DCM

Dudley Capital Management Portfolio holdings

AUM $228M
1-Year Est. Return 27.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$555K
3
+$475K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$462K
5
NVO icon
Novo Nordisk
NVO
+$363K

Top Sells

1
+$383K
2
+$356K
3
+$309K
4
NBIS
Nebius Group N.V.
NBIS
+$245K
5
APD icon
Air Products & Chemicals
APD
+$218K

Sector Composition

1 Technology 30.61%
2 Financials 13.88%
3 Healthcare 10.36%
4 Communication Services 9.46%
5 Energy 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWY icon
101
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$313K 0.14%
1,130
+30
O icon
102
Realty Income
O
$59.5B
$313K 0.14%
5,545
-35
NCDL icon
103
Nuveen Churchill Direct Lending
NCDL
$732M
$308K 0.14%
23,100
-3,300
DIS icon
104
Walt Disney
DIS
$183B
$301K 0.13%
2,645
-153
MCD icon
105
McDonald's
MCD
$204B
$299K 0.13%
979
-25
JEPI icon
106
JPMorgan Equity Premium Income ETF
JEPI
$44.7B
$279K 0.12%
4,872
-1
IJR icon
107
iShares Core S&P Small-Cap ETF
IJR
$102B
$274K 0.12%
2,283
-250
VWO icon
108
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$273K 0.12%
5,074
DVY icon
109
iShares Select Dividend ETF
DVY
$22.7B
$268K 0.12%
1,900
NVDL icon
110
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.66B
$264K 0.12%
+3,000
IBDT icon
111
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.81B
$262K 0.12%
+10,300
JEPQ icon
112
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$36.8B
$252K 0.11%
4,341
+6
GBTC icon
113
Grayscale Bitcoin Trust
GBTC
$31.1B
$249K 0.11%
3,647
PANW icon
114
Palo Alto Networks
PANW
$147B
$245K 0.11%
1,330
FEIM icon
115
Frequency Electronics
FEIM
$566M
$237K 0.1%
+4,400
APH icon
116
Amphenol
APH
$175B
$235K 0.1%
+1,740
HOOD icon
117
Robinhood
HOOD
$66.3B
$226K 0.1%
2,000
+600
ET icon
118
Energy Transfer Partners
ET
$68.6B
$225K 0.1%
13,657
+1,500
CDNS icon
119
Cadence Design Systems
CDNS
$94.1B
$218K 0.1%
697
-315
IBTG icon
120
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.29B
$209K 0.09%
+9,125
IGV icon
121
iShares Expanded Tech-Software Sector ETF
IGV
$12.5B
$207K 0.09%
1,957
+69
ORCL icon
122
Oracle
ORCL
$494B
$204K 0.09%
1,049
-1,610
APLD icon
123
Applied Digital
APLD
$9.59B
$204K 0.09%
+8,300
INTC icon
124
Intel
INTC
$501B
$203K 0.09%
+5,514
TSM icon
125
TSMC
TSM
$2.06T
$194K 0.09%
639
-500
2 3 4
5
6