DUDLEY CAPITAL MANAGEMENT, LLC

Registered adviser

CIK

1965760

Location

Middleburg, VA

Portfolio Value

Small $255,077,427

Diversification

Diversified

Filing Date

Global Rank

#5,790 / 8,827 ▼ 77 · as of Jun 2026

Top Industry

Drug Manufacturers - General 11.2%

Period ended 38 days ago

Filed Oct 23, 2026 · 15d

16 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 282958

Roster of Nov 1, 2026

Regulatory AUM

$291,664,828

Main clients

Individuals and high net worth (93% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$291,664,828	Individuals and high net worth (93%)
Apr 2025 to Mar 2026	$250,498,257	Individuals and high net worth (92%)
Apr 2024 to Mar 2025	$208,290,791	Individuals and high net worth (90%)
May 2023 to Mar 2024	$180,179,537	Individuals and high net worth (90%)
Apr 2023	$180,179,537	Individuals and high net worth (90%)
Apr 2022 to Mar 2023	$160,014,200	Individuals and high net worth (90%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 42.5%, 37.9 effective positions, active share 46.3% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

7.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.7 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 46.3%; sector active share 15.0% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

142 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

7.6%

+0.8 pts

Top 5

31.5%

+2.8 pts

Top 10

46.5%

+3.6 pts

HHI

299

Diversified+36

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.4%	$82,659,919	25
Financial Services	12.1%	$30,937,069	20
Healthcare	11.1%	$28,243,934	10
Energy	10.5%	$26,758,964	14
Communication Services	8.6%	$21,865,154	7
Unclassified	6.5%	$16,519,879	29
Consumer Defensive	6.1%	$15,518,077	8
Industrials	5.6%	$14,259,877	16
Consumer Cyclical	4.9%	$12,625,795	5
Real Estate	1.2%	$3,057,000	4
Basic Materials	0.8%	$2,160,808	3
Utilities	0.2%	$470,951	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	+16,708	22,344	$5,915,574
BPRE	Bluerock Private Real Estate Fund	+4,731	148,112	$1,857,324
APH	Amphenol Corp	+2,040	4,080	$343,944
NFLX	Netflix Inc	+1,750	21,615	$1,503,971
IGV	iShares Expanded Tech-Software Sector ETF	+1,095	6,227	$663,050
ALL	Allstate Corp	+965	4,482	$994,376
ANET	Arista Networks, Inc.	+930	5,017	$1,021,411
T	At&T Inc.	+730	22,491	$548,780
INFQ	Infleqtion, Inc.	+700	49,200	$662,724
RSP	Victory Portfolios II	+661	6,969	$0
PFE	Pfizer Inc	+632	68,722	$1,959,951
PLTR	Palantir Technologies Inc.	+500	6,070	$1,135,393
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	+500	14,850	$339,768
AMZN	Amazon Com Inc	+435	17,512	$4,363,114
JPST	JPMorgan Ultra-Short Income ETF	+415	30,225	$1,522,433
