Dudley Capital Management, LLC

13F filer · CIK 0001965760

Reported Jul 27, 2026

Net buyer this quarter

13F portfolio value$250MU.S. long equity reported on 13F

Positions12211 new · 5 closed

Net flow last quarter+$3.76MBuys minus sells

Top 10 positions weight39.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 2026122 positions
AAPLApple Inc.	$16.8M	6.73%	0.00%	-0.5%	Q4 2022
NVDANvidia Corp	$14.8M	5.90%	0.00%	-0.6%	Q4 2022
MSFTMicrosoft Corp	$12.1M	4.82%	0.00%	+0.9%	Q4 2022
GOOGLAlphabet Inc.	$11.4M	4.57%	0.00%	+0.3%	Q4 2022
JNJJohnson & Johnson	$11.3M	4.52%	0.00%	0.0%	Q4 2022
JPMJPMorgan Chase & Co	$8.04M	3.21%	0.00%	0.0%	Q4 2022
CVXChevron Corp	$7.1M	2.84%	0.00%	+0.8%	Q4 2022
XOMExxonMobil Holdings Corp	$6.32M	2.52%	0.00%	+0.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$6.22M	2.48%	Not reported	+0.9%	Q4 2022
AVGOBroadcom Inc.	$5.85M	2.34%	0.00%	+0.8%	Q4 2022
ABBVAbbVie Inc.	$5.61M	2.24%	0.00%	+0.1%	Q4 2022
CSCOCisco Systems, Inc.	$5.47M	2.19%	0.00%	0.0%	Q4 2022
GOOGAlphabet Inc.	$5.39M	2.15%	Not reported	-0.7%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$4.3M	1.72%	0.00%	-2.6%	Q4 2022
AMZNAmazon Com Inc	$4.07M	1.63%	0.00%	+0.3%	Q4 2022
WMTWalmart Inc.	$3.52M	1.41%	0.00%	0.0%	Q4 2022
HDHome Depot, Inc.	$3.5M	1.40%	0.00%	Not reported	Q4 2022
IBMInternational Business Machines Corp	$3.43M	1.37%	0.00%	+8.8%	Q4 2022
WMBWilliams Companies, Inc.	$3.27M	1.30%	0.00%	+0.1%	Q4 2022
KOCoca Cola Co	$3.2M	1.28%	0.00%	-0.2%	Q4 2022
TSLATesla, Inc.	$3.07M	1.23%	0.00%	-0.2%	Q4 2022
VVisa Inc.	$2.9M	1.16%	0.00%	Not reported	Q4 2022
MAMastercard Inc	$2.84M	1.13%	0.00%	-3.2%	Q4 2022
KMIKinder Morgan, Inc.	$2.67M	1.07%	0.00%	0.0%	Q4 2022
MRKMerck & Co., Inc.	$2.49M	0.99%	0.00%	0.0%	Q4 2022
PMPhilip Morris International Inc.	$2.42M	0.97%	0.00%	0.0%	Q4 2022
NOCNorthrop Grumman Corp	$2.41M	0.96%	0.00%	Not reported	Q4 2022
BXBlackstone Inc.	$2.28M	0.91%	0.00%	-3.5%	Q4 2022
CATCaterpillar Inc	$2.19M	0.87%	0.00%	Not reported	Q4 2022
COSTCostco Wholesale Corp	$2.13M	0.85%	0.00%	Not reported	Q4 2022
GEGeneral Electric Co	$2.12M	0.85%	0.00%	Not reported	Q4 2022
RTXRTX Corp	$1.99M	0.79%	0.00%	-0.1%	Q4 2022
GPCGenuine Parts Co	$1.94M	0.77%	0.01%	Not reported	Q4 2022
BPREBluerock Private Real Estate Fund	$1.87M	0.75%	Not reported	+11.7%	Q4 2025
PGPROCTER & GAMBLE Co	$1.77M	0.71%	0.00%	+42.9%	Q4 2022
LLYELI LILLY & Co	$1.74M	0.70%	0.00%	Not reported	Q4 2022
OKEOneok Inc	$1.67M	0.67%	0.00%	-0.1%	Q4 2022
METAMeta Platforms, Inc.	$1.66M	0.67%	Not reported	-0.3%	Q4 2022
PFEPfizer Inc	$1.64M	0.66%	0.00%	+0.1%	Q4 2022
QCOMQualcomm Inc	$1.61M	0.64%	0.00%	-0.1%	Q4 2022
BMYBristol Myers Squibb Co	$1.58M	0.63%	0.00%	Not reported	Q4 2022
NFLXNetflix Inc	$1.42M	0.57%	0.00%	+11.1%	Q4 2022
WELLWelltower Inc.	$1.35M	0.54%	0.00%	-1.2%	Q4 2022
GDGeneral Dynamics Corp	$1.34M	0.54%	0.00%	Not reported	Q4 2022
VZVerizon Communications Inc	$1.32M	0.53%	0.00%	+1.3%	Q4 2022
MOAltria Group, Inc.	$1.31M	0.52%	0.00%	+0.1%	Q4 2022
NEMNEWMONT Corp	$1.28M	0.51%	0.00%	Not reported	Q4 2022
AUBAtlantic Union Bankshares Corp	$1.24M	0.50%	0.02%	Not reported	Q4 2022
GLWCorning Inc	$1.19M	0.48%	0.00%	Not reported	Q3 2025
GEVGE Vernova Inc.	$1.17M	0.47%	0.00%	Not reported	Q2 2024

