Dudley Capital Management, LLC 13F Holdings · Q2 2026
Dudley Capital Management, LLC reported 147 securities worth $250.30M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (6.73%), NVDA (5.90%), MSFT (4.82%). Among its top 25 positions this quarter: 15 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $16.8M | 6.73% | 58,173 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $14.8M | 5.90% | 73,756 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $12.1M | 4.82% | 32,363 | Added |
| 4 | GOOGL | ALPHABET INC | $11.4M | 4.57% | 32,034 | Added |
| 5 | JNJ | JOHNSON & JOHNSON | $11.3M | 4.52% | 44,575 | Added |
| 6 | JPM | JPMORGAN CHASE & CO | $8.0M | 3.21% | 24,573 | Added |
| 7 | CVX | CHEVRON CORPORATION | $7.1M | 2.84% | 42,822 | Added |
| 8 | XOM | EXXON MOBIL CORP | $6.3M | 2.52% | 46,191 | Added |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.2M | 2.48% | 12,430 | Added |
| 10 | AVGO | BROADCOM INC | $5.9M | 2.34% | 15,487 | Added |
| 11 | ABBV | ABBVIE INC | $5.6M | 2.24% | 22,307 | Added |
| 12 | CSCO | CISCO SYS INC | $5.5M | 2.19% | 46,590 | Added |
| 13 | GOOG | ALPHABET INC | $5.4M | 2.15% | 15,263 | Trimmed |
| 14 | CRWD | CROWDSTRIKE HLDGS INC | $4.3M | 1.72% | 5,636 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $4.1M | 1.63% | 17,077 | Added |
| 16 | WMT | WALMART INC | $3.5M | 1.41% | 31,110 | Added |
| 17 | HD | HOME DEPOT INC | $3.5M | 1.40% | 9,930 | Hold |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | $3.4M | 1.37% | 12,206 | Added |
| 19 | WMB | WILLIAMS COS INC | $3.3M | 1.30% | 43,938 | Added |
| 20 | KO | COCA COLA CO | $3.2M | 1.28% | 39,427 | Trimmed |
| 21 | TSLA | TESLA INC | $3.1M | 1.23% | 7,306 | Trimmed |
| 22 | V | VISA INC | $2.9M | 1.16% | 8,442 | Hold |
| 23 | MA | MASTERCARD INCORPORATED | $2.8M | 1.13% | 5,522 | Trimmed |
| 24 | KMI | KINDER MORGAN INC DEL | $2.7M | 1.07% | 83,468 | Trimmed |
| 25 | MRK | MERCK & CO INC | $2.5M | 0.99% | 19,376 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR