Stock Taper 
DUDLEY CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Vertiv Holdings Co | VRT | 2.88K | $962.61K |
 Automatic Data Processing, Inc. | ADP | 2.75K | $614.97K |
 Costco Wholesale Corporation | COST | 2.27K | $2.13M |
 Caterpillar Inc. | CAT | 2.06K | $2.19M |
 Amphenol Corporation | APH | 2.04K | $359.69K |
 Ultra Clean Holdings, Inc. | UCTT | 1.9K | $270.92K |
 Honeywell International Inc. | HON | 1.74K | $390.48K |
 Eaton Corporation plc | ETN | 1.5K | $638.75K |
 Eli Lilly and Company | LLY | 1.45K | $1.74M |
 Norfolk Southern Corporation | NSC | 1.35K | $425.33K |
 Palo Alto Networks, Inc. | PANW | 1.33K | $453.56K |
 Amgen Inc. | AMGN | 1.2K | $432.73K |
 Nebius Group N.V. | NBIS | 1.08K | $299.64K |
 Thermo Fisher Scientific Inc. | TMO | 1.08K | $543.23K |
 Marathon Petroleum Corporation | MPC | 1.06K | $270.2K |
 GE Vernova Inc. | GEV | 993 | $1.17M |
 McDonald's Corporation | MCD | 959 | $259.23K |
 Celestica Inc. | CLS | 900 | $328.32K |
 S&P Global Inc. | SPGI | 844 | $343.73K |
 Valero Energy Corporation | VLO | 800 | $208.35K |