Q3 2026 13F · SEC CIK 1965760

Dudley Capital Management, LLC

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $258.0M
Reported positions: 143
Top holdings a year, 3 yrs: +21.0%
Assets under management: $291.7M

Dudley Capital Management, LLC is a wealth manager that reported 143 positions worth $258.0M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Apple Inc (AAPL, 7.5%), Nvidia Corporation (NVDA, 6.5%), Microsoft Corp (MSFT, 6.4%). A portfolio copying its top holdings returned 21.0% a year over the last 3 years, against 20.4% for the S&P 500.

Dudley Capital Management, LLC holdings largest 50 of 143 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Dudley Capital Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	7.5%	6.8%	57,982	-0.3%	$19.3M
NVDANvidia Corporation	6.5%	6.0%	73,683	-0.1%	$16.8M
MSFTMicrosoft Corp	6.4%	4.9%	32,222	-0.4%	$16.5M
JNJJohnson & Johnson	4.6%	4.6%	44,577	+0.0%	$11.8M
GOOGLAlphabet Inc	4.3%	4.6%	31,958	-0.2%	$11.0M
CVXChevron Corporation	3.4%	2.9%	42,827	+0.0%	$8.7M
JPMJpmorgan Chase & Co	3.2%	3.2%	24,573	+0.0%	$8.1M
XOMExxonmobil Holdings Corp	2.9%	—	46,197	—	$7.5M
BRK-BBerkshire Hathaway Inc Del	2.4%	2.5%	12,425	-0.0%	$6.2M
CRWDCrowdstrike Hldgs Inc	2.3%	1.7%	22,344	+296.5%	$5.9M
ABBVAbbvie Inc	2.3%	2.3%	22,311	+0.0%	$5.8M
AVGOBroadcom Inc	2.1%	2.4%	15,169	-2.1%	$5.3M
CSCOCisco Sys Inc	1.9%	2.2%	46,471	-0.3%	$5.0M
GOOGAlphabet Inc	1.9%	2.2%	14,663	-3.9%	$5.0M
AMZNAmazon Com Inc	1.7%	1.6%	17,512	+2.5%	$4.4M
KOCoca Cola Co	1.3%	1.3%	39,428	+0.0%	$3.4M
WMTWalmart Inc	1.2%	1.4%	30,612	-1.6%	$3.2M
MAMastercard Incorporated	1.2%	1.1%	5,522	+0.0%	$3.0M
VVisa Inc	1.2%	1.2%	8,442	+0.0%	$3.0M
WMBWilliams Cos	1.2%	1.3%	43,738	-0.5%	$3.0M
HDHome Depot Inc	1.1%	1.4%	9,930	+0.0%	$2.8M
MRKMerck & Co Inc	1.1%	1.0%	19,382	+0.0%	$2.8M
TSLATesla Inc	1.0%	1.2%	7,306	+0.0%	$2.6M
PMPhilip Morris Intl Inc	1.0%	1.0%	13,377	+0.0%	$2.6M
KMIKinder Morgan Inc Del	1.0%	1.1%	83,108	-0.4%	$2.5M
NOCNorthrop Grumman Corp	0.9%	1.0%	4,735	+0.0%	$2.3M
BXBlackstone Inc	0.8%	0.9%	19,351	-0.1%	$2.2M
METAMeta Platforms Inc	0.8%	0.7%	2,955	+0.0%	$2.1M
IBMInternational Business Machs	0.8%	1.4%	9,673	-20.8%	$2.1M
GPCGenuine Parts Co	0.8%	0.8%	16,414	+0.0%	$2.1M
CATCaterpillar Inc	0.8%	0.9%	2,449	+19.2%	$2.0M
PFEPfizer Inc	0.8%	0.7%	68,722	+0.9%	$2.0M
RTXRtx Corporation	0.8%	0.8%	10,459	-0.2%	$1.9M
COSTCostco Wholesale Corporation	0.7%	0.9%	2,078	-8.6%	$1.9M
BPREBluerock Pvt Real Estate Fd	0.7%	0.8%	148,112	+3.3%	$1.9M
PGProcter & Gamble Co	0.7%	0.7%	12,311	+1.7%	$1.8M
BMYBristol-Myers Squibb Co	0.7%	0.6%	27,476	+0.0%	$1.7M
LLYEli Lilly & Co	0.7%	0.7%	1,452	+0.0%	$1.7M
GEGe Aerospace	0.6%	0.9%	5,245	-7.7%	$1.6M
QCOMQualcomm Inc	0.6%	0.7%	8,721	+0.0%	$1.6M
NEMNewmont Corp	0.6%	—	13,729	—	$1.6M
OKEOneok Inc New	0.6%	—	18,303	—	$1.6M
JPSTJ P Morgan Exchange Traded F	0.6%	0.6%	30,225	+1.4%	$1.5M
NFLXNetflix Inc.	0.6%	0.6%	21,615	+8.8%	$1.5M
RSPInvesco Exchange Traded Fd T	0.6%	0.5%	6,969	+10.5%	$1.4M
VZVerizon Communications Inc	0.6%	0.5%	30,983	-1.0%	$1.4M
WELLWelltower Inc	0.5%	0.5%	5,950	+0.0%	$1.4M
ACWXIshares Tr	0.5%	0.6%	18,098	-0.2%	$1.4M
VOOVanguard Index Fds	0.5%	0.5%	1,905	-0.5%	$1.3M
BONDPimco ETF Tr	0.5%	0.6%	14,940	-0.7%	$1.3M

