DUDLEY CAPITAL MANAGEMENT, LLC Diversified Active

Location: Middleburg, VA

CIK: 0001965760 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 2, 2026

Total Value: $230M (100.0% shares, 0.0% debt)

Holdings (136)

AAPL APPLE INC 6.9%
Value $15.8M Shares 58,107 Est. Cost $140.70 Unrealized +90.7%
MSFT MICROSOFT CORP 6.8%
Value $15.64M Shares 32,345 Est. Cost $234.05 Unrealized +113.9%
NVDA NVIDIA CORPORATION 6.1%
Value $14.07M Shares 75,420 Est. Cost $92.51 Unrealized +101.2%
GOOGL ALPHABET INC 4.4%
Value $10.12M Shares 32,335 Est. Cost $100.32 Unrealized +184.7%
JNJ JOHNSON & JOHNSON 4.1%
Value $9.413M Shares 45,483 Est. Cost $156.99 Unrealized +25.5%
JPM JPMORGAN CHASE & CO. 3.5%
Value $7.993M Shares 24,807 Est. Cost $123.06 Unrealized +151.5%
CVX CHEVRON CORP NEW 2.8%
Value $6.55M Shares 42,979 Est. Cost $152.76 Unrealized -0.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.6%
Value $6.063M Shares 12,063 Est. Cost $339.60 Unrealized +46.5%
XOM EXXON MOBIL CORP 2.4%
Value $5.536M Shares 46,005 Est. Cost $96.87 Unrealized +19.2%
AVGO BROADCOM INC 2.3%
Value $5.337M Shares 15,421 Est. Cost $165.61 Unrealized +115.6%
ABBV ABBVIE INC 2.2%
Value $5.075M Shares 22,211 Est. Cost $137.21 Unrealized +65.8%
GOOG ALPHABET INC 2.2%
Value $5.043M Shares 16,071 Est. Cost $96.93 Unrealized +195.4%
AMZN AMAZON COM INC 1.7%
Value $3.976M Shares 17,227 Est. Cost $121.27 Unrealized +88.7%
CSCO CISCO SYS INC 1.6%
Value $3.588M Shares 46,574 Est. Cost $41.61 Unrealized +77.3%
WMT WALMART INC 1.6%
Value $3.58M Shares 32,132 Est. Cost $54.14 Unrealized +98.0%
HD HOME DEPOT INC 1.5%
Value $3.417M Shares 9,930 Est. Cost $281.19 Unrealized +29.7%
MA MASTERCARD INCORPORATED 1.5%
Value $3.38M Shares 5,920 Est. Cost $331.10 Unrealized +68.8%
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value $3.33M Shares 11,242 Est. Cost $147.62 Unrealized +102.4%
TSLA TESLA INC 1.4%
Value $3.293M Shares 7,323 Est. Cost $213.58 Unrealized +107.6%
CRWD CROWDSTRIKE HLDGS INC 1.4%
Value $3.206M Shares 6,840 Est. Cost $158.16 Unrealized +222.0%
BX BLACKSTONE INC 1.4%
Value $3.203M Shares 20,782 Est. Cost $80.16 Unrealized +88.9%
V VISA INC 1.3%
Value $2.961M Shares 8,442 Est. Cost $196.98 Unrealized +72.8%
KO COCA COLA CO 1.2%
Value $2.761M Shares 39,499 Est. Cost $54.92 Unrealized +26.4%
NOC NORTHROP GRUMMAN CORP 1.2%
Value $2.7M Shares 4,735 Est. Cost $495.16 Unrealized +16.9%
WMB WILLIAMS COS INC 1.2%
Value $2.656M Shares 44,192 Est. Cost $33.05 Unrealized +81.7%
KMI KINDER MORGAN INC DEL 1.0%
Value $2.294M Shares 83,438 Est. Cost $19.37 Unrealized +38.9%
PM PHILIP MORRIS INTL INC 0.9%
Value $2.144M Shares 13,368 Est. Cost $81.33 Unrealized +88.8%
MRK MERCK & CO INC 0.9%
Value $2.038M Shares 19,360 Est. Cost $94.17 Unrealized -1.0%
GPC GENUINE PARTS CO 0.9%
Value $2.018M Shares 16,414 Est. Cost $159.11 Unrealized -19.1%
COST COSTCO WHSL CORP NEW 0.9%
Value $1.999M Shares 2,318 Est. Cost $553.70 Unrealized +63.6%
META META PLATFORMS INC 0.9%
Value $1.983M Shares 3,004 Est. Cost $241.41 Unrealized +176.4%
RTX RTX CORPORATION 0.8%
Value $1.924M Shares 10,491 Est. Cost $88.48 Unrealized +95.9%
