Dudley Capital Management, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Dudley Capital Management, LLC reported 127 stock positions worth $195.2 million. Its top holding was Apple (AAPL) at 8.1% of the portfolio, followed by Microsoft (MSFT, 7.1%) and Nvidia (NVDA, 6.9%). Compared with Q3 2024, it opened 9 new positions, sold out of 8, added to 30 and reduced 41. The biggest buy was Tesla (TSLA, shares +8%) and the biggest sale Johnson & Johnson (JNJ, shares −0%).

Most Recent 13F
Q2 2026
Location
Middleburg, VA
CIK
0001965760
Portfolio Value
$195.2M (Q4 2024)
SEC Filing
0001172661-25-000670 ↗ filed Feb 11, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $171.3M Q1 2024 Q2 2024: $178.6M Q2 2024 Q3 2024: $191.0M Q3 2024 Q4 2024: $195.2M $195.2M Q4 2024 Q1 2025: $187.2M Q1 2025 Q2 2025: $199.4M Q2 2025 Q3 2025: $221.6M Q3 2025 Q4 2025: $228.0M Q4 2025 Q1 2026: $226.7M Q1 2026 Q2 2026: $247.7M Q2 2026

Holdings 127 stocks · $195.2M
AAPL Apple Inc. 8.14% 63,485 $15.9M Reduce -0.6%
MSFT Microsoft Corp. 7.14% 33,086 $13.9M Add +0.4%
NVDA Nvidia Corp. 6.89% 100,110 $13.4M Reduce -3.1%
JNJ Johnson & Johnson 3.45% 46,540 $6.7M Reduce -0.2%
CVX Chevron Corp. 3.26% 43,920 $6.4M Add +0.9%
GOOGL Alphabet Inc. Class A 3.24% 33,375 $6.3M Add +1.4%
JPM JPMorgan Chase & Co. 3.06% 24,930 $6.0M Add +0.3%
XOM Exxon Mobil Corp. 2.53% 45,909 $4.9M Reduce -1.3%
BRK.B Berkshire Hathaway Inc. Class B 2.41% 10,363 $4.7M Reduce -0.9%
BX Blackstone Inc. 2.16% 24,425 $4.2M Reduce -2.3%
ABBV Abbvie Inc. 2.10% 23,055 $4.1M Add +0.1%
HD Home Depot Inc. 1.98% 9,945 $3.9M Add +0.1%
AMZN Amazon.com Inc. 1.79% 15,888 $3.5M Add +1.1%
TSLA Tesla Inc. 1.75% 8,445 $3.4M Add +7.7%
MA Mastercard Inc. Class A 1.65% 6,100 $3.2M Reduce -0.2%
GOOG Alphabet Inc. Class C 1.62% 16,640 $3.2M No change
WMT Walmart Inc. 1.49% 32,190 $2.9M No change
AVGO Broadcom Inc. 1.43% 12,070 $2.8M Add +8.9%
CSCO Cisco Systems Inc. 1.41% 46,450 $2.7M Reduce -1.2%
V Visa Inc. Class A 1.37% 8,442 $2.7M No change
CRWD CrowdStrike Holdings Inc. Class A 1.31% 7,457 $2.6M Add +0.5%
KO The Coca-Cola Co. 1.28% 40,081 $2.5M Reduce -2.4%
WMB Williams Cos Inc. 1.16% 41,775 $2.3M Add +19.5%
COST Costco Wholesale Corp. 1.14% 2,425 $2.2M Add +0.6%
NOC Northrop Grumman Corp. 1.14% 4,722 $2.2M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.10% 9,809 $2.2M Reduce -0.1%
IJR iShares Core S&P Small-Cap E 1.07% 18,087 $2.1M Add +5.5%
GPC Genuine Parts Co. 0.98% 16,414 $1.9M No change
MRK Merck & Co. Inc. 0.98% 19,136 $1.9M Reduce -0.1%
META Meta Platforms Inc. Class A 0.96% 3,211 $1.9M Add +5.8%
OKE Oneok Inc. 0.94% 18,344 $1.8M Add +0.2%
AMT American Tower Corp. 0.94% 9,957 $1.8M Reduce -7.1%
