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

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
GBTC icon
101
Grayscale Bitcoin Trust
GBTC
$36B
$327K 0.15%
3,647
VNOM icon
102
Viper Energy
VNOM
$6.85B
$325K 0.15%
+8,494
DIS icon
103
Walt Disney
DIS
$199B
$320K 0.14%
2,798
CLS icon
104
Celestica
CLS
$40.4B
$320K 0.14%
1,300
-400
TSM icon
105
TSMC
TSM
$1.58T
$318K 0.14%
1,139
MCD icon
106
McDonald's
MCD
$221B
$305K 0.14%
1,004
-25
IJR icon
107
iShares Core S&P Small-Cap ETF
IJR
$90.5B
$301K 0.14%
2,533
+219
IWY icon
108
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$301K 0.14%
+1,100
JEPI icon
109
JPMorgan Equity Premium Income ETF
JEPI
$41.5B
$278K 0.13%
4,873
+8
VWO icon
110
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$275K 0.12%
5,074
+817
PANW icon
111
Palo Alto Networks
PANW
$133B
$271K 0.12%
1,330
DVY icon
112
iShares Select Dividend ETF
DVY
$21.1B
$270K 0.12%
1,900
JEPQ icon
113
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.8B
$249K 0.11%
4,335
+10
NBIS
114
Nebius Group N.V.
NBIS
$23.7B
$245K 0.11%
+2,185
APD icon
115
Air Products & Chemicals
APD
$54.3B
$218K 0.1%
800
IGV icon
116
iShares Expanded Tech-Software Sector ETF
IGV
$8.34B
$217K 0.1%
+1,888
ET icon
117
Energy Transfer Partners
ET
$56.3B
$209K 0.09%
12,157
+270
ITW icon
118
Illinois Tool Works
ITW
$74.7B
$209K 0.09%
+800
STRL icon
119
Sterling Infrastructure
STRL
$10.5B
$204K 0.09%
+600
MMC icon
120
Marsh & McLennan
MMC
$89.9B
$204K 0.09%
1,010
IBDQ icon
121
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.46B
$203K 0.09%
+8,050
MPC icon
122
Marathon Petroleum
MPC
$56.2B
$202K 0.09%
+1,048
OKLO
123
Oklo
OKLO
$16.1B
$201K 0.09%
+1,800
HOOD icon
124
Robinhood
HOOD
$111B
$200K 0.09%
+1,400
ETY icon
125
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.46B
$192K 0.09%
12,071
+85