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DCM

Dudley Capital Management Portfolio holdings

AUM $250M
1-Year Est. Return 33.02%
This Fund
S&P 500
This Quarter Est. Return
+11.73%
1 Year Est. Return
+33.02%
3 Year Est. Return
+109.87%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$200M
AUM Growth
+$9.41M
Cap. Flow
-$5.11M
Cap. Flow %
-2.55%
Top 10 Hldgs %
40.37%
Holding
139
New
11
Increased
33
Reduced
48
Closed
10

Top Buys

Rank Stock Value
1
NOW icon
ServiceNow
NOW
+$864K
2
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$372K
3
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$344K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$332K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$288K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.12M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.79M
3
AAPL icon
Apple
AAPL
+$408K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$320K
5
DOW icon
Dow Inc
DOW
+$313K

Sector Composition

Rank Sector Weight
1 Technology 31.29%
2 Financials 14.36%
3 Healthcare 9.18%
4 Energy 9.17%
5 Communication Services 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
76
GE Vernova
GEV
$271B
$517K 0.26%
977
-7
-0.7% -$2.92K
CL icon
77
Colgate-Palmolive
CL
$73.8B
$500K 0.25%
5,501
– –
CRDO icon
78
Credo Technology Group
CRDO
$44.4B
$487K 0.24%
5,260
-200
-4% -$11.7K
KKR icon
79
KKR & Co
KKR
$95.7B
$475K 0.24%
3,570
+170
+5% +$19.9K
UBER icon
80
Uber
UBER
$147B
$463K 0.23%
4,962
+345
+7% +$28.4K
LTBR icon
81
Lightbridge
LTBR
$293M
$457K 0.23%
34,166
– –
ANET icon
82
Arista Networks
ANET
$240B
$454K 0.23%
4,438
-150
-3% -$13K
SPGI icon
83
S&P Global
SPGI
$123B
$445K 0.22%
843
-53
-6% -$26.5K
TMO icon
84
Thermo Fisher Scientific
TMO
$212B
$439K 0.22%
1,084
– –
VABK icon
85
Virginia National Bankshares
VABK
$253M
$431K 0.22%
11,650
– –
VRT icon
86
Vertiv
VRT
$104B
$430K 0.21%
3,345
-75
-2% -$7.29K
APO icon
87
Apollo Global Management
APO
$74.6B
$426K 0.21%
3,000
– –
NEE icon
88
NextEra Energy
NEE
$182B
$404K 0.2%
5,818
– –
PPG icon
89
PPG Industries
PPG
$25.3B
$387K 0.19%
3,400
– –
FBND icon
90
Fidelity Total Bond ETF
FBND
$27.3B
$384K 0.19%
8,390
-100
-1% -$4.53K
NSC icon
91
Norfolk Southern
NSC
$75.6B
$378K 0.19%
1,477
-178
-11% -$42K
IBDS icon
92
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$374K 0.19%
+15,425
New +$372K
BINC icon
93
BlackRock Flexible Income ETF
BINC
$16.1B
$374K 0.19%
7,075
+1,325
+23% +$69K
SPY icon
94
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$371K 0.19%
601
-25
-4% -$14.3K
DIS icon
95
Walt Disney
DIS
$170B
$347K 0.17%
2,798
+28
+1% +$2.91K
IBDR icon
96
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.39B
$345K 0.17%
+14,225
New +$344K
AMGN icon
97
Amgen
AMGN
$204B
$344K 0.17%
1,233
+335
+37% +$94.9K
O icon
98
Realty Income
O
$58.7B
$326K 0.16%
5,662
-42
-0.7% -$2.38K
CDNS icon
99
Cadence Design Systems
CDNS
$93.8B
$313K 0.16%
1,017
– –
GBTC icon
100
Grayscale Bitcoin Trust
GBTC
$9.65B
$309K 0.15%
3,647
– –
2 3
4
5 6

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Dudley Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Dudley Capital Management held 139 positions worth $200M, up 4.9% from $191M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Dudley Capital Management's Q2 2025 filing shows 11 new, 33 increased, 48 reduced and 10 closed positions. Its largest new stake was ServiceNow: 4,580 shares worth $942K. The largest sale was NVIDIA, an estimated $2.12M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 27% a quarter earlier, followed by Financials and Healthcare.

  • Dudley Capital Management's largest Q2 2025 buy was ServiceNow: 4,580 shares worth $942K.
  • Dudley Capital Management added most to Berkshire Hathaway Class B in Q2 2025, an estimated $332K increase.
  • Dudley Capital Management's biggest Q2 2025 reduction was NVIDIA, cutting an estimated $2.12M.
  • Dudley Capital Management fully exited Dow Inc in Q2 2025, selling an estimated $313K.
  • Dudley Capital Management's ten largest holdings make up 40% of its $200M portfolio in Q2 2025.
  • Dudley Capital Management opened 11 new positions and closed 10 in Q2 2025.
  • Dudley Capital Management's portfolio value rose 4.9% quarter-over-quarter to $200M.

Based on Dudley Capital Management's 13F filing for Q2 2025, filed 30 Jul 2025.