PRD
Philip Rc Dudley Portfolio
Invests via Dudley Capital Management LLC | Managed by Philip Rc Dudley
Invests via Dudley Capital Management LLC
Managed by Philip Rc Dudley
Automatically Tracked
Philip Rc Dudley Profile
With a robust background in financial services, Philip Rc Dudley has developed a reputation as an astute operating executive and turnaround leader. He specializes in guiding organizations through complex restructuring processes, leveraging extensive experience across various market cycles. His leadership positions have focused on revitalizing performance and enhancing operational efficiencies within diverse sectors. By fostering strategic collaborations and driving cultural transformations, he elevates organizational value during challenging transitions. Beyond his executive roles, he actively engages with industry peers to exchange insights on innovative practices that propel long-term growth. Dudley's contributions position him as a significant figure within the corporate landscape.
With a robust background in financial services, Philip Rc Dudley has developed a reputation as an astute operating executive and turnaround leader. He specializes in guiding organizations through complex restructuring processes, leveraging extensive experience across various market cycles. His leadership positions have focused on revitalizing performance and enhancing operational efficiencies within diverse sectors. By fostering strategic collaborations and driving cultural transformations, he elevates organizational value during challenging transitions. Beyond his executive roles, he actively engages with industry peers to exchange insights on innovative practices that propel long-term growth. Dudley's contributions position him as a significant figure within the corporate landscape.
Investment Philosophy & Strategy
In today's rapidly evolving market landscape, operational agility and strategic foresight are paramount. Philip Rc Dudley's experience as a turnaround leader enables him to identify and capitalize on transformative opportunities that enhance organizational performance. His focus lies in cultivating partnerships and implementing innovative practices that drive substantial value creation, particularly during periods of transition. By leveraging his keen insights into market dynamics and sector-specific challenges, he positions organizations for sustainable growth while optimizing resource allocation strategies. This multifaceted approach empowers stakeholders to navigate complexities effectively, ultimately contributing to long-term business resilience.
In today's rapidly evolving market landscape, operational agility and strategic foresight are paramount. Philip Rc Dudley's experience as a turnaround leader enables him to identify and capitalize on transformative opportunities that enhance organizational performance. His focus lies in cultivating partnerships and implementing innovative practices that drive substantial value creation, particularly during periods of transition. By leveraging his keen insights into market dynamics and sector-specific challenges, he positions organizations for sustainable growth while optimizing resource allocation strategies. This multifaceted approach empowers stakeholders to navigate complexities effectively, ultimately contributing to long-term business resilience.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
36.84%
Gain +0.02%
Monthly
0.94%
Yearly
11.95%
Drawdown
12.79%
$245.37M
Equity
Holdings
$245.37M
Investment
$151.31M
$102.91M
Profit +$29,688.56
Realized
$8.03M
Unrealized
$94.88M
Dividends
$12.85M
Goals
Avg. 88.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$29,688.56
Win %
74%
This Week
Compared To Last Week
Gain
0.01%
Profit
$29,688.56
Win %
74%
This Month
Compared to last month
Gain
-1.46%
Profit
-$3.64M
Win %
74%
This Year
Compared to last year
Gain
3.86%
Profit
$9.49M
Win %
75%
NBIL GraniteShares 2x Long Nebius Group NV Daily Exchange Traded Fund
+9.26%
+$49,266 
INTC Intel Corporation
+6.51%
+$41,961.54 
AP Ampco-Pittsburgh Corporation
+5.53%
+$6,820 
ANET Arista Networks, Inc.
+4.37%
+$27,613.16 
QCOM QUALCOMM Incorporated
+4.32%
+$76,430.91 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$15,378.98 
GEV GE Vernova Inc.
+3.73%
+$33,632.9 
VRTL GraniteShares 2x Long VRT ETF
+2.71%
+$7,777 
NEM Newmont Corporation
+2.71%
+$36,244.56 
LTBR Lightbridge Corporation
+2.62%
+$7,200 
TPL Texas Pacific Land Corporation
+2.53%
+$5,952.97 
T AT&T Inc.
+2.52%
+$12,621.38 
VZ Verizon Communications Inc.
+2.49%
+$36,136.62 
STRL Sterling Infrastructure, Inc.
