13F HOLDINGS REPORT
DUDLEY CAPITAL MANAGEMENT, LLC
Quarter ended Q3 2025 · Filed October 29, 2025 · Accession 0001172661-25-004482
Total Value
$222.6M
Positions
134
Other Managers
0
Confidential Omitted
No
Holdings (134)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 32,525 | $16.8M | 7.57% |
| 2 | APPLE INC | AAPL | 58,340 | $14.9M | 6.67% |
| 3 | NVIDIA CORPORATION | NVDA | 77,330 | $14.4M | 6.48% |
| 4 | JOHNSON & JOHNSON | JNJ | 45,235 | $8.4M | 3.77% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 24,831 | $7.8M | 3.52% |
| 6 | ALPHABET INC | GOOG | 32,193 | $7.8M | 3.52% |
| 7 | CHEVRON CORP NEW | CVX | 42,972 | $6.7M | 3.00% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11,134 | $5.6M | 2.51% |
| 9 | BROADCOM INC | AVGO | 15,786 | $5.2M | 2.34% |
| 10 | ABBVIE INC | ABBV | 22,182 | $5.1M | 2.31% |
| 11 | EXXON MOBIL CORP | XOM | 44,603 | $5.0M | 2.26% |
| 12 | HOME DEPOT INC | HD | 9,946 | $4.0M | 1.81% |
| 13 | ALPHABET INC | GOOG | 16,245 | $4.0M | 1.78% |
| 14 | AMAZON COM INC | AMZN | 16,231 | $3.6M | 1.60% |
| 15 | BLACKSTONE INC | BX | 20,799 | $3.6M | 1.60% |
| 16 | CROWDSTRIKE HLDGS INC | CRWD | 7,047 | $3.5M | 1.55% |
| 17 | MASTERCARD INCORPORATED | MA | 5,945 | $3.4M | 1.52% |
| 18 | WALMART INC | WMT | 32,132 | $3.3M | 1.49% |
| 19 | TESLA INC | TSLA | 7,323 | $3.3M | 1.46% |
| 20 | CISCO SYS INC | CSCO | 46,565 | $3.2M | 1.43% |
| 21 | INTERNATIONAL BUSINESS MACHS | INTR | 11,160 | $3.1M | 1.41% |
| 22 | VISA INC | V | 8,442 | $2.9M | 1.29% |
| 23 | NORTHROP GRUMMAN CORP | NOC | 4,722 | $2.9M | 1.29% |
| 24 | WILLIAMS COS INC | 969457100 | 44,114 | $2.8M | 1.26% |
| 25 | COCA COLA CO | KO | 39,386 | $2.6M | 1.17% |
| 26 | META PLATFORMS INC | META | 3,150 | $2.3M | 1.04% |
| 27 | GENUINE PARTS CO | GPC | 16,414 | $2.3M | 1.02% |
| 28 | PHILIP MORRIS INTL INC | 718172109 | 13,815 | $2.2M | 1.01% |
| 29 | KINDER MORGAN INC DEL | EP-PC | 78,775 | $2.2M | 1.00% |
| 30 | COSTCO WHSL CORP NEW | 22160K105 | 2,407 | $2.2M | 1.00% |
| 31 | NETFLIX INC | NFLX | 1,545 | $1.9M | 0.83% |
| 32 | AMERICAN TOWER CORP NEW | 03027X100 | 9,271 | $1.8M | 0.80% |
| 33 | RTX CORPORATION | RTX | 10,515 | $1.8M | 0.79% |
| 34 | PFIZER INC | PFE | 67,436 | $1.7M | 0.77% |
| 35 | GE AEROSPACE | 369604301 | 5,710 | $1.7M | 0.77% |
| 36 | MERCK & CO INC | MRK | 18,619 | $1.6M | 0.70% |
| 37 | QUALCOMM INC | QCOM | 9,293 | $1.5M | 0.69% |
| 38 | PIMCO ETF TR | 72201R775 | 15,455 | $1.4M | 0.65% |
| 39 | ONEOK INC NEW | OKE | 18,293 | $1.3M | 0.60% |
| 40 | VERIZON COMMUNICATIONS INC | VZ | 30,251 | $1.3M | 0.60% |
| 41 | GENERAL DYNAMICS CORP | GD | 3,789 | $1.3M | 0.58% |
| 42 | PEPSICO INC | PEP | 8,969 | $1.3M | 0.57% |
| 43 | ALTRIA GROUP INC | MO | 18,790 | $1.2M | 0.56% |
| 44 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 27,476 | $1.2M | 0.56% |
| 45 | BLACKROCK ETF TRUST II | BLK | 23,077 | $1.2M | 0.55% |
