13F HOLDINGS REPORT
DUDLEY CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2025 · Filed February 2, 2026 · Accession 0001172661-26-000420
Total Value
$230.0M
Positions
136
Other Managers
0
Confidential Omitted
No
Holdings (136)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 58,107 | $15.8M | 6.87% |
| 2 | MICROSOFT CORP | MSFT | 32,345 | $15.6M | 6.80% |
| 3 | NVIDIA CORPORATION | NVDA | 75,420 | $14.1M | 6.12% |
| 4 | ALPHABET INC | GOOG | 32,335 | $10.1M | 4.40% |
| 5 | JOHNSON & JOHNSON | JNJ | 45,483 | $9.4M | 4.09% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 24,807 | $8.0M | 3.48% |
| 7 | CHEVRON CORP NEW | CVX | 42,979 | $6.6M | 2.85% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 12,063 | $6.1M | 2.64% |
| 9 | EXXON MOBIL CORP | XOM | 46,005 | $5.5M | 2.41% |
| 10 | BROADCOM INC | AVGO | 15,421 | $5.3M | 2.32% |
| 11 | ABBVIE INC | ABBV | 22,211 | $5.1M | 2.21% |
| 12 | ALPHABET INC | GOOG | 16,071 | $5.0M | 2.19% |
| 13 | AMAZON COM INC | AMZN | 17,227 | $4.0M | 1.73% |
| 14 | CISCO SYS INC | CSCO | 46,574 | $3.6M | 1.56% |
| 15 | WALMART INC | WMT | 32,132 | $3.6M | 1.56% |
| 16 | HOME DEPOT INC | HD | 9,930 | $3.4M | 1.49% |
| 17 | MASTERCARD INCORPORATED | MA | 5,920 | $3.4M | 1.47% |
| 18 | INTERNATIONAL BUSINESS MACHS | INTR | 11,242 | $3.3M | 1.45% |
| 19 | TESLA INC | TSLA | 7,323 | $3.3M | 1.43% |
| 20 | CROWDSTRIKE HLDGS INC | CRWD | 6,840 | $3.2M | 1.39% |
| 21 | BLACKSTONE INC | BX | 20,782 | $3.2M | 1.39% |
| 22 | VISA INC | V | 8,442 | $3.0M | 1.29% |
| 23 | COCA COLA CO | KO | 39,499 | $2.8M | 1.20% |
| 24 | NORTHROP GRUMMAN CORP | NOC | 4,735 | $2.7M | 1.17% |
| 25 | WILLIAMS COS INC | 969457100 | 44,192 | $2.7M | 1.16% |
| 26 | KINDER MORGAN INC DEL | EP-PC | 83,438 | $2.3M | 1.00% |
| 27 | PHILIP MORRIS INTL INC | 718172109 | 13,368 | $2.1M | 0.93% |
| 28 | MERCK & CO INC | MRK | 19,360 | $2.0M | 0.89% |
| 29 | GENUINE PARTS CO | GPC | 16,414 | $2.0M | 0.88% |
| 30 | COSTCO WHSL CORP NEW | 22160K105 | 2,318 | $2.0M | 0.87% |
| 31 | META PLATFORMS INC | META | 3,004 | $2.0M | 0.86% |
| 32 | RTX CORPORATION | RTX | 10,491 | $1.9M | 0.84% |
| 33 | GE AEROSPACE | 369604301 | 5,710 | $1.8M | 0.76% |
| 34 | PFIZER INC | PFE | 68,020 | $1.7M | 0.74% |
| 35 | NETFLIX INC | NFLX | 17,935 | $1.7M | 0.73% |
| 36 | QUALCOMM INC | QCOM | 9,296 | $1.6M | 0.69% |
| 37 | ELI LILLY & CO | LLY | 1,475 | $1.6M | 0.69% |
| 38 | BLUEROCK PVT REAL ESTATE FD | 09631P102 | 103,392 | $1.6M | 0.67% |
| 39 | AMERICAN TOWER CORP NEW | 03027X100 | 8,805 | $1.5M | 0.67% |
| 40 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 27,476 | $1.5M | 0.64% |
| 41 | PIMCO ETF TR | 72201R775 | 15,040 | $1.4M | 0.61% |
| 42 | NEWMONT CORP | NEMCL | 13,829 | $1.4M | 0.60% |
| 43 | ONEOK INC NEW | OKE | 18,742 | $1.4M | 0.60% |
| 44 | PEPSICO INC | PEP | 8,969 | $1.3M | 0.56% |
| 45 | GENERAL DYNAMICS CORP | GD | 3,789 | $1.3M | 0.55% |
