DCM

Dudley Capital Management Portfolio holdings

AUM $222M
1-Year Est. Return 29.16%
This Quarter Est. Return
1 Year Est. Return
+29.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$569K
3
+$361K
4
KMI icon
Kinder Morgan
KMI
+$346K
5
VNOM icon
Viper Energy
VNOM
+$325K

Top Sells

1
+$237K
2
+$233K
3
+$231K
4
TPL icon
Texas Pacific Land
TPL
+$224K
5
NVDL icon
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
PG icon
51
Procter & Gamble
PG
$329B
$1.03M 0.46%
6,674
-140
ARES icon
52
Ares Management
ARES
$39B
$991K 0.45%
6,200
CAT icon
53
Caterpillar
CAT
$293B
$981K 0.44%
2,055
-14
TOTL icon
54
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.02B
$970K 0.44%
23,900
-110
MDT icon
55
Medtronic
MDT
$128B
$942K 0.42%
9,891
-240
CRM icon
56
Salesforce
CRM
$246B
$932K 0.42%
3,933
-232
NOW icon
57
ServiceNow
NOW
$180B
$891K 0.4%
968
+52
UNP icon
58
Union Pacific
UNP
$140B
$862K 0.39%
3,645
FBTC icon
59
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$852K 0.38%
8,533
+55
JPST icon
60
JPMorgan Ultra-Short Income ETF
JPST
$35.3B
$848K 0.38%
16,718
+3,182
ANET icon
61
Arista Networks
ANET
$169B
$828K 0.37%
5,682
+1,244
ADP icon
62
Automatic Data Processing
ADP
$107B
$806K 0.36%
2,746
RSP icon
63
Invesco S&P 500 Equal Weight ETF
RSP
$75.6B
$767K 0.34%
4,044
+1
ALL icon
64
Allstate
ALL
$54.1B
$755K 0.34%
3,517
-178
ORCL icon
65
Oracle
ORCL
$567B
$748K 0.34%
2,659
-200
TFC icon
66
Truist Financial
TFC
$63.6B
$747K 0.34%
16,328
HON icon
67
Honeywell
HON
$123B
$744K 0.33%
3,535
-10
IEFA icon
68
iShares Core MSCI EAFE ETF
IEFA
$162B
$742K 0.33%
8,502
-1,221
LTBR icon
69
Lightbridge
LTBR
$553M
$725K 0.33%
34,166
SBUX icon
70
Starbucks
SBUX
$96.4B
$703K 0.32%
8,312
-13
PLTR icon
71
Palantir
PLTR
$447B
$702K 0.32%
3,850
+25
HDV icon
72
iShares Core High Dividend ETF
HDV
$11.7B
$693K 0.31%
5,661
-175
WPC icon
73
W.P. Carey
WPC
$14.3B
$688K 0.31%
10,175
OBDC icon
74
Blue Owl Capital
OBDC
$6.72B
$687K 0.31%
53,770
-6,000
APP icon
75
Applovin
APP
$242B
$665K 0.3%
925
+70
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3
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