13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001965760
Total reported value
$258.3M
$258.3M
139 檔
23.1%
At the close of Q1 2026, Dudley Capital Management, LLC disclosed equity holdings valued at approximately $258.3M, spread across 139 reported holdings.
Dudley Capital Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 16 new positions while fully exiting 6 holdings and trimming 44 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.54% | +0.75% | +0.57% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.71% | +0.62% | -1.63% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.23% | +1.58% | -0.87% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.80% | +0.05% | -2.03% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.05% | -0.31% | -3.60% | |
| 6 | CVX | Chevron CORP | Stock-Energy | 3.88% | +0.55% | -1.19% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 3.44% | -2.52% | EXIT | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.19% | -0.06% | -0.95% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.60% | -0.08% | +2.11% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.14% | +0.02% | +0.32% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.10% | -0.28% | -0.33% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.94% | -0.22% | -4.41% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.71% | -0.18% | -3.20% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.59% | -0.25% | +0.02% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | +0.06% | -3.95% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.44% | -0.31% | — | |
| 17 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.42% | -0.07% | — | |
| 18 | WMB | Williams Cos Inc | Stock-Energy | 1.41% | -0.15% | -0.63% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.32% | +0.03% | — | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.26% | +0.05% | -3.68% | |
| 21 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.23% | -0.10% | +0.05% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.20% | -0.23% | -16.11% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.20% | -0.55% | -0.20% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.13% | +0.01% | — | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.03% | +0.10% | +0.04% | |
| 26 | BX | Blackstone Inc | Stock-Financials | 1.02% | -0.07% | -3.47% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.00% | -0.12% | -1.94% | |
| 28 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.00% | +0.57% | -15.41% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.98% | +0.02% | +0.02% | |
| 30 | BPRE | Bluerock Private Real Estate | Stock-Financials | 0.94% | -0.03% | +24.19% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.89% | -0.04% | +0.01% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 0.84% | +0.10% | +0.05% | |
| 33 | OKE | Oneok Inc | Stock-Energy | 0.77% | -0.67% | EXIT | |
| 34 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.77% | +0.03% | — | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.76% | +0.01% | -0.28% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | +0.17% | -19.98% | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.74% | +0.03% | — | |
| 38 | GE | General Electric | Stock-Industrials | 0.71% | -0.22% | -0.44% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.68% | +0.02% | +0.60% | |
| 40 | NEM | Newmont CORP | Stock-Materials | 0.66% | +0.10% | -0.72% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.66% | -0.01% | +36.78% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | -0.10% | -0.05% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.04% | — | |
| 44 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.61% | -0.05% | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | -0.05% | -1.56% | |
| 46 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.58% | -0.05% | +14.18% | |
| 47 | GD | General Dynamics CORP | Stock-Industrials | 0.57% | -0.05% | — | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | +0.02% | — | |
| 49 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.54% | -0.04% | +0.02% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.02% | +25.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1% | -0.20% | Trim |
| 2 | CVX | Chevron CORP | +1% | -1.19% | Trim |
| 3 | JNJ | Johnson & Johnson | +0.7% | -2.03% | Trim |
| 4 | BPRE | Bluerock Private Real Estate | +0.3% | +24.19% | Add |
| 5 | WMB | Williams Cos Inc | +0.3% | -0.63% | Trim |
| 6 | NOC | Northrop Grumman CORP | +0.3% | — | Unchanged |
| 7 | KMI | Kinder Morgan, Inc. | +0.2% | +0.05% | Add |
| 8 | JPST | Jpmorgan Ultra-short Income | +0.2% | +36.78% | Add |
| 9 | OKE | Oneok Inc | +0.2% | +2.49% | Add |
| 10 | VZ | Verizon Communications Inc | +0.1% | +0.60% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.1% | +0.04% | Add |
| 12 | WMT | Walmart Inc | +0.1% | -3.20% | Trim |
| 13 | CAT | Caterpillar Inc | +0.1% | -0.05% | Trim |
| 14 | COST | Costco Wholesale CORP | +0.1% | -1.94% | Trim |
| 15 | PG | Procter & Gamble Co/the | +0.1% | +25.96% | Add |
| 16 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 17 | TRGP | Targa Resources CORP | +0.1% | — | Unchanged |
| 18 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 19 | GEV | GE Vernova Inc | +0.1% | +0.61% | Add |
| 20 | PFE | Pfizer Inc | +0.1% | +0.05% | Add |
| 21 | BMY | Bristol-myers Squibb Co | +0.1% | — | Unchanged |
| 22 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +23.41% | Add |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +14.18% | Add |
| 24 | VRT | Vertiv Holdings Co-a | +0.1% | -17.27% | Trim |
| 25 | IBTG | Ishares Ibonds Dec 2026 Term | +0.1% | +77.81% | Add |
| 26 | MO | Altria Group Inc | +0.1% | +0.13% | Add |
| 27 | NEM | Newmont CORP | +0.1% | -0.72% | Trim |
| 28 | HON | Honeywell International Inc | +0.1% | — | Unchanged |
| 29 | PEP | Pepsico Inc | +0.1% | — | Unchanged |
| 30 | RTX | Rtx CORP | +0.1% | +0.01% | Add |
| 31 | PM | Philip Morris International | +0.1% | +0.02% | Add |
| 32 | ETN | Eaton Corporation plc | 0% | +6.97% | Add |
| 33 | T | At&t Inc | 0% | — | Unchanged |
| 34 | HDV | Ishares Core High Dividend E | 0% | — | Unchanged |
| 35 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 36 | WELL | Welltower Inc | 0% | — | Unchanged |
| 37 | VNOM | Viper Energy Inc-cl A | 0% | +0.15% | Add |
| 38 | SBUX | Starbucks CORP | 0% | +0.02% | Add |
| 39 | NFLX | Netflix Inc | 0% | -0.28% | Trim |
| 40 | CSCO | Cisco Systems Inc | 0% | +0.02% | Add |
| 41 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 42 | INTC | Intel CORP | 0% | — | Unchanged |
| 43 | WPC | Wp Carey Inc | 0% | — | Unchanged |
| 44 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 45 | GD | General Dynamics CORP | 0% | — | Unchanged |
| 46 | AMGN | Amgen Inc | 0% | -0.24% | Trim |
| 47 | KRP | Kimbell Royalty Partners LP | 0% | — | Unchanged |
| 48 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 49 | PLTR | Palantir Technologies Inc-a | 0% | +24.53% | Add |
| 50 | PPG | Ppg Industries Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Dudley Capital Management, LLC reported a total U.S. public equity portfolio value of $258.3M across 139 disclosed positions in Q1 2026.
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 AAPL, NVDA, MSFT) accounted for 23.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
ACWX
市值: $1.2M
Top Position Liquidated / Trimmed
ORCL
前期市值: $301.9K
During Q1 2026, Dudley Capital Management, LLC's top holdings by market value included AAPL (6.5%)、NVDA (5.7%)、MSFT (5.2%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q1 2026, Dudley Capital Management, LLC made 97 total portfolio adjustments, initiating 16 new buys, adding to 31 positions, trimming 44 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.