DCM
Dudley Capital Management Portfolio holdings
AUM
$222M
1-Year Est. Return
29.16%
1 Year Est. Return
+29.16%
AUM
$222M
AUM Growth
+$22.2M
(+11%)
Holding
136
Top Buys
| 1 | +$852K | |
| 2 | +$569K | |
| 3 | +$361K | |
| 4 |
Kinder Morgan
KMI
|
+$346K |
| 5 |
Viper Energy
VNOM
|
+$325K |
Top Sells
| 1 | +$237K | |
| 2 | +$233K | |
| 3 | +$231K | |
| 4 |
Texas Pacific Land
TPL
|
+$224K |
| 5 |
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
|
+$204K |
Sector Composition
| 1 | Technology | 31.76% |
| 2 | Financials | 13.52% |
| 3 | Healthcare | 9.49% |
| 4 | Energy | 8.81% |
| 5 | Communication Services | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.59T
| $16.8M | 7.57% |
32,525
-90
|
|
||
2
Apple
AAPL
$4.11T
| $14.9M | 6.67% |
58,340
-929
|
|
||
3
NVIDIA
NVDA
$4.4T
| $14.4M | 6.48% |
77,330
-830
|
|
||
4
Johnson & Johnson
JNJ
$506B
| $8.39M | 3.77% |
45,235
-107
|
|
||
5
JPMorgan Chase
JPM
$864B
| $7.83M | 3.52% |
24,831
|
|
||
6
Alphabet (Google) Class A
GOOGL
$3.77T
| $7.83M | 3.52% |
32,193
+535
|
|
||
7
Chevron
CVX
$301B
| $6.67M | 3% |
42,972
-93
|
|
||
8
Berkshire Hathaway Class B
BRK.B
$1.07T
| $5.6M | 2.51% |
11,134
+543
|
|
||
9
Broadcom
AVGO
$1.92T
| $5.21M | 2.34% |
15,786
+215
|
|
||
10
AbbVie
ABBV
$396B
| $5.14M | 2.31% |
22,182
-195
|
|
||
11
Exxon Mobil
XOM
$504B
| $5.03M | 2.26% |
44,603
-197
|
|
||
12
Home Depot
HD
$356B
| $4.03M | 1.81% |
9,946
+1
|
|
||
|
13
Alphabet (Google) Class C
GOOG
$3.79T
| $3.96M | 1.78% |
16,245
|
|
||
14
Amazon
AMZN
$2.46T
| $3.56M | 1.6% |
16,231
+242
|
|
||
15
Blackstone
BX
$119B
| $3.55M | 1.6% |
20,799
-998
|
|
||
16
CrowdStrike
CRWD
$130B
| $3.46M | 1.55% |
7,047
-5
|
|
||
17
Mastercard
MA
$506B
| $3.38M | 1.52% |
5,945
-5
|
|
||
18
Walmart Inc. Common Stock
WMT
$921B
| $3.31M | 1.49% |
32,132
-497
|
|
||
19
Tesla
TSLA
$1.49T
| $3.26M | 1.46% |
7,323
+598
|
|
||
20
Cisco
CSCO
$313B
| $3.19M | 1.43% |
46,565
+10
|
|
||
21
IBM
IBM
$290B
| $3.15M | 1.41% |
11,160
+2,016
|
|
||
22
Visa
V
$666B
| $2.88M | 1.29% |
8,442
|
|
||
23
Northrop Grumman
NOC
$79.9B
| $2.88M | 1.29% |
4,722
|
|
||
24
Williams Companies
WMB
$74.4B
| $2.79M | 1.26% |
44,114
+276
|
|
||
25
Coca-Cola
KO
$297B
| $2.61M | 1.17% |
39,386
+3
|
|