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DUDLEY CAPITAL MANAGEMENT, LLC
RIA/Wealth
DUDLEY CAPITAL MANAGEMENT, LLC is a RIA/Wealth based in Middleburg, VA led by Philip Rowland Church Dudley, reporting $250.5M in AUM as of Q3 2025 with 32% Technology concentration.
Managing PartnerPhilip Rowland Church Dudley
- Portfolio Value
- $221.6M
- Positions
- 130
- Top Holding
- MSFT at 7.6%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in DUDLEY CAPITAL MANAGEMENT, LLC's portfolio (41.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $16.8M | 7.60% | -$46.6K Sold | 0.00% 32.5K shares | |
Consumer Electronics Technology | $14.9M | 6.70% | -$236.6K Sold | 0.00% 58.3K shares | |
Semiconductors Technology | $14.4M | 6.51% | -$154.9K Sold | 0.00% 77.3K shares | |
Drug Manufacturers - General Healthcare | $8.4M | 3.78% | -$19.8K Sold | 0.00% 45.2K shares | |
Banks - Diversified Financial Services | $7.8M | 3.53% | — | 0.00% 24.8K shares | |
Internet Content & Information Communication Services | $7.8M | 3.53% | +$130.1K Bought | 0.00% 32.2K shares | |
Oil & Gas Integrated Energy | $6.7M | 3.01% | -$14.4K Sold | 0.00% 43.0K shares | |
Insurance - Diversified Financial Services | $5.6M | 2.53% | +$273.0K Bought | 0.00% 11.1K shares | |
Semiconductors Technology | $5.2M | 2.35% | +$70.9K Bought | 0.00% 15.8K shares | |
Drug Manufacturers - General Healthcare | $5.1M | 2.32% | -$45.2K Sold | 0.00% 22.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in DUDLEY CAPITAL MANAGEMENT, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for DUDLEY CAPITAL MANAGEMENT, LLC
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