§ 13F · FUND PROFILE
DUDLEY CAPITAL MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $223M (13F)Positions · 134Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 58K | $15M | 6.5% | +1% |
| 2 | NVDA | NVIDIA CORPORATION | 74K | $13M | 5.7% | −2% |
| 3 | MSFT | MICROSOFT CORP | 32K | $12M | 5.2% | −1% |
| 4 | JNJ | JOHNSON & JOHNSON | 45K | $11M | 4.8% | −2% |
| 5 | GOOGL | ALPHABET INC | 32K | $9M | 4.1% | −4% |
| 6 | CVX | CHEVRON CORPORATION | 42K | $9M | 3.9% | −1% |
| 7 | XOM | EXXON MOBIL CORP | 46K | $8M | 3.4% | ±0% |
| 8 | JPM | JPMORGAN CHASE & CO | 25K | $7M | 3.2% | −1% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 12K | $6M | 2.6% | +2% |
| 10 | ABBV | ABBVIE INC | 22K | $5M | 2.1% | ±0% |
§ 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 $223 million in assets. The fund runs a portfolio of 134 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed