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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 7 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BAC BANK OF AMER CORP Financial Services 6,259.0 $344K 0.14% $55.00 +14.0%
122 GEV GE VERNOVA INC Utilities 523.0 $342K 0.14% +125.0 +31.4% $653.57 +44.1%
123 LMT LOCKHEED MARTIN CORP Industrials 678.0 $328K 0.13% NEW $483.67 +8.6%
124 CSCO CISCO SYS INC Technology 4,245.0 $327K 0.13% -215.0 -4.8% $77.03 +41.8%
125 BSCR INVESCO EXCH TRD SLF IDX FD 16,051.0 $317K 0.13% $19.74 -0.6%
126 DIHP DIMENSIONAL ETF TRUST 9,829.0 $311K 0.13% +379.0 +4.0% $31.66 +11.4%
127 SLVO UBS AG Financial Services 3,109.0 $310K 0.13% +236.0 +8.2% $99.87 -29.6%
128 IJK ISHARES TR 3,188.0 $309K 0.13% -563.0 -15.0% $96.88 +17.1%
129 BSCW INVESCO EXCH TRD SLF IDX FD 14,724.0 $307K 0.13% $20.88 -3.6%
130 GLD SPDR GOLD TR Financial Services 753.0 $298K 0.12% -350.0 -31.7% $396.31 +2.6%
131 CB CHUBB LIMITED Financial Services 909.0 $285K 0.12% +150.0 +19.8% $313.09 +9.1%
132 PFE PFIZER INC Healthcare 11,398.0 $284K 0.12% +1K +10.2% $24.90 +14.3%
133 SPG SIMON PPTY GROUP INC NEW Real Estate 1,500.0 $278K 0.11% NEW $185.11 +13.1%
134 DLR DIGITAL RLTY TR INC Real Estate 1,778.0 $277K 0.11% +170.0 +10.6% $155.93 +20.8%
135 VYM VANGUARD WHITEHALL FDS 1,916.0 $275K 0.11% $143.49 +14.5%
136 SYY SYSCO CORP Consumer Defensive 3,700.0 $273K 0.11% +200.0 +5.7% $73.69 +8.6%
137 TJX TJX COS INC NEW Consumer Cyclical 1,770.0 $272K 0.11% $153.61 -14.0%
138 VTI VANGUARD INDEX FDS 773.0 $259K 0.11% +55.0 +7.7% $335.27 +13.3%
139 HAL HALLIBURTON CO Energy 9,089.0 $257K 0.10% NEW $28.26 +31.2%
140 MGK VANGUARD WORLD FD 615.0 $254K 0.10% -1K -64.0% $412.77 -78.1%
Page 7 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%