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Portfolio (Quarterly) Guide ↗

DOVER ADVISORS, LLC

· CIK 0001964541
13F Portfolio $258M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New
Page 6 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VTV VANGUARD INDEX FDS 2,881.0 $550K 0.21% NEW $190.99 +10.8%
102 INCO COLUMBIA ETF TR II 8,162.0 $529K 0.20% NEW $64.81 -9.3%
103 LQDW ISHARES TR 21,292.0 $523K 0.20% NEW $24.55 -2.2%
104 ZTS ZOETIS INC Healthcare 4,144.0 $521K 0.20% NEW $125.82 -37.5%
105 BSMS INVESCO EXCH TRD SLF IDX FD 21,890.0 $514K 0.20% NEW $23.50 -0.4%
106 QQQI NEOS ETF TRUST 9,465.0 $510K 0.20% NEW $53.86 +6.0%
107 VYMI VANGUARD WHITEHALL FDS 5,542.0 $499K 0.19% NEW $90.00 +11.1%
108 BX BLACKSTONE INC Financial Services 3,195.0 $492K 0.19% NEW $154.14 -24.9%
109 MKL MARKEL GROUP INC Financial Services 228.0 $490K 0.19% NEW $2149.65 -14.0%
110 MCK MCKESSON CORP Healthcare 589.0 $484K 0.19% NEW $821.11 -7.8%
111 VWO VANGUARD INTL EQUITY INDEX F 8,988.0 $483K 0.19% NEW $53.76 +11.5%
112 CC CHEMOURS CO Basic Materials 39,291.0 $463K 0.18% NEW $11.79 +91.9%
113 JEPI J P MORGAN EXCHANGE TRADED F 7,918.0 $457K 0.18% NEW $57.67 -2.6%
114 TTEK TETRA TECH INC NEW Industrials 13,600.0 $456K 0.18% NEW $33.54 -17.9%
115 AMLP ALPS ETF TR 9,368.0 $440K 0.17% NEW $47.02 +11.5%
116 ADBE ADOBE INC Technology 1,248.0 $437K 0.17% NEW $349.99 -30.8%
117 TMUS T-MOBILE US INC Communication Services 2,137.0 $434K 0.17% NEW $203.04 -7.2%
118 IVV ISHARES TR 620.0 $425K 0.17% NEW $684.94 +10.6%
119 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 18,698.0 $422K 0.16% NEW $22.56 +7.0%
120 CMI CUMMINS INC Industrials 775.0 $396K 0.15% NEW $510.45 +30.6%
Page 6 of 9  ·  165 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 31.1%
Financial Services 13.7%
Industrials 11.9%
Communication Services 8.7%
Consumer Defensive 8.1%
Consumer Cyclical 8.1%
Healthcare 8.0%
Energy 3.2%
Utilities 3.1%
Real Estate 2.5%