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:
70.24%
Gain +0.34%
Monthly
1.44%
Yearly
18.72%
Drawdown
17.68%
$263.01M
Equity
Holdings
$263.01M
Investment
$155.99M
$114.82M
Profit +$592,827.15
Realized
$7.81M
Unrealized
$107.02M
Dividends
$14.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.34%
Profit
$592,827.15
Win %
72%
This Week
Compared To Last Week
Gain
0.23%
Profit
$592,827.15
Win %
72%
This Month
Compared to last month
Gain
-0.33%
Profit
-$881,430.73
Win %
72%
This Year
Compared to last year
Gain
5.04%
Profit
$12.62M
Win %
73%
CRWD CrowdStrike Holdings, Inc.
+14.34%
+$668,542.09 
PANW Palo Alto Networks, Inc.
+14.01%
+$61,618.91 
NOW ServiceNow, Inc.
+7.69%
+$71,065.06 
IGV iShares Expanded Tech-Software Sector ETF
+5.18%
+$26,968.66 
CRM Salesforce Inc
+4.5%
+$43,306.6 
HONA Honeywell Aerospace Inc.
+4.18%
+$11,527.84 
PLTR Palantir Technologies Inc.
+4.13%
+$38,488.7 
NFLX Netflix, Inc.
+3.76%
+$57,807.15 
MDT Medtronic plc
+3.21%
+$30,094.46 
ADP Automatic Data Processing Inc.
+3.12%
+$22,956.56 
GOOGL Alphabet Inc
+3.08%
+$334,434.96 
APP AppLovin Corporation Class A Common Stock
+2.97%
+$5,624.77 
GOOG Alphabet Inc
+2.97%
+$151,866.7 
META Meta Platforms Inc Class A
+2.91%
+$55,642.56 
IBM International Business Machines Corporation
+2.71%
+$80,559.72 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.39%
+$12,892.97 
MO Altria Group, Inc.
+2.32%
+$29,148.8 
MSFT Microsoft Corp.
+2.27%
+$364,892.83 
WMT Walmart Inc.
+2.27%
+$75,597.3 
T AT&T Inc.
+2.07%
+$11,750.96 
LLY Eli Lilly and Company
+2.04%
+$32,960.47 
MCD McDonald's Corporation
+1.96%
+$4,756.64 
SPGI S&P Global Inc.
+1.85%
+$6,414.4 
ALL Allstate Corporation
+1.78%
+$15,879.25 
NOC Northrop Grumman Corporation
+1.74%
+$42,851.89 
ABBV AbbVie Inc.
+1.73%
+$99,043.08 
PM Philip Morris International Inc.
+1.7%
+$43,331.79 
CL Colgate-Palmolive Company
+1.6%
+$7,646.39 
COST Costco Wholesale Corporation
+1.58%
+$32,594.82 
VZ Verizon Communications Inc.
+1.4%
+$22,209.51 
UBER Uber Technologies, Inc.
+1.27%
+$2,854.67 
NVO Novo Nordisk A/S Sponsored ADR
+1.18%
+$4,398.75 
AMGN Amgen Inc.
+1.18%
+$5,317.74 
KO The Coca-Cola Company
+1.1%
+$38,244.19 
BRK-B Berkshire Hathaway Inc.
+1.05%
+$66,686.95 
V Visa Inc. Class A
+1.05%
+$32,754.88 
HD The Home Depot, Inc.
+1%
+$30,683.8 
NCDL Nuveen Churchill Direct Lending Corp.
+0.99%
+$2,130 
BMY Bristol-Myers Squibb Company
+0.73%
+$12,776.34 
KKR KKR & Co. Inc.
+0.71%
+$2,516.79 
MA Mastercard Incorporated
+0.61%
+$19,106.12 
ITW Illinois Tool Works Inc.
+0.58%
+$1,248 
JNJ Johnson & Johnson
+0.58%
+$68,200.2 
AAPL Apple Inc.
+0.54%
+$104,130.25 
PG Procter & Gamble Co
+0.52%
+$9,136.25 
HDV iShares Core High Dividend ETF
+0.46%
+$4,663.44 
MRK Merck & Co., Inc.
+0.44%
+$12,207.07 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$2,482.35 
GD General Dynamics Corporation
+0.36%
+$4,831.01 
SBUX Starbucks Corporation
+0.35%
+$2,869.36 
AUB Atlantic Union Bankshares Corporation
+0.32%
+$3,665.12 
UNP Union Pacific Corporation
+0.18%
+$1,822.54 
NSC Norfolk Southern Corporation
+0.16%
+$676.01 
D Dominion Energy, Inc.
+0.15%
+$289.46 
KMI Kinder Morgan, Inc.
+0.11%
+$2,921.38 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$1,261.6 
PFE Pfizer Inc.
+0.05%
+$1,021.35 
IWX iShares Russell Top 200 Value ETF
+0.05%
+$134.82 
PEP PepsiCo, Inc.
