sole
0.00
Shared
0.00
None
16.07K
AMAZON COM INC
SOLEShares17.73K
TypeSH
Market value$4.09M
1.78%
Sole
0.00
Shared
0.00
None
17.73K
TESLA INC
SOLEShares8.72K
TypeSH
Market value$3.92M
1.71%
Sole
0.00
Shared
0.00
None
8.72K
CISCO SYS INC
SOLEShares46.57K
TypeSH
Market value$3.59M
1.56%
Sole
0.00
Shared
0.00
None
46.57K
WALMART INC
SOLEShares32.13K
TypeSH
Market value$3.58M
1.56%
Sole
0.00
Shared
0.00
None
32.13K
HOME DEPOT INC
SOLEShares9.93K
TypeSH
Market value$3.42M
1.49%
Sole
0.00
Shared
0.00
None
9.93K
MASTERCARD INCORPORATED
SOLEShares5.92K
TypeSH
Market value$3.38M
1.47%
Sole
0.00
Shared
0.00
None
5.92K
INTERNATIONAL BUSINESS MACHS
SOLEShares11.24K
TypeSH
Market value$3.33M
1.45%
Sole
0.00
Shared
0.00
None
11.24K
CROWDSTRIKE HLDGS INC
SOLEShares6.84K
TypeSH
Market value$3.21M
1.39%
Sole
0.00
Shared
0.00
None
6.84K
BLACKSTONE INC
SOLEShares20.78K
TypeSH
Market value$3.20M
1.39%
Sole
0.00
Shared
0.00
None
20.78K
VISA INC
SOLEShares8.44K
TypeSH
Market value$2.96M
1.29%
Sole
0.00
Shared
0.00
None
8.44K
COCA COLA CO
SOLEShares39.50K
TypeSH
Market value$2.76M
1.20%
Sole
0.00
Shared
0.00
None
39.50K
NORTHROP GRUMMAN CORP
SOLEShares4.74K
TypeSH
Market value$2.70M
1.17%
Sole
0.00
Shared
0.00
None
4.74K
WILLIAMS COS INC
SOLEShares44.19K
TypeSH
Market value$2.66M
1.16%
Sole
0.00
Shared
0.00
None
44.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 58.11K | SH | $15.80M 6.87% | 0.00 | 0.00 | 58.11K |
MICROSOFT CORPSOLE | COM | 32.34K | SH | $15.64M 6.80% | 0.00 | 0.00 | 32.34K |
NVIDIA CORPORATIONSOLE | COM | 75.42K | SH | $14.07M 6.12% | 0.00 | 0.00 | 75.42K |
ALPHABET INCSOLE | CAP STK CL A | 33.13K | SH | $10.37M 4.51% | 0.00 | 0.00 | 33.13K |
JOHNSON & JOHNSONSOLE | COM | 45.48K | SH | $9.41M 4.09% | 0.00 | 0.00 | 45.48K |
JPMORGAN CHASE & CO.SOLE | COM | 24.81K | SH | $7.99M 3.48% | 0.00 | 0.00 | 24.81K |
CHEVRON CORP NEWSOLE | COM | 42.98K | SH | $6.55M 2.85% | 0.00 | 0.00 | 42.98K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.06K | SH | $6.06M 2.64% | 0.00 | 0.00 | 12.06K |
EXXON MOBIL CORPSOLE | COM | 46.01K | SH | $5.54M 2.41% | 0.00 | 0.00 | 46.01K |
BROADCOM INCSOLE | COM | 15.42K | SH | $5.34M 2.32% | 0.00 | 0.00 | 15.42K |
ABBVIE INCSOLE | COM | 22.21K | SH | $5.08M 2.21% | 0.00 | 0.00 | 22.21K |
ALPHABET INCSOLE | CAP STK CL C | 16.07K | SH | $5.04M 2.19% | 0.00 | 0.00 | 16.07K |
AMAZON COM INCSOLE | COM | 17.73K | SH | $4.09M 1.78% | 0.00 | 0.00 | 17.73K |
TESLA INCSOLE | COM | 8.72K | SH | $3.92M 1.71% | 0.00 | 0.00 | 8.72K |
CISCO SYS INCSOLE | COM | 46.57K | SH | $3.59M 1.56% | 0.00 | 0.00 | 46.57K |
WALMART INCSOLE | COM | 32.13K | SH | $3.58M 1.56% | 0.00 | 0.00 | 32.13K |
HOME DEPOT INCSOLE | COM | 9.93K | SH | $3.42M 1.49% | 0.00 | 0.00 | 9.93K |
MASTERCARD INCORPORATEDSOLE | CL A | 5.92K | SH | $3.38M 1.47% | 0.00 | 0.00 | 5.92K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 11.24K | SH | $3.33M 1.45% | 0.00 | 0.00 | 11.24K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 6.84K | SH | $3.21M 1.39% | 0.00 | 0.00 | 6.84K |
BLACKSTONE INCSOLE | COM | 20.78K | SH | $3.20M 1.39% | 0.00 | 0.00 | 20.78K |
VISA INCSOLE | COM CL A | 8.44K | SH | $2.96M 1.29% | 0.00 | 0.00 | 8.44K |
COCA COLA COSOLE | COM | 39.50K | SH | $2.76M 1.20% | 0.00 | 0.00 | 39.50K |
NORTHROP GRUMMAN CORPSOLE | COM | 4.74K | SH | $2.70M 1.17% | 0.00 | 0.00 | 4.74K |
WILLIAMS COS INCSOLE | COM | 44.19K | SH | $2.66M 1.16% | 0.00 | 0.00 | 44.19K |
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