Fund HoldingsDUDLEY CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$249.99M
Total Bought
$22.08M
Total Sold
$13.58M
Net Transaction
+$8.50M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ALPHABET INC(GOOG)31,94132,034+939,18511,4484.58%+2,263
CROWDSTRIKE HLDGS INC(CRWD)5,7865,636-1502,2594,3011.72%+2,042
APPLE INC(AAPL)58,43758,173-26414,83116,8336.73%+2,002
CISCO SYS INC(CSCO)46,58346,590+73,6145,4732.19%+1,858
NVIDIA CORPORATION(NVDA)74,19073,756-43412,93914,7585.90%+1,819
BROADCOM INC(AVGO)15,37015,487+1174,7575,8502.34%+1,093
ALPHABET INC(GOOG)15,36315,263-1004,4075,3932.16%+986
JPMORGAN CHASE & CO(JPM)24,57224,573+17,2288,0433.22%+815
ABBVIE INC(ABBV)22,28122,307+264,8465,6132.25%+767
CATERPILLAR INC(CAT)2,0552,05501,4562,1880.88%+733
INTERNATIONAL BUSINESS MACHS(IBM)11,22012,206+9862,7203,4321.37%+713
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
4,1313,831-3003881,0420.42%+654
INFLEQTION INC(INFQ)048,500+48,50006460.26%+646
ISHARES TR01,685+1,68506160.25%+616
CORNING INC(GLW)4,6764,67606361,1940.48%+559
PROCTER & GAMBLE CO(PG)8,47112,101+3,6301,2241,7740.71%+551
INTEL CORP(INTC)5,5145,51402437700.31%+527
GRANITESHARES ETF TR
2X LONG NBIS DLY
13,80011,700-2,1001436690.27%+526
AMAZON COM INC(AMZN)17,02717,077+503,5464,0701.63%+524
GE AEROSPACE(GE)5,6855,68501,6132,1250.85%+511
GLOBAL X FDS
ARTIFICIAL ETF
07,470+7,47004900.20%+490
QUALCOMM INC(QCOM)8,7258,718-71,1241,6110.64%+487
ISHARES TR05,132+5,13204650.19%+465
JOHNSON & JOHNSON(JNJ)44,55844,575+1710,89211,3214.53%+429
ELI LILLY & CO(LLY)1,4521,45201,3361,7420.70%+406
HONEYWELL INTL INC01,744+1,74403900.16%+390
HONEYWELL AEROSPACE INC01,744+1,74403860.15%+386
CARDINAL INFRASTRUCTURE GROU(CDNL)03,900+3,90003670.15%+367
TESLA INC(TSLA)7,3187,306-122,7203,0731.23%+352
GOLDMAN SACHS GROUP INC(GS)0348+34803520.14%+352
LAM RESEARCH CORP(LRCX)0800+80003470.14%+347
VISA INC(V)8,4428,44202,5522,8961.16%+345
DELL TECHNOLOGIES INC(DELL)0785+78503390.14%+339
BERKSHIRE HATHAWAY INC DEL12,31712,430+1135,9026,2202.49%+318
GE VERNOVA INC(GEV)99399308671,1670.47%+300
NEBIUS GROUP N.V.(NBIS)01,085+1,08503000.12%+300
APPLIED DIGITAL CORP07,700+7,70002870.11%+287
ULTRA CLEAN HLDGS INC(UCTT)01,900+1,90002710.11%+271
CADENCE DESIGN SYSTEM INC(CDNS)0697+69702620.10%+262
SERVICENOW INC(NOW)4,3006,974+2,6744506920.28%+243
VERTIV HOLDINGS CO(VRT)2,8752,87507209630.39%+242
PALO ALTO NETWORKS INC(PANW)1,3301,33002134540.18%+240
HOME DEPOT INC(HD)9,9309,93003,2663,5021.40%+236
PHILIP MORRIS INTL INC(PM)13,37113,374+32,2112,4200.97%+209
VALERO ENERGY CORP(VLO)0800+80002080.08%+208
MICROSOFT CORP(MSFT)32,06332,363+30011,86912,0724.83%+203
VANGUARD INDEX FDS1,8611,915+541,1121,3150.53%+203
GENUINE PARTS CO(GPC)16,41416,41401,7361,9370.77%+201
COCA COLA CO(KO)39,49939,427-723,0043,2041.28%+200
