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Dover Advisors, Llc

Portfolio Manager
Dover Advisors, Llc
Performance
-3.47% (2026 Q1)
AUM (13F)
$241.73M
# of Holdings
159
Performance Rank
Allocation (Top 20)
50.12%

Dover Advisors, Llc Holdings Map

Top 50 Dover Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
6.01%57.3K$14.5M
-13.45%(-8.90K)
2025-Q1: 78.5K shares2025-Q2: 67.4K shares2025-Q3: 66.5K shares2025-Q4: 66.2K shares2026-Q1: 57.3K shares
$179.12(+58.65%)
2026-03-31
MSFT
MICROSOFT CORP
5.33%34.8K$12.9M
-6.14%(-2.28K)
2025-Q1: 38.3K shares2025-Q2: 36.8K shares2025-Q3: 36.7K shares2025-Q4: 37.1K shares2026-Q1: 34.8K shares
$359.77(+14.35%)
2026-03-31
SHV
ISHARES TR
4.63%101.4K$11.2M
+122.92%(+55.92K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 25.0K shares2025-Q4: 45.5K shares2026-Q1: 101.4K shares
$110.34(-0.21%)
2026-03-31
BRK.A
BERKSHIRE HATHAWAY INC DEL
4.46%15$10.8M
+0.00%(+0)
2025-Q1: 16 shares2025-Q2: 16 shares2025-Q3: 16 shares2025-Q4: 15 shares2026-Q1: 15 shares
$739681.00(-5.37%)
2026-03-31
GOOGL
ALPHABET INC
3.65%30.7K$8.8M
-6.23%(-2.04K)
2025-Q1: 33.2K shares2025-Q2: 34.2K shares2025-Q3: 34.1K shares2025-Q4: 32.7K shares2026-Q1: 30.7K shares
$136.74(+184.06%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.66%21.8K$6.4M
-3.00%(-675)
2025-Q1: 26.5K shares2025-Q2: 23.2K shares2025-Q3: 23.2K shares2025-Q4: 22.5K shares2026-Q1: 21.8K shares
$184.53(+67.67%)
2026-03-31
AMZN
AMAZON COM INC
2.41%27.9K$5.8M
-3.11%(-897)
2025-Q1: 27.9K shares2025-Q2: 28.0K shares2025-Q3: 28.1K shares2025-Q4: 28.8K shares2026-Q1: 27.9K shares
$145.88(+87.51%)
2026-03-31
XOM
EXXON MOBIL CORP
2.08%29.7K$5.0M
-3.50%(-1.07K)
2025-Q1: 27.7K shares2025-Q2: 24.1K shares2025-Q3: 27.7K shares2025-Q4: 30.7K shares2026-Q1: 29.7K shares
$109.24(+41.78%)
2026-03-31
KLAC
KLA CORP
2.04%3.4K$4.9M
-0.98%(-33)
2025-Q1: 4.7K shares2025-Q2: 4.3K shares2025-Q3: 3.4K shares2025-Q4: 3.4K shares2026-Q1: 3.4K shares
$472.66(+266.63%)
2026-03-31
RTX
RTX CORPORATION
1.93%24.2K$4.7M
-3.89%(-979)
2025-Q1: 28.8K shares2025-Q2: 29.0K shares2025-Q3: 29.0K shares2025-Q4: 25.2K shares2026-Q1: 24.2K shares
$94.95(+82.07%)
2026-03-31

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