PM Philip Morris International 0.89% 14,509 $1.7M Reduce -0.3%
BMY Bristol-Myers Squibb Co. 0.81% 28,122 $1.6M No change
QCOM Qualcomm Inc. 0.80% 10,108 $1.6M Reduce -5.8%
KMI Kinder Morgan Inc. 0.77% 55,152 $1.5M Reduce -1.1%
PFE Pfizer Inc. 0.75% 55,531 $1.5M Reduce -1.1%
CRM Salesforce Inc. 0.73% 4,263 $1.4M Reduce -0.3%
PEP Pepsico Inc. 0.73% 9,372 $1.4M Reduce -1.3%
NFLX Netflix Inc. 0.73% 1,588 $1.4M Reduce -0.6%
BOND PIMCO Active Bond Exchange-T 0.72% 15,510 $1.4M Reduce -2.2%
RTX RTX Corp. 0.63% 10,605 $1.2M Reduce -1.3%
LLY Eli Lilly & Co. 0.60% 1,512 $1.2M Reduce -2.1%
PG The Procter & Gamble Co. 0.59% 6,814 $1.1M No change
AUB Atlantic Union Bankshares Co. 0.58% 30,071 $1.1M No change
GE General Electric filed as GE AEROSPACE 0.58% 6,751 $1.1M No change
ARES Ares Management Corp. Class A 0.56% 6,200 $1.1M No change
VZ Verizon Communications Inc. 0.56% 27,176 $1.1M No change
GD General Dynamics Corp. 0.51% 3,789 $998K Reduce -1.3%
MO Altria Group Inc. 0.50% 18,728 $979K Add +0.1%
TOTL SS Doubleline TR Tact ETF 0.49% 24,260 $956K Reduce -4.7%
OBDC Blue Owl Capital Corp. 0.49% 62,820 $950K Reduce -2.3%
VOO Vanguard S&P 500 ETF 0.46% 1,682 $906K No change
ADP Automatic Data Processing 0.44% 2,921 $855K No change
MDT Medtronic PLC 0.43% 10,627 $849K Reduce -30.6%
UNP Union Pacific Corp. 0.43% 3,645 $831K No change
HON Honeywell International Inc. 0.42% 3,655 $826K Reduce -2.0%
SBUX Starbucks Corp. 0.41% 8,867 $809K Reduce -9.8%
CAT Caterpillar Inc. 0.40% 2,157 $782K Reduce -0.2%
WELL Welltower Inc. 0.39% 6,075 $766K No change
IEFA iShares Core MSCI Eafe ETF 0.38% 10,603 $745K No change
ALL Allstate Corp. 0.36% 3,695 $712K No change
TFC Truist Financial Corp. 0.36% 16,328 $708K No change
TLT iShares 20+ Year Treasury BD 0.36% 7,992 $698K Reduce -35.4%
TRGP Targa Resources Corp. 0.33% 3,600 $643K No change
WPC WP Carey Inc. 0.30% 10,800 $588K Add +46.0%
TMO Thermo Fisher Scientific Inc. 0.29% 1,084 $564K No change
RSP Invesco S&P 500 Equal Weight 0.28% 3,083 $540K No change
NCDL Nuveen Churchill Direct Lend 0.28% 32,187 $540K Add +174.8%
ETN Eaton Corp. PLC 0.28% 1,624 $539K No change
T AT&T Inc. 0.27% 23,252 $529K Reduce -1.5%
NEM Newmont Corp. 0.27% 14,003 $521K Reduce -21.2%
JPST JPMorgan Ultra-Short Income 0.26% 10,012 $504K Add +3.3%
CL Colgate-Palmolive Co. 0.26% 5,501 $500K No change
APO Apollo Global Management Inc. 0.25% 3,000 $495K No change
XYZ Block Inc. 0.24% 5,453 $463K New
SPGI S&P Global Inc. 0.24% 926 $461K Add +14.6%
KKR KKR & Co. Inc. 0.23% 3,095 $458K No change
PLTR Palantir Technologies Inc. Class A 0.23% 6,025 $456K Add +0.4%
VABK Virginia National Bankshares 0.23% 11,650 $445K No change
NEE Nextera Energy Inc. 0.22% 6,118 $439K No change