| 46 | INVESCO EXCHANGE TRADED FD T | IVZ | 6,544 | $1.3M | 0.55% |
| 47 | VERIZON COMMUNICATIONS INC | VZ | 30,701 | $1.3M | 0.54% |
| 48 | BLACKROCK ETF TRUST II | BLK | 23,589 | $1.2M | 0.54% |
| 49 | CATERPILLAR INC | CAT | 2,056 | $1.2M | 0.51% |
| 50 | VANGUARD INDEX FDS | 922908363 | 1,861 | $1.2M | 0.51% |
| 51 | ISHARES TR | 46435GAA0 | 47,292 | $1.1M | 0.50% |
| 52 | WELLTOWER INC | WELL | 6,025 | $1.1M | 0.49% |
| 53 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 21,459 | $1.1M | 0.47% |
| 54 | ALTRIA GROUP INC | MO | 18,176 | $1.0M | 0.46% |
| 55 | SALESFORCE INC | CRM | 3,933 | $1.0M | 0.45% |
| 56 | ATLANTIC UN BANKSHARES CORP | 04911A107 | 29,321 | $1.0M | 0.45% |
| 57 | ARES MANAGEMENT CORPORATION | ARES-PB | 6,200 | $1.0M | 0.44% |
| 58 | PROCTER AND GAMBLE CO | 742718109 | 6,725 | $963,760 | 0.42% |
| 59 | MEDTRONIC PLC | MDT | 9,864 | $947,536 | 0.41% |
| 60 | UNION PAC CORP | UNP | 3,645 | $843,161 | 0.37% |
| 61 | ISHARES TR | 46435UAA9 | 34,175 | $829,769 | 0.36% |
| 62 | TRUIST FINL CORP | 89832Q109 | 16,328 | $803,501 | 0.35% |
| 63 | ISHARES TR | 46432F842 | 8,502 | $760,589 | 0.33% |
| 64 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 9,658 | $736,229 | 0.32% |
| 65 | ALLSTATE CORP | ALL-PJ | 3,517 | $732,064 | 0.32% |
| 66 | SERVICENOW INC | NOW | 4,740 | $726,121 | 0.32% |
| 67 | AUTOMATIC DATA PROCESSING IN | ADP | 2,746 | $706,354 | 0.31% |
| 68 | STARBUCKS CORP | SBUX | 8,313 | $700,075 | 0.30% |
| 69 | ISHARES TR | 46429B663 | 5,661 | $688,404 | 0.30% |
| 70 | HONEYWELL INTL INC | 438516106 | 3,505 | $683,790 | 0.30% |
| 71 | TARGA RES CORP | TRGP | 3,600 | $664,200 | 0.29% |
| 72 | PALANTIR TECHNOLOGIES INC | PLTR | 3,710 | $659,453 | 0.29% |
| 73 | WP CAREY INC | 92936U109 | 10,175 | $654,863 | 0.28% |
| 74 | SSGA ACTIVE ETF TR | 78467V848 | 16,265 | $654,666 | 0.28% |
| 75 | GE VERNOVA INC | GEV | 987 | $645,089 | 0.28% |
| 76 | APPLOVIN CORP | APP | 950 | $640,129 | 0.28% |
| 77 | TESLA INC | TSLA | 1,400 | $629,608 | 0.27% |
| 78 | THERMO FISHER SCIENTIFIC INC | TMO | 1,084 | $627,846 | 0.27% |
| 79 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 4,207 | $605,345 | 0.26% |
| 80 | BLUE OWL CAPITAL CORPORATION | OWL | 47,670 | $592,538 | 0.26% |
| 81 | ARISTA NETWORKS INC | ANET | 4,482 | $587,276 | 0.26% |
| 82 | VERTIV HOLDINGS CO | VRT | 3,475 | $562,987 | 0.24% |
| 83 | AT&T INC | T-PC | 21,761 | $540,543 | 0.24% |
| 84 | NEXTERA ENERGY INC | NEE-PW | 6,118 | $491,153 | 0.21% |
| 85 | VIRGINIA NATL BANKSHARES COR | 928031103 | 11,650 | $464,253 | 0.20% |
| 86 | META PLATFORMS INC | META | 700 | $462,063 | 0.20% |
| 87 | EATON CORP PLC | ETN | 1,434 | $456,743 | 0.20% |
| 88 | KKR & CO INC | KKRT | 3,570 | $455,104 | 0.20% |
| 89 | S&P GLOBAL INC | SPGI | 844 | $441,066 | 0.19% |
| 90 | COLGATE PALMOLIVE CO | CL | 5,501 | $434,689 | 0.19% |
| 91 | APOLLO GLOBAL MGMT INC | 03769M106 | 3,000 | $434,280 | 0.19% |
| 92 | SPDR S&P 500 ETF TR | SPY | 618 | $421,309 | 0.18% |