CAT	Caterpillar Inc	+394	2,449	$1,985,624
PG	PROCTER & GAMBLE Co	+210	12,311	$1,788,542
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	+200	10,500	$262,080
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	+102	12,455	$174,992
—		+31	1,192	$0
STRL	Sterling Infrastructure, Inc.	+30	530	$260,643
—		+9	2,256	$0
XOM	ExxonMobil Holdings Corp	+6	46,197	$7,518,561
MRK	Merck & Co., Inc.	+6	19,382	$2,816,398
CVX	Chevron Corp	+5	42,827	$8,745,701
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBM	International Business Machines Corp	−2,533	9,673	$2,127,382
NVDL	GraniteShares 2x Long NVDA Daily ETF	−1,200	6,600	$242,286
CRM	Salesforce, Inc.	−1,170	2,714	$623,052
OBDC	Blue Owl Capital Corp	−1,150	44,820	$470,161
EVV	Eaton Vance Ltd Duration Income Fund	−1,100	15,900	$134,355
NCDL	Nuveen Churchill Direct Lending Corp.	−1,000	16,750	$188,270
OEF	iShares S&P 100 ETF	−991	694	$265,163
OKE	Oneok Inc	−881	18,303	$1,560,696
AIQ	Global X Artificial Intelligence & Technology ETF	−660	6,810	$443,739
GOOG	Alphabet Inc.	−600	14,663	$4,996,270
BINC		−583	23,142	$1,175,382
—		−501	34,043	$0
WMT	Walmart Inc.	−498	30,612	$3,181,199
VNOM	Viper Energy, Inc.	−477	7,813	$311,660
AMT	American Tower Corp	−455	4,595	$752,155
GE	General Electric Co	−440	5,245	$1,637,961
NEE	Nextera Energy Inc	−400	6,218	$470,951
GLW	Corning Inc	−400	4,276	$657,477
FBTC	Fidelity Wise Origin Bitcoin Fund	−377	7,656	$556,131
KMI	Kinder Morgan, Inc.	−360	83,108	$2,505,706
JEPI	JPMorgan Equity Premium Income ETF	−350	4,550	$255,801
AVGO	Broadcom Inc.	−318	15,169	$5,327,201
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	−304	4,035	$247,184
VZ	Verizon Communications Inc	−298	30,983	$1,421,190
WMB	Williams Companies, Inc.	−200	43,738	$2,972,871
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	49,070	$1,189,456
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	41,300	$996,156
WBI	WaterBridge Infrastructure LLC	22,140	$622,576
SLB	Slb Limited	5,385	$262,357
GBTC	Grayscale Bitcoin Trust ETF	3,647	$235,559
DE	Deere & Co	311	$208,852
PAGP	Plains Gp Holdings LP	8,002	$207,251
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
NBIL		11,700	$668,655
CDNL	Cardinal Infrastructure Group Inc.	3,900	$367,380
VRTL	GraniteShares 2x Long VRT Daily ETF	6,000	$312,552
APP	AppLovin Corp	585	$301,409
APLD	Applied Digital Corp.	7,700	$287,210
UCTT	Ultra Clean Holdings, Inc.	1,900	$270,921
CDNS	Cadence Design Systems Inc	697	$261,598
MCD	Mcdonalds Corp	959	$259,227
D	Dominion Energy, Inc	3,047	$208,079
OWL	Blue Owl Capital Inc.	11,050	$96,687
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