PPG PPG Industries Inc. 0.21% 3,400 $406K No change
NSC Norfolk Southern Corp. 0.20% 1,655 $388K Reduce -1.5%
FBND Fidelity Total Bond ETF 0.20% 8,523 $382K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 635 $372K No change
DOW Dow Inc. 0.19% 9,236 $371K Reduce -0.5%
ORCL Oracle Corp. 0.18% 2,159 $360K Add +2.4%
ANET Arista Networks Inc. 0.18% 3,248 $359K Reduce -1.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 3,145 $350K No change
CHDN Churchill Downs Inc. 0.17% 2,460 $329K No change
BAH Booz Allen Hamilton Holdings 0.17% 2,518 $324K Reduce -5.1%
GEV GE Vernova Inc. 0.17% 984 $324K No change
MCD McDonald's Corp. 0.16% 1,108 $321K Reduce -1.1%
CDNS Cadence Design SYS Inc. 0.16% 1,061 $319K Add +11.9%
BXP BXP Inc. 0.16% 4,200 $312K Add +10.5%
CRDO Credo Technology Group Holdi 0.16% 4,560 $306K New
O Realty Income Corp. 0.15% 5,654 $302K Reduce -13.1%
TDG Transdigm Group Inc. 0.15% 230 $291K Add +8.5%
AMGN Amgen Inc. 0.14% 1,085 $283K Add +15.4%
UBER Uber Technologies Inc. 0.14% 4,542 $274K New
GBTC Grayscale Bitcoin Trust ETF 0.14% 3,647 $270K New
NPV Nuveen Va QLTY Muni Inc. 0.13% 19,750 $250K No change
DVY iShares Select Dividend ETF 0.13% 1,900 $249K No change
UPS United Parcel Service Class B 0.13% 1,955 $247K No change
PANW Palo Alto Networks Inc. 0.12% 1,330 $242K No change
D Dominion Energy Inc. 0.12% 4,461 $240K Add +2.3%
HDV iShares Core High Dividend E 0.12% 2,132 $239K Add +13.3%
TPL Texas Pacific Land Corp. 0.12% 212 $234K New
ET Energy Transfer LP 0.12% 11,887 $233K No change
APD Air Products & Chemicals Inc. 0.12% 800 $232K No change
JEPI JPMorgan Equity Premium Inco 0.12% 3,965 $228K New
OWL Blue Owl Capital Inc. 0.11% 9,350 $217K New
MRSH Marsh & McLennan Cos 0.11% 1,010 $215K No change
VWO Vanguard Ftse Emerging Marke 0.11% 4,846 $213K Reduce -8.9%
ITW Illinois Tool Works 0.10% 800 $203K No change
TSM Taiwan Semiconductor-SP ADR 0.10% 959 $189K No change
XEVVX Eaton Vance Ltd. Durat Inc. 0.09% 18,133 $177K No change
XETYX Eaton Vance Tax-MGD Div Eqty 0.09% 11,809 $177K Add +0.7%
KRP Kimbell Royalty Partners LP 0.08% 10,000 $162K No change
LTBR Lightbridge Corp. 0.08% 34,166 $162K No change
ABR Arbor Realty Trust Inc. 0.07% 10,500 $145K No change
HIO Western Asset Hi Inc. Opport 0.06% 31,100 $122K No change
AGNC AGNC Investment Corp. 0.06% 13,200 $122K Reduce -12.9%
PSEC Prospect Capital Corp. 0.06% 27,900 $120K Reduce -2.1%
DELL Dell Technologies -C 0.03% 560 $65K Add +115.4%
QSI Quantum-Si Inc. 0.02% 11,000 $30K New
TLRY Tilray Brands Inc. 0.01% 21,725 $29K New

Options reported separately and not counted above: COST calls ($1.8M), PLTR puts ($832K), DELL calls ($265K), BAH calls ($219K), TSM calls ($118K), NVDA calls ($27K).

