The Analysis of DUDLEY CAPITAL MANAGEMENT, LLC's Holdings


Currently, DUDLEY CAPITAL MANAGEMENT, LLC holds 130 types of securities in its portfolio with a total value $221.6M. In the most recent quarter, they have increased their positions in BINC (+16.0K shares, valued at $852.0K), IBM (+2.0K shares, valued at $568.8K), GLW (+4.4K shares, valued at $360.9K); decreased their positions in AAPL (-929 shares, valued at $236.6K), GE (-600 shares, valued at $180.5K), BX (-998 shares, valued at $170.5K); initiated new positions in GLW (+4.4K shares, valued at $360.9K), VNOM (+8.5K shares, valued at $324.6K), IWY (+1.1K shares, valued at $301.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP32.5K shares-0.28%2025-09-302025-10-29history
AAPL APPLE INC58.3K shares-1.57%2025-09-302025-10-29history
NVDA NVIDIA CORPORATION77.3K shares-1.06%2025-09-302025-10-29history
JNJ JOHNSON & JOHNSON45.2K shares-0.24%2025-09-302025-10-29history
JPM JPMORGAN CHASE & CO.24.8K shares0.00%2025-09-302025-10-29history
GOOGL ALPHABET INC32.2K shares1.69%2025-09-302025-10-29history
CVX CHEVRON CORP NEW43.0K shares-0.22%2025-09-302025-10-29history
BRK.B BERKSHIRE HATHAWAY INC DEL11.1K shares5.13%2025-09-302025-10-29history
Sponsored
AVGO BROADCOM INC15.8K shares1.38%2025-09-302025-10-29history
ABBV ABBVIE INC22.2K shares-0.87%2025-09-302025-10-29history
XOM EXXON MOBIL CORP44.6K shares-0.44%2025-09-302025-10-29history
HD HOME DEPOT INC9.9K shares0.01%2025-09-302025-10-29history
GOOG ALPHABET INC16.2K shares0.00%2025-09-302025-10-29history
AMZN AMAZON COM INC16.2K shares1.51%2025-09-302025-10-29history
BX BLACKSTONE INC20.8K shares-4.58%2025-09-302025-10-29history
CRWD CROWDSTRIKE HLDGS INC7.0K shares-0.07%2025-09-302025-10-29history
Sponsored
MA MASTERCARD INCORPORATED5.9K shares-0.08%2025-09-302025-10-29history
WMT WALMART INC32.1K shares-1.52%2025-09-302025-10-29history
TSLA TESLA INC7.3K shares8.89%2025-09-302025-10-29history
CSCO CISCO SYS INC46.6K shares0.02%2025-09-302025-10-29history
IBM INTERNATIONAL BUSINESS MACHS11.2K shares22.05%2025-09-302025-10-29history
V VISA INC8.4K shares0.00%2025-09-302025-10-29history
NOC NORTHROP GRUMMAN CORP4.7K shares0.00%2025-09-302025-10-29history
WMB WILLIAMS COS INC44.1K shares0.63%2025-09-302025-10-29history
Sponsored
KO COCA COLA CO39.4K shares0.01%2025-09-302025-10-29history
META META PLATFORMS INC3.1K shares7.62%2025-09-302025-10-29history
GPC GENUINE PARTS CO16.4K shares0.00%2025-09-302025-10-29history
PM PHILIP MORRIS INTL INC13.8K shares-0.36%2025-09-302025-10-29history
KMI KINDER MORGAN INC DEL78.8K shares18.36%2025-09-302025-10-29history
COST COSTCO WHSL CORP NEW2.4K shares1.05%2025-09-302025-10-29history
NFLX NETFLIX INC1.5K shares0.19%2025-09-302025-10-29history
AMT AMERICAN TOWER CORP NEW9.3K shares-2.72%2025-09-302025-10-29history
Sponsored
RTX RTX CORPORATION10.5K shares0.02%2025-09-302025-10-29history
PFE PFIZER INC67.4K shares-5.13%2025-09-302025-10-29history
GE GE AEROSPACE5.7K shares-9.51%2025-09-302025-10-29history
MRK MERCK & CO INC18.6K shares-0.74%2025-09-302025-10-29history
QCOM QUALCOMM INC9.3K shares0.03%2025-09-302025-10-29history
BOND PIMCO ETF TR15.5K shares-0.35%2025-09-302025-10-29history
OKE ONEOK INC NEW18.3K shares2.67%2025-09-302025-10-29history
VZ VERIZON COMMUNICATIONS INC30.3K shares-0.66%2025-09-302025-10-29history
Sponsored
