DUDLEY CAPITAL MANAGEMENT, LLC

CIK 0001965760 • 6 13F filings • May 7, 2025 – Jul 27, 2026

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Filer information

Filed by: DUDLEY CAPITAL MANAGEMENT, LLC, MANAGING PARTNER
Address: Po Box 494, Middleburg, VA, 20118
Phone: 540-687-4600
AUM: $230.0M

AUM over time

$250.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $230.0M129 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$5.1M	2.2%Prev: 2.3%	22,211 SH	Decreased+29 SH
ALLSTATE CORP	COM	$732K	0.3%Prev: 0.3%	3,517 SH	Decreased
ALPHABET INC	CAP STK CL A	$10.4M	4.5%Prev: 3.5%	33,135 SH	Increased+942 SH
ALPHABET INC	CAP STK CL C	$5.0M	2.2%Prev: 1.8%	16,071 SH	Increased-174 SH
ALTRIA GROUP INC	COM	$1.0M	0.5%Prev: 0.6%	18,176 SH	Decreased-614 SH
AMAZON COM INC	COM	$4.1M	1.8%Prev: 1.7%	17,727 SH	Increased-4 SH
AMERICAN TOWER CORP NEW	COM	$1.5M	0.7%Prev: 0.8%	8,805 SH	Decreased-466 SH
AMGEN INC	COM	$404K	0.2%Prev: 0.2%	1,233 SH	Increased
AMPHENOL CORP NEW	CL A	$235K	0.1%	1,740 SH	New
APOLLO GLOBAL MGMT INC	COM	$434K	0.2%Prev: 0.2%	3,000 SH	Increased
APPLE INC	COM	$15.8M	6.9%Prev: 6.7%	58,107 SH	Increased-233 SH
APPLIED DIGITAL CORP	COM NEW	$204K	0.1%	8,300 SH	New
APPLOVIN CORP	COM CL A	$640K	0.3%Prev: 0.3%	950 SH	Decreased+25 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$1.0M	0.4%Prev: 0.4%	6,200 SH	Increased
ARISTA NETWORKS INC	COM SHS	$587K	0.3%Prev: 0.4%	4,482 SH	Decreased-1,200 SH
AT&T INC	COM	$541K	0.2%Prev: 0.3%	21,761 SH	Decreased-591 SH
ATLANTIC UN BANKSHARES CORP	COM	$1.0M	0.5%Prev: 0.5%	29,321 SH	Increased
AUTOMATIC DATA PROCESSING IN	COM	$706K	0.3%Prev: 0.4%	2,746 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.1M	2.6%Prev: 2.5%	12,063 SH	Increased+929 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.2M	0.5%Prev: 0.6%	23,589 SH	Increased+512 SH
BLACKSTONE INC	COM	$3.2M	1.4%Prev: 1.6%	20,782 SH	Decreased-17 SH
BLUE OWL CAPITAL CORPORATION	COM	$593K	0.3%Prev: 0.3%	47,670 SH	Decreased-6,100 SH
BLUEROCK PVT REAL ESTATE FD	COM	$1.6M	0.7%	103,392 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.5M	0.6%Prev: 0.6%	27,476 SH	Increased
BROADCOM INC	COM	$5.3M	2.3%Prev: 2.3%	15,421 SH	Increased-365 SH
CADENCE DESIGN SYSTEM INC	COM	$218K	0.1%Prev: 0.2%	697 SH	Decreased-315 SH
CATERPILLAR INC	COM	$1.2M	0.5%Prev: 0.4%	2,056 SH	Increased+1 SH
CELESTICA INC	COM	$384K	0.2%Prev: 0.1%	1,300 SH	Increased
CHEVRON CORP NEW	COM	$6.6M	2.8%Prev: 3.0%	42,979 SH	Decreased+7 SH
CISCO SYS INC	COM	$3.6M	1.6%Prev: 1.4%	46,574 SH	Increased+9 SH