Q1 2026Reported May 5, 2026115 positions
AAPLApple Inc.	$14.8M	6.54%	0.00%	+0.6%	Q4 2022
NVDANvidia Corp	$12.9M	5.71%	0.00%	-1.6%	Q4 2022
MSFTMicrosoft Corp	$11.9M	5.23%	0.00%	-0.9%	Q4 2022
JNJJohnson & Johnson	$10.9M	4.80%	0.00%	-2.0%	Q4 2022
GOOGLAlphabet Inc.	$9.18M	4.05%	0.00%	-1.2%	Q4 2022
CVXChevron Corp	$8.79M	3.88%	0.00%	-1.2%	Q4 2022
XOMExxonMobil Holdings Corp	$7.79M	3.44%	0.00%	-0.2%	Q4 2022
JPMJPMorgan Chase & Co	$7.23M	3.19%	0.00%	-1.0%	Q4 2022
BRK.BBerkshire Hathaway Inc	$5.9M	2.60%	Not reported	+2.1%	Q4 2022
ABBVAbbVie Inc.	$4.85M	2.14%	0.00%	+0.3%	Q4 2022
AVGOBroadcom Inc.	$4.76M	2.10%	0.00%	-0.3%	Q4 2022
GOOGAlphabet Inc.	$4.41M	1.94%	Not reported	-4.4%	Q4 2022
WMTWalmart Inc.	$3.87M	1.71%	0.00%	-3.2%	Q4 2022
CSCOCisco Systems, Inc.	$3.61M	1.59%	0.00%	0.0%	Q4 2022
AMZNAmazon Com Inc	$3.55M	1.56%	0.00%	-1.2%	Q4 2022
HDHome Depot, Inc.	$3.27M	1.44%	0.00%	Not reported	Q4 2022
NOCNorthrop Grumman Corp	$3.23M	1.42%	0.00%	Not reported	Q4 2022
WMBWilliams Companies, Inc.	$3.2M	1.41%	0.00%	-0.6%	Q4 2022
KOCoca Cola Co	$3M	1.32%	0.00%	Not reported	Q4 2022
MAMastercard Inc	$2.85M	1.26%	0.00%	-3.7%	Q4 2022
KMIKinder Morgan, Inc.	$2.8M	1.23%	0.00%	+0.1%	Q4 2022
TSLATesla, Inc.	$2.72M	1.20%	0.00%	-0.1%	Q4 2022
IBMInternational Business Machines Corp	$2.72M	1.20%	0.00%	-0.2%	Q4 2022
VVisa Inc.	$2.55M	1.13%	0.00%	Not reported	Q4 2022
MRKMerck & Co., Inc.	$2.33M	1.03%	0.00%	0.0%	Q4 2022
BXBlackstone Inc.	$2.31M	1.02%	0.00%	-3.5%	Q4 2022
COSTCostco Wholesale Corp	$2.26M	1.00%	0.00%	-1.9%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$2.26M	1.00%	0.00%	-15.4%	Q4 2022
PMPhilip Morris International Inc.	$2.21M	0.98%	0.00%	0.0%	Q4 2022
BPREBluerock Private Real Estate Fund	$2.13M	0.94%	Not reported	+24.2%	Q4 2025
RTXRTX Corp	$2.02M	0.89%	0.00%	0.0%	Q4 2022
PFEPfizer Inc	$1.91M	0.84%	0.00%	+0.1%	Q4 2022
OKEOneok Inc	$1.74M	0.77%	0.00%	+2.5%	Q4 2022
GPCGenuine Parts Co	$1.74M	0.77%	0.01%	Not reported	Q4 2022
NFLXNetflix Inc	$1.72M	0.76%	0.00%	-0.3%	Q4 2022
METAMeta Platforms, Inc.	$1.7M	0.75%	Not reported	-1.3%	Q4 2022
BMYBristol Myers Squibb Co	$1.67M	0.74%	0.00%	Not reported	Q4 2022
GEGeneral Electric Co	$1.61M	0.71%	0.00%	-0.4%	Q4 2022
VZVerizon Communications Inc	$1.55M	0.68%	0.00%	+0.6%	Q4 2022
NEMNEWMONT Corp	$1.49M	0.66%	0.00%	-0.7%	Q4 2022
CATCaterpillar Inc	$1.46M	0.64%	0.00%	-0.1%	Q4 2022
PEPPepsico Inc	$1.39M	0.61%	0.00%	Not reported	Q4 2022
LLYELI LILLY & Co	$1.34M	0.59%	0.00%	-1.6%	Q4 2022
GDGeneral Dynamics Corp	$1.3M	0.57%	0.00%	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$1.22M	0.54%	0.00%	+26.0%	Q4 2022
MOAltria Group, Inc.	$1.2M	0.53%	0.00%	+0.1%	Q4 2022
WELLWelltower Inc.	$1.19M	0.53%	0.00%	Not reported	Q4 2022
QCOMQualcomm Inc	$1.12M	0.50%	0.00%	-6.1%	Q4 2022
AUBAtlantic Union Bankshares Corp	$1.05M	0.46%	0.02%	Not reported	Q4 2022
AMTAmerican Tower Corp	$983K	0.43%	0.00%	-35.3%	Q4 2022

