account_balance

Investment manager · 13F filer · SEC CIK 1964541

Dover Advisors, LLC

Reported value$244Mas of Jun 30, 2026
Positions153 8 new, 14 sold out
Top 10 weight36.8%MSFT alone is 7%
FiledAug 738 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MSFT Microsoft Corp 7.3% Added +7%AAPL Apple Inc. 7.2% Added +13%
Berkshire Hathaway Inc 4.6% Held
GOOGL Alphabet Inc. 4.2% Added +7%JPM JPMorgan Chase & Co 2.9% HeldAMZN Amazon.com Inc 2.7% Added +3%
SHV iShares Tr 2.1% Trimmed −55%
KO Coca-Cola Co 2.0% Added +34%RTX RTX Corp 1.9% Added +4%BRK-B Berkshire Hathaway Inc 1.8% Added +19%TSM Taiwan Semiconductor Manufacturing Co Ltd 1.7% Added +5%ETN Eaton Corp PLC 1.7% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 7, 2026, compared with the Apr 8, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • XOM $5.03M
  • MO $667K
  • VUG $632K
  • VTV $591K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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