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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 3  ·  49 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 -2.2%
22 XMHQ INVESCO EXCHANGE TRADED FD T 19,174.0 $2.2M 0.62% +3K +20.4% $112.88 +4.6%
23 VTIP VANGUARD MALVERN FDS 34,867.0 $1.8M 0.50% -2K -4.4% $50.23 -1.2%
24 DVYE ISHARES INC 49,675.0 $1.6M 0.46% $32.23 +8.6%
25 BIL SPDR SERIES TRUST 15,458.0 $1.4M 0.41% +984.0 +6.8% $91.64 +0.0%
26 MEAR ISHARES U S ETF TR 22,245.0 $1.1M 0.32% +2K +7.9% $50.38 -0.3%
27 MSFT MICROSOFT CORP Technology 2,678.0 $999K 0.29% +129.0 +5.1% $372.99 +37.7%
28 AOR ISHARES TR 9,804.0 $681K 0.20% +4K +61.3% $69.50 +0.6%
29 CAT CATERPILLAR INC Industrials 630.0 $671K 0.19% +130.0 +26.0% $1064.90 -24.9%
30 ISTB ISHARES TR 13,290.0 $641K 0.18% -1K -8.0% $48.25 -0.5%
31 AAPL APPLE INC Technology 2,113.0 $611K 0.18% +374.0 +21.5% $289.39 +10.5%
32 WRB BERKLEY W R CORP Financial Services 8,065.0 $569K 0.16% $70.53 -3.0%
33 CEMB ISHARES INC 11,610.0 $530K 0.15% -1K -11.2% $45.65 -0.7%
34 TFI SPDR SERIES TRUST 11,141.0 $510K 0.15% -201.0 -1.8% $45.80 -2.4%
35 TSLA TESLA INC Consumer Cyclical 1,068.0 $449K 0.13% +103.0 +10.7% $420.60 -17.1%
36 SPY STATE STR SPDR S&P 500 ETF T Financial Services 449.0 $335K 0.10% $746.16 +3.1%
37 XEL XCEL ENERGY INC Utilities 3,842.0 $309K 0.09% $80.30 -4.8%
38 BGRN ISHARES TR 6,379.0 $303K 0.09% $47.48 -1.1%
39 HONEYWELL INTL INC 1,348.0 $302K 0.09% NEW $223.90
40 HONEYWELL AEROSPACE INC 1,348.0 $298K 0.09% NEW $221.08
Page 2 of 3  ·  49 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%