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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
GLW icon
76
Corning
GLW
$152B
$636K 0.28%
4,676
T icon
77
AT&T
T
$156B
$631K 0.28%
21,761
NEE icon
78
NextEra Energy
NEE
$179B
$568K 0.25%
6,118
ADP icon
79
Automatic Data Processing
ADP
$88.7B
$558K 0.25%
2,746
ETN icon
80
Eaton
ETN
$162B
$549K 0.24%
1,534
+100
TMO icon
81
Thermo Fisher Scientific
TMO
$175B
$533K 0.23%
1,084
OBDC icon
82
Blue Owl Capital
OBDC
$5.44B
$512K 0.23%
46,270
-1,400
ANET icon
83
Arista Networks
ANET
$213B
$496K 0.22%
4,037
-445
FBTC icon
84
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.2B
$477K 0.21%
8,083
-1,575
CL icon
85
Colgate-Palmolive
CL
$73.1B
$469K 0.21%
5,501
NOW icon
86
ServiceNow
NOW
$104B
$450K 0.2%
4,300
-440
VABK icon
87
Virginia National Bankshares
VABK
$240M
$445K 0.2%
11,650
AMGN icon
88
Amgen
AMGN
$188B
$433K 0.19%
1,230
-3
SPY icon
89
State Street SPDR S&P 500 ETF Trust
SPY
$792B
$402K 0.18%
618
NSC icon
90
Norfolk Southern
NSC
$68.3B
$395K 0.17%
1,377
+50
VNOM icon
91
Viper Energy
VNOM
$8.52B
$389K 0.17%
8,275
+12
CRDO icon
92
Credo Technology Group
CRDO
$47.5B
$388K 0.17%
4,131
-76
FBND icon
93
Fidelity Total Bond ETF
FBND
$26.4B
$387K 0.17%
8,480
+200
IBTG icon
94
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.31B
$372K 0.16%
16,225
+7,100
PPG icon
95
PPG Industries
PPG
$26.9B
$363K 0.16%
3,400
SPGI icon
96
S&P Global
SPGI
$128B
$359K 0.16%
844
APP icon
97
Applovin
APP
$169B
$336K 0.15%
845
-105
APO icon
98
Apollo Global Management
APO
$80.7B
$334K 0.15%
3,000
O icon
99
Realty Income
O
$57.2B
$327K 0.14%
5,345
-200
KKR icon
100
KKR & Co
KKR
$89.2B
$326K 0.14%
3,520
-50
2 3
4
5 6