Stock Taper 
DUDLEY CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Goldman Sachs Group, Inc. | GS | 348 | $352.29K |
 Sterling Infrastructure, Inc. | STRL | 500 | $419.68K |
 AppLovin Corporation | APP | 585 | $301.41K |
 Texas Pacific Land Corporation | TPL | 636 | $278.34K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 639 | $305.17K |
 Cadence Design Systems, Inc. | CDNS | 697 | $261.6K |
 Dell Technologies Inc. | DELL | 785 | $338.7K |
 Illinois Tool Works Inc. | ITW | 800 | $216.38K |
 Valero Energy Corporation | VLO | 800 | $208.35K |
 Air Products and Chemicals, Inc. | APD | 800 | $234.54K |
 Lam Research Corporation | LRCX | 800 | $346.66K |
 S&P Global Inc. | SPGI | 844 | $343.73K |
 Celestica Inc. | CLS | 900 | $328.32K |
 McDonald's Corporation | MCD | 959 | $259.23K |
 GE Vernova Inc. | GEV | 993 | $1.17M |
 Marathon Petroleum Corporation | MPC | 1.06K | $270.2K |
 Thermo Fisher Scientific Inc. | TMO | 1.08K | $543.23K |
 Nebius Group N.V. | NBIS | 1.08K | $299.64K |
 Amgen Inc. | AMGN | 1.2K | $432.73K |
 Palo Alto Networks, Inc. | PANW | 1.33K | $453.56K |