| 93 | CORNING INC | GLW | 4,676 | $409,431 | 0.18% |
| 94 | AMGEN INC | AMGN | 1,233 | $403,573 | 0.18% |
| 95 | CELESTICA INC | CLS | 1,300 | $384,293 | 0.17% |
| 96 | NORFOLK SOUTHN CORP | 655844108 | 1,327 | $383,131 | 0.17% |
| 97 | FIDELITY MERRIMACK STR TR | 316188309 | 8,280 | $381,211 | 0.17% |
| 98 | LIGHTBRIDGE CORP | LTBR | 30,000 | $379,200 | 0.16% |
| 99 | UBER TECHNOLOGIES INC | UBER | 4,537 | $370,718 | 0.16% |
| 100 | NOVO-NORDISK A S | NONOF | 7,100 | $361,248 | 0.16% |
| 101 | PPG INDS INC | 693506107 | 3,400 | $348,364 | 0.15% |
| 102 | VIPER ENERGY INC | VNOM | 8,263 | $319,207 | 0.14% |
| 103 | ISHARES TR | 464289438 | 1,130 | $313,050 | 0.14% |
| 104 | REALTY INCOME CORP | O | 5,545 | $312,572 | 0.14% |
| 105 | NUVEEN CHURCHILL DIRECT LEND | 67090S108 | 23,100 | $308,154 | 0.13% |
| 106 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,000 | $303,890 | 0.13% |
| 107 | DISNEY WALT CO | 254687106 | 2,645 | $300,922 | 0.13% |
| 108 | MCDONALDS CORP | MCD | 979 | $299,212 | 0.13% |
| 109 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 4,872 | $278,847 | 0.12% |
| 110 | ISHARES TR | 464287804 | 2,283 | $274,371 | 0.12% |
| 111 | VANGUARD INTL EQUITY INDEX F | 922042858 | 5,074 | $272,778 | 0.12% |
| 112 | ISHARES TR | 464287168 | 1,900 | $268,166 | 0.12% |
| 113 | GRANITESHARES ETF TR | 38747R827 | 3,000 | $264,030 | 0.11% |
| 114 | ISHARES TR | 46435U515 | 10,300 | $262,187 | 0.11% |
| 115 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 4,341 | $252,325 | 0.11% |
| 116 | ALPHABET INC | GOOG | 800 | $250,400 | 0.11% |
| 117 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 3,647 | $249,309 | 0.11% |
| 118 | PALO ALTO NETWORKS INC | PANW | 1,330 | $244,986 | 0.11% |
| 119 | FREQUENCY ELECTRS INC | FRQN | 4,400 | $236,896 | 0.10% |
| 120 | AMPHENOL CORP NEW | 032095101 | 1,740 | $235,144 | 0.10% |
| 121 | ROBINHOOD MKTS INC | 770700102 | 2,000 | $226,200 | 0.10% |
| 122 | ENERGY TRANSFER L P | ET-PI | 13,657 | $225,204 | 0.10% |
| 123 | CADENCE DESIGN SYSTEM INC | CDNS | 697 | $217,868 | 0.09% |
| 124 | ISHARES TR | 46436E858 | 9,125 | $208,734 | 0.09% |
| 125 | ISHARES TR | 464287515 | 1,957 | $206,835 | 0.09% |
| 126 | ORACLE CORP | ORCL-PD | 1,049 | $204,461 | 0.09% |
| 127 | APPLIED DIGITAL CORP | APLD | 8,300 | $203,516 | 0.09% |
| 128 | INTEL CORP | INTC | 5,514 | $203,467 | 0.09% |
| 129 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 639 | $194,186 | 0.08% |
| 130 | EATON VANCE TAX-MANAGED DIVE | ETN | 12,159 | $186,518 | 0.08% |
| 131 | EATON VANCE LIMITED DURATION | ETN | 17,383 | $172,266 | 0.07% |
| 132 | KIMBELL RTY PARTNERS LP | 49435R102 | 10,000 | $117,600 | 0.05% |
| 133 | AMAZON COM INC | AMZN | 500 | $115,410 | 0.05% |
| 134 | WESTERN ASSET HIGH INCOME OP | HIO | 31,100 | $115,381 | 0.05% |
| 135 | ORACLE CORP | ORCL-PD | 500 | $97,455 | 0.04% |
| 136 | UBER TECHNOLOGIES INC | UBER | 1,100 | $89,881 | 0.04% |