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DCM
Dudley Capital Management Portfolio holdings
AUM
$250M
1-Year Est. Return
33.02%
This Fund
S&P 500
This Quarter
Est. Return
+11.73%
1 Year Est. Return
+33.02%
3 Year Est. Return
+109.87%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$200M
AUM Growth
+$9.41M
(+4.9%)
Cap. Flow
-$5.11M
Cap. Flow
% of AUM
-2.55%
Top 10 Holdings %
Top 10 Hldgs %
40.37%
Holding
139
New
11
Increased
33
Reduced
48
Closed
10
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ServiceNow
NOW
|
+$864K |
| 2 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
+$372K |
| 3 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$344K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$332K |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$288K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$2.12M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.79M |
| 3 |
Apple
AAPL
|
+$408K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$320K |
| 5 |
Dow Inc
DOW
|
+$313K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 31.29% |
| 2 | Financials | 14.36% |
| 3 | Healthcare | 9.18% |
| 4 | Energy | 9.17% |
| 5 | Communication Services | 7.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
PUT
Palantir
PLTR
$380B
| $68.2K | 0.03% |
+500
| New | +$58.6K |
|
|
RZLV
127
Rezolve AI
RZLV
$1.08B
| $41.5K | 0.02% |
13,500
+2,000
| +17% | +$3.94K |
|
128
Advanced Micro Devices
AMD
$786B
| $29.5K | 0.01% |
+208
| New | +$22.6K |
|
129
Tilray
TLRY
$602M
| $6.22K | ﹤0.01% |
1,500
| – | – |
|
130
CALL
Booz Allen Hamilton
BAH
$8.65B
| – | – |
-2,100
| Closed | -$220K |
|
131
Boston Properties
BXP
$11.2B
| – | – |
-4,200
| Closed | -$282K |
|
132
Churchill Downs
CHDN
$6.02B
| – | – |
-2,460
| Closed | -$273K |
|
133
CALL
Costco
COST
$418B
| – | – |
-2,300
| Closed | -$2.18M |
|
|
134
Dow Inc
DOW
$21.4B
| – | – |
-8,958
| Closed | -$313K |
|
135
Prospect Capital
PSEC
$1.09B
| – | – |
-27,900
| Closed | -$114K |
|
136
TransDigm Group
TDG
$70.2B
| – | – |
-213
| Closed | -$295K |
|
137
CALL
Trex
TREX
$5.15B
| – | – |
-3,600
| Closed | -$209K |
|
|
138
Trex
TREX
$5.15B
| – | – |
-200
| Closed | -$11.6K |
|
139
United Parcel Service
UPS
$91.5B
| – | – |
-1,937
| Closed | -$213K |
|
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Dudley Capital Management's Q2 2025 Portfolio in Review
As of Q2 2025, Dudley Capital Management held 139 positions worth $200M, up 4.9% from $191M the previous quarter. Its ten largest holdings account for 40% of the portfolio.
Dudley Capital Management's Q2 2025 filing shows 11 new, 33 increased, 48 reduced and 10 closed positions. Its largest new stake was ServiceNow: 4,580 shares worth $942K. The largest sale was NVIDIA, an estimated $2.12M.
By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 27% a quarter earlier, followed by Financials and Healthcare.
- Dudley Capital Management's largest Q2 2025 buy was ServiceNow: 4,580 shares worth $942K.
- Dudley Capital Management added most to Berkshire Hathaway Class B in Q2 2025, an estimated $332K increase.
- Dudley Capital Management's biggest Q2 2025 reduction was NVIDIA, cutting an estimated $2.12M.
- Dudley Capital Management fully exited Dow Inc in Q2 2025, selling an estimated $313K.
- Dudley Capital Management's ten largest holdings make up 40% of its $200M portfolio in Q2 2025.
- Dudley Capital Management opened 11 new positions and closed 10 in Q2 2025.
- Dudley Capital Management's portfolio value rose 4.9% quarter-over-quarter to $200M.
Based on Dudley Capital Management's 13F filing for Q2 2025, filed 30 Jul 2025.