Q4 2025Reported Feb 2, 2026110 positions
AAPLApple Inc.	$15.8M	6.87%	0.00%	-0.4%	Q4 2022
MSFTMicrosoft Corp	$15.6M	6.80%	0.00%	-0.6%	Q4 2022
NVDANvidia Corp	$14.1M	6.12%	0.00%	-2.5%	Q4 2022
GOOGLAlphabet Inc.	$10.1M	4.40%	0.00%	+0.4%	Q4 2022
JNJJohnson & Johnson	$9.41M	4.09%	0.00%	+0.6%	Q4 2022
JPMJPMorgan Chase & Co	$7.99M	3.48%	0.00%	-0.1%	Q4 2022
CVXChevron Corp	$6.55M	2.85%	0.00%	0.0%	Q4 2022
BRK.BBerkshire Hathaway Inc	$6.06M	2.64%	Not reported	+8.3%	Q4 2022
XOMExxonMobil Holdings Corp	$5.54M	2.41%	0.00%	+3.1%	Q4 2022
AVGOBroadcom Inc.	$5.34M	2.32%	0.00%	-2.3%	Q4 2022
ABBVAbbVie Inc.	$5.08M	2.21%	0.00%	+0.1%	Q4 2022
GOOGAlphabet Inc.	$5.04M	2.19%	Not reported	-1.1%	Q4 2022
AMZNAmazon Com Inc	$3.98M	1.73%	0.00%	+6.1%	Q4 2022
CSCOCisco Systems, Inc.	$3.59M	1.56%	0.00%	0.0%	Q4 2022
WMTWalmart Inc.	$3.58M	1.56%	0.00%	Not reported	Q4 2022
HDHome Depot, Inc.	$3.42M	1.49%	0.00%	-0.2%	Q4 2022
MAMastercard Inc	$3.38M	1.47%	0.00%	-0.4%	Q4 2022
IBMInternational Business Machines Corp	$3.33M	1.45%	0.00%	+0.7%	Q4 2022
TSLATesla, Inc.	$3.29M	1.43%	0.00%	Not reported	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$3.21M	1.39%	0.00%	-2.9%	Q4 2022
BXBlackstone Inc.	$3.2M	1.39%	0.00%	-0.1%	Q4 2022
VVisa Inc.	$2.96M	1.29%	0.00%	Not reported	Q4 2022
KOCoca Cola Co	$2.76M	1.20%	0.00%	+0.3%	Q4 2022
NOCNorthrop Grumman Corp	$2.7M	1.17%	0.00%	+0.3%	Q4 2022
WMBWilliams Companies, Inc.	$2.66M	1.16%	0.00%	+0.2%	Q4 2022
KMIKinder Morgan, Inc.	$2.29M	1.00%	0.00%	+5.9%	Q4 2022
PMPhilip Morris International Inc.	$2.14M	0.93%	0.00%	-3.2%	Q4 2022
MRKMerck & Co., Inc.	$2.04M	0.89%	0.00%	+4.0%	Q4 2022
GPCGenuine Parts Co	$2.02M	0.88%	0.01%	Not reported	Q4 2022
COSTCostco Wholesale Corp	$2M	0.87%	0.00%	-3.7%	Q4 2022
METAMeta Platforms, Inc.	$1.98M	0.86%	Not reported	-4.6%	Q4 2022
RTXRTX Corp	$1.92M	0.84%	0.00%	-0.2%	Q4 2022
GEGeneral Electric Co	$1.76M	0.76%	0.00%	Not reported	Q4 2022
PFEPfizer Inc	$1.69M	0.74%	0.00%	+0.9%	Q4 2022
NFLXNetflix Inc	$1.68M	0.73%	0.00%	+16.1%	Q4 2022
QCOMQualcomm Inc	$1.59M	0.69%	0.00%	0.0%	Q4 2022
LLYELI LILLY & Co	$1.59M	0.69%	0.00%	+0.7%	Q4 2022
BPREBluerock Private Real Estate Fund	$1.55M	0.67%	Not reported	New	Q4 2025
AMTAmerican Tower Corp	$1.55M	0.67%	0.00%	-5.0%	Q4 2022
BMYBristol Myers Squibb Co	$1.48M	0.64%	0.00%	Not reported	Q4 2022
NEMNEWMONT Corp	$1.38M	0.60%	0.00%	Not reported	Q4 2022
OKEOneok Inc	$1.38M	0.60%	0.00%	+2.5%	Q4 2022
PEPPepsico Inc	$1.29M	0.56%	0.00%	Not reported	Q4 2022
GDGeneral Dynamics Corp	$1.28M	0.55%	0.00%	Not reported	Q4 2022
VZVerizon Communications Inc	$1.25M	0.54%	0.00%	+1.5%	Q4 2022
CATCaterpillar Inc	$1.18M	0.51%	0.00%	+0.1%	Q4 2022
WELLWelltower Inc.	$1.12M	0.49%	0.00%	Not reported	Q4 2022
MOAltria Group, Inc.	$1.05M	0.46%	0.00%	-3.3%	Q4 2022
CRMSalesforce, Inc.	$1.04M	0.45%	0.00%	Not reported	Q4 2022
AUBAtlantic Union Bankshares Corp	$1.04M	0.45%	0.02%	Not reported	Q4 2022