+2.44%
+$12,264 
JPM JPMorgan Chase & Co.
+2.31%
+$177,655.81 
AUB Atlantic Union Bankshares Corporation
+2.02%
+$23,456.8 
PM Philip Morris International Inc.
+1.95%
+$47,199.63 
TFC Truist Financial Corporation
+1.93%
+$15,928.92 
CLS Celestica Inc.
+1.88%
+$6,534.01 
KMI Kinder Morgan, Inc.
+1.85%
+$48,417.24 
D Dominion Energy, Inc.
+1.83%
+$3,958.9 
TSLA Tesla, Inc.
+1.82%
+$53,275.04 
WELL Welltower Inc.
+1.69%
+$21,449 
VRT Vertiv Holdings Co
+1.68%
+$14,346.25 
ET Energy Transfer L.P.
+1.65%
+$3,458.67 
UNP Union Pacific Corporation
+1.65%
+$16,110.94 
BX Blackstone Inc.
+1.58%
+$38,314.6 
ARES Ares Management Corporation
+1.57%
+$12,895.88 
OKE ONEOK, Inc.
+1.56%
+$26,700.51 
VNOM Viper Energy Inc. Class A Common Stock
+1.56%
+$5,627 
GLW Corning Incorporated
+1.5%
+$12,391.4 
WPC W. P. Carey Inc.
+1.5%
+$11,497.75 
GPC Genuine Parts Company
+1.46%
+$24,456.86 
CAT Caterpillar Inc.
+1.44%
+$26,591.72 
NEE NextEra Energy, Inc.
+1.35%
+$7,035.7 
SPGI S&P Global Inc.
+1.35%
+$4,701.08 
ABBV AbbVie Inc.
+1.32%
+$65,951.76 
O Realty Income Corporation
+1.31%
+$4,329.45 
APD Air Products and Chemicals, Inc.
+1.26%
+$2,800 
TRGP Targa Resources Corp.
+1.2%
+$11,628.04 
DVY iShares Select Dividend ETF
+1.19%
+$3,534 
ITW Illinois Tool Works Inc.
+1.17%
+$2,383.99 
NSC Norfolk Southern Corporation
+1.09%
+$4,654.26 
JNJ Johnson & Johnson
+1.07%
+$113,177.32 
MPC Marathon Petroleum Corporation
+1.06%
+$2,919.57 
V Visa Inc. Class A
+1.05%
+$28,196.47 
KKR KKR & Co. Inc.
+0.99%
+$3,308.8 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$3,150.56 
ALL Allstate Corporation
+0.94%
+$7,244.98 
PPG PPG Industries Inc.
+0.93%
+$3,740 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$12,433.53 
IWX iShares Russell Top 200 Value ETF
+0.89%
+$2,041.35 
APH Amphenol Corporation
+0.88%
+$2,331.58 
HDV iShares Core High Dividend ETF
+0.87%
+$6,793.2 
PG Procter & Gamble Co
+0.86%
+$10,758.17 
VABK Virginia National Bankshares Corporation
+0.81%
+$4,194 
GE General Electric Company
+0.76%
+$14,439.79 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$2,283.31 
CVX Chevron Corporation
+0.75%
+$59,454.78 
SBUX Starbucks Corporation
+0.74%
+$6,319.41 
MO Altria Group, Inc.
+0.74%
+$9,645.47 
HD The Home Depot, Inc.
+0.73%
+$23,633.4 
MA Mastercard Incorporated
+0.71%
+$19,785.94 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$42,616.82 
COST Costco Wholesale Corporation
+0.68%
+$15,138.13 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$1,827.53 
DOW Dow Inc.
+0.65%
+$1,169.52 
WMB The Williams Companies, Inc.
+0.64%
+$20,200.99 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$1,591.37 
HIO Western Asset High Income Opportunity Fund Inc.
+0.56%
+$622 
VOO Vanguard S&P 500 ETF
+0.55%
+$6,922.98 
HON Honeywell International Inc.
+0.54%
+$4,170.95 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$2,465.81 
GOOGL Alphabet Inc
+0.53%
+$61,007.31 
GOOG Alphabet Inc
+0.45%
+$24,580.8 
WMT Walmart Inc.
