DCM
Dudley Capital Management Portfolio holdings
AUM
$228M
1-Year Est. Return
27.67%
This Fund
S&P 500
1 Year Est. Return
+27.67%
AUM
$222M
AUM Growth
+$22.2M
(+11%)
Holding
136
Top Buys
| 1 | +$847K | |
| 2 | +$528K | |
| 3 | +$335K | |
| 4 |
Viper Energy
VNOM
|
+$324K |
| 5 |
Corning
GLW
|
+$288K |
Top Sells
| 1 | +$233K | |
| 2 | +$231K | |
| 3 | +$224K | |
| 4 |
Apple
AAPL
|
+$210K |
| 5 |
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
|
+$204K |
Sector Composition
| 1 | Technology | 31.76% |
| 2 | Financials | 13.52% |
| 3 | Healthcare | 9.49% |
| 4 | Energy | 8.81% |
| 5 | Communication Services | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$2.74T
| $16.8M | 7.6% |
32,525
-90
|
|
||
|
2
Apple
AAPL
$3.75T
| $14.9M | 6.7% |
58,340
-929
|
|
||
3
NVIDIA
NVDA
$4.27T
| $14.4M | 6.51% |
77,330
-830
|
|
||
4
Johnson & Johnson
JNJ
$588B
| $8.39M | 3.78% |
45,235
-107
|
|
||
5
JPMorgan Chase
JPM
$797B
| $7.83M | 3.53% |
24,831
|
|
||
6
Alphabet (Google) Class A
GOOGL
$3.6T
| $7.83M | 3.53% |
32,193
+535
|
|
||
7
Chevron
CVX
$391B
| $6.67M | 3.01% |
42,972
-93
|
|
||
8
Berkshire Hathaway Class B
BRK.B
$1.03T
| $5.6M | 2.53% |
11,134
+543
|
|
||
9
Broadcom
AVGO
$1.48T
| $5.21M | 2.35% |
15,786
+215
|
|
||
10
AbbVie
ABBV
$380B
| $5.14M | 2.32% |
22,182
-195
|
|
||
11
Exxon Mobil
XOM
$670B
| $5.03M | 2.27% |
44,603
-197
|
|
||
12
Home Depot
HD
$328B
| $4.03M | 1.82% |
9,946
+1
|
|
||
|
13
Alphabet (Google) Class C
GOOG
$3.57T
| $3.96M | 1.79% |
16,245
|
|
||
14
Amazon
AMZN
$2.26T
| $3.56M | 1.61% |
16,231
+242
|
|
||
15
Blackstone
BX
$88.8B
| $3.55M | 1.6% |
20,799
-998
|
|
||
16
CrowdStrike
CRWD
$99.7B
| $3.46M | 1.56% |
7,047
-5
|
|
||
17
Mastercard
MA
$438B
| $3.38M | 1.53% |
5,945
-5
|
|
||
18
Walmart Inc
WMT
$994B
| $3.31M | 1.49% |
32,132
-497
|
|
||
19
Tesla
TSLA
$1.43T
| $3.26M | 1.47% |
7,323
+598
|
|
||
20
Cisco
CSCO
$308B
| $3.19M | 1.44% |
46,565
+10
|
|
||
21
IBM
IBM
$228B
| $3.15M | 1.42% |
11,160
+2,016
|
|
||
22
Visa
V
$574B
| $2.88M | 1.3% |
8,442
|
|
||
23
Northrop Grumman
NOC
$98.9B
| $2.88M | 1.3% |
4,722
|
|
||
24
Williams Companies
WMB
$87.7B
| $2.79M | 1.26% |
44,114
+276
|
|
||
25
Coca-Cola
KO
$327B
| $2.61M | 1.18% |
39,386
+3
|
|