COCA COLA CO	COM	$2.8M	1.2%Prev: 1.2%	39,499 SH	Increased+113 SH
COLGATE PALMOLIVE CO	COM	$435K	0.2%Prev: 0.2%	5,501 SH	Decreased
CORNING INC	COM	$409K	0.2%Prev: 0.2%	4,676 SH	Increased+276 SH
COSTCO WHSL CORP NEW	COM	$2.0M	0.9%Prev: 1.0%	2,318 SH	Decreased-89 SH
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$605K	0.3%Prev: 0.3%	4,207 SH	Decreased-198 SH
CROWDSTRIKE HLDGS INC	CL A	$3.2M	1.4%Prev: 1.6%	6,840 SH	Decreased-207 SH
DISNEY WALT CO	COM	$301K	0.1%Prev: 0.1%	2,645 SH	Decreased-153 SH
EATON CORP PLC	SHS	$457K	0.2%Prev: 0.2%	1,434 SH	Decreased
EATON VANCE LIMITED DURATION	COM	$172K	0.1%Prev: 0.1%	17,383 SH	Decreased
EATON VANCE TAX-MANAGED DIVE	COM	$187K	0.1%Prev: 0.1%	12,159 SH	Decreased+88 SH
ELI LILLY & CO	COM	$1.6M	0.7%Prev: 0.5%	1,475 SH	Increased+10 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$225K	0.1%Prev: 0.1%	13,657 SH	Increased+1,500 SH
EXXON MOBIL CORP	COM	$5.5M	2.4%Prev: 2.3%	46,005 SH	Increased+1,402 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$381K	0.2%Prev: 0.2%	8,280 SH	Decreased
FIDELITY WISE ORIGIN BITCOIN	SHS	$736K	0.3%Prev: 0.4%	9,658 SH	Decreased+1,125 SH
FREQUENCY ELECTRS INC	COM	$237K	0.1%	4,400 SH	New
GE AEROSPACE	COM NEW	$1.8M	0.8%Prev: 0.8%	5,710 SH	Increased
GE VERNOVA INC	COM	$645K	0.3%Prev: 0.3%	987 SH	Increased+10 SH
GENERAL DYNAMICS CORP	COM	$1.3M	0.6%Prev: 0.6%	3,789 SH	Decreased
GENUINE PARTS CO	COM	$2.0M	0.9%Prev: 1.0%	16,414 SH	Decreased
GRANITESHARES ETF TR	2X LONG NVDA DAI	$264K	0.1%	3,000 SH	New
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$249K	0.1%Prev: 0.1%	3,647 SH	Decreased
HOME DEPOT INC	COM	$3.4M	1.5%Prev: 1.8%	9,930 SH	Decreased-16 SH
HONEYWELL INTL INC	COM	$684K	0.3%Prev: 0.3%	3,505 SH	Decreased-30 SH
INTEL CORP	COM	$203K	0.1%	5,514 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$3.3M	1.4%Prev: 1.4%	11,242 SH	Increased+82 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.3M	0.5%Prev: 0.3%	6,544 SH	Increased+2,500 SH
ISHARES TR	CORE HIGH DV ETF	$688K	0.3%Prev: 0.3%	5,661 SH	Decreased
ISHARES TR	CORE MSCI EAFE	$761K	0.3%Prev: 0.3%	8,502 SH	Increased
ISHARES TR	CORE S&P SCP ETF	$274K	0.1%Prev: 0.1%	2,283 SH	Decreased-250 SH
ISHARES TR	EXPANDED TECH	$207K	0.1%Prev: 0.1%	1,957 SH	Decreased+69 SH
ISHARES TR	IBDS DEC28 ETF	$262K	0.1%	10,300 SH	New
ISHARES TR	IBONDS 26 TRM TS	$209K	0.1%	9,125 SH	New
ISHARES TR	IBONDS 27 ETF	$830K	0.4%Prev: 0.2%	34,175 SH	Increased+14,850 SH
ISHARES TR	IBONDS DEC2026	$1.1M	0.5%Prev: 0.3%	47,292 SH	Increased+22,892 SH
