13F HOLDINGS REPORT
DUDLEY CAPITAL MANAGEMENT, LLC
Quarter ended Q1 2025 · Filed May 7, 2025 · Accession 0001172661-25-001607
Total Value
$190.9M
Positions
130
Other Managers
0
Confidential Omitted
No
Holdings (130)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 61,288 | $13.6M | 7.13% |
| 2 | MICROSOFT CORP | MSFT | 32,758 | $12.3M | 6.44% |
| 3 | NVIDIA CORPORATION | NVDA | 95,040 | $10.3M | 5.40% |
| 4 | JOHNSON & JOHNSON | JNJ | 45,274 | $7.5M | 3.93% |
| 5 | CHEVRON CORP NEW | CVX | 43,151 | $7.2M | 3.78% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 24,851 | $6.1M | 3.19% |
| 7 | EXXON MOBIL CORP | XOM | 44,647 | $5.3M | 2.78% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,938 | $5.3M | 2.77% |
| 9 | ALPHABET INC | GOOG | 33,614 | $5.2M | 2.72% |
| 10 | ABBVIE INC | ABBV | 22,436 | $4.7M | 2.46% |
| 11 | HOME DEPOT INC | HD | 9,945 | $3.6M | 1.91% |
| 12 | MASTERCARD INCORPORATED | MA | 5,950 | $3.3M | 1.71% |
| 13 | BLACKSTONE INC | BX | 22,878 | $3.2M | 1.68% |
| 14 | AMAZON COM INC | AMZN | 15,633 | $3.0M | 1.56% |
| 15 | VISA INC | V | 8,442 | $3.0M | 1.55% |
| 16 | CISCO SYS INC | CSCO | 46,419 | $2.9M | 1.50% |
| 17 | COCA COLA CO | KO | 39,096 | $2.8M | 1.47% |
| 18 | WALMART INC | WMT | 31,488 | $2.8M | 1.45% |
| 19 | WILLIAMS COS INC | 969457100 | 43,628 | $2.6M | 1.37% |
| 20 | ALPHABET INC | GOOG | 16,370 | $2.6M | 1.34% |
| 21 | BROADCOM INC | AVGO | 15,196 | $2.5M | 1.33% |
| 22 | CROWDSTRIKE HLDGS INC | CRWD | 6,992 | $2.5M | 1.29% |
| 23 | NORTHROP GRUMMAN CORP | NOC | 4,722 | $2.4M | 1.27% |
| 24 | INTERNATIONAL BUSINESS MACHS | INTR | 9,212 | $2.3M | 1.20% |
| 25 | COSTCO WHSL CORP NEW | 22160K105 | 2,378 | $2.2M | 1.18% |
| 26 | PHILIP MORRIS INTL INC | 718172109 | 13,962 | $2.2M | 1.16% |
| 27 | COSTCO WHSL CORP NEW | 22160K105 | 2,300 | $2.2M | 1.14% |
| 28 | AMERICAN TOWER CORP NEW | 03027X100 | 9,633 | $2.1M | 1.10% |
| 29 | ISHARES TR | 464287804 | 19,634 | $2.1M | 1.08% |
| 30 | GENUINE PARTS CO | GPC | 16,414 | $2.0M | 1.02% |
| 31 | KINDER MORGAN INC DEL | EP-PC | 66,424 | $1.9M | 0.99% |
| 32 | PFIZER INC | PFE | 71,299 | $1.8M | 0.95% |
| 33 | ONEOK INC NEW | OKE | 17,727 | $1.8M | 0.92% |
| 34 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 28,122 | $1.7M | 0.90% |
| 35 | TESLA INC | TSLA | 6,610 | $1.7M | 0.90% |
| 36 | MERCK & CO INC | MRK | 19,069 | $1.7M | 0.90% |
| 37 | META PLATFORMS INC | META | 2,961 | $1.7M | 0.89% |
| 38 | QUALCOMM INC | QCOM | 9,487 | $1.5M | 0.76% |
| 39 | PIMCO ETF TR | 72201R775 | 15,510 | $1.4M | 0.75% |
| 40 | NETFLIX INC | NFLX | 1,503 | $1.4M | 0.73% |
| 41 | RTX CORPORATION | RTX | 10,532 | $1.4M | 0.73% |
| 42 | PEPSICO INC | PEP | 9,247 | $1.4M | 0.73% |
| 43 | GE AEROSPACE | 369604301 | 6,541 | $1.3M | 0.69% |
| 44 | ELI LILLY & CO | LLY | 1,466 | $1.2M | 0.63% |
