Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DUDLEY CAPITAL MANAGEMENT, LLC (CIK 1965760) reported $226.7M across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($14.8M, 6.54%), NVDA ($12.9M, 5.71%), MSFT ($11.9M, 5.23%), JNJ ($10.9M, 4.80%), GOOGL ($9.2M, 4.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $14.8M | 6.54% | 58,437 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $12.9M | 5.71% | 74,190 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $11.9M | 5.23% | 32,063 | Trimmed |
| 4 | JNJ | JOHNSON & JOHNSON | $10.9M | 4.80% | 44,558 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $9.2M | 4.05% | 31,941 | Trimmed |
| 6 | CVX | CHEVRON CORPORATION | $8.8M | 3.88% | 42,468 | Trimmed |
| 7 | XOM | EXXON MOBIL CORP | $7.8M | 3.44% | 45,915 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $7.2M | 3.19% | 24,572 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.9M | 2.60% | 12,317 | Added |
| 10 | ABBV | ABBVIE INC | $4.8M | 2.14% | 22,281 | Added |
| 11 | AVGO | BROADCOM INC | $4.8M | 2.10% | 15,370 | Trimmed |
| 12 | GOOG | ALPHABET INC | $4.4M | 1.94% | 15,363 | Trimmed |
| 13 | WMT | WALMART INC | $3.9M | 1.71% | 31,105 | Trimmed |
| 14 | CSCO | CISCO SYS INC | $3.6M | 1.59% | 46,583 | Added |
| 15 | AMZN | AMAZON COM INC | $3.5M | 1.56% | 17,027 | Trimmed |
| 16 | HD | HOME DEPOT INC | $3.3M | 1.44% | 9,930 | Hold |
| 17 | NOC | NORTHROP GRUMMAN CORP | $3.2M | 1.42% | 4,735 | Hold |
| 18 | WMB | WILLIAMS COS INC | $3.2M | 1.41% | 43,915 | Trimmed |
| 19 | KO | COCA COLA CO | $3.0M | 1.32% | 39,499 | Hold |
| 20 | MA | MASTERCARD INCORPORATED | $2.8M | 1.26% | 5,702 | Trimmed |
| 21 | KMI | KINDER MORGAN INC DEL | $2.8M | 1.23% | 83,478 | Added |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $2.7M | 1.20% | 11,220 | Trimmed |
| 23 | TSLA | TESLA INC | $2.7M | 1.20% | 7,318 | Trimmed |
| 24 | V | VISA INC | $2.6M | 1.13% | 8,442 | Hold |
| 25 | MRK | MERCK & CO INC | $2.3M | 1.03% | 19,368 | Added |
Source: SEC Form 13F filings · as of 2026-03-31