ISHARES TR	RUS TP200 GR ETF	$313K	0.1%Prev: 0.1%	1,130 SH	Increased+30 SH
ISHARES TR	SELECT DIVID ETF	$268K	0.1%Prev: 0.1%	1,900 SH	Decreased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$279K	0.1%Prev: 0.1%	4,872 SH	Increased-1 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$252K	0.1%Prev: 0.1%	4,341 SH	Increased+6 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.1M	0.5%Prev: 0.4%	21,459 SH	Increased+4,741 SH
JOHNSON & JOHNSON	COM	$9.4M	4.1%Prev: 3.8%	45,483 SH	Increased+248 SH
JPMORGAN CHASE & CO.	COM	$8.0M	3.5%Prev: 3.5%	24,807 SH	Increased-24 SH
KIMBELL RTY PARTNERS LP	UNIT	$118K	0.1%Prev: 0.1%	10,000 SH	Decreased
KINDER MORGAN INC DEL	COM	$2.3M	1.0%Prev: 1.0%	83,438 SH	Increased+4,663 SH
KKR & CO INC	COM	$455K	0.2%Prev: 0.2%	3,570 SH	Decreased-25 SH
LIGHTBRIDGE CORP	COM	$379K	0.2%Prev: 0.3%	30,000 SH	Decreased-4,166 SH
MASTERCARD INCORPORATED	CL A	$3.4M	1.5%Prev: 1.5%	5,920 SH	Decreased-25 SH
MCDONALDS CORP	COM	$299K	0.1%Prev: 0.1%	979 SH	Decreased-25 SH
MEDTRONIC PLC	SHS	$948K	0.4%Prev: 0.4%	9,864 SH	Increased-27 SH
MERCK & CO INC	COM	$2.0M	0.9%Prev: 0.7%	19,360 SH	Increased+741 SH
META PLATFORMS INC	CL A	$2.4M	1.1%Prev: 1.0%	3,704 SH	Increased+554 SH
MICROSOFT CORP	COM	$15.6M	6.8%Prev: 7.6%	32,345 SH	Decreased-180 SH
NETFLIX INC	COM	$1.7M	0.7%Prev: 0.8%	17,935 SH	Decreased+16,390 SH
NEWMONT CORP	COM	$1.4M	0.6%Prev: 0.5%	13,829 SH	Increased
NEXTERA ENERGY INC	COM	$491K	0.2%Prev: 0.2%	6,118 SH	Increased+300 SH
NORFOLK SOUTHN CORP	COM	$383K	0.2%Prev: 0.2%	1,327 SH	Decreased-50 SH
NORTHROP GRUMMAN CORP	COM	$2.7M	1.2%Prev: 1.3%	4,735 SH	Decreased+13 SH
NOVO-NORDISK A S	ADR	$361K	0.2%	7,100 SH	New
NUVEEN CHURCHILL DIRECT LEND	COM SHS	$308K	0.1%Prev: 0.2%	23,100 SH	Decreased-3,300 SH
NVIDIA CORPORATION	COM	$14.1M	6.1%Prev: 6.5%	75,420 SH	Decreased-1,910 SH
ONEOK INC NEW	COM	$1.4M	0.6%Prev: 0.6%	18,742 SH	Increased+449 SH
ORACLE CORP	COM	$302K	0.1%Prev: 0.3%	1,549 SH	Decreased-1,110 SH
PALANTIR TECHNOLOGIES INC	CL A	$659K	0.3%Prev: 0.4%	3,710 SH	Decreased-1,740 SH
PALO ALTO NETWORKS INC	COM	$245K	0.1%Prev: 0.1%	1,330 SH	Decreased
PEPSICO INC	COM	$1.3M	0.6%Prev: 0.6%	8,969 SH	Increased
PFIZER INC	COM	$1.7M	0.7%Prev: 0.8%	68,020 SH	Decreased+584 SH
PHILIP MORRIS INTL INC	COM	$2.1M	0.9%Prev: 1.0%	13,368 SH	Decreased-447 SH
PIMCO ETF TR	ACTIVE BD ETF	$1.4M	0.6%Prev: 0.6%	15,040 SH	Decreased-415 SH
PPG INDS INC	COM	$348K	0.2%Prev: 0.2%	3,400 SH	Decreased
PROCTER AND GAMBLE CO	COM	$964K	0.4%Prev: 0.5%	6,725 SH	Decreased+51 SH