Portfolio Sells Q3 2024 → Q4 2024
JNJ Johnson & Johnson Reduce -0.2% 3.45% −0.51
AMT American Tower Corp. Reduce -7.1% 0.94% −0.37
XOM Exxon Mobil Corp. Reduce -1.3% 2.53% −0.32
MDT Medtronic PLC Reduce -30.6% 0.43% −0.29
TLT iShares 20+ Year Treasury BD Reduce -35.4% 0.36% −0.28
KO The Coca-Cola Co. Reduce -2.4% 1.28% −0.27
NEM Newmont Corp. Reduce -21.2% 0.27% −0.23
AMD Advanced Micro Devices Sold out 0.00% −0.17
MRK Merck & Co. Inc. Reduce -0.1% 0.98% −0.16
QCOM Qualcomm Inc. Reduce -5.8% 0.80% −0.16
DVN Devon Energy Corp. Sold out 0.00% −0.15
CAVA Cava Group Inc. Sold out 0.00% −0.13
LLY Eli Lilly & Co. Reduce -2.1% 0.60% −0.12
PEP Pepsico Inc. Reduce -1.3% 0.73% −0.12
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.9% 2.41% −0.11
INTC Intel Corp. Sold out 0.00% −0.11
OXY Occidental Petroleum Corp. Sold out 0.00% −0.11
SJNK SS SPDR BB St Hi Yield ETF Sold out 0.00% −0.11
PFE Pfizer Inc. Reduce -1.1% 0.75% −0.10
GD General Dynamics Corp. Reduce -1.3% 0.51% −0.10
SBUX Starbucks Corp. Reduce -9.8% 0.41% −0.09
DOW Dow Inc. Reduce -0.5% 0.19% −0.08
BOND PIMCO Active Bond Exchange-T Reduce -2.2% 0.72% −0.07
TOTL SS Doubleline TR Tact ETF Reduce -4.7% 0.49% −0.06
O Realty Income Corp. Reduce -13.1% 0.15% −0.06
BAH Booz Allen Hamilton Holdings Reduce -5.1% 0.17% −0.06
RTX RTX Corp. Reduce -1.3% 0.63% −0.05
CAT Caterpillar Inc. Reduce -0.2% 0.40% −0.04
BTC Grayscale Bitcoin Mini Trust Sold out 0.00% −0.04
IBM Intl Business Machines Corp. Reduce -0.1% 1.10% −0.03
PM Philip Morris International Reduce -0.3% 0.89% −0.03
VWO Vanguard Ftse Emerging Marke Reduce -8.9% 0.11% −0.02
AGNC AGNC Investment Corp. Reduce -12.9% 0.06% −0.02
NSC Norfolk Southern Corp. Reduce -1.5% 0.20% −0.02
PSEC Prospect Capital Corp. Reduce -2.1% 0.06% −0.02
MCD McDonald's Corp. Reduce -1.1% 0.16% −0.01
BLDR Builders Firstsource Inc. Sold out 0.00% −0.00
OBDC Blue Owl Capital Corp. Reduce -2.3% 0.49% −0.00
T AT&T Inc. Reduce -1.5% 0.27% −0.00
ANET Arista Networks Inc. Reduce -1.6% 0.18% +0.02
HON Honeywell International Inc. Reduce -2.0% 0.42% +0.02
MA Mastercard Inc. Class A Reduce -0.2% 1.65% +0.07
CSCO Cisco Systems Inc. Reduce -1.2% 1.41% +0.10
CRM Salesforce Inc. Reduce -0.3% 0.73% +0.12
KMI Kinder Morgan Inc. Reduce -1.1% 0.77% +0.13
NFLX Netflix Inc. Reduce -0.6% 0.73% +0.13
BX Blackstone Inc. Reduce -2.3% 2.16% +0.15
NVDA Nvidia Corp. Reduce -3.1% 6.89% +0.32
AAPL Apple Inc. Reduce -0.6% 8.14% +0.35

Portfolio Buys Q3 2024 → Q4 2024
TSLA Tesla Inc. Add +7.7% 1.75% +0.67
AVGO Broadcom Inc. Add +8.9% 1.43% +0.43
GOOGL Alphabet Inc. Class A Add +1.4% 3.24% +0.38
WMB Williams Cos Inc. Add +19.5% 1.16% +0.32
