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
MSFT icon
1
Microsoft
MSFT
$3.76T
$16.2M 8.1%
32,615
-143
NVDA icon
2
NVIDIA
NVDA
$4.85T
$12.3M 6.16%
78,160
-16,880
AAPL icon
3
Apple
AAPL
$3.98T
$12.2M 6.07%
59,269
-2,019
JPM icon
4
JPMorgan Chase
JPM
$863B
$7.2M 3.59%
24,831
-20
JNJ icon
5
Johnson & Johnson
JNJ
$450B
$6.93M 3.46%
45,342
+68
CVX icon
6
Chevron
CVX
$311B
$6.17M 3.08%
43,065
-86
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.5T
$5.58M 2.79%
31,658
-1,956
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.07T
$5.14M 2.57%
10,591
+653
XOM icon
9
Exxon Mobil
XOM
$499B
$4.83M 2.41%
44,800
+153
AVGO icon
10
Broadcom
AVGO
$1.69T
$4.29M 2.14%
15,571
+375
ABBV icon
11
AbbVie
ABBV
$387B
$4.15M 2.07%
22,377
-59
HD icon
12
Home Depot
HD
$369B
$3.65M 1.82%
9,945
CRWD icon
13
CrowdStrike
CRWD
$140B
$3.59M 1.79%
7,052
+60
AMZN icon
14
Amazon
AMZN
$2.66T
$3.51M 1.75%
15,989
+356
MA icon
15
Mastercard
MA
$497B
$3.34M 1.67%
5,950
BX icon
16
Blackstone
BX
$113B
$3.26M 1.63%
21,797
-1,081
CSCO icon
17
Cisco
CSCO
$284B
$3.23M 1.61%
46,555
+136
WMT icon
18
Walmart
WMT
$817B
$3.19M 1.59%
32,629
+1,141
V icon
19
Visa
V
$646B
$3M 1.5%
8,442
GOOG icon
20
Alphabet (Google) Class C
GOOG
$3.51T
$2.88M 1.44%
16,245
-125
KO icon
21
Coca-Cola
KO
$303B
$2.79M 1.39%
39,383
+287
WMB icon
22
Williams Companies
WMB
$72.8B
$2.75M 1.37%
43,838
+210
IBM icon
23
IBM
IBM
$289B
$2.7M 1.35%
9,144
-68
PM icon
24
Philip Morris
PM
$241B
$2.53M 1.26%
13,865
-97
NOC icon
25
Northrop Grumman
NOC
$81.2B
$2.36M 1.18%
4,722
1
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