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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
TSM icon
126
TSMC
TSM
$2.28T
$216K 0.1%
639
ET icon
127
Energy Transfer Partners
ET
$65B
$215K 0.1%
11,157
-2,500
PANW icon
128
Palo Alto Networks
PANW
$229B
$213K 0.09%
1,330
ITW icon
129
Illinois Tool Works
ITW
$77.1B
$208K 0.09%
+800
SLB icon
130
SLB Ltd
SLB
$76.6B
$204K 0.09%
+3,968
IWX icon
131
iShares Russell Top 200 Value ETF
IWX
$3.57B
$203K 0.09%
+2,195
D icon
132
Dominion Energy
D
$59.8B
$201K 0.09%
+3,245
ETY icon
133
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.32B
$169K 0.07%
12,256
+97
EVV
134
Eaton Vance Limited Duration Income Fund
EVV
$1.08B
$164K 0.07%
17,383
KRP icon
135
Kimbell Royalty Partners
KRP
$1.47B
$145K 0.06%
10,000
NBIL
136
GraniteShares 2x Long NBIS Daily ETF
NBIL
$241M
$143K 0.06%
+13,800
OWL icon
137
Blue Owl Capital
OWL
$6.72B
$124K 0.05%
+13,620
HIO
138
Western Asset High Income Opportunity Fund
HIO
$347M
$113K 0.05%
31,100
AP icon
139
Ampco-Pittsburgh
AP
$234M
$73.9K 0.03%
+11,000
APLD icon
140
Applied Digital
APLD
$13.3B
– –
-8,300
CDNS icon
141
Cadence Design Systems
CDNS
$111B
– –
-697
GBTC icon
142
Grayscale Bitcoin Trust
GBTC
$9.91B
– –
-3,647
HOOD icon
143
Robinhood
HOOD
$97.4B
– –
-2,000
IGV icon
144
iShares Expanded Tech-Software Sector ETF
IGV
$14.3B
– –
-1,957
ORCL icon
145
Oracle
ORCL
$543B
– –
-1,049
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