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Portfolio (Quarterly) Guide ↗

DOVER ADVISORS, LLC

· CIK 0001964541
13F Portfolio $244M AUM 153 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 78 Added 35 Reduced 15 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VZ VERIZON COMMUNICATIONS INC Communication Services 11,514.0 $469K 0.19% -4K -26.5% $40.73 +23.1%
22 TTEK TETRA TECH INC NEW Industrials 13,600.0 $456K 0.19% -5K -25.2% $33.54 +7.1%
23 AMLP ALPS ETF TR 9,368.0 $440K 0.18% -1K -12.7% $47.02 +18.5%
24 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 18,698.0 $422K 0.17% -5K -20.4% $22.57 -1.8%
25 UDR UDR INC Real Estate 11,273.0 $413K 0.17% -57K -83.5% $36.68 -0.8%
26 T AT&T INC Communication Services 15,308.0 $380K 0.16% -7K -30.9% $24.84 +3.3%
27 FSLR FIRST SOLAR INC Energy 1,368.0 $357K 0.15% -45.0 -3.2% $261.23 -21.7%
28 CSCO CISCO SYS INC Technology 4,245.0 $327K 0.13% -215.0 -4.8% $77.03 +41.8%
29 IJK ISHARES TR 3,188.0 $309K 0.13% -563.0 -15.0% $96.88 +17.1%
30 GLD SPDR GOLD TR Financial Services 753.0 $298K 0.12% -350.0 -31.7% $396.31 +2.6%
31 MGK VANGUARD WORLD FD 615.0 $254K 0.10% -1K -64.0% $412.77 -78.1%
32 SO SOUTHERN CO Utilities 2,911.0 $254K 0.10% -400.0 -12.1% $87.20 +1.0%
33 XLRE SELECT SECTOR SPDR TR 6,238.0 $252K 0.10% -522.0 -7.7% $40.35 +8.9%
34 SATS ECHOSTAR CORP Technology 2,089.0 $227K 0.09% -59.0 -2.8% $108.70 -20.0%
35 GNRC GENERAC HLDGS INC Industrials 1,619.0 $221K 0.09% -106.0 -6.1% $136.37 +37.4%
Page 2 of 2  ·  35 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 33.3%
Financial Services 14.5%
Industrials 10.9%
Consumer Cyclical 8.7%
Communication Services 8.6%
Healthcare 8.6%
Consumer Defensive 8.0%
Utilities 3.1%
Basic Materials 1.7%
Energy 1.4%