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Portfolio (Quarterly) Guide ↗

DORVAL Corp

· CIK 0001999144
13F Portfolio $347M AUM 49 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 30 Added 5 Reduced 1 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUB ISHARES TR 23,172.0 $2.5M 0.72% +2K +8.4% $107.62 -2.3%
22 XMHQ INVESCO EXCHANGE TRADED FD T 19,174.0 $2.2M 0.62% +3K +20.4% $112.88 +4.1%
23 BIL SPDR SERIES TRUST 15,458.0 $1.4M 0.41% +984.0 +6.8% $91.64 +0.0%
24 MEAR ISHARES U S ETF TR 22,245.0 $1.1M 0.32% +2K +7.9% $50.38 -0.3%
25 MSFT MICROSOFT CORP Technology 2,678.0 $999K 0.29% +129.0 +5.1% $372.99 +36.0%
26 AOR ISHARES TR 9,804.0 $681K 0.20% +4K +61.3% $69.50 +0.3%
27 CAT CATERPILLAR INC Industrials 630.0 $671K 0.19% +130.0 +26.0% $1064.90 -25.1%
28 AAPL APPLE INC Technology 2,113.0 $611K 0.18% +374.0 +21.5% $289.39 +9.5%
29 TSLA TESLA INC Consumer Cyclical 1,068.0 $449K 0.13% +103.0 +10.7% $420.60 -12.5%
30 XOM EXXON MOBIL CORP Energy 1,746.0 $239K 0.07% +11.0 +0.6% $136.76 +17.7%
Page 2 of 2  ·  30 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 35.7%
Financial Services 22.7%
Industrials 13.2%
Consumer Cyclical 13.2%
Energy 9.2%
Utilities 6.1%