§ 13F · FUND PROFILE
DUDLEY CAPITAL MANAGEMENT, LLC.
AUM · $250M (13F)Positions · 151Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 58K | $17M | 6.7% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 74K | $15M | 5.9% | −1% |
| 3 | MSFT | MICROSOFT CORP | 32K | $12M | 4.8% | +1% |
| 4 | GOOGL | ALPHABET INC | 32K | $11M | 4.6% | ±0% |
| 5 | JNJ | JOHNSON & JOHNSON | 45K | $11M | 4.5% | ±0% |
| 6 | JPM | JPMORGAN CHASE & CO | 25K | $8M | 3.2% | ±0% |
| 7 | CVX | CHEVRON CORPORATION | 43K | $7M | 2.8% | +1% |
| 8 | XOM | EXXON MOBIL CORP | 46K | $6M | 2.5% | +1% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 12K | $6M | 2.5% | +1% |
| 10 | AVGO | BROADCOM INC | 15K | $6M | 2.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DUDLEY SIGNAL
AC read
DUDLEY CAPITAL MANAGEMENT, LLC is a Other fund managing $250 million in assets. The fund runs a portfolio of 151 positions.
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