GE GE AEROSPACE 0.8%
Value $1.759M Shares 5,710 Est. Cost $48.38 Unrealized +521.8%
PFE PFIZER INC 0.7%
Value $1.694M Shares 68,020 Est. Cost $36.77 Unrealized -31.9%
NFLX NETFLIX INC 0.7%
Value $1.682M Shares 17,935 Est. Cost $101.26 Unrealized +6.5%
QCOM QUALCOMM INC 0.7%
Value $1.59M Shares 9,296 Est. Cost $108.85 Unrealized +56.9%
LLY ELI LILLY & CO 0.7%
Value $1.585M Shares 1,475 Est. Cost $595.08 Unrealized +60.6%
BPRE BLUEROCK PVT REAL ESTATE FD 0.7%
Value $1.551M Shares 103,392 Est. Cost $15.00 Unrealized
AMT AMERICAN TOWER CORP NEW 0.7%
Value $1.546M Shares 8,805 Est. Cost $186.75 Unrealized -3.5%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value $1.482M Shares 27,476 Est. Cost $65.23 Unrealized -27.1%
BOND PIMCO ETF TR 0.6%
Value $1.4M Shares 15,040 Est. Cost $90.48 Unrealized
NEM NEWMONT CORP 0.6%
Value $1.381M Shares 13,829 Est. Cost $40.94 Unrealized +120.3%
OKE ONEOK INC NEW 0.6%
Value $1.378M Shares 18,742 Est. Cost $53.37 Unrealized +32.0%
PEP PEPSICO INC 0.6%
Value $1.287M Shares 8,969 Est. Cost $161.23 Unrealized -9.5%
GD GENERAL DYNAMICS CORP 0.6%
Value $1.276M Shares 3,789 Est. Cost $228.84 Unrealized +49.0%
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value $1.254M Shares 6,544 Est. Cost $174.01 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value $1.25M Shares 30,701 Est. Cost $33.48 Unrealized +20.9%
BINC BLACKROCK ETF TRUST II 0.5%
Value $1.245M Shares 23,589 Est. Cost $53.00 Unrealized
CAT CATERPILLAR INC 0.5%
Value $1.178M Shares 2,056 Est. Cost $261.32 Unrealized +112.6%
VOO VANGUARD INDEX FDS 0.5%
Value $1.167M Shares 1,861 Est. Cost $453.28 Unrealized
IBDR ISHARES TR 0.5%
Value $1.146M Shares 47,292 Est. Cost $24.24 Unrealized
WELL WELLTOWER INC 0.5%
Value $1.118M Shares 6,025 Est. Cost $59.61 Unrealized +212.8%
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value $1.086M Shares 21,459 Est. Cost $50.53 Unrealized
MO ALTRIA GROUP INC 0.5%
Value $1.048M Shares 18,176 Est. Cost $35.54 Unrealized +67.0%
CRM SALESFORCE INC 0.5%
Value $1.042M Shares 3,933 Est. Cost $168.10 Unrealized +47.6%
AUB ATLANTIC UN BANKSHARES CORP 0.5%
Value $1.035M Shares 29,321 Est. Cost $29.97 Unrealized +13.0%
ARES ARES MANAGEMENT CORPORATION 0.4%
Value $1.002M Shares 6,200 Est. Cost $65.79 Unrealized +135.5%
PG PROCTER AND GAMBLE CO 0.4%
Value $964K Shares 6,725 Est. Cost $129.95 Unrealized +13.3%
MDT MEDTRONIC PLC 0.4%
Value $948K Shares 9,864 Est. Cost $73.86 Unrealized +31.5%
UNP UNION PAC CORP 0.4%
Value $843K Shares 3,645 Est. Cost $190.14 Unrealized +19.5%
IBDS ISHARES TR 0.4%
Value $830K Shares 34,175 Est. Cost $24.25 Unrealized
TFC TRUIST FINL CORP 0.3%
Value $804K Shares 16,328 Est. Cost $36.66 Unrealized +24.9%
IEFA ISHARES TR 0.3%
Value $761K Shares 8,502 Est. Cost $62.34 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.3%
Value $736K Shares 9,658 Est. Cost $80.14 Unrealized
ALL ALLSTATE CORP 0.3%
Value $732K Shares 3,517 Est. Cost $121.17 Unrealized +68.4%
NOW SERVICENOW INC 0.3%