+0.04%
+$481.06 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$51.5 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BPRE
BPRE
0%
$0 
VRTL GraniteShares 2x Long VRT ETF
-14.78%
-$23,460 
GLW Corning Incorporated
-14.06%
-$109,371.59 
UCTT Ultra Clean Holdings, Inc.
-10.28%
-$14,459 
NBIL GraniteShares 2x Long Nebius Group NV Daily Exchange Traded Fund
-10.28%
-$29,484 
GEV GE Vernova Inc.
-8.66%
-$82,319.72 
CLS Celestica Inc.
-8.53%
-$26,608.51 
LRCX Lam Research Corporation
-7.91%
-$18,880 
CRDO Credo Technology Group Holding Ltd.
-7.86%
-$49,036.8 
STRL Sterling Infrastructure, Inc.
-7.76%
-$19,830 
ETN Eaton Corporation plc
-7.5%
-$47,818.1 
VRT Vertiv Holdings Co
-7.13%
-$52,727.49 
APLD Applied Digital Corporation
-6.42%
-$13,051.5 
APH Amphenol Corporation
-5.64%
-$38,596.8 
NVDL Graniteshares 2x Long Nvidia Daily ETF
-5.62%
-$14,820 
ANET Arista Networks, Inc.
-5.55%
-$45,283.96 
INTC Intel Corporation
-5.3%
-$30,078.87 
NBIS Nebius Group N.V.
-5.09%
-$12,390.7 
DELL Dell Technologies Inc.
-5.04%
-$22,458.83 
LTBR Lightbridge Corporation
-4.93%
-$10,392 
CDNL Cardinal Infrastructure Group Inc. Class A Common Stock
-4.8%
-$6,669 
AVGO Broadcom Inc.
-4.79%
-$268,234.69 
CAT Caterpillar Inc.
-4.15%
-$69,849.47 
GS The Goldman Sachs Group, Inc.
-3.97%
-$14,229.74 
FEIM Frequency Electronics, Inc.
-3.62%
-$14,377.5 
CDNS Cadence Design Systems, Inc.
-3.49%
-$7,046.67 
INFQ Infleqtion Inc.
-3.47%
-$22,067.5 
NEM Newmont Corporation
-2.92%
-$50,797.3 
NVDA NVIDIA Corporation
-2.85%
-$458,024.02 
VLO Valero Energy Corporation
-2.24%
-$7,004.01 
GE General Electric Company
-1.98%
-$36,497.7 
JPM JPMorgan Chase & Co.
-1.72%
-$150,878.47 
CSCO Cisco Systems, Inc.
-1.65%
-$86,191.5 
OWL Blue Owl Capital Inc.
-1.56%
-$1,823.25 
APD Air Products and Chemicals, Inc.
-1.56%
-$3,628.01 
EVV Eaton Vance Limited Duration Income Fund
-1.52%
-$2,295 
TPL Texas Pacific Land Corporation
-1.4%
-$3,294.48 
TSLA Tesla, Inc.
-1.4%
-$37,406.72 
WMB The Williams Companies, Inc.
-1.4%
-$44,816.76 
RTX RTX Corporation
-1.32%
-$27,465.36 
AMZN Amazon.com Inc
-1.22%
-$53,621.78 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.17%
-$16,320.6 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$3,552.14 
TRGP Targa Resources Corp.
-1.08%
-$11,268 
QCOM QUALCOMM Incorporated
-0.99%
-$15,779.58 
CVX Chevron Corporation
-0.94%
-$86,072.13 
XOM Exxon Mobil Corporation
-0.85%
-$65,591.68 
VABK Virginia National Bankshares Corporation
-0.83%
-$4,776.5 
GPC Genuine Parts Company
-0.83%
-$18,219.38 
KRP Kimbell Royalty Partners, LP
-0.7%
-$1,050 
APO Apollo Global Management, Inc.
-0.69%
-$2,684.97 
NEE NextEra Energy, Inc.
-0.69%
-$3,772.26 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$5,653.83 
IWY iShares Russell Top 200 Growth ETF
-0.64%
-$2,130.42 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.56%
-$988.24 
AIQ Global X Artificial Intelligence & Technology ETF
-0.55%
-$2,614.5 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$1,578.96 
TFC Truist Financial Corporation
-0.54%
-$4,379.94 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$1,308.21 
AMT American Tower Corporation
-0.49%
-$4,444 
HIO Western Asset High Income Opportunity Fund Inc.
-0.44%
-$466.5 
O Realty Income Corporation
-0.37%
-$1,175.9 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$1,594.43 
VOO Vanguard S&P 500 ETF
-0.34%
-$4,519.4 
WELL Welltower Inc.
-0.3%
-$4,224.5 
OEF iShares S&P 100 ETF
-0.29%
-$1,887.2 
MPC Marathon Petroleum Corporation
-0.28%
-$1,162.69 
ARES Ares Management Corporation
-0.2%
-$1,643 
BX Blackstone Inc.
-0.19%
-$4,646.93 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$490 
PPG PPG Industries Inc.
