13F HOLDINGS REPORT
DUDLEY CAPITAL MANAGEMENT, LLC
Quarter ended Q2 2025 · Filed July 30, 2025 · Accession 0001172661-25-002807
Total Value
$200.3M
Positions
129
Other Managers
0
Confidential Omitted
No
Holdings (129)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 32,615 | $16.2M | 8.10% |
| 2 | NVIDIA CORPORATION | NVDA | 78,160 | $12.3M | 6.16% |
| 3 | APPLE INC | AAPL | 59,269 | $12.2M | 6.07% |
| 4 | JPMORGAN CHASE & CO. | VYLD | 24,831 | $7.2M | 3.59% |
| 5 | JOHNSON & JOHNSON | JNJ | 45,342 | $6.9M | 3.46% |
| 6 | CHEVRON CORP NEW | CVX | 43,065 | $6.2M | 3.08% |
| 7 | ALPHABET INC | GOOG | 31,658 | $5.6M | 2.79% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 10,591 | $5.1M | 2.57% |
| 9 | EXXON MOBIL CORP | XOM | 44,800 | $4.8M | 2.41% |
| 10 | BROADCOM INC | AVGO | 15,571 | $4.3M | 2.14% |
| 11 | ABBVIE INC | ABBV | 22,377 | $4.2M | 2.07% |
| 12 | HOME DEPOT INC | HD | 9,945 | $3.6M | 1.82% |
| 13 | CROWDSTRIKE HLDGS INC | CRWD | 7,052 | $3.6M | 1.79% |
| 14 | AMAZON COM INC | AMZN | 15,989 | $3.5M | 1.75% |
| 15 | MASTERCARD INCORPORATED | MA | 5,950 | $3.3M | 1.67% |
| 16 | BLACKSTONE INC | BX | 21,797 | $3.3M | 1.63% |
| 17 | CISCO SYS INC | CSCO | 46,555 | $3.2M | 1.61% |
| 18 | WALMART INC | WMT | 32,629 | $3.2M | 1.59% |
| 19 | VISA INC | V | 8,442 | $3.0M | 1.50% |
| 20 | ALPHABET INC | GOOG | 16,245 | $2.9M | 1.44% |
| 21 | COCA COLA CO | KO | 39,383 | $2.8M | 1.39% |
| 22 | WILLIAMS COS INC | 969457100 | 43,838 | $2.8M | 1.37% |
| 23 | INTERNATIONAL BUSINESS MACHS | INTR | 9,144 | $2.7M | 1.35% |
| 24 | PHILIP MORRIS INTL INC | 718172109 | 13,865 | $2.5M | 1.26% |
| 25 | NORTHROP GRUMMAN CORP | NOC | 4,722 | $2.4M | 1.18% |
| 26 | COSTCO WHSL CORP NEW | 22160K105 | 2,382 | $2.4M | 1.18% |
| 27 | META PLATFORMS INC | META | 2,927 | $2.2M | 1.08% |
| 28 | TESLA INC | TSLA | 6,725 | $2.1M | 1.07% |
| 29 | AMERICAN TOWER CORP NEW | 03027X100 | 9,530 | $2.1M | 1.05% |
| 30 | NETFLIX INC | NFLX | 1,542 | $2.1M | 1.03% |
| 31 | GENUINE PARTS CO | GPC | 16,414 | $2.0M | 0.99% |
| 32 | KINDER MORGAN INC DEL | EP-PC | 66,553 | $2.0M | 0.98% |
| 33 | PFIZER INC | PFE | 71,084 | $1.7M | 0.86% |
| 34 | GE AEROSPACE | 369604301 | 6,310 | $1.6M | 0.81% |
| 35 | RTX CORPORATION | RTX | 10,513 | $1.5M | 0.77% |
| 36 | MERCK & CO INC | MRK | 18,758 | $1.5M | 0.74% |
| 37 | QUALCOMM INC | QCOM | 9,290 | $1.5M | 0.74% |
| 38 | ONEOK INC NEW | OKE | 17,818 | $1.5M | 0.73% |
| 39 | PIMCO ETF TR | 72201R775 | 15,510 | $1.4M | 0.71% |
| 40 | VERIZON COMMUNICATIONS INC | VZ | 30,451 | $1.3M | 0.66% |
| 41 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 28,122 | $1.3M | 0.65% |
| 42 | PEPSICO INC | PEP | 8,979 | $1.2M | 0.59% |
| 43 | SALESFORCE INC | CRM | 4,165 | $1.1M | 0.57% |
| 44 | ELI LILLY & CO | LLY | 1,445 | $1.1M | 0.56% |