Value $726K Shares 4,740 Est. Cost $175.02 Unrealized -2.0%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value $706K Shares 2,746 Est. Cost $228.99 Unrealized +15.6%
SBUX STARBUCKS CORP 0.3%
Value $700K Shares 8,313 Est. Cost $87.79 Unrealized -4.3%
HDV ISHARES TR 0.3%
Value $688K Shares 5,661 Est. Cost $118.42 Unrealized
HON HONEYWELL INTL INC 0.3%
Value $684K Shares 3,505 Est. Cost $177.97 Unrealized +9.6%
TRGP TARGA RES CORP 0.3%
Value $664K Shares 3,600 Est. Cost $65.10 Unrealized +158.2%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $659K Shares 3,710 Est. Cost $30.69 Unrealized +489.9%
WPC WP CAREY INC 0.3%
Value $655K Shares 10,175 Est. Cost $69.87 Unrealized
TOTL SSGA ACTIVE ETF TR 0.3%
Value $655K Shares 16,265 Est. Cost $40.04 Unrealized
GEV GE VERNOVA INC 0.3%
Value $645K Shares 987 Est. Cost $195.79 Unrealized +211.1%
APP APPLOVIN CORP 0.3%
Value $640K Shares 950 Est. Cost $342.35 Unrealized +84.1%
TSLA TESLA INC 0.3%
Value $630K Shares 1,400 Est. Cost $213.58 Unrealized +107.6%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $628K Shares 1,084 Est. Cost $524.96 Unrealized +7.7%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.3%
Value $605K Shares 4,207 Est. Cost $51.75 Unrealized +197.2%
OBDC BLUE OWL CAPITAL CORPORATION 0.3%
Value $593K Shares 47,670 Est. Cost $9.08 Unrealized +36.1%
ANET ARISTA NETWORKS INC 0.3%
Value $587K Shares 4,482 Est. Cost $108.18 Unrealized +27.2%
VRT VERTIV HOLDINGS CO 0.2%
Value $563K Shares 3,475 Est. Cost $108.03 Unrealized +60.7%
T AT&T INC 0.2%
Value $541K Shares 21,761 Est. Cost $15.37 Unrealized +64.6%
NEE NEXTERA ENERGY INC 0.2%
Value $491K Shares 6,118 Est. Cost $74.15 Unrealized +11.3%
VABK VIRGINIA NATL BANKSHARES COR 0.2%
Value $464K Shares 11,650 Est. Cost $34.10 Unrealized +17.3%
META META PLATFORMS INC 0.2%
Value $462K Shares 700 Est. Cost $241.41 Unrealized +176.4%
ETN EATON CORP PLC 0.2%
Value $457K Shares 1,434 Est. Cost $146.94 Unrealized +141.2%
KKR KKR & CO INC 0.2%
Value $455K Shares 3,570 Est. Cost $76.32 Unrealized +62.8%
SPGI S&P GLOBAL INC 0.2%
Value $441K Shares 844 Est. Cost $491.55 Unrealized +0.5%
CL COLGATE PALMOLIVE CO 0.2%
Value $435K Shares 5,501 Est. Cost $69.73 Unrealized +12.3%
APO APOLLO GLOBAL MGMT INC 0.2%
Value $434K Shares 3,000 Est. Cost $64.08 Unrealized +106.9%
SPY SPDR S&P 500 ETF TR 0.2%
Value $421K Shares 618 Est. Cost $397.91 Unrealized
GLW CORNING INC 0.2%
Value $409K Shares 4,676 Est. Cost $66.21 Unrealized +29.9%
AMGN AMGEN INC 0.2%
Value $404K Shares 1,233 Est. Cost $300.91 Unrealized +5.0%
CLS CELESTICA INC 0.2%
Value $384K Shares 1,300 Est. Cost $106.30 Unrealized +183.5%
NSC NORFOLK SOUTHN CORP 0.2%
Value $383K Shares 1,327 Est. Cost $218.70 Unrealized +32.0%
FBND FIDELITY MERRIMACK STR TR 0.2%
Value $381K Shares 8,280 Est. Cost $45.01 Unrealized
LTBR LIGHTBRIDGE CORP 0.2%
Value $379K Shares 30,000 Est. Cost $3.89 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value $371K Shares 4,537 Est. Cost $72.18 Unrealized +24.8%
NVO NOVO-NORDISK A S 0.2%
Value $361K Shares 7,100 Est. Cost $50.88 Unrealized
PPG PPG INDS INC 0.2%
Value $348K Shares 3,400 Est. Cost $114.48 Unrealized -12.5%
VNOM VIPER ENERGY INC 0.1%
Value $319K Shares 8,263 Est. Cost $38.10 Unrealized -0.6%
IWY ISHARES TR 0.1%
Value $313K Shares 1,130 Est. Cost $273.69 Unrealized
O REALTY INCOME CORP 0.1%
Value $313K Shares 5,545 Est. Cost $52.57 Unrealized +9.1%
NCDL NUVEEN CHURCHILL DIRECT LEND 0.1%
Value $308K Shares 23,100 Est. Cost $14.66 Unrealized -6.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $304K Shares 1,000 Est. Cost $172.55 Unrealized
DIS DISNEY WALT CO 0.1%
Value $301K Shares 2,645 Est. Cost $93.59 Unrealized +17.0%
MCD MCDONALDS CORP 0.1%
Value $299K Shares 979 Est. Cost $251.70 Unrealized +21.2%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value $279K Shares 4,872 Est. Cost $57.45 Unrealized
IJR ISHARES TR 0.1%
Value $274K Shares 2,283 Est. Cost $110.00 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $273K Shares 5,074 Est. Cost $50.22 Unrealized
DVY ISHARES TR 0.1%
Value $268K Shares 1,900 Est. Cost $120.60 Unrealized
NVDL GRANITESHARES ETF TR 0.1%
Value $264K Shares 3,000 Est. Cost $88.01 Unrealized
IBDT ISHARES TR 0.1%
Value $262K Shares 10,300 Est. Cost $25.46 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value $252K Shares 4,341 Est. Cost $51.78 Unrealized
GOOGL ALPHABET INC 0.1%
Value $250K Shares 800 Est. Cost $100.32 Unrealized +184.7%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value $249K Shares 3,647 Est. Cost $74.02 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $245K Shares 1,330 Est. Cost $169.24 Unrealized +19.2%
FEIM FREQUENCY ELECTRS INC 0.1%
Value $237K Shares 4,400 Est. Cost $36.78 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.1%
Value $235K Shares 1,740 Est. Cost $133.54 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC 0.1%
Value $226K Shares 2,000 Est. Cost $115.35 Unrealized +12.7%
ET ENERGY TRANSFER L P 0.1%
Value $225K Shares 13,657 Est. Cost $12.48 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value $218K Shares 697 Est. Cost $294.59 Unrealized +10.8%
IBTG ISHARES TR 0.1%
Value $209K Shares 9,125 Est. Cost $22.87 Unrealized
IGV ISHARES TR 0.1%
Value $207K Shares 1,957 Est. Cost $114.68 Unrealized
ORCL ORACLE CORP 0.1%
Value $204K Shares 1,049 Est. Cost $124.48 Unrealized +91.2%
APLD APPLIED DIGITAL CORP 0.1%
Value $204K Shares 8,300 Est. Cost $28.80 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value $203K Shares 5,514 Est. Cost $37.76 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $194K Shares 639 Est. Cost $172.55 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.1%
Value $187K Shares 12,159 Est. Cost $10.86 Unrealized
EATON VANCE LIMITED DURATION 0.1%
Value $172K Shares 17,383 Est. Cost $9.39 Unrealized
KRP KIMBELL RTY PARTNERS LP 0.1%
Value $118K Shares 10,000 Est. Cost $16.70 Unrealized
AMZN AMAZON COM INC 0.1%
Value $115K Shares 500 Est. Cost $121.27 Unrealized +88.7%
WESTERN ASSET HIGH INCOME OP 0.1%
Value $115K Shares 31,100 Est. Cost $3.95 Unrealized
ORCL ORACLE CORP 0.0%
Value $97,455 Shares 500 Est. Cost $124.48 Unrealized +91.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value $89,881 Shares 1,100 Est. Cost $72.18 Unrealized +24.8%