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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 8 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SO SOUTHERN CO Utilities 2,911.0 $254K 0.10% -400.0 -12.1% $87.20 +1.0%
142 XLRE SELECT SECTOR SPDR TR 6,238.0 $252K 0.10% -522.0 -7.7% $40.35 +8.9%
143 YUM YUM BRANDS INC Consumer Cyclical 1,641.0 $248K 0.10% $151.28 -0.4%
144 BWXT BWX TECHNOLOGIES INC Industrials 1,417.0 $245K 0.10% $172.84 -8.8%
145 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 5,011.0 $243K 0.10% +128.0 +2.6% $48.58 +31.2%
146 EL LAUDER ESTEE COS INC Consumer Defensive 2,236.0 $234K 0.10% NEW $104.72 -0.8%
147 SATS ECHOSTAR CORP Technology 2,089.0 $227K 0.09% -59.0 -2.8% $108.70 -20.0%
148 AON AON PLC Financial Services 643.0 $227K 0.09% $352.88 -8.4%
149 BSCT INVESCO EXCH TRD SLF IDX FD 11,929.0 $225K 0.09% $18.84 -2.0%
150 AEP AMERICAN ELEC PWR CO INC Utilities 1,925.0 $222K 0.09% $115.31 +8.0%
151 GNRC GENERAC HLDGS INC Industrials 1,619.0 $221K 0.09% -106.0 -6.1% $136.37 +37.4%
152 COIN COINBASE GLOBAL INC Financial Services 967.0 $219K 0.09% NEW $226.14 -18.4%
153 CGDV CAPITAL GROUP DIVIDEND VALUE 4,862.0 $212K 0.09% NEW $43.64 +14.8%
Page 8 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%