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:
60.43%
Gain +0.27%
Monthly
1.39%
Yearly
18.01%
Drawdown
17.57%
$252.15M
Equity
Holdings
$252.15M
Investment
$155.99M
$105.03M
Profit +$592,093.06
Realized
$8.88M
Unrealized
$96.16M
Dividends
$13.68M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.27%
Profit
$592,093.06
Win %
71%
This Week
Compared To Last Week
Gain
0.24%
Profit
$592,093.06
Win %
71%
This Month
Compared to last month
Gain
0.79%
Profit
$1.98M
Win %
71%
This Year
Compared to last year
Gain
0.82%
Profit
$2.06M
Win %
73%
LTBR Lightbridge Corporation
+6.93%
+$15,600 
NOW ServiceNow, Inc.
+6.86%
+$47,283.72 
APP AppLovin Corporation Class A Common Stock
+5.29%
+$12,138.74 
UBER Uber Technologies, Inc.
+3.4%
+$7,026.88 
GOOG Alphabet Inc
+2.34%
+$114,167.3 
PEP PepsiCo, Inc.
+2.31%
+$25,259.85 
KKR KKR & Co. Inc.
+2.29%
+$7,990.4 
MA Mastercard Incorporated
+2.23%
+$66,540.27 
MCD McDonald's Corporation
+2.23%
+$5,667.68 
GE General Electric Company
+2.23%
+$44,797.74 
PPG PPG Industries Inc.
+2.13%
+$8,398 
WMT Walmart Inc.
+2.07%
+$70,619.7 
VZ Verizon Communications Inc.
+2.03%
+$29,404.14 
BX Blackstone Inc.
+2%
+$50,343.8 
ADP Automatic Data Processing Inc.
+1.96%
+$13,427.95 
MSFT Microsoft Corp.
+1.94%
+$239,485.88 
V Visa Inc. Class A
+1.91%
+$57,321.26 
NVO Novo Nordisk A/S Sponsored ADR
+1.84%
+$7,762.5 
COST Costco Wholesale Corporation
+1.77%
+$37,618.08 
CL Colgate-Palmolive Company
+1.35%
+$6,766.23 
APO Apollo Global Management, Inc.
+1.33%
+$4,890 
AAPL Apple Inc.
+1.17%
+$226,292.97 
ARES Ares Management Corporation
+0.99%
+$7,750 
NOC Northrop Grumman Corporation
+0.98%
+$25,284.95 
IBM International Business Machines Corporation
+0.98%
+$25,510.54 
JNJ Johnson & Johnson
+0.97%
+$113,666.7 
JPM JPMorgan Chase & Co.
+0.85%
+$73,473.52 
VLO Valero Energy Corporation
+0.8%
+$1,944 
BMY Bristol-Myers Squibb Company
+0.76%
+$12,913.72 
TFC Truist Financial Corporation
+0.7%
+$5,839.92 
ITW Illinois Tool Works Inc.
+0.64%
+$1,440.01 
GD General Dynamics Corporation
+0.62%
+$9,055.71 
ALL Allstate Corporation
+0.5%
+$4,572.1 
BRK-B Berkshire Hathaway Inc.
+0.46%
+$27,967.5 
NFLX Netflix, Inc.
+0.44%
+$6,158.23 
SBUX Starbucks Corporation
+0.39%
+$3,326.8 
CSCO Cisco Systems, Inc.
+0.35%
+$18,636 
AVGO Broadcom Inc.
+0.34%
+$20,132.95 
NEM Newmont Corporation
+0.3%
+$3,844.12 
CRDO Credo Technology Group Holding Ltd.
+0.15%
+$1,225.96 
LLY Eli Lilly and Company
+0.12%
+$2,177.96 
AMGN Amgen Inc.
+0.06%
+$262.89 
NBIS Nebius Group N.V.
+0.06%
+$119.35 
NVDA NVIDIA Corporation
+0.06%
+$8,851.46 
OWL Blue Owl Capital Inc.
+0.05%
+$55.25 
AMT American Tower Corporation
+0.04%
+$353.5 
PFE Pfizer Inc.
+0.04%
+$680.9 
JEPI JPMorgan Equity Premium Income Fund
+0.04%
+$98 
VOO Vanguard S&P 500 ETF
+0.03%
+$325.53 
RTX RTX Corporation
+0.02%
+$524.25 
SPY SPDR S&P 500 ETF Trust
+0.02%
+$98.89 
GS The Goldman Sachs Group, Inc.
+0.02%
+$73.07 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$298.1 
IWY iShares Russell Top 200 Growth ETF
+0.02%
+$58.07 
PLTR Palantir Technologies Inc.
+0.02%
+$111.4 
MPC Marathon Petroleum Corporation
+0.01%
+$42.29 
CDNS Cadence Design Systems, Inc.
+0.01%
+$27.89 
HD The Home Depot, Inc.