| 45 | GENERAL DYNAMICS CORP | GD | 3,789 | $1.1M | 0.55% |
| 46 | ALTRIA GROUP INC | MO | 18,770 | $1.1M | 0.55% |
| 47 | PROCTER AND GAMBLE CO | 742718109 | 6,814 | $1.1M | 0.54% |
| 48 | ARES MANAGEMENT CORPORATION | ARES-PB | 6,200 | $1.1M | 0.54% |
| 49 | VANGUARD INDEX FDS | 922908363 | 1,696 | $963,273 | 0.48% |
| 50 | SSGA ACTIVE ETF TR | 78467V848 | 24,010 | $963,041 | 0.48% |
| 51 | SERVICENOW INC | NOW | 916 | $941,721 | 0.47% |
| 52 | WELLTOWER INC | WELL | 6,025 | $926,223 | 0.46% |
| 53 | ATLANTIC UN BANKSHARES CORP | 04911A107 | 29,321 | $917,161 | 0.46% |
| 54 | MEDTRONIC PLC | MDT | 10,131 | $883,137 | 0.44% |
| 55 | BLUE OWL CAPITAL CORPORATION | OWL | 59,770 | $857,102 | 0.43% |
| 56 | AUTOMATIC DATA PROCESSING IN | ADP | 2,746 | $846,866 | 0.42% |
| 57 | UNION PAC CORP | UNP | 3,645 | $838,642 | 0.42% |
| 58 | HONEYWELL INTL INC | 438516106 | 3,545 | $825,560 | 0.41% |
| 59 | ISHARES TR | 46432F842 | 9,723 | $811,676 | 0.41% |
| 60 | NEWMONT CORP | NEMCL | 13,829 | $805,660 | 0.40% |
| 61 | CATERPILLAR INC | CAT | 2,069 | $803,266 | 0.40% |
| 62 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 8,478 | $796,847 | 0.40% |
| 63 | STARBUCKS CORP | SBUX | 8,325 | $762,799 | 0.38% |
| 64 | ALLSTATE CORP | ALL-PJ | 3,695 | $743,840 | 0.37% |
| 65 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,043 | $734,795 | 0.37% |
| 66 | TRUIST FINL CORP | 89832Q109 | 16,328 | $701,941 | 0.35% |
| 67 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 13,536 | $686,014 | 0.34% |
| 68 | ISHARES TR | 46429B663 | 5,836 | $683,775 | 0.34% |
| 69 | AT&T INC | T-PC | 22,852 | $661,337 | 0.33% |
| 70 | WP CAREY INC | 92936U109 | 10,175 | $634,717 | 0.32% |
| 71 | TARGA RES CORP | TRGP | 3,600 | $626,688 | 0.31% |
| 72 | ORACLE CORP | ORCL-PD | 2,859 | $625,063 | 0.31% |
| 73 | EATON CORP PLC | ETN | 1,549 | $552,978 | 0.28% |
| 74 | NUVEEN CHURCHILL DIRECT LEND | 67090S108 | 33,062 | $535,274 | 0.27% |
| 75 | PALANTIR TECHNOLOGIES INC | PLTR | 3,825 | $521,424 | 0.26% |
| 76 | GE VERNOVA INC | GEV | 977 | $516,987 | 0.26% |
| 77 | COLGATE PALMOLIVE CO | CL | 5,501 | $500,041 | 0.25% |
| 78 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 5,260 | $487,023 | 0.24% |
| 79 | KKR & CO INC | KKRT | 3,570 | $474,917 | 0.24% |
| 80 | UBER TECHNOLOGIES INC | UBER | 4,962 | $462,955 | 0.23% |
| 81 | LIGHTBRIDGE CORP | LTBR | 34,166 | $456,799 | 0.23% |
| 82 | ARISTA NETWORKS INC | ANET | 4,438 | $454,052 | 0.23% |
| 83 | S&P GLOBAL INC | SPGI | 843 | $444,505 | 0.22% |
| 84 | THERMO FISHER SCIENTIFIC INC | TMO | 1,084 | $439,324 | 0.22% |
| 85 | VIRGINIA NATL BANKSHARES COR | 928031103 | 11,650 | $431,050 | 0.22% |
| 86 | VERTIV HOLDINGS CO | VRT | 3,345 | $429,532 | 0.21% |
| 87 | APOLLO GLOBAL MGMT INC | 03769M106 | 3,000 | $425,610 | 0.21% |
| 88 | NEXTERA ENERGY INC | NEE-PW | 5,818 | $403,886 | 0.20% |