| 45 | PROCTER AND GAMBLE CO | 742718109 | 6,814 | $1.2M | 0.61% |
| 46 | SALESFORCE INC | CRM | 4,188 | $1.1M | 0.59% |
| 47 | ALTRIA GROUP INC | MO | 18,350 | $1.1M | 0.58% |
| 48 | VERIZON COMMUNICATIONS INC | VZ | 23,851 | $1.1M | 0.57% |
| 49 | GENERAL DYNAMICS CORP | GD | 3,789 | $1.0M | 0.54% |
| 50 | SSGA ACTIVE ETF TR | 78467V848 | 24,010 | $967,363 | 0.51% |
| 51 | ATLANTIC UN BANKSHARES CORP | 04911A107 | 30,071 | $936,411 | 0.49% |
| 52 | WELLTOWER INC | WELL | 6,025 | $923,090 | 0.48% |
| 53 | ARES MANAGEMENT CORPORATION | ARES-PB | 6,200 | $908,982 | 0.48% |
| 54 | MEDTRONIC PLC | MDT | 9,942 | $893,386 | 0.47% |
| 55 | BLUE OWL CAPITAL CORPORATION | OWL | 59,970 | $879,160 | 0.46% |
| 56 | VANGUARD INDEX FDS | 922908363 | 1,695 | $871,199 | 0.46% |
| 57 | AUTOMATIC DATA PROCESSING IN | ADP | 2,821 | $861,900 | 0.45% |
| 58 | UNION PAC CORP | UNP | 3,645 | $861,095 | 0.45% |
| 59 | STARBUCKS CORP | SBUX | 8,403 | $824,242 | 0.43% |
| 60 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,641 | $804,022 | 0.42% |
| 61 | ISHARES TR | 46432F842 | 10,253 | $775,639 | 0.41% |
| 62 | ALLSTATE CORP | ALL-PJ | 3,695 | $765,124 | 0.40% |
| 63 | HONEYWELL INTL INC | 438516106 | 3,555 | $752,771 | 0.39% |
| 64 | TARGA RES CORP | TRGP | 3,600 | $721,692 | 0.38% |
| 65 | CATERPILLAR INC | CAT | 2,083 | $686,982 | 0.36% |
| 66 | TRUIST FINL CORP | 89832Q109 | 16,328 | $671,897 | 0.35% |
| 67 | NEWMONT CORP | NEMCL | 13,878 | $670,053 | 0.35% |
| 68 | WP CAREY INC | 92936U109 | 10,050 | $634,256 | 0.33% |
| 69 | AT&T INC | T-PC | 22,352 | $632,115 | 0.33% |
| 70 | NUVEEN CHURCHILL DIRECT LEND | 67090S108 | 33,862 | $574,977 | 0.30% |
| 71 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 10,714 | $542,468 | 0.28% |
| 72 | THERMO FISHER SCIENTIFIC INC | TMO | 1,084 | $539,160 | 0.28% |
| 73 | COLGATE PALMOLIVE CO | CL | 5,501 | $515,444 | 0.27% |
| 74 | ISHARES TR | 46429B663 | 4,096 | $496,077 | 0.26% |
| 75 | S&P GLOBAL INC | SPGI | 896 | $455,258 | 0.24% |
| 76 | EATON CORP PLC | ETN | 1,624 | $441,452 | 0.23% |
| 77 | VIRGINIA NATL BANKSHARES COR | 928031103 | 11,650 | $420,332 | 0.22% |
| 78 | NEXTERA ENERGY INC | NEE-PW | 5,818 | $412,438 | 0.22% |
| 79 | APOLLO GLOBAL MGMT INC | 03769M106 | 3,000 | $410,820 | 0.22% |
| 80 | KKR & CO INC | KKRT | 3,400 | $393,074 | 0.21% |
| 81 | NORFOLK SOUTHN CORP | 655844108 | 1,655 | $391,987 | 0.21% |
| 82 | FIDELITY MERRIMACK STR TR | 316188309 | 8,490 | $387,569 | 0.20% |
| 83 | PPG INDS INC | 693506107 | 3,400 | $371,790 | 0.19% |
| 84 | ORACLE CORP | ORCL-PD | 2,659 | $371,755 | 0.19% |
| 85 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 5,132 | $369,350 | 0.19% |
| 86 | PALANTIR TECHNOLOGIES INC | PLTR | 4,275 | $360,810 | 0.19% |
| 87 | ARISTA NETWORKS INC | ANET | 4,588 | $355,478 | 0.19% |
| 88 | SPDR S&P 500 ETF TR | SPY | 626 | $350,178 | 0.18% |