+0.01%
+$396.99 
GOOGL Alphabet Inc
+0.01%
+$961.02 
VWO Vanguard FTSE Emerging Markets ETF
+0.01%
+$25.55 
OEF iShares S&P 100 ETF
+0.01%
+$42.11 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
APLD Applied Digital Corporation
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CDNL Cardinal Infrastructure Group Inc. Class A Common Stock
0%
$0 
CLS Celestica Inc.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
EVV Eaton Vance Limited Duration Income Fund
0%
$0 
FBTC Fidelity Wise Origin Bitcoin Index Fund
0%
$0 
GPC Genuine Parts Company
0%
$0 
HIO Western Asset High Income Opportunity Fund Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
INFQ Infleqtion Inc.
0%
$0 
IWX iShares Russell Top 200 Value ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
KO The Coca-Cola Company
0%
$0 
KRP Kimbell Royalty Partners, LP
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MDT Medtronic plc
0%
$0 
NBIL GraniteShares 2x Long Nebius Group NV Daily Exchange Traded Fund
0%
$0 
NCDL Nuveen Churchill Direct Lending Corp.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NVDL Graniteshares 2x Long Nvidia Daily ETF
0%
$0 
OBDC Blue Owl Capital Corporation
0%
$0 
OKE ONEOK, Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SPGI S&P Global Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UCTT Ultra Clean Holdings, Inc.
0%
$0 
VABK Virginia National Bankshares Corporation
0%
$0 
VNOM Viper Energy Inc. Class A Common Stock
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
BPRE
-13.27%
-$285,332 
TPL Texas Pacific Land Corporation
-5.44%
-$14,513.52 
TRGP Targa Resources Corp.
-4.87%
-$49,283.96 
WMB The Williams Companies, Inc.
-4.34%
-$141,040.98 
STRL Sterling Infrastructure, Inc.
-3.98%
-$13,155 
KMI Kinder Morgan, Inc.
-3.38%
-$92,649.48 
UNP Union Pacific Corporation
-2.61%
-$29,232.94 
FEIM Frequency Electronics, Inc.
-2.51%
-$8,190 
DELL Dell Technologies Inc.
-2.5%
-$8,603.6 
GLW Corning Incorporated
-2.24%
-$15,383.99 
APH Amphenol Corporation
-2.22%
-$6,915.6 
PANW Palo Alto Networks, Inc.
-2%
-$8,605.11 
ANET Arista Networks, Inc.
-1.86%
-$13,201.05 
GEV GE Vernova Inc.
-1.79%
-$18,052.74 
APD Air Products and Chemicals, Inc.
-1.78%
-$4,232 
CRWD CrowdStrike Holdings, Inc.
-1.73%
-$71,464.48 
TMO Thermo Fisher Scientific Inc.
-1.54%
-$9,463.33 
WELL Welltower Inc.
-1.48%
-$22,193.54 
ETN Eaton Corporation plc
-1.34%
-$8,139.58 
TSLA Tesla, Inc.
-1.22%
-$27,835.85 
NEE NextEra Energy, Inc.
-1.06%
-$6,287.1 
VRT Vertiv Holdings Co
-0.95%
-$7,934.97 
ABBV AbbVie Inc.
-0.94%
-$54,428.86 
INTC Intel Corporation
-0.7%
-$3,584.1 
MRK Merck & Co., Inc.
-0.24%
-$6,006.7 
META Meta Platforms Inc Class A
-0.22%
-$3,900.6 
O Realty Income Corporation
-0.15%
-$534.5 
AUB Atlantic Union Bankshares Corporation
-0.14%
-$1,759.26 
MO Altria Group, Inc.
-0.14%
-$1,821.8 
T AT&T Inc.
-0.08%
-$435.22 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.07%
-$123.53 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$103 
CVX Chevron Corporation
-0.04%
-$2,997.11 
HDV iShares Core High Dividend ETF
-0.04%
-$345.44 
CRM Salesforce Inc
-0.03%
-$194.2 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.03%
-$376 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.03%
-$162.65 
FBND Fidelity Total Bond ETF
-0.02%
-$84.8 
PG Procter & Gamble Co
-0.02%
-$363.03 
AIQ Global X Artificial Intelligence & Technology ETF
-0.02%
-$74.7 
AMZN Amazon.com Inc
-0.02%
-$682.96 
PM Philip Morris International Inc.
-0.01%
-$267.48 
XOM Exxon Mobil Corporation
-0.01%
-$462.37 
VRTL GraniteShares 2x Long VRT ETF
0%
-$3 Events
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Dividends
Dividend Analysis
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| Trades 1262 | Longs Won 830/1262 65% | Profit Factor 12.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $620,852.2 |
| Average Win $136,843.8 | Best Trade (Jul 28) $13.55M | Sharpe Ratio -10.03 |
| Average Loss -$20,471.53 | Worst Trade (Jul 28) -$1.38M | Z-Score 3.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 3d | Expectancy $83,226.98 |
| 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
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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 - $981,945.63, Apple Inc - $949,991.8, Johnson & Johnson - $838,014.88, and Blackstone Inc - $780,046.65. 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, The Estée Lauder Companies Inc. Class A - $143,799.04, Devon Energy Corporation - $113,659.5, United Parcel Service, Inc - $94,353.04, and PayPal Holdings Inc - $72,312.39. 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 $13.68M earned over time. The largest contributors to dividend income include Chevron Corporation - $983,722.18, Johnson & Johnson - $798,884.37, Exxon Mobil Corporation - $623,811.1, 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.
