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CIK: 0001965760
Total reported value
$250.3M
$250.3M
115 檔
19.4%
At the close of Q1 2024, Dudley Capital Management, LLC disclosed equity holdings valued at approximately $250.3M, spread across 115 reported holdings.
During Q1 2024, Dudley Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.14% | -0.42% | -1.71% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.34% | +0.19% | -1.45% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.51% | +0.19% | +1.54% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.31% | -0.28% | +1.02% | |
| 5 | CVX | Chevron CORP | Stock-Energy | 4.03% | -1.04% | +1.52% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 3.16% | -0.92% | +0.03% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.95% | +0.52% | -0.17% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.71% | +0.02% | +2.39% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.47% | -0.12% | +4.84% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.43% | +0.10% | -0.84% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.14% | -0.04% | — | |
| 12 | BX | Blackstone Inc | Stock-Financials | 1.95% | -0.11% | +3.96% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.73% | -0.13% | +3.19% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.56% | +0.21% | +1.45% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | +0.07% | +5.10% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.53% | +0.60% | -2.56% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.49% | -0.04% | +1.68% | |
| 18 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.48% | — | — | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.45% | -0.04% | +0.00% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | +0.03% | +0.90% | |
| 21 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.33% | +0.72% | +12.63% | |
| 22 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.30% | -0.46% | — | |
| 23 | AMT | American Tower CORP | Stock-Real Estate | 1.25% | -0.10% | +0.01% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.13% | +0.14% | -1.08% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.13% | -0.29% | +200.89% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.10% | +0.17% | +0.03% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.98% | -0.18% | +0.04% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.96% | -0.01% | +303.64% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 0.95% | -0.18% | -0.07% | |
| 30 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.87% | -0.11% | -0.30% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.15% | -0.56% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.24% | — | |
| 33 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.86% | -0.06% | -0.43% | |
| 34 | OKE | Oneok Inc | Stock-Energy | 0.85% | -0.10% | +0.24% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.85% | -0.06% | — | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.09% | +6.90% | |
| 37 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.81% | — | -2.57% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | +0.03% | +8.89% | |
| 39 | WMB | Williams Cos Inc | Stock-Energy | 0.79% | -0.11% | +0.11% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.78% | -0.01% | -1.98% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.78% | -0.08% | +0.80% | |
| 42 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 0.73% | +0.04% | -17.50% | |
| 43 | GE | General Electric | Stock-Industrials | 0.72% | +0.14% | -9.86% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.68% | -0.15% | +4.26% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.67% | +0.01% | -1.36% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.65% | -0.03% | +0.39% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | +0.17% | -1.45% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.62% | -0.10% | — | |
| 49 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.59% | -0.02% | — | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.57% | -0.19% | +5.76% |
According to official SEC Form 13F filings, Dudley Capital Management, LLC reported a total U.S. public equity portfolio value of $250.3M across 115 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 19.4% of total reported equity market value during Q1 2024.
During Q1 2024, Dudley Capital Management, LLC's top holdings by market value included MSFT (8.1%)、AAPL (6.3%)、NVDA (5.5%). The largest single position, MSFT, represented 8.1% of total portfolio value.
In Q1 2024, Dudley Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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