| 89 | MCDONALDS CORP | MCD | 1,104 | $344,856 | 0.18% |
| 90 | UBER TECHNOLOGIES INC | UBER | 4,617 | $336,395 | 0.18% |
| 91 | REALTY INCOME CORP | O | 5,704 | $330,889 | 0.17% |
| 92 | ISHARES TR | 46435UAA9 | 13,150 | $317,967 | 0.17% |
| 93 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,900 | $315,400 | 0.17% |
| 94 | DOW INC | DOW | 8,958 | $312,804 | 0.16% |
| 95 | BLACKROCK ETF TRUST II | BLK | 5,750 | $301,185 | 0.16% |
| 96 | GE VERNOVA INC | GEV | 984 | $300,398 | 0.16% |
| 97 | TRANSDIGM GROUP INC | TDG | 213 | $294,641 | 0.15% |
| 98 | BXP INC | BXP | 4,200 | $282,198 | 0.15% |
| 99 | TEXAS PACIFIC LAND CORPORATI | TPL | 212 | $280,898 | 0.15% |
| 100 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 4,915 | $280,843 | 0.15% |
| 101 | AMGEN INC | AMGN | 898 | $279,772 | 0.15% |
| 102 | ISHARES TR | 46435GAA0 | 11,550 | $279,626 | 0.15% |
| 103 | DISNEY WALT CO | 254687106 | 2,770 | $273,399 | 0.14% |
| 104 | CHURCHILL DOWNS INC | CHDN | 2,460 | $273,232 | 0.14% |
| 105 | CADENCE DESIGN SYSTEM INC | CDNS | 1,017 | $258,654 | 0.14% |
| 106 | ISHARES TR | 464287168 | 1,900 | $255,151 | 0.13% |
| 107 | LIGHTBRIDGE CORP | LTBR | 34,166 | $254,878 | 0.13% |
| 108 | VERTIV HOLDINGS CO | VRT | 3,420 | $246,924 | 0.13% |
| 109 | MARSH & MCLENNAN COS INC | 571748102 | 1,010 | $246,470 | 0.13% |
| 110 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 2,303 | $240,848 | 0.13% |
| 111 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 3,647 | $237,675 | 0.12% |
| 112 | AIR PRODS & CHEMS INC | AIIR | 800 | $235,936 | 0.12% |
| 113 | PALO ALTO NETWORKS INC | PANW | 1,330 | $226,951 | 0.12% |
| 114 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 4,375 | $226,538 | 0.12% |
| 115 | ENERGY TRANSFER L P | ET-PI | 11,887 | $220,979 | 0.12% |
| 116 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 2,100 | $219,618 | 0.12% |
| 117 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 5,460 | $219,274 | 0.11% |
| 118 | UNITED PARCEL SERVICE INC | UPS | 1,937 | $213,051 | 0.11% |
| 119 | DOMINION ENERGY INC | D | 3,788 | $212,393 | 0.11% |
| 120 | TREX CO INC | TREX | 3,600 | $209,160 | 0.11% |
| 121 | AMAZON COM INC | AMZN | 1,000 | $190,260 | 0.10% |
| 122 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,139 | $189,074 | 0.10% |
| 123 | EATON VANCE LIMITED DURATION | ETN | 18,133 | $180,967 | 0.09% |
| 124 | EATON VANCE TAX-MANAGED DIVE | ETN | 11,896 | $169,634 | 0.09% |
| 125 | KIMBELL RTY PARTNERS LP | 49435R102 | 10,000 | $140,000 | 0.07% |
| 126 | WESTERN ASSET HIGH INCOME OP | HIO | 31,100 | $123,778 | 0.06% |
| 127 | PROSPECT CAP CORP | PSEC-PA | 27,900 | $114,390 | 0.06% |
| 128 | REZOLVE AI LTD | RZLVW | 11,500 | $13,915 | 0.01% |
| 129 | TREX CO INC | TREX | 200 | $11,620 | 0.01% |
| 130 | TILRAY BRANDS INC | TLRY | 15,000 | $9,863 | 0.01% |