| 46 | NEWMONT CORP | NEMCL | 13,829 | $1.2M | 0.52% |
| 47 | ELI LILLY & CO | LLY | 1,465 | $1.1M | 0.50% |
| 48 | WELLTOWER INC | WELL | 6,025 | $1.1M | 0.48% |
| 49 | VANGUARD INDEX FDS | 922908363 | 1,746 | $1.1M | 0.48% |
| 50 | ATLANTIC UN BANKSHARES CORP | 04911A107 | 29,321 | $1.0M | 0.46% |
| 51 | PROCTER AND GAMBLE CO | 742718109 | 6,674 | $1.0M | 0.46% |
| 52 | ARES MANAGEMENT CORPORATION | ARES-PB | 6,200 | $991,318 | 0.45% |
| 53 | CATERPILLAR INC | CAT | 2,055 | $980,627 | 0.44% |
| 54 | SSGA ACTIVE ETF TR | 78467V848 | 23,900 | $969,623 | 0.44% |
| 55 | MEDTRONIC PLC | MDT | 9,891 | $942,058 | 0.42% |
| 56 | SALESFORCE INC | CRM | 3,933 | $932,113 | 0.42% |
| 57 | SERVICENOW INC | NOW | 968 | $890,831 | 0.40% |
| 58 | UNION PAC CORP | UNP | 3,645 | $861,569 | 0.39% |
| 59 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 8,533 | $851,679 | 0.38% |
| 60 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 16,718 | $848,082 | 0.38% |
| 61 | ARISTA NETWORKS INC | ANET | 5,682 | $827,924 | 0.37% |
| 62 | AUTOMATIC DATA PROCESSING IN | ADP | 2,746 | $805,951 | 0.36% |
| 63 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,044 | $767,132 | 0.34% |
| 64 | ALLSTATE CORP | ALL-PJ | 3,517 | $754,924 | 0.34% |
| 65 | ORACLE CORP | ORCL-PD | 2,659 | $747,875 | 0.34% |
| 66 | TRUIST FINL CORP | 89832Q109 | 16,328 | $746,516 | 0.34% |
| 67 | HONEYWELL INTL INC | 438516106 | 3,535 | $744,118 | 0.33% |
| 68 | ISHARES TR | 46432F842 | 8,502 | $742,310 | 0.33% |
| 69 | LIGHTBRIDGE CORP | LTBR | 34,166 | $724,661 | 0.33% |
| 70 | STARBUCKS CORP | SBUX | 8,312 | $703,159 | 0.32% |
| 71 | PALANTIR TECHNOLOGIES INC | PLTR | 3,850 | $702,317 | 0.32% |
| 72 | ISHARES TR | 46429B663 | 5,661 | $693,159 | 0.31% |
| 73 | WP CAREY INC | 92936U109 | 10,175 | $687,525 | 0.31% |
| 74 | BLUE OWL CAPITAL CORPORATION | OWL | 53,770 | $686,643 | 0.31% |
| 75 | APPLOVIN CORP | APP | 925 | $664,650 | 0.30% |
| 76 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 4,405 | $641,412 | 0.29% |
| 77 | AT&T INC | T-PC | 22,352 | $631,220 | 0.28% |
| 78 | TARGA RES CORP | TRGP | 3,600 | $603,144 | 0.27% |
| 79 | GE VERNOVA INC | GEV | 977 | $600,768 | 0.27% |
| 80 | ISHARES TR | 46435GAA0 | 24,400 | $592,920 | 0.27% |
| 81 | VERTIV HOLDINGS CO | VRT | 3,575 | $539,326 | 0.24% |
| 82 | EATON CORP PLC | ETN | 1,434 | $536,675 | 0.24% |
| 83 | THERMO FISHER SCIENTIFIC INC | TMO | 1,084 | $525,529 | 0.24% |
| 84 | ISHARES TR | 46435UAA9 | 19,325 | $470,371 | 0.21% |
| 85 | KKR & CO INC | KKRT | 3,595 | $467,170 | 0.21% |
| 86 | VIRGINIA NATL BANKSHARES COR | 928031103 | 11,650 | $452,137 | 0.20% |
| 87 | UBER TECHNOLOGIES INC | UBER | 4,562 | $446,939 | 0.20% |
| 88 | COLGATE PALMOLIVE CO | CL | 5,501 | $439,750 | 0.20% |
| 89 | NEXTERA ENERGY INC | NEE-PW | 5,818 | $439,201 | 0.20% |
| 90 | NORFOLK SOUTHN CORP | 655844108 | 1,377 | $413,665 | 0.19% |
| 91 | S&P GLOBAL INC | SPGI | 848 | $412,730 | 0.19% |
