DUDLEY CAPITAL MANAGEMENT, LLC

CIK 0001965760 · MIDDLEBURG, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

DUDLEY CAPITAL MANAGEMENT, LLC reported 151 positions worth $250.3M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: AAPL (6.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$250.3M
2026 Q2
Positions
151
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.9%
Est. Net Flow (Q)
2026 Q2
10 / 151 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$16.8M6.73%58,173
2NVDANVIDIA CORPORATIONSH$14.8M5.90%73,756
3MSFTMICROSOFT CORPSH$12.1M4.82%32,363
4GOOGLALPHABET INCSH$11.4M4.57%32,034
5JNJJOHNSON & JOHNSONSH$11.3M4.52%44,575
6JPMJPMORGAN CHASE & COSH$8.0M3.21%24,573
7CVXCHEVRON CORPORATIONSH$7.1M2.84%42,822
8EXMOCEXXON MOBIL CORPSH$6.3M2.52%46,191
9BRK-BBERKSHIRE HATHAWAY INC DELSH$6.2M2.48%12,430
10AVGOBROADCOM INCSH$5.9M2.34%15,487

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does DUDLEY CAPITAL MANAGEMENT, LLC hold as of Q2 2026?

DUDLEY CAPITAL MANAGEMENT, LLC reported 151 positions worth $250.3M in its Q2 2026 13F filing. Largest positions: AAPL (6.7%), NVDA (5.9%), MSFT (4.8%), GOOGL (4.6%) and JNJ (4.5%).

What did DUDLEY CAPITAL MANAGEMENT, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did DUDLEY CAPITAL MANAGEMENT, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.