JPM JPMorgan Chase & Co. Add +0.3% 3.06% +0.32
AMZN Amazon.com Inc. Add +1.1% 1.79% +0.25
XYZ Block Inc. New 0.24% +0.24
CRWD CrowdStrike Holdings Inc. Class A Add +0.5% 1.31% +0.22
NCDL Nuveen Churchill Direct Lend Add +174.8% 0.28% +0.17
CRDO Credo Technology Group Holdi New 0.16% +0.16
UBER Uber Technologies Inc. New 0.14% +0.14
GBTC Grayscale Bitcoin Trust ETF New 0.14% +0.14
TPL Texas Pacific Land Corp. New 0.12% +0.12
JEPI JPMorgan Equity Premium Inco New 0.12% +0.12
PLTR Palantir Technologies Inc. Class A Add +0.4% 0.23% +0.12
OWL Blue Owl Capital Inc. New 0.11% +0.11
OKE Oneok Inc. Add +0.2% 0.94% +0.07
WPC WP Carey Inc. Add +46.0% 0.30% +0.06
META Meta Platforms Inc. Class A Add +5.8% 0.96% +0.05
CDNS Cadence Design SYS Inc. Add +11.9% 0.16% +0.03
COST Costco Wholesale Corp. Add +0.6% 1.14% +0.02
SPGI S&P Global Inc. Add +14.6% 0.24% +0.02
IJR iShares Core S&P Small-Cap E Add +5.5% 1.07% +0.02
DELL Dell Technologies -C Add +115.4% 0.03% +0.02
QSI Quantum-Si Inc. New 0.02% +0.02
TLRY Tilray Brands Inc. New 0.01% +0.01
HDV iShares Core High Dividend E Add +13.3% 0.12% +0.01
MO Altria Group Inc. Add +0.1% 0.50% +0.00
JPST JPMorgan Ultra-Short Income Add +3.3% 0.26% +0.00
XETYX Eaton Vance Tax-MGD Div Eqty Add +0.7% 0.09% +0.00
BXP BXP Inc. Add +10.5% 0.16% −0.00
ORCL Oracle Corp. Add +2.4% 0.18% −0.00
D Dominion Energy Inc. Add +2.3% 0.12% −0.01
TDG Transdigm Group Inc. Add +8.5% 0.15% −0.01
AMGN Amgen Inc. Add +15.4% 0.14% −0.01
CVX Chevron Corp. Add +0.9% 3.26% −0.10
HD Home Depot Inc. Add +0.1% 1.98% −0.13
MSFT Microsoft Corp. Add +0.4% 7.14% −0.28
ABBV Abbvie Inc. Add +0.1% 2.10% −0.28

Options Activity Q3 2024 → Q4 2024
COST Costco Wholesale Corp. call Add +33.3% 2,000 $1.8M
PLTR Palantir Technologies Inc. Class A put New 11,000 $832K
BLDR Builders Firstsource Inc. call Sold out 1,600 $310Kbefore exit
DELL Dell Technologies -C call Reduce -34.3% 2,300 $265K
BAH Booz Allen Hamilton Holdings call New 1,700 $219K
TSM Taiwan Semiconductor-SP ADR call Reduce -50.0% 600 $118K
CRWD CrowdStrike Holdings Inc. Class A call Sold out 100 $28Kbefore exit
NVDA Nvidia Corp. call New 200 $27K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 145$247.7MAAPL, NVDA, MSFT, GOOGL, JNJ
Q1 2026 139$226.7MAAPL, NVDA, MSFT, JNJ, GOOGL
Q4 2025 129$228.0MAAPL, MSFT, NVDA, GOOGL, JNJ
Q3 2025 130$221.6MMSFT, AAPL, NVDA, JNJ, JPM
Q2 2025 124$199.4MMSFT, NVDA, AAPL, JPM, JNJ
Q1 2025 123$187.2MAAPL, MSFT, NVDA, JNJ, CVX
Q4 2024 127$195.2MAAPL, MSFT, NVDA, JNJ, CVX
Q3 2024 126$191.0MAAPL, MSFT, NVDA, JNJ, CVX
Q2 2024 115$178.6MMSFT, AAPL, NVDA, JNJ, CVX
Q1 2024 115$171.3MMSFT, AAPL, NVDA, JNJ, CVX