Q3 2025Reported Oct 29, 2025111 positions
MSFTMicrosoft Corp	$16.8M	7.57%	0.00%	-0.3%	Q4 2022
AAPLApple Inc.	$14.9M	6.67%	0.00%	-1.6%	Q4 2022
NVDANvidia Corp	$14.4M	6.48%	0.00%	-1.1%	Q4 2022
JNJJohnson & Johnson	$8.39M	3.77%	0.00%	-0.2%	Q4 2022
JPMJPMorgan Chase & Co	$7.83M	3.52%	0.00%	Not reported	Q4 2022
GOOGLAlphabet Inc.	$7.83M	3.52%	0.00%	+1.7%	Q4 2022
CVXChevron Corp	$6.67M	3.00%	0.00%	-0.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$5.6M	2.51%	Not reported	+5.1%	Q4 2022
AVGOBroadcom Inc.	$5.21M	2.34%	0.00%	+1.4%	Q4 2022
ABBVAbbVie Inc.	$5.14M	2.31%	0.00%	-0.9%	Q4 2022
XOMExxonMobil Holdings Corp	$5.03M	2.26%	0.00%	-0.4%	Q4 2022
HDHome Depot, Inc.	$4.03M	1.81%	0.00%	0.0%	Q4 2022
GOOGAlphabet Inc.	$3.96M	1.78%	Not reported	Not reported	Q4 2022
AMZNAmazon Com Inc	$3.56M	1.60%	0.00%	+1.5%	Q4 2022
BXBlackstone Inc.	$3.55M	1.60%	0.00%	-4.6%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$3.46M	1.55%	0.00%	-0.1%	Q4 2022
MAMastercard Inc	$3.38M	1.52%	0.00%	-0.1%	Q4 2022
WMTWalmart Inc.	$3.31M	1.49%	0.00%	-1.5%	Q4 2022
TSLATesla, Inc.	$3.26M	1.46%	0.00%	+8.9%	Q4 2022
CSCOCisco Systems, Inc.	$3.19M	1.43%	0.00%	0.0%	Q4 2022
IBMInternational Business Machines Corp	$3.15M	1.41%	0.00%	+22.1%	Q4 2022
VVisa Inc.	$2.88M	1.29%	0.00%	Not reported	Q4 2022
NOCNorthrop Grumman Corp	$2.88M	1.29%	0.00%	Not reported	Q4 2022
WMBWilliams Companies, Inc.	$2.79M	1.26%	0.00%	+0.6%	Q4 2022
KOCoca Cola Co	$2.61M	1.17%	0.00%	0.0%	Q4 2022
METAMeta Platforms, Inc.	$2.31M	1.04%	Not reported	+7.6%	Q4 2022
GPCGenuine Parts Co	$2.27M	1.02%	0.01%	Not reported	Q4 2022
PMPhilip Morris International Inc.	$2.24M	1.01%	0.00%	-0.4%	Q4 2022
KMIKinder Morgan, Inc.	$2.23M	1.00%	0.00%	+18.4%	Q4 2022
COSTCostco Wholesale Corp	$2.23M	1.00%	0.00%	+1.1%	Q4 2022
NFLXNetflix Inc	$1.85M	0.83%	0.00%	+0.2%	Q4 2022
AMTAmerican Tower Corp	$1.78M	0.80%	0.00%	-2.7%	Q4 2022
RTXRTX Corp	$1.76M	0.79%	0.00%	0.0%	Q4 2022
PFEPfizer Inc	$1.72M	0.77%	0.00%	-5.1%	Q4 2022
GEGeneral Electric Co	$1.72M	0.77%	0.00%	-9.5%	Q4 2022
MRKMerck & Co., Inc.	$1.56M	0.70%	0.00%	-0.7%	Q4 2022
QCOMQualcomm Inc	$1.55M	0.69%	0.00%	0.0%	Q4 2022
OKEOneok Inc	$1.33M	0.60%	0.00%	+2.7%	Q4 2022
VZVerizon Communications Inc	$1.33M	0.60%	0.00%	-0.7%	Q4 2022
GDGeneral Dynamics Corp	$1.29M	0.58%	0.00%	Not reported	Q4 2022
PEPPepsico Inc	$1.26M	0.57%	0.00%	-0.1%	Q4 2022
MOAltria Group, Inc.	$1.24M	0.56%	0.00%	+0.1%	Q4 2022
BMYBristol Myers Squibb Co	$1.24M	0.56%	0.00%	-2.3%	Q4 2022
NEMNEWMONT Corp	$1.17M	0.52%	0.00%	Not reported	Q4 2022
LLYELI LILLY & Co	$1.12M	0.50%	0.00%	+1.4%	Q4 2022
WELLWelltower Inc.	$1.07M	0.48%	0.00%	Not reported	Q4 2022
AUBAtlantic Union Bankshares Corp	$1.03M	0.46%	0.02%	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$1.03M	0.46%	0.00%	-2.1%	Q4 2022
ARESAres Management Corp	$991K	0.45%	0.00%	Not reported	Q4 2022
CATCaterpillar Inc	$981K	0.44%	0.00%	-0.7%	Q4 2022

Premium opens every quarter this fund has filed