Filed: 5/5/2026ACC: 0001172661-26-001598
📋 What this filing means
DUDLEY CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 139 equity positions with a total reported market value of $226.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
139
Positions
$226.72M
Total AUM (reported)
2M
Total Shares
Allocation by class
COM$171.88M75.8%
CAP STK CL A$9.18M4.1%
CL A$8.09M3.6%
CL B NEW$5.90M2.6%
CAP STK CL C$4.41M1.9%
COM CL A$3.73M1.6%
SHS$1.88M0.8%
Portfolio Concentration
Top 3$39.64M17.5%
4–10$54.63M24.1%
11–25$48.86M21.5%
Rest$83.60M36.9%
Top 3 weight
17.5%
Top 10 weight
41.6%
Voting Authority Distribution
Total shares with voting rights: 2M
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
2M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole139
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings139
Rows:
APPLE INC
SOLEShares58.44K
TypeSH
Market value$14.83M
6.54%
Sole
0.00
Shared
0.00
None
58.44K
NVIDIA CORPORATION
SOLEShares74.19K
TypeSH
Market value$12.94M
5.71%
Sole
0.00
Shared
0.00
None
74.19K
MICROSOFT CORP
SOLEShares32.06K
TypeSH
Market value$11.87M
5.23%
Sole
0.00
Shared
0.00
None
32.06K
JOHNSON & JOHNSON
SOLEShares44.56K
TypeSH
Market value$10.89M
4.80%
Sole
0.00
Shared
0.00
None
44.56K
ALPHABET INC
SOLEShares31.94K
TypeSH
Market value$9.18M
4.05%
Sole
0.00
Shared
0.00
None
31.94K
CHEVRON CORPORATION
SOLEShares42.47K
TypeSH
Market value$8.79M
3.88%
Sole
0.00
Shared
0.00
None
42.47K
EXXON MOBIL CORP
SOLEShares45.91K
TypeSH
Market value$7.79M
3.44%
Sole
0.00
Shared
0.00
None
45.91K
JPMORGAN CHASE & CO
SOLEShares24.57K
TypeSH
Market value$7.23M
3.19%
Sole
0.00
Shared
0.00
None
24.57K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.32K
TypeSH
Market value$5.90M
2.60%
Sole
0.00
Shared
0.00
None
12.32K
ABBVIE INC
SOLEShares22.28K
TypeSH
Market value$4.85M
2.14%
Sole
0.00
Shared
0.00
None
22.28K
BROADCOM INC
SOLEShares15.37K
TypeSH
Market value$4.76M
2.10%
Sole
0.00
Shared
0.00
None
15.37K
ALPHABET INC
SOLEShares15.36K
TypeSH
Market value$4.41M
1.94%
Sole
0.00
Shared
0.00
None
15.36K
WALMART INC
SOLEShares31.11K
TypeSH
Market value$3.87M
1.71%
Sole
0.00
Shared
0.00
None
31.11K
CISCO SYS INC
SOLEShares46.58K
TypeSH
Market value$3.61M
1.59%
Sole
0.00
Shared
0.00
None
46.58K
AMAZON COM INC
SOLEShares17.03K
TypeSH
Market value$3.55M
1.56%
Sole
0.00
Shared
0.00
None
17.03K
HOME DEPOT INC
SOLEShares9.93K
TypeSH
Market value$3.27M
1.44%
Sole
0.00
Shared
0.00
None
9.93K
NORTHROP GRUMMAN CORP
SOLEShares4.74K
TypeSH
Market value$3.23M
1.42%
Sole
0.00
Shared
0.00
None
4.74K
WILLIAMS COS INC
SOLEShares43.91K
TypeSH
Market value$3.20M
1.41%
Sole
0.00
Shared
0.00
None
43.91K
COCA COLA CO
SOLEShares39.50K
TypeSH
Market value$3.00M
1.32%
Sole
0.00
Shared