+0.45%
+$16,796.73 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$1,169.04 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$5,552.32 
BMY Bristol-Myers Squibb Company
+0.4%
+$6,319.48 
GD General Dynamics Corporation
+0.38%
+$5,153.08 
PEP PepsiCo, Inc.
+0.38%
+$4,843.26 
NVDL Graniteshares 2x Long Nvidia Daily ETF
+0.37%
+$1,050 
AMGN Amgen Inc.
+0.32%
+$1,402.21 
SLB Schlumberger Limited
+0.32%
+$714.24 
XOM Exxon Mobil Corporation
+0.28%
+$18,824.44 
ADP Automatic Data Processing Inc.
+0.2%
+$1,208.27 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$1,530.36 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.18%
+$1,138.55 
NVDA NVIDIA Corporation
+0.16%
+$23,740.8 
PFE Pfizer Inc.
+0.15%
+$2,722.16 
BINC iShares Flexible Income Active ETF
+0.13%
+$1,651.51 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$484.98 
KO The Coca-Cola Company
+0.11%
+$3,554.91 
MSFT Microsoft Corp.
+0.1%
+$12,824.88 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.08%
+$1,079.98 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.07%
+$122.56 
CL Colgate-Palmolive Company
+0.07%
+$330.06 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$162.25 
PANW Palo Alto Networks, Inc.
+0.03%
+$119.7 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$293.51 
MCD McDonald's Corporation
+0.01%
+$39.17 
BPRE
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
ORCC Owl Rock Capital Corporation
0%
$0 
CRDO Credo Technology Group Holding Ltd.
-5.27%
-$57,627.49 
FEIM Frequency Electronics, Inc.
-2.42%
-$9,350 
LLY Eli Lilly and Company
-2.41%
-$40,583.33 
PLTR Palantir Technologies Inc.
-2.36%
-$14,275.81 
AVGU GraniteShares 2x Long AVGO Daily ETF
-1.92%
-$6,674.01 
AAPL Apple Inc.
-1.52%
-$262,966.5 
MRK Merck & Co., Inc.
-1.42%
-$33,119.22 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$6,850.88 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$50,512.01 
AMZN Amazon.com Inc
-1.23%
-$50,399.75 
NFLX Netflix, Inc.
-1.14%
-$16,633.05 
AMT American Tower Corporation
-1.12%
-$12,130.41 
UBER Uber Technologies, Inc.
-1.01%
-$2,195.9 
IBM International Business Machines Corporation
-0.95%
-$29,284.42 
AVGO Broadcom Inc.
-0.91%
-$53,795.05 
NOW ServiceNow, Inc.
-0.9%
-$3,999.01 
CSCO Cisco Systems, Inc.
-0.6%
-$34,005.68 
KRP Kimbell Royalty Partners, LP
-0.59%
-$900 
ETN Eaton Corporation plc
-0.57%
-$3,451.5 
OWL Blue Owl Capital Inc.
-0.41%
-$544.8 
NOC Northrop Grumman Corporation
-0.4%
-$10,369.65 
RTX RTX Corporation
-0.37%
-$7,134.66 
CRM Salesforce Inc
-0.34%
-$2,203.04 
DIS The Walt Disney Company
-0.3%
-$793.5 
META Meta Platforms Inc Class A
-0.26%
-$4,297.83 
EVV Eaton Vance Limited Duration Income Fund
-0.22%
-$347.66 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$692.4 
MDT Medtronic plc
-0.16%
-$1,282.32 
FBND Fidelity Total Bond ETF
-0.13%
-$508.8 
NCDL Nuveen Churchill Direct Lending Corp.
-0.08%
-$177.5 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$601.6 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$30 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$196.62 
IWY iShares Russell Top 200 Growth ETF
0%
-$11.33 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1165 | Longs Won 771/1165 66% | Profit Factor 14.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $621,505.85 |
| Average Win $143,393.88 | Best Trade (Jun 14) $13.51M | Sharpe Ratio -8.03 |
| Average Loss -$19,871.83 | Worst Trade (Jun 14) -$1.29M | Z-Score 9.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 3d | Expectancy $88,335.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
