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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
LTBR icon
101
Lightbridge
LTBR
$314M
$320K 0.14%
30,000
NVO
102
Novo Nordisk
NVO
$197B
$318K 0.14%
8,655
+1,555
MCD icon
103
McDonald's
MCD
$203B
$304K 0.13%
979
TPL icon
104
Texas Pacific Land
TPL
$24.5B
$302K 0.13%
+636
DVY icon
105
iShares Select Dividend ETF
DVY
$22.6B
$288K 0.13%
1,900
IJR icon
106
iShares Core S&P Small-Cap ETF
IJR
$107B
$284K 0.13%
2,283
IWY icon
107
iShares Russell Top 200 Growth ETF
IWY
$16.8B
$282K 0.12%
1,135
+5
JEPI icon
108
JPMorgan Equity Premium Income ETF
JEPI
$44.8B
$276K 0.12%
4,871
-1
VWO icon
109
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$274K 0.12%
5,074
IBDT icon
110
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.94B
$261K 0.12%
10,300
MPC icon
111
Marathon Petroleum
MPC
$71.8B
$257K 0.11%
+1,054
DIS icon
112
Walt Disney
DIS
$177B
$255K 0.11%
2,645
CLS icon
113
Celestica
CLS
$44.7B
$254K 0.11%
900
-400
AVGU
114
GraniteShares 2x Long AVGO Daily ETF
AVGU
$41.6M
$245K 0.11%
+9,400
STRL icon
115
Sterling Infrastructure
STRL
$26.3B
$244K 0.11%
+600
INTC icon
116
Intel
INTC
$607B
$243K 0.11%
5,514
JEPQ icon
117
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$40B
$239K 0.11%
4,301
-40
APD icon
118
Air Products & Chemicals
APD
$62.9B
$232K 0.1%
+800
NCDL icon
119
Nuveen Churchill Direct Lending
NCDL
$611M
$226K 0.1%
17,750
-5,350
UBER icon
120
Uber
UBER
$148B
$226K 0.1%
3,137
-1,400
VRTL
121
GraniteShares 2x Long VRT Daily ETF
VRTL
$77.3M
$223K 0.1%
+2,200
DOW icon
122
Dow Inc
DOW
$24.1B
$221K 0.1%
+5,316
FEIM icon
123
Frequency Electronics
FEIM
$699M
$221K 0.1%
5,000
+600
APH icon
124
Amphenol
APH
$201B
$220K 0.1%
1,740
NVDL icon
125
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.18B
$218K 0.1%
3,000
2 3 4
5
6