142 tracked positions · $255,077,427 total · filing declares 145 positions · $258,287,973 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 142 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	57,982	-191	$19,309,165	+14.7%	7.57%
NVDA	Nvidia Corp Technology	Reduced	73,683	-73	$16,827,723	+14.0%	6.60%
MSFT	Microsoft Corp Technology	Reduced	32,222	-141	$16,526,663	+36.9%	6.48%
JNJ	Johnson & Johnson Healthcare	Added	44,577	+2	$11,801,314	+4.2%	4.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	31,958	-76	$10,996,108	−3.9%	4.31%
CVX	Chevron Corp Energy	Added	42,827	+5	$8,745,701	+23.2%	3.43%
JPM	Jpmorgan Chase & Co Financial Services	Held	24,573	0	$8,129,485	+1.1%	3.19%
XOM	ExxonMobil Holdings Corp Energy	Added	46,197	+6	$7,518,561	+19.1%	2.95%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	12,425	-5	$6,187,028	−0.5%	2.43%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	22,344	+16,708	$5,915,574	+37.5%	2.32%
ABBV	AbbVie Inc. Healthcare	Added	22,311	+4	$5,836,334	+4.0%	2.29%
AVGO	Broadcom Inc. Technology	Reduced	15,169	-318	$5,327,201	−8.9%	2.09%
CSCO	Cisco Systems, Inc. Technology	Reduced	46,471	-119	$5,001,673	−8.6%	1.96%
GOOG	Alphabet Inc. Communication Services	Reduced	14,663	-600	$4,996,270	−7.4%	1.96%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,512	+435	$4,363,114	+7.2%	1.71%
KO	Coca Cola Co Consumer Defensive	Added	39,428	+1	$3,393,962	+5.9%	1.33%
WMT	Walmart Inc. Consumer Defensive	Reduced	30,612	-498	$3,181,199	−9.7%	1.25%
MA	Mastercard Inc Financial Services	Held	5,522	0	$3,045,217	+7.4%	1.19%
V	Visa Inc. Financial Services	Held	8,442	0	$3,033,463	+4.7%	1.19%
WMB	Williams Companies, Inc. Energy	Reduced	43,738	-200	$2,972,871	−9.0%	1.17%
HD	Home Depot, Inc. Consumer Cyclical	Held	9,930	0	$2,824,985	−19.3%	1.11%
MRK	Merck & Co., Inc. Healthcare	Added	19,382	+6	$2,816,398	+13.1%	1.10%
TSLA	Tesla, Inc. Consumer Cyclical	Held	7,306	0	$2,592,241	−15.6%	1.02%
PM	Philip Morris International Inc. Consumer Defensive	Added	13,377	+3	$2,552,599	+5.5%	1.00%
KMI	Kinder Morgan, Inc. Energy	Reduced	83,108	-360	$2,505,706	−6.1%	0.98%
NOC	Northrop Grumman Corp Industrials	Held	4,735	0	$2,289,277	−5.1%	0.90%
BX	Blackstone Inc. Financial Services	Reduced	19,351	-12	$2,169,053	−4.8%	0.85%
META	Meta Platforms, Inc. Communication Services	Held	2,955	0	$2,142,906	+28.7%	0.84%
IBM	International Business Machines Corp Technology	Reduced	9,673	-2,533	$2,127,382	−38.0%	0.83%
GPC	Genuine Parts Co Consumer Cyclical	Held	16,414	0	$2,063,896	+6.6%	0.81%
CAT	Caterpillar Inc Industrials	Added	2,449	+394	$1,985,624	−9.3%	0.78%
PFE	Pfizer Inc Healthcare	Added	68,722	+632	$1,959,951	+19.5%	0.77%
RTX	RTX Corp Industrials	Reduced	10,459	-24	$1,941,713	−2.4%	0.76%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	2,078	-195	$1,891,686	−11.0%	0.74%
BPRE	Bluerock Private Real Estate Fund Financial Services	Added	148,112	+4,731	$1,857,324	−0.4%	0.73%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	12,311	+210	$1,788,542	+0.8%	0.70%
BMY	Bristol Myers Squibb Co Healthcare	Held	27,476	0	$1,714,502	+8.3%	0.67%
LLY	ELI LILLY & Co Healthcare	Held	1,452	0	$1,680,080	−3.5%	0.66%
GE	General Electric Co Industrials	Reduced	5,245	-440	$1,637,961	−22.9%	0.64%
QCOM	Qualcomm Inc Technology	Added	8,721	+3	$1,605,012	−0.4%	0.63%
NEM	NEWMONT Corp Basic Materials	Held	13,729	0	$1,583,502	+23.5%	0.62%
OKE	Oneok Inc Energy	Reduced	18,303	-881	$1,560,696	−6.4%	0.61%
JPST	JPMorgan Ultra-Short Income ETF	Added	30,225	+415	$1,522,433	+1.0%	0.60%
NFLX	Netflix Inc Communication Services	Added	21,615	+1,750	$1,503,971	+6.0%	0.59%
VZ	Verizon Communications Inc Communication Services	Reduced	30,983	-298	$1,421,190	+7.3%	0.56%
WELL	Welltower Inc. Real Estate	Held	5,950	0	$1,369,928	+1.4%	0.54%
ACWX	iShares MSCI ACWI ex U.S. ETF	Reduced	18,098	-36	$1,368,570	−0.8%	0.54%
VOO	VANGUARD 500 INDEX FUND	Reduced	1,905	-10	$1,335,138	+1.5%	0.52%
BOND	PIMCO Active Bond Exchange-Traded Fund	Reduced	14,940	-100	$1,299,630	−6.3%	0.51%
GD	General Dynamics Corp Industrials	Held	3,789	0	$1,257,303	−6.3%	0.49%

Showing the top 50 of 142 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.