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Dudley Capital Management, LLC
Dudley Capital Management LLC is a boutique investment adviser based in Middleburg, Virginia, founded by Philip R.C. Dudley. The firm is registered with the SEC and provides financial planning services and portfolio management to individuals, including high net worth clients, as well as small businesses and select institutions. With a very small team of 2 employees, it offers a highly personalized approach to wealth management, focusing on long-term client relationships.
Investment Strategy
Dudley Capital Management LLC emphasizes discretionary portfolio management tailored to the unique needs of each client. The firm invests primarily in publicly traded equities, with significant allocations to leading technology, healthcare, energy, and financial companies. Dudley Capital serves high net worth individuals, small businesses, and a select group of pension and charitable organizations, focusing on diversification, long-term growth, and capital preservation through disciplined asset allocation and direct client engagement.
Latest 13F Filing Activity
Dudley Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 124 equity positions and 5 options positions with a total 13F market value of $200M. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Broadcom Inc. among other positions. Dudley Capital Management, LLC reduced exposure to Ishares TR, Apple Inc., Chevron Corp. New among others.
Top Holdings
Equity Positions (124)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.10% | $16.2M | 32,615 | $241.43 | $497.41 | +$3.9M |
N NVDA | NVIDIA CORPORATION | 6.16% | $12.3M | 78,160 | $16.20 | $157.99 | +$2.0M |
A AAPL | APPLE INC | 6.07% | $12.2M | 59,269 | $130.00 | $205.17 | -$1.5M |
J JPM | JPMORGAN CHASE & CO. | 3.59% | $7.2M | 24,831 | $140.16 | $289.91 | +$1.1M |
J JNJ | JOHNSON & JOHNSON | 3.46% | $6.9M | 45,342 | $176.18 | $152.75 | -$582.1K |
Options Positions (5)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | Sold | Call | $271.8K | 12 | $226.49 | $168.00 | -7 | -$43.6K |
A AMZN | AMAZON COM INC | — | Call | $219.4K | 10 | $219.39 | $190.26 | 0 | +$29.1K |
A AMD | ADVANCED MICRO DEVICES INC | New | Call | $212.8K | 15 | $141.90 | $141.90 | +15 | +$212.8K |
P PFE | PFIZER INC | New | Call | $97.0K | 40 | $24.24 | $24.24 | +40 | +$97.0K |
P PLTR | PALANTIR TECHNOLOGIES INC | Bought | Put | $68.2K | 5 | $136.32 | $136.32 | +5 | +$68.2K |
Industry Allocation
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