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Portfolio (Quarterly) Guide ↗

DOVER ADVISORS, LLC

· CIK 0001964541
13F Portfolio $242M AUM 159 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 28 Added 93 Reduced 10 Exited
Page 5 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AVEM AMERICAN CENTY ETF TR 8,618.0 $694K 0.29% +1K +16.2% $80.58 +20.1%
82 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 366.0 $690K 0.28% $1884.66 +5.7%
83 MO ALTRIA GROUP INC Consumer Defensive 9,949.0 $667K 0.28% -3K -25.0% $67.04 +7.5%
84 T AT&T INC Communication Services 22,171.0 $643K 0.27% -1K -5.0% $28.99 -14.2%
85 CARR CARRIER GLOBAL CORPORATION Industrials 11,256.0 $634K 0.26% $56.31 +13.5%
86 VUG VANGUARD INDEX FDS 1,447.0 $632K 0.26% $436.79 -79.6%
87 MGK VANGUARD WORLD FD 1,708.0 $628K 0.26% -164.0 -8.8% $367.44 -75.4%
88 AGG ISHARES TR 6,179.0 $613K 0.25% $99.27 -0.3%
89 PFF ISHARES TR 20,147.0 $611K 0.25% $30.32 +3.8%
90 VIG VANGUARD SPECIALIZED FUNDS 2,815.0 $605K 0.25% $215.04 +8.8%
91 VTV VANGUARD INDEX FDS 3,013.0 $591K 0.24% +132.0 +4.6% $196.20 +8.1%
92 LQDW ISHARES TR 24,417.0 $590K 0.24% +3K +14.7% $24.18 -0.8%
93 GLDI UBS AG Financial Services 3,487.0 $579K 0.24% +279.0 +8.7% $166.02 -3.7%
94 NSC NORFOLK SOUTHN CORP Industrials 2,010.0 $577K 0.24% -992.0 -33.0% $287.00 +7.9%
95 BSCX INVESCO EXCH TRD SLF IDX FD 27,100.0 $573K 0.24% $21.15 -0.2%
96 CAT CATERPILLAR INC Industrials 797.0 $565K 0.23% -208.0 -20.7% $708.53 +27.4%
97 AMLP ALPS ETF TR 10,726.0 $565K 0.23% +1K +14.5% $52.64 -0.1%
98 GE GE AEROSPACE Industrials 1,966.0 $559K 0.23% -700.0 -26.3% $284.24 +12.8%
99 AMTM AMENTUM HOLDINGS INC Industrials 21,161.0 $552K 0.23% -1K -4.8% $26.08 -8.6%
100 TTEK TETRA TECH INC NEW Industrials 18,180.0 $548K 0.23% +5K +33.7% $30.12 -7.3%
Page 5 of 8  ·  159 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.0%
Industrials 13.2%
Financial Services 12.5%
Communication Services 9.0%
Consumer Defensive 8.4%
Healthcare 7.9%
Consumer Cyclical 7.9%
Energy 4.6%
Utilities 3.7%
Real Estate 2.3%