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CIK: 0001965760
Total reported value
$250.3M
$250.3M
139 檔
23.9%
At the close of Q1 2026, Dudley Capital Management, LLC disclosed equity holdings valued at approximately $250.3M, 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% | +0.19% | +0.57% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.71% | +0.19% | -1.63% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.23% | -0.42% | -0.87% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.80% | -0.28% | -2.03% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.05% | +0.52% | -3.60% | |
| 6 | CVX | Chevron CORP | Stock-Energy | 3.88% | -1.04% | -1.19% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 3.44% | -0.92% | -0.20% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.19% | +0.02% | -0.95% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.60% | -0.12% | +2.11% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.14% | +0.10% | +0.32% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.10% | +0.24% | -0.33% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.94% | +0.21% | -4.41% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.71% | -0.29% | -3.20% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.59% | +0.60% | +0.02% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | +0.07% | -3.95% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.44% | -0.04% | — | |
| 17 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.42% | -0.46% | — | |
| 18 | WMB | Williams Cos Inc | Stock-Energy | 1.41% | -0.11% | -0.63% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.32% | -0.04% | — | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.26% | -0.13% | -3.68% | |
| 21 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.23% | -0.16% | +0.05% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.20% | +0.03% | -16.11% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.20% | +0.17% | -0.20% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.13% | +0.03% | — | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.03% | -0.04% | +0.04% | |
| 26 | BX | Blackstone Inc | Stock-Financials | 1.02% | -0.11% | -3.47% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.00% | -0.15% | -1.94% | |
| 28 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.00% | +0.72% | -15.41% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.98% | -0.01% | +0.02% | |
| 30 | BPRE | Bluerock Private Real Estate | Stock-Financials | 0.94% | -0.19% | +24.19% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.89% | -0.10% | +0.01% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 0.84% | -0.18% | +0.05% | |
| 33 | OKE | Oneok Inc | Stock-Energy | 0.77% | -0.10% | +2.49% | |
| 34 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.77% | — | — | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.76% | -0.19% | -0.28% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.09% | -19.98% | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.74% | -0.11% | — | |
| 38 | GE | General Electric | Stock-Industrials | 0.71% | +0.14% | -0.44% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.68% | -0.15% | +0.60% | |
| 40 | NEM | Newmont CORP | Stock-Materials | 0.66% | -0.15% | -0.72% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.66% | -0.06% | +36.78% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | +0.23% | -0.05% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.18% | — | |
| 44 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.61% | -0.06% | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.11% | -1.56% | |
| 46 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.58% | -0.07% | +14.18% | |
| 47 | GD | General Dynamics CORP | Stock-Industrials | 0.57% | -0.03% | — | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | -0.01% | — | |
| 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% | +0.17% | +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 $250.3M 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 23.9% 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.
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