| 92 | APOLLO GLOBAL MGMT INC | 03769M106 | 3,000 | $399,810 | 0.18% |
| 93 | SPDR S&P 500 ETF TR | SPY | 596 | $396,921 | 0.18% |
| 94 | FIDELITY MERRIMACK STR TR | 316188309 | 8,280 | $382,867 | 0.17% |
| 95 | NUVEEN CHURCHILL DIRECT LEND | 67090S108 | 26,400 | $364,320 | 0.16% |
| 96 | CORNING INC | GLW | 4,400 | $360,932 | 0.16% |
| 97 | PPG INDS INC | 693506107 | 3,400 | $357,374 | 0.16% |
| 98 | CADENCE DESIGN SYSTEM INC | CDNS | 1,012 | $355,475 | 0.16% |
| 99 | AMGEN INC | AMGN | 1,233 | $347,953 | 0.16% |
| 100 | REALTY INCOME CORP | O | 5,580 | $339,208 | 0.15% |
| 101 | AMAZON COM INC | AMZN | 1,500 | $329,355 | 0.15% |
| 102 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 3,647 | $327,391 | 0.15% |
| 103 | VIPER ENERGY INC | VNOM | 8,494 | $324,623 | 0.15% |
| 104 | DISNEY WALT CO | 254687106 | 2,798 | $320,371 | 0.14% |
| 105 | CELESTICA INC | CLS | 1,300 | $320,294 | 0.14% |
| 106 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,139 | $318,111 | 0.14% |
| 107 | MCDONALDS CORP | MCD | 1,004 | $305,106 | 0.14% |
| 108 | ISHARES TR | 464287804 | 2,533 | $300,996 | 0.14% |
| 109 | ISHARES TR | 464289438 | 1,100 | $300,964 | 0.14% |
| 110 | PALANTIR TECHNOLOGIES INC | PLTR | 1,600 | $291,872 | 0.13% |
| 111 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 4,873 | $278,248 | 0.13% |
| 112 | VANGUARD INTL EQUITY INDEX F | 922042858 | 5,074 | $274,909 | 0.12% |
| 113 | PALO ALTO NETWORKS INC | PANW | 1,330 | $270,815 | 0.12% |
| 114 | ISHARES TR | 464287168 | 1,900 | $269,990 | 0.12% |
| 115 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 4,335 | $249,338 | 0.11% |
| 116 | NEBIUS GROUP N.V. | NBIS | 2,185 | $245,310 | 0.11% |
| 117 | AIR PRODS & CHEMS INC | AIIR | 800 | $218,176 | 0.10% |
| 118 | ISHARES TR | 464287515 | 1,888 | $217,139 | 0.10% |
| 119 | ENERGY TRANSFER L P | ET-PI | 12,157 | $208,614 | 0.09% |
| 120 | ILLINOIS TOOL WKS INC | 452308109 | 800 | $208,608 | 0.09% |
| 121 | STERLING INFRASTRUCTURE INC | STRL | 600 | $203,808 | 0.09% |
| 122 | MARSH & MCLENNAN COS INC | 571748102 | 1,010 | $203,545 | 0.09% |
| 123 | ISHARES TR | 46434VBD1 | 8,050 | $202,780 | 0.09% |
| 124 | MARATHON PETE CORP | MARA | 1,048 | $202,043 | 0.09% |
| 125 | OKLO INC | OKLO | 1,800 | $200,934 | 0.09% |
| 126 | ROBINHOOD MKTS INC | 770700102 | 1,400 | $200,452 | 0.09% |
| 127 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 700 | $195,503 | 0.09% |
| 128 | EATON VANCE TAX-MANAGED DIVE | ETN | 12,071 | $191,928 | 0.09% |
| 129 | EATON VANCE LIMITED DURATION | ETN | 17,383 | $176,437 | 0.08% |
| 130 | STRATEGY INC | STRK | 500 | $161,105 | 0.07% |
| 131 | KIMBELL RTY PARTNERS LP | 49435R102 | 10,000 | $134,900 | 0.06% |
| 132 | WESTERN ASSET HIGH INCOME OP | HIO | 31,100 | $119,424 | 0.05% |
| 133 | STRATEGY INC | STRK | 260 | $83,775 | 0.04% |
| 134 | TILRAY BRANDS INC | TLRY | 26,000 | $44,980 | 0.02% |