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
$199M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$374K
3
+$345K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$317K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$314K

Top Sells

1
+$2.67M
2
+$1.89M
3
+$414K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$345K
5
DOW icon
Dow Inc
DOW
+$313K

Sector Composition

1 Technology 31.42%
2 Financials 14.43%
3 Healthcare 9.22%
4 Energy 9.21%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
76
GE Vernova
GEV
$157B
$517K 0.26%
977
-7
CL icon
77
Colgate-Palmolive
CL
$63.3B
$500K 0.25%
5,501
CRDO icon
78
Credo Technology Group
CRDO
$29.4B
$487K 0.24%
5,260
-200
KKR icon
79
KKR & Co
KKR
$108B
$475K 0.24%
3,570
+170
UBER icon
80
Uber
UBER
$196B
$463K 0.23%
4,962
+345
LTBR icon
81
Lightbridge
LTBR
$665M
$457K 0.23%
34,166
ANET icon
82
Arista Networks
ANET
$173B
$454K 0.23%
4,438
-150
SPGI icon
83
S&P Global
SPGI
$150B
$445K 0.22%
843
-53
TMO icon
84
Thermo Fisher Scientific
TMO
$215B
$439K 0.22%
1,084
VABK icon
85
Virginia National Bankshares
VABK
$210M
$431K 0.22%
11,650
VRT icon
86
Vertiv
VRT
$71.8B
$430K 0.21%
3,345
-75
APO icon
87
Apollo Global Management
APO
$76.8B
$426K 0.21%
3,000
NEE icon
88
NextEra Energy
NEE
$177B
$404K 0.2%
5,818
PPG icon
89
PPG Industries
PPG
$21.6B
$387K 0.19%
3,400
FBND icon
90
Fidelity Total Bond ETF
FBND
$20.9B
$384K 0.19%
8,390
-100
NSC icon
91
Norfolk Southern
NSC
$63.8B
$378K 0.19%
1,477
-178
IBDS icon
92
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.36B
$374K 0.19%
+15,425
BINC icon
93
BlackRock Flexible Income ETF
BINC
$12.5B
$374K 0.19%
7,075
+1,325
SPY icon
94
SPDR S&P 500 ETF Trust
SPY
$677B
$371K 0.19%
601
-25
DIS icon
95
Walt Disney
DIS
$202B
$347K 0.17%
2,798
+28
IBDR icon
96
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$345K 0.17%
+14,225
AMGN icon
97
Amgen
AMGN
$172B
$344K 0.17%
1,233
+335
O icon
98
Realty Income
O
$51.9B
$326K 0.16%
5,662
-42
CDNS icon
99
Cadence Design Systems
CDNS
$88.5B
$313K 0.16%
1,017
GBTC icon
100
Grayscale Bitcoin Trust
GBTC
$42.4B
$309K 0.15%
3,647
2 3
4
5 6