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DCM

Dudley Capital Management Portfolio holdings

AUM $227M
1-Year Est. Return 30.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$884K
3
+$416K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$400K
5
AVGU
GraniteShares 2x Long AVGO Daily ETF
AVGU
+$285K

Top Sells

1
+$560K
2
+$447K
3
+$249K
4
HOOD icon
Robinhood
HOOD
+$226K
5
NVDA icon
NVIDIA
NVDA
+$226K

Sector Composition

1 Technology 26.31%
2 Financials 12.57%
3 Energy 11.79%
4 Healthcare 11.08%
5 Communication Services 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BX icon
26
Blackstone
BX
$158B
$2.31M 1.02%
20,060
-722
COST icon
27
Costco
COST
$434B
$2.26M 1%
2,273
-45
CRWD icon
28
CrowdStrike
CRWD
$174B
$2.26M 1%
5,786
-1,054
PM icon
29
Philip Morris
PM
$282B
$2.21M 0.98%
13,371
+3
BPRE
30
Bluerock Private Real Estate Fund
BPRE
$2.13M 0.94%
128,403
+25,011
RTX icon
31
RTX Corp
RTX
$258B
$2.02M 0.89%
10,492
+1
PFE icon
32
Pfizer
PFE
$150B
$1.91M 0.84%
68,054
+34
OKE icon
33
Oneok
OKE
$54.2B
$1.74M 0.77%
19,209
+467
GPC icon
34
Genuine Parts
GPC
$14.8B
$1.74M 0.77%
16,414
NFLX icon
35
Netflix
NFLX
$328B
$1.72M 0.76%
17,885
-50
META icon
36
Meta Platforms (Facebook)
META
$1.48T
$1.7M 0.75%
2,964
-40
BMY icon
37
Bristol-Myers Squibb
BMY
$115B
$1.67M 0.74%
27,476
GE icon
38
GE Aerospace
GE
$374B
$1.61M 0.71%
5,685
-25
VZ icon
39
Verizon
VZ
$190B
$1.55M 0.68%
30,886
+185
NEM icon
40
Newmont
NEM
$120B
$1.49M 0.66%
13,729
-100
JPST icon
41
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$1.49M 0.66%
29,351
+7,892
CAT icon
42
Caterpillar
CAT
$446B
$1.46M 0.64%
2,055
-1
PEP icon
43
PepsiCo
PEP
$197B
$1.39M 0.61%
8,969
BOND icon
44
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.06B
$1.39M 0.61%
15,040
LLY icon
45
Eli Lilly
LLY
$997B
$1.34M 0.59%
1,452
-23
IBDR icon
46
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$1.31M 0.58%
53,999
+6,707
GD icon
47
General Dynamics
GD
$99.1B
$1.3M 0.57%
3,789
RSP icon
48
Invesco S&P 500 Equal Weight ETF
RSP
$92.3B
$1.26M 0.55%
6,544
BINC icon
49
BlackRock Flexible Income ETF
BINC
$16.2B
$1.23M 0.54%
23,593
+4
PG icon
50
Procter & Gamble
PG
$355B
$1.22M 0.54%
8,471
+1,746
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