What Dudley Capital Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+296.5% shares
CAT Caterpillar Inc+19.2% shares
RSP Invesco Exchange Traded Fd T+10.5% shares
NFLX Netflix Inc.+8.8% shares

Reduced

IBM International Business Machs-20.8% shares
COST Costco Wholesale Corporation-8.6% shares
GE Ge Aerospace-7.7% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.1% /yr; S&P 500 +20.1%
3 years: +21.0% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$258.0M	143
Q2 2026	$247.7M	145
Q1 2026	$226.7M	139
Q4 2025	$228.0M	129
Q3 2025	$221.6M	130
Q2 2025	$199.4M	124
Q1 2025	$187.2M	123
Q4 2024	$195.2M	127
Q3 2024	$191.0M	126
Q2 2024	$178.6M	115
Q1 2024	$171.3M	115
Q4 2023	$155.7M	112

Questions about Dudley Capital Management, LLC's portfolio

What stocks does Dudley Capital Management, LLC own?

Dudley Capital Management, LLC's latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 143 positions worth $258.0M. The largest are Apple Inc (AAPL) at 7.5%, Nvidia Corporation (NVDA) at 6.5%, Microsoft Corp (MSFT) at 6.4%, Johnson & Johnson (JNJ) at 4.6% and Alphabet Inc (GOOGL) at 4.3%.

What did Dudley Capital Management, LLC buy last quarter?

In Q3 2026, Dudley Capital Management, LLC added Crowdstrike Hldgs Inc (CRWD) (+296.5% shares), Caterpillar Inc (CAT) (+19.2% shares) and Invesco Exchange Traded Fd T (RSP) (+10.5% shares), compared with its Q2 2026 filing.

What did Dudley Capital Management, LLC sell last quarter?

In Q3 2026, Dudley Capital Management, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Oneok Inc New (OKE), cut from its top 50 General Dynamics Corp (GD), International Business Machs (IBM) (-20.8% shares), Costco Wholesale Corporation (COST) (-8.6% shares) and Ge Aerospace (GE) (-7.7% shares), compared with its Q2 2026 filing.

How has Dudley Capital Management, LLC's portfolio performed?

A portfolio copying Dudley Capital Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.1% against +20.1%.

When is Dudley Capital Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Dudley Capital Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Dudley Capital Management, LLC manage?

Dudley Capital Management, LLC reported $291.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $258.0M.