QUALCOMM INC	COM	$1.6M	0.7%Prev: 0.7%	9,296 SH	Increased+3 SH
REALTY INCOME CORP	COM	$313K	0.1%Prev: 0.2%	5,545 SH	Decreased-35 SH
ROBINHOOD MKTS INC	COM CL A	$226K	0.1%Prev: 0.1%	2,000 SH	Increased+600 SH
RTX CORPORATION	COM	$1.9M	0.8%Prev: 0.8%	10,491 SH	Increased-24 SH
S&P GLOBAL INC	COM	$441K	0.2%Prev: 0.2%	844 SH	Increased-4 SH
SALESFORCE INC	COM	$1.0M	0.5%Prev: 0.4%	3,933 SH	Increased
SERVICENOW INC	COM	$726K	0.3%Prev: 0.4%	4,740 SH	Decreased+3,772 SH
SPDR S&P 500 ETF TR	TR UNIT	$421K	0.2%Prev: 0.2%	618 SH	Increased+22 SH
SSGA ACTIVE ETF TR	STATE STREET DOU	$655K	0.3%	16,265 SH	New
STARBUCKS CORP	COM	$700K	0.3%Prev: 0.3%	8,313 SH	Decreased+1 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$498K	0.2%Prev: 0.2%	1,639 SH	Decreased-200 SH
TARGA RES CORP	COM	$664K	0.3%Prev: 0.3%	3,600 SH	Increased
TESLA INC	COM	$3.9M	1.7%Prev: 1.5%	8,723 SH	Increased+1,400 SH
THERMO FISHER SCIENTIFIC INC	COM	$628K	0.3%Prev: 0.2%	1,084 SH	Increased
TRUIST FINL CORP	COM	$804K	0.3%Prev: 0.3%	16,328 SH	Increased
UBER TECHNOLOGIES INC	COM	$461K	0.2%Prev: 0.2%	5,637 SH	Increased+1,075 SH
UNION PAC CORP	COM	$843K	0.4%Prev: 0.4%	3,645 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	0.5%Prev: 0.5%	1,861 SH	Increased+115 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$273K	0.1%Prev: 0.1%	5,074 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$1.3M	0.5%Prev: 0.6%	30,701 SH	Decreased+450 SH
VERTIV HOLDINGS CO	COM CL A	$563K	0.2%Prev: 0.2%	3,475 SH	Increased-100 SH
VIPER ENERGY INC	CL A	$319K	0.1%Prev: 0.1%	8,263 SH	Decreased-231 SH
VIRGINIA NATL BANKSHARES COR	COM	$464K	0.2%Prev: 0.2%	11,650 SH	Increased
VISA INC	COM CL A	$3.0M	1.3%Prev: 1.3%	8,442 SH	Increased
WALMART INC	COM	$3.6M	1.6%Prev: 1.5%	32,132 SH	Increased
WELLTOWER INC	COM	$1.1M	0.5%Prev: 0.5%	6,025 SH	Increased
WESTERN ASSET HIGH INCOME OP	COM	$115K	0.1%Prev: 0.1%	31,100 SH	Decreased
WILLIAMS COS INC	COM	$2.7M	1.2%Prev: 1.3%	44,192 SH	Decreased+78 SH
WP CAREY INC	COM	$655K	0.3%Prev: 0.3%	10,175 SH	Decreased

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $218K
ILLINOIS TOOL WKS INC — $209K
ISHARES TR — $203K
MARATHON PETE CORP — $202K
MARSH & MCLENNAN COS INC — $204K
NEBIUS GROUP N.V. — $245K
OKLO INC — $201K
SSGA ACTIVE ETF TR — $970K
STERLING INFRASTRUCTURE INC — $204K
STRATEGY INC — $245K
TILRAY BRANDS INC — $45K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0001172661-26-000420	$230.0M	View
Oct 29, 2025	Q3 2025	13F-HR	0001172661-25-004482	$222.6M	View
Jul 27, 2026	Q2 2026