GD GENERAL DYNAMICS CORP3.8K shares0.00%2025-09-302025-10-29history
PEP PEPSICO INC9.0K shares-0.11%2025-09-302025-10-29history
MO ALTRIA GROUP INC18.8K shares0.11%2025-09-302025-10-29history
BMY BRISTOL-MYERS SQUIBB CO27.5K shares-2.30%2025-09-302025-10-29history
BINC BLACKROCK ETF TRUST II23.1K shares226.18%2025-09-302025-10-29history
NEM NEWMONT CORP13.8K shares0.00%2025-09-302025-10-29history
LLY ELI LILLY & CO1.5K shares1.38%2025-09-302025-10-29history
WELL WELLTOWER INC6.0K shares0.00%2025-09-302025-10-29history
Sponsored
VOO VANGUARD INDEX FDS1.7K shares2.95%2025-09-302025-10-29history
AUB ATLANTIC UN BANKSHARES CORP29.3K shares0.00%2025-09-302025-10-29history
PG PROCTER AND GAMBLE CO6.7K shares-2.05%2025-09-302025-10-29history
ARES ARES MANAGEMENT CORPORATION6.2K shares0.00%2025-09-302025-10-29history
CAT CATERPILLAR INC2.1K shares-0.68%2025-09-302025-10-29history
TOTL SSGA ACTIVE ETF TR23.9K shares-0.46%2025-09-302025-10-29history
MDT MEDTRONIC PLC9.9K shares-2.37%2025-09-302025-10-29history
CRM SALESFORCE INC3.9K shares-5.57%2025-09-302025-10-29history
Sponsored
NOW SERVICENOW INC968 shares5.68%2025-09-302025-10-29history
UNP UNION PAC CORP3.6K shares0.00%2025-09-302025-10-29history
FBTC FIDELITY WISE ORIGIN BITCOIN8.5K shares0.65%2025-09-302025-10-29history
JPST J P MORGAN EXCHANGE TRADED F16.7K shares23.51%2025-09-302025-10-29history
ANET ARISTA NETWORKS INC5.7K shares28.03%2025-09-302025-10-29history
ADP AUTOMATIC DATA PROCESSING IN2.7K shares0.00%2025-09-302025-10-29history
RSP INVESCO EXCHANGE TRADED FD T4.0K shares0.02%2025-09-302025-10-29history
ALL ALLSTATE CORP3.5K shares-4.82%2025-09-302025-10-29history
Sponsored
ORCL ORACLE CORP2.7K shares-7.00%2025-09-302025-10-29history
TFC TRUIST FINL CORP16.3K shares0.00%2025-09-302025-10-29history
HON HONEYWELL INTL INC3.5K shares-0.28%2025-09-302025-10-29history
IEFA ISHARES TR8.5K shares-12.56%2025-09-302025-10-29history
LTBR LIGHTBRIDGE CORP34.2K shares0.00%2025-09-302025-10-29history
SBUX STARBUCKS CORP8.3K shares-0.16%2025-09-302025-10-29history
PLTR PALANTIR TECHNOLOGIES INC3.9K shares0.65%2025-09-302025-10-29history
HDV ISHARES TR5.7K shares-3.00%2025-09-302025-10-29history
Sponsored
WPC WP CAREY INC10.2K shares0.00%2025-09-302025-10-29history
OBDC BLUE OWL CAPITAL CORPORATION53.8K shares-10.04%2025-09-302025-10-29history
APP APPLOVIN CORP925 shares8.19%2025-09-302025-10-29history
CRDO CREDO TECHNOLOGY GROUP HOLDI4.4K shares-16.25%2025-09-302025-10-29history
T AT&T INC22.4K shares-2.19%2025-09-302025-10-29history
TRGP TARGA RES CORP3.6K shares0.00%2025-09-302025-10-29history
GEV GE VERNOVA INC977 shares0.00%2025-09-302025-10-29history
IBDR ISHARES TR24.4K shares71.53%2025-09-302025-10-29history
Sponsored
VRT VERTIV HOLDINGS CO3.6K shares6.88%2025-09-302025-10-29history
ETN EATON CORP PLC1.4K shares-7.42%2025-09-302025-10-29history
TMO THERMO FISHER SCIENTIFIC INC1.1K shares0.00%2025-09-302025-10-29history
IBDS ISHARES TR19.3K shares25.28%2025-09-302025-10-29history
KKR KKR & CO INC3.6K shares0.70%2025-09-302025-10-29history
VABK VIRGINIA NATL BANKSHARES COR11.7K shares0.00%2025-09-302025-10-29history
UBER UBER TECHNOLOGIES INC4.6K shares-8.06%2025-09-302025-10-29history
CL COLGATE PALMOLIVE CO5.5K shares0.00%2025-09-302025-10-29history
Sponsored
NEE NEXTERA ENERGY INC5.8K shares0.00%2025-09-302025-10-29history
NSC NORFOLK SOUTHN CORP1.4K shares-6.77%2025-09-302025-10-29history
SPGI S&P GLOBAL INC848 shares0.59%2025-09-302025-10-29history
APO APOLLO GLOBAL MGMT INC3.0K shares0.00%2025-09-302025-10-29history
SPY SPDR S&P 500 ETF TR596 shares-0.83%2025-09-302025-10-29history
FBND FIDELITY MERRIMACK STR TR8.3K shares-1.31%2025-09-302025-10-29history
NCDL NUVEEN CHURCHILL DIRECT LEND26.4K shares-20.15%2025-09-302025-10-29history
GLW CORNING INC4.4K sharesnew addition2025-09-302025-10-29history
Sponsored
PPG PPG INDS INC3.4K shares0.00%2025-09-302025-10-29history
CDNS CADENCE DESIGN SYSTEM INC1.0K shares-0.49%2025-09-302025-10-29history
AMGN AMGEN INC1.2K shares0.00%2025-09-302025-10-29history
O REALTY INCOME CORP5.6K shares-1.45%2025-09-302025-10-29history
GBTC GRAYSCALE BITCOIN TRUST ETF3.6K shares0.00%2025-09-302025-10-29history
VNOM VIPER ENERGY INC8.5K sharesnew addition2025-09-302025-10-29history
DIS DISNEY WALT CO2.8K shares0.00%2025-09-302025-10-29history
CLS CELESTICA INC1.3K shares-23.53%2025-09-302025-10-29history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares0.00%2025-09-302025-10-29history
MCD MCDONALDS CORP1.0K shares-2.43%2025-09-302025-10-29history
IJR ISHARES TR2.5K shares9.46%2025-09-302025-10-29history
IWY ISHARES TR1.1K sharesnew addition2025-09-302025-10-29history
JEPI J P MORGAN EXCHANGE TRADED F4.9K shares0.16%2025-09-302025-10-29history
VWO VANGUARD INTL EQUITY INDEX F5.1K shares19.19%2025-09-302025-10-29history
PANW PALO ALTO NETWORKS INC1.3K shares0.00%2025-09-302025-10-29history
DVY ISHARES TR1.9K shares0.00%2025-09-302025-10-29history
Sponsored
JEPQ J P MORGAN EXCHANGE TRADED F4.3K shares0.23%2025-09-302025-10-29history
NBIS NEBIUS GROUP N.V.2.2K sharesnew addition2025-09-302025-10-29history
APD AIR PRODS & CHEMS INC800 shares0.00%2025-09-302025-10-29history
IGV ISHARES TR1.9K sharesnew addition2025-09-302025-10-29history
ET ENERGY TRANSFER L P12.2K shares2.27%2025-09-302025-10-29history
ITW ILLINOIS TOOL WKS INC800 sharesnew addition2025-09-302025-10-29history
STRL STERLING INFRASTRUCTURE INC600 sharesnew addition2025-09-302025-10-29history
MMC MARSH & MCLENNAN COS INC1.0K shares0.00%2025-09-302025-10-29history
Sponsored
IBDQ ISHARES TR8.1K sharesnew addition2025-09-302025-10-29history
MPC MARATHON PETE CORP1.0K sharesnew addition2025-09-302025-10-29history
OKLO OKLO INC1.8K sharesnew addition2025-09-302025-10-29history
HOOD ROBINHOOD MKTS INC1.4K sharesnew addition2025-09-302025-10-29history
ETY EATON VANCE TAX-MANAGED DIVE12.1K shares0.71%2025-09-302025-10-29history
EVV EATON VANCE LIMITED DURATION17.4K shares-4.14%2025-09-302025-10-29history
KRP KIMBELL RTY PARTNERS LP10.0K shares0.00%2025-09-302025-10-29history
HIO WESTERN ASSET HIGH INCOME OP31.1K shares0.00%2025-09-302025-10-29history
Sponsored
MSTR STRATEGY INC260 sharesnew addition2025-09-302025-10-29history
TLRY TILRAY BRANDS INC26.0K shares73.33%2025-09-302025-10-29history

Call Option Holdings
AMZN Call CallAMAZON COM INC1.5K shares50.00%2025-09-302025-10-29history
TSM Call CallTAIWAN SEMICONDUCTOR MFG LTD700 shares-41.67%2025-09-302025-10-29history
MSTR Call CallSTRATEGY INC500 sharesnew addition2025-09-302025-10-29history

Put Option Holdings
PLTR Put PutPALANTIR TECHNOLOGIES INC1.6K shares220.00%2025-09-302025-10-29history
TradeFomo Institution Holdings Analysis: DUDLEY CAPITAL MANAGEMENT, LLC