-0.16%
-$561 
OBDC Blue Owl Capital Corporation
-0.14%
-$689.55 
BINC iShares Flexible Income Active ETF
-0.13%
-$1,542.12 
OKE ONEOK, Inc.
-0.12%
-$2,302.08 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.09%
-$569.27 
VNOM Viper Energy Inc. Class A Common Stock
-0.04%
-$165.8 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$601.6 
IBTH iShares iBonds Dec 2027 Term
-0.04%
-$389.32 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.04%
-$411 
DVY iShares Select Dividend ETF
-0.03%
-$94.81 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$264.3 
WPC W. P. Carey Inc.
-0.01%
-$101.75 
FBND Fidelity Total Bond ETF
-0.01%
-$42.4 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$149.05 Events
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Dividends
Dividend Analysis
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| Trades 1262 | Longs Won 843/1262 66% | Profit Factor 13.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $674,190.09 |
| Average Win $147,198.21 | Best Trade (Sep 04) $15.46M | Sharpe Ratio -10.01 |
| Average Loss -$22,107.73 | Worst Trade (Aug 03) -$1.35M | Z-Score 9.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2d | Expectancy $90,986.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 58,173 | $7.6M | $19.43M | - | $11.83M | 155.58% | +0.539% |
| ABBV AbbVie Inc. | 22,307 | $3.61M | $5.83M | - | $2.23M | 61.65% | +1.727% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 18,134 | $1.25M | $1.38M | - | $136,913.76 | 10.97% | -1.165% |
| ADP Automatic Data Processing Inc. | 2,746 | $655,909.51 | $759,598.52 | - | $103,689.01 | 15.81% | +3.116% |
| AIQ Global X Artificial Intelligence & Technology ETF | 7,470 | $490,107 | $475,316.1 | - | -$14,790.9 | -3.02% | -0.547% |
| ALL Allstate Corporation | 3,517 | $475,178.8 | $908,177.32 | - | $432,998.52 | 91.12% | +1.78% |
| AMGN Amgen Inc. | 1,195 | $361,621.36 | $456,251 | - | $94,629.64 | 26.17% | +1.179% |
| AMT American Tower Corporation | 5,050 | $1.07M | $893,698.5 | - | -$175,026.83 | -16.38% | -0.495% |
| AMZN Amazon.com Inc | 17,077 | $1.93M | $4.33M | - | $2.4M | 124.01% | -1.223% |
| ANET Arista Networks, Inc. | 4,087 | $454,180.22 | $770,440.37 | - | $316,260.15 | 69.63% | -5.551% |
| APD Air Products and Chemicals, Inc. | 800 | $232,392 | $229,515.99 | - | -$2,876.01 | -1.24% | -1.556% |
| APH Amphenol Corporation | 8,160 | $288,039.6 | $646,190.4 | - | $358,150.8 | 124.34% | -5.636% |
| APLD Applied Digital Corporation | 7,700 | $287,210 | $190,382.5 | - | -$96,827.5 | -33.71% | -6.416% |
| APO Apollo Global Management, Inc. | 3,000 | $230,430 | $384,255.03 | - | $153,825.03 | 66.76% | -0.694% |
| APP AppLovin Corporation Class A Common Stock | 585 | $238,682.31 | $195,141.37 | - | -$43,540.94 | -18.24% | +2.968% |
| ARES Ares Management Corporation | 6,200 | $424,328 | $814,525 | - | $390,197 | 91.96% | -0.201% |
| AUB Atlantic Union Bankshares Corporation | 29,321 | $1.03M | $1.17M | - | $137,954.97 | 13.39% | +0.315% |
| AVGO Broadcom Inc. | 15,487 | $1.59M | $5.34M | - | $3.74M | 235.03% | -4.785% |
| BINC iShares Flexible Income Active ETF | 23,725 | $1.26M | $1.22M | - | -$42,209.99 | -3.36% | -0.127% |
| BMY Bristol-Myers Squibb Company | 27,476 | $1.98M | $1.76M | - | -$215,069.56 | -10.88% | +0.731% |
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FAQ
Which stocks have generated the highest profits for Philip Rc Dudley?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $4.27M, Chevron Corporation - $1.06M, Apple Inc - $965,698.51, Johnson & Johnson - $897,745.38, and Blackstone Inc - $805,024.92. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares 20+ Year Treasury Bond ETF - $176,116.92, Block, Inc - $167,188.51, Texas Pacific Land Corporation - $151,541.67, The Estée Lauder Companies Inc. Class A - $143,799.04, and Dow Inc - $130,620.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Philip Rc Dudley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.18M earned over time. The largest contributors to dividend income include Chevron Corporation - $1.06M, Johnson & Johnson - $858,614.87, Exxon Mobil Corporation - $671,387.83, AbbVie Inc - $545,098.96, and JPMorgan Chase & Co - $454,929.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Philip Rc Dudley's monthly returns?
Philip Rc Dudley's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Philip Rc Dudley's strategy be considered aggressive or moderate?
Philip Rc Dudley's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Philip Rc Dudley's strategy?
Philip Rc Dudley's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