| 89 | PPG INDS INC | 693506107 | 3,400 | $386,750 | 0.19% |
| 90 | FIDELITY MERRIMACK STR TR | 316188309 | 8,390 | $383,843 | 0.19% |
| 91 | NORFOLK SOUTHN CORP | 655844108 | 1,477 | $378,068 | 0.19% |
| 92 | ISHARES TR | 46435UAA9 | 15,425 | $374,365 | 0.19% |
| 93 | BLACKROCK ETF TRUST II | BLK | 7,075 | $373,843 | 0.19% |
| 94 | SPDR S&P 500 ETF TR | SPY | 601 | $371,215 | 0.19% |
| 95 | DISNEY WALT CO | 254687106 | 2,798 | $346,980 | 0.17% |
| 96 | ISHARES TR | 46435GAA0 | 14,225 | $344,956 | 0.17% |
| 97 | AMGEN INC | AMGN | 1,233 | $344,266 | 0.17% |
| 98 | REALTY INCOME CORP | O | 5,662 | $326,188 | 0.16% |
| 99 | CADENCE DESIGN SYSTEM INC | CDNS | 1,017 | $313,389 | 0.16% |
| 100 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 3,647 | $309,375 | 0.15% |
| 101 | MCDONALDS CORP | MCD | 1,029 | $300,643 | 0.15% |
| 102 | APPLOVIN CORP | APP | 855 | $299,318 | 0.15% |
| 103 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 4,865 | $276,575 | 0.14% |
| 104 | PALO ALTO NETWORKS INC | PANW | 1,330 | $272,171 | 0.14% |
| 105 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,200 | $271,788 | 0.14% |
| 106 | CELESTICA INC | CLS | 1,700 | $265,387 | 0.13% |
| 107 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,139 | $257,972 | 0.13% |
| 108 | ISHARES TR | 464287804 | 2,314 | $252,897 | 0.13% |
| 109 | ISHARES TR | 464287168 | 1,900 | $252,339 | 0.13% |
| 110 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 4,325 | $235,280 | 0.12% |
| 111 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 2,239 | $233,147 | 0.12% |
| 112 | DOMINION ENERGY INC | D | 4,088 | $231,054 | 0.12% |
| 113 | AIR PRODS & CHEMS INC | AIIR | 800 | $225,648 | 0.11% |
| 114 | TEXAS PACIFIC LAND CORPORATI | TPL | 212 | $223,955 | 0.11% |
| 115 | MARSH & MCLENNAN COS INC | 571748102 | 1,010 | $220,826 | 0.11% |
| 116 | AMAZON COM INC | AMZN | 1,000 | $219,390 | 0.11% |
| 117 | ENERGY TRANSFER L P | ET-PI | 11,887 | $215,511 | 0.11% |
| 118 | ADVANCED MICRO DEVICES INC | AMD | 1,500 | $212,850 | 0.11% |
| 119 | VANGUARD INTL EQUITY INDEX F | 922042858 | 4,257 | $210,551 | 0.11% |
| 120 | GRANITESHARES ETF TR | 38747R827 | 2,900 | $204,218 | 0.10% |
| 121 | EATON VANCE LIMITED DURATION | ETN | 18,133 | $186,045 | 0.09% |
| 122 | EATON VANCE TAX-MANAGED DIVE | ETN | 11,986 | $185,419 | 0.09% |
| 123 | KIMBELL RTY PARTNERS LP | 49435R102 | 10,000 | $139,600 | 0.07% |
| 124 | WESTERN ASSET HIGH INCOME OP | HIO | 31,100 | $123,778 | 0.06% |
| 125 | PFIZER INC | PFE | 4,000 | $96,960 | 0.05% |
| 126 | PALANTIR TECHNOLOGIES INC | PLTR | 500 | $68,160 | 0.03% |
| 127 | REZOLVE AI PLC | RZLVW | 13,500 | $41,513 | 0.02% |
| 128 | ADVANCED MICRO DEVICES INC | AMD | 208 | $29,515 | 0.01% |
| 129 | TILRAY BRANDS INC | TLRY | 15,000 | $6,216 | 0.00% |