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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 6 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 23,498.0 $525K 0.22% +5K +25.7% $22.36 +7.9%
102 BSMS INVESCO EXCH TRD SLF IDX FD 21,890.0 $512K 0.21% $23.40 -0.0%
103 MCK MCKESSON CORP Healthcare 589.0 $510K 0.21% $866.18 -12.3%
104 TFC TRUIST FINL CORP Financial Services 11,028.0 $507K 0.21% -10K -47.4% $45.97 +3.2%
105 VYMI VANGUARD WHITEHALL FDS 5,287.0 $498K 0.21% -255.0 -4.6% $94.24 +6.3%
106 ZTS ZOETIS INC Healthcare 4,071.0 $481K 0.20% -73.0 -1.8% $118.21 -32.9%
107 GLD SPDR GOLD TR Financial Services 1,103.0 $475K 0.20% +350.0 +46.5% $430.29 -3.9%
108 QQQI NEOS ETF TRUST 9,465.0 $470K 0.20% $49.69 +14.9%
109 CANADIAN PACIFIC KANSAS CITY 5,916.0 $466K 0.19% -3K -35.4% $78.82
110 ALB ALBEMARLE CORP Basic Materials 2,456.0 $442K 0.18% -2K -40.3% $180.16 -1.8%
111 JEPI J P MORGAN EXCHANGE TRADED F 7,783.0 $441K 0.18% -135.0 -1.7% $56.68 -0.7%
112 TMUS T-MOBILE US INC Communication Services 2,087.0 $438K 0.18% -50.0 -2.3% $210.03 -9.7%
113 MKL MARKEL GROUP INC Financial Services 226.0 $433K 0.18% -2.0 -0.9% $1914.07 -3.0%
114 VWO VANGUARD INTL EQUITY INDEX F 7,902.0 $427K 0.18% -1K -12.1% $54.05 +11.2%
115 IVV ISHARES TR 620.0 $405K 0.17% $653.21 +16.0%
116 INCO COLUMBIA ETF TR II 6,897.0 $379K 0.16% -1K -15.5% $54.97 +6.7%
117 IJK ISHARES TR 3,751.0 $377K 0.16% $100.62 +13.3%
118 FSK FS KKR CAP CORP Financial Services 36,763.0 $375K 0.15% -9K -19.9% $10.21 +6.8%
119 CMI CUMMINS INC Industrials 695.0 $374K 0.15% -80.0 -10.3% $538.02 +25.1%
120 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,883.0 $372K 0.15% -128.0 -2.5% $76.16 +12.0%
Page 6 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%