0.00
None
39.50K
MASTERCARD INCORPORATED
SOLEShares5.70K
TypeSH
Market value$2.85M
1.26%
Sole
0.00
Shared
0.00
None
5.70K
KINDER MORGAN INC DEL
SOLEShares83.48K
TypeSH
Market value$2.80M
1.23%
Sole
0.00
Shared
0.00
None
83.48K
TESLA INC
SOLEShares7.32K
TypeSH
Market value$2.72M
1.20%
Sole
0.00
Shared
0.00
None
7.32K
INTERNATIONAL BUSINESS MACHS
SOLEShares11.22K
TypeSH
Market value$2.72M
1.20%
Sole
0.00
Shared
0.00
None
11.22K
VISA INC
SOLEShares8.44K
TypeSH
Market value$2.55M
1.13%
Sole
0.00
Shared
0.00
None
8.44K
MERCK & CO INC
SOLEShares19.37K
TypeSH
Market value$2.33M
1.03%
Sole
0.00
Shared
0.00
None
19.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 58.44K | SH | $14.83M 6.54% | 0.00 | 0.00 | 58.44K |
NVIDIA CORPORATIONSOLE | COM | 74.19K | SH | $12.94M 5.71% | 0.00 | 0.00 | 74.19K |
MICROSOFT CORPSOLE | COM | 32.06K | SH | $11.87M 5.23% | 0.00 | 0.00 | 32.06K |
JOHNSON & JOHNSONSOLE | COM | 44.56K | SH | $10.89M 4.80% | 0.00 | 0.00 | 44.56K |
ALPHABET INCSOLE | CAP STK CL A | 31.94K | SH | $9.18M 4.05% | 0.00 | 0.00 | 31.94K |
CHEVRON CORPORATIONSOLE | COM | 42.47K | SH | $8.79M 3.88% | 0.00 | 0.00 | 42.47K |
EXXON MOBIL CORPSOLE | COM | 45.91K | SH | $7.79M 3.44% | 0.00 | 0.00 | 45.91K |
JPMORGAN CHASE & COSOLE | COM | 24.57K | SH | $7.23M 3.19% | 0.00 | 0.00 | 24.57K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.32K | SH | $5.90M 2.60% | 0.00 | 0.00 | 12.32K |
ABBVIE INCSOLE | COM | 22.28K | SH | $4.85M 2.14% | 0.00 | 0.00 | 22.28K |
BROADCOM INCSOLE | COM | 15.37K | SH | $4.76M 2.10% | 0.00 | 0.00 | 15.37K |
ALPHABET INCSOLE | CAP STK CL C | 15.36K | SH | $4.41M 1.94% | 0.00 | 0.00 | 15.36K |
WALMART INCSOLE | COM | 31.11K | SH | $3.87M 1.71% | 0.00 | 0.00 | 31.11K |
CISCO SYS INCSOLE | COM | 46.58K | SH | $3.61M 1.59% | 0.00 | 0.00 | 46.58K |
AMAZON COM INCSOLE | COM | 17.03K | SH | $3.55M 1.56% | 0.00 | 0.00 | 17.03K |
HOME DEPOT INCSOLE | COM | 9.93K | SH | $3.27M 1.44% | 0.00 | 0.00 | 9.93K |
NORTHROP GRUMMAN CORPSOLE | COM | 4.74K | SH | $3.23M 1.42% | 0.00 | 0.00 | 4.74K |
WILLIAMS COS INCSOLE | COM | 43.91K | SH | $3.20M 1.41% | 0.00 | 0.00 | 43.91K |
COCA COLA COSOLE | COM | 39.50K | SH | $3.00M 1.32% | 0.00 | 0.00 | 39.50K |
MASTERCARD INCORPORATEDSOLE | CL A | 5.70K | SH | $2.85M 1.26% | 0.00 | 0.00 | 5.70K |
KINDER MORGAN INC DELSOLE | COM | 83.48K | SH | $2.80M 1.23% | 0.00 | 0.00 | 83.48K |
TESLA INCSOLE | COM | 7.32K | SH | $2.72M 1.20% | 0.00 | 0.00 | 7.32K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 11.22K | SH | $2.72M 1.20% | 0.00 | 0.00 | 11.22K |
VISA INCSOLE | COM CL A | 8.44K | SH | $2.55M 1.13% | 0.00 | 0.00 | 8.44K |
MERCK & CO INCSOLE | COM | 19.37K | SH | $2.33M 1.03% | 0.00 | 0.00 | 19.37K |
Page 1 of 6
…