DCM
Dudley Capital Management Portfolio holdings
AUM
$227M
1-Year Est. Return
30.1%
This Fund
S&P 500
1 Year Est. Return
+30.1%
AUM
$228M
AUM Growth
+$6.4M
(+2.9%)
Holding
139
Top Buys
| 1 | +$1.6M | |
| 2 | +$555K | |
| 3 | +$475K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$462K |
| 5 |
Novo Nordisk
NVO
|
+$363K |
Top Sells
| 1 | +$383K | |
| 2 | +$356K | |
| 3 | +$309K | |
| 4 |
NBIS
Nebius Group N.V.
NBIS
|
+$245K |
| 5 |
Air Products & Chemicals
APD
|
+$218K |
Sector Composition
| 1 | Technology | 30.61% |
| 2 | Financials | 13.88% |
| 3 | Healthcare | 10.36% |
| 4 | Communication Services | 9.46% |
| 5 | Energy | 8.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.39T
| $15.8M | 6.93% |
58,107
-233
|
|
||
2
Microsoft
MSFT
$3.01T
| $15.6M | 6.86% |
32,345
-180
|
|
||
3
NVIDIA
NVDA
$5.49T
| $14.1M | 6.17% |
75,420
-1,910
|
|
||
4
Alphabet (Google) Class A
GOOGL
$4.88T
| $10.1M | 4.44% |
32,335
+142
|
|
||
5
Johnson & Johnson
JNJ
$555B
| $9.41M | 4.13% |
45,483
+248
|
|
||
6
JPMorgan Chase
JPM
$805B
| $7.99M | 3.51% |
24,807
-24
|
|
||
7
Chevron
CVX
$370B
| $6.55M | 2.87% |
42,979
+7
|
|
||
|
8
Berkshire Hathaway Class B
BRK.B
$1.05T
| $6.06M | 2.66% |
12,063
+929
|
|
||
9
Exxon Mobil
XOM
$628B
| $5.54M | 2.43% |
46,005
+1,402
|
|
||
10
Broadcom
AVGO
$1.97T
| $5.34M | 2.34% |
15,421
-365
|
|
||
11
AbbVie
ABBV
$368B
| $5.08M | 2.23% |
22,211
+29
|
|
||
|
12
Alphabet (Google) Class C
GOOG
$4.83T
| $5.04M | 2.21% |
16,071
-174
|
|
||
13
Amazon
AMZN
$2.91T
| $3.98M | 1.74% |
17,227
+996
|
|
||
14
Cisco
CSCO
$402B
| $3.59M | 1.57% |
46,574
+9
|
|
||
15
Walmart Inc
WMT
$1.05T
| $3.58M | 1.57% |
32,132
|
|
||
16
Home Depot
HD
$301B
| $3.42M | 1.5% |
9,930
-16
|
|
||
17
Mastercard
MA
$434B
| $3.38M | 1.48% |
5,920
-25
|
|
||
18
IBM
IBM
$202B
| $3.33M | 1.46% |
11,242
+82
|
|
||
19
Tesla
TSLA
$1.67T
| $3.29M | 1.44% |
7,323
|
|
||
20
CrowdStrike
CRWD
$143B
| $3.21M | 1.41% |
6,840
-207
|
|
||
21
Blackstone
BX
$146B
| $3.2M | 1.4% |
20,782
-17
|
|
||
22
Visa
V
$609B
| $2.96M | 1.3% |
8,442
|
|
||
23
Coca-Cola
KO
$345B
| $2.76M | 1.21% |
39,499
+113
|
|
||
24
Northrop Grumman
NOC
$78.4B
| $2.7M | 1.18% |
4,735
+13
|
|
||
25
Williams Companies
WMB
$92.6B
| $2.66M | 1.17% |
44,192
+78
|
|