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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 5 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FSK FS KKR CAP CORP Financial Services 45,888.0 $680K 0.28% +9K +24.8% $14.81 -16.0%
82 CANADIAN PACIFIC KANSAS CITY 9,161.0 $676K 0.28% +3K +54.9% $73.80
83 AMTM AMENTUM HOLDINGS INC Industrials 22,219.0 $644K 0.26% +1K +5.0% $29.00 -30.8%
84 PFF ISHARES TR 20,147.0 $624K 0.26% $30.96 -1.9%
85 VIG VANGUARD SPECIALIZED FUNDS 2,815.0 $619K 0.25% $219.74 +10.1%
86 AGG ISHARES TR 6,179.0 $617K 0.25% $99.88 -2.9%
87 CARR CARRIER GLOBAL CORPORATION Industrials 11,256.0 $595K 0.24% $52.84 +13.0%
88 BRX BRIXMOR PPTY GROUP INC Real Estate 22,500.0 $590K 0.24% -10K -30.6% $26.22 +11.2%
89 ALB ALBEMARLE CORP Basic Materials 4,111.0 $583K 0.24% +2K +67.4% $141.84 -11.0%
90 BSCX INVESCO EXCH TRD SLF IDX FD 27,100.0 $582K 0.24% $21.46 -3.9%
91 CAT CATERPILLAR INC Industrials 1,005.0 $576K 0.24% +208.0 +26.1% $572.85 +42.1%
92 AVEM AMERICAN CENTY ETF TR 7,416.0 $571K 0.23% -1K -13.9% $77.02 +25.7%
93 GLDI CREDIT SUISSE NASSAU BRANC Financial Services 3,208.0 $557K 0.23% -279.0 -8.0% $173.75 -13.6%
94 INCO COLUMBIA ETF TR II 8,162.0 $529K 0.22% +1K +18.3% $64.81 -5.6%
95 LQDW ISHARES TR 21,292.0 $523K 0.21% -3K -12.8% $24.55 -5.6%
96 ZTS ZOETIS INC Healthcare 4,144.0 $521K 0.21% +73.0 +1.8% $125.82 -39.7%
97 BSMS INVESCO EXCH TRD SLF IDX FD 21,890.0 $514K 0.21% $23.50 -1.0%
98 QQQI NEOS ETF TRUST 9,465.0 $510K 0.21% $53.86 +1.7%
99 VYMI VANGUARD WHITEHALL FDS 5,542.0 $499K 0.20% +255.0 +4.8% $90.00 +18.9%
100 BX BLACKSTONE INC Financial Services 3,195.0 $492K 0.20% $154.14 -11.7%
Page 5 of 8  ·  153 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%