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
MCD icon
101
McDonald's
MCD
$213B
$301K 0.15%
1,029
-75
APP icon
102
Applovin
APP
$220B
$299K 0.15%
+855
JEPI icon
103
JPMorgan Equity Premium Income ETF
JEPI
$41.1B
$277K 0.14%
4,865
-50
PANW icon
104
Palo Alto Networks
PANW
$147B
$272K 0.14%
1,330
CLS icon
105
Celestica
CLS
$39.6B
$265K 0.13%
+1,700
TSM icon
106
TSMC
TSM
$1.53T
$258K 0.13%
1,139
IJR icon
107
iShares Core S&P Small-Cap ETF
IJR
$85.9B
$253K 0.13%
2,314
-17,320
DVY icon
108
iShares Select Dividend ETF
DVY
$20.7B
$252K 0.13%
1,900
JEPQ icon
109
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.3B
$235K 0.12%
4,325
-50
BAH icon
110
Booz Allen Hamilton
BAH
$10.6B
$233K 0.12%
2,239
-64
D icon
111
Dominion Energy
D
$52.6B
$231K 0.12%
4,088
+300
APD icon
112
Air Products & Chemicals
APD
$57.8B
$226K 0.11%
800
TPL icon
113
Texas Pacific Land
TPL
$22.6B
$224K 0.11%
212
MMC icon
114
Marsh & McLennan
MMC
$88.2B
$221K 0.11%
1,010
ET icon
115
Energy Transfer Partners
ET
$57.3B
$216K 0.11%
11,887
VWO icon
116
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$211K 0.11%
+4,257
NVDL icon
117
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$5.4B
$204K 0.1%
+2,900
EVV
118
Eaton Vance Limited Duration Income Fund
EVV
$1.17B
$186K 0.09%
18,133
ETY icon
119
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.44B
$185K 0.09%
11,986
+90
KRP icon
120
Kimbell Royalty Partners
KRP
$1.25B
$140K 0.07%
10,000
HIO
121
Western Asset High Income Opportunity Fund
HIO
$359M
$124K 0.06%
31,100
RZLV
122
Rezolve AI
RZLV
$1.22B
$41.5K 0.02%
13,500
+2,000
AMD icon
123
Advanced Micro Devices
AMD
$397B
$29.5K 0.01%
+208
TLRY icon
124
Tilray
TLRY
$1.47B
$6.22K ﹤0.01%
15,000
UPS icon
125
United Parcel Service
UPS
$79B
– –
-1,937
2 3 4
5
6