ARISTA NETWORKS INC(ANET)4,0374,087+504966940.28%+199
ATLANTIC UN BANKSHARES CORP(AUB)29,32129,32101,0481,2410.50%+193
ISHARES TR17,35118,134+7831,1881,3800.55%+192
ISHARES TR
CORE HIGH DV ETF
5,66134,544+28,8837689470.38%+179
STERLING INFRASTRUCTURE INC(STRL)600500-1002444200.17%+175
MERCK & CO INC(MRK)19,36819,376+82,3302,4901.00%+160
WELLTOWER INC(WELL)6,0255,950-751,1911,3500.54%+159
AMPHENOL CORP1,7402,040+3002203600.14%+140
ALTRIA GROUP INC(MO)18,19918,218+191,2011,3110.52%+110
ALLSTATE CORP(ALL)3,5173,51707298370.33%+108
UNION PAC CORP(UNP)3,6453,64508849910.40%+107
STARBUCKS CORP(SBUX)8,3158,317+27458500.34%+105
NOVO-NORDISK A S(NVO)8,6558,625-303184130.17%+95
EATON CORP PLC(ETN)1,5341,499-355496390.26%+90
GRANITESHARES ETF TR
2X LONG VRT DAI
2,2006,000+3,8002233130.13%+90
TAIWAN SEMICONDUCTOR MANUFAC(TSM)63963902163050.12%+89
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
6,5446,308-2361,2561,3420.54%+86
FREQUENCY ELECTRS INC(FEIM)5,0004,500-5002212990.12%+77
CELESTICA INC(CLS)90090002543280.13%+75
VIRGINIA NATL BK CHRLOTSVLE(VABK)11,65011,65004455170.21%+72
WILLIAMS COS INC(WMB)43,91543,938+233,1963,2661.31%+70
TARGA RES CORP(TRGP)3,6003,60009039650.39%+63
TRUIST FINL CORP(TFC)16,25416,222-327478080.32%+61
STATE STR SPDR S&P 500 ETF T(SPY)61861804024610.18%+60
AUTOMATIC DATA PROCESSING IN2,7462,74605586150.25%+57
ISHARES TR1,1351,161+262823370.13%+55
ISHARES TR
CORE MSCI EAFE
8,5028,50207708210.33%+51
PPG INDS INC(PPG)3,4003,40003634120.16%+49
GENERAL DYNAMICS CORP(GD)3,7893,78901,3001,3420.54%+42
WP CAREY INC(WPC)10,17510,17506917280.29%+36
COLGATE PALMOLIVE CO(CL)5,5015,50104695040.20%+35
ISHARES TR2,1952,247+522032360.09%+33
VANGUARD INTL EQUITY INDEX F5,0745,111+372743050.12%+31
NORFOLK SOUTHN CORP(NSC)1,3771,352-253954250.17%+30
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
4,3014,339+382392670.11%+28
ISHARES TR2,2832,064-2192843060.12%+22
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
29,35129,810+4591,4851,5070.60%+22
APOLLO GLOBAL MGMT INC(APO)3,0003,00003343550.14%+21
BLACKROCK ETF TRUST II23,59323,725+1321,2251,2420.50%+17
GRANITESHARES ETF TR
2X LONG NVDA ETF
3,0007,800+4,8002182330.09%+15
ARES MANAGEMENT CORPORATION(ARES)6,2006,20006766900.28%+14
MARATHON PETE CORP(MPC)1,0541,057+32572700.11%+13
NEXTERA ENERGY INC(NEE)6,1186,618+5005685810.23%+13
THERMO FISHER SCIENTIFIC INC(TMO)1,0841,08405335430.22%+11
EATON VANCE TAX-MANAGED DIVE
COM
12,25612,353+971691800.07%+11
ISHARES TR1,9001,90002882970.12%+9
ILLINOIS TOOL WKS INC(ITW)80080002082160.09%+8
DOMINION ENERGY INC(D)3,2453,047-1982012080.08%+7
REALTY INCOME CORP(O)5,3455,34503273310.13%+4
AIR PRODUCTS AND CHEMICALS I80080002322350.09%+2
UBER TECHNOLOGIES INC(UBER)3,1373,13702262260.09%+1
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