13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001964541
Total reported value
$244.2M
$244.2M
162 檔
23.3%
During the Q1 2025 filing period, Dover Advisors, LLC (CIK: 0001964541) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $244.2M across 162 reported positions.
During Q1 2025, Dover Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.60% | +1.22% | +45.08% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.26% | +2.02% | +18.44% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.56% | +0.18% | — | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.83% | +0.26% | +50.52% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.56% | +0.36% | +82.53% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.32% | +0.31% | +10.32% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.23% | +0.55% | +32.99% | |
| 8 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.23% | +0.33% | +536.70% | |
| 9 | UDR | Udr Inc | Stock-Real Estate | 1.99% | -0.79% | -0.06% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 1.66% | -0.04% | +11.55% | |
| 11 | ETN | Eaton Corporation plc | Stock-Industrials | 1.60% | -0.22% | +15.46% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.50% | — | — | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 1.45% | +0.20% | +2.49% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.43% | -2.08% | EXIT | |
| 15 | KLAC | Kla CORP | Stock-Tech | 1.40% | -0.36% | +1.09% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.36% | +0.15% | -0.55% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.32% | -0.02% | +37.86% | |
| 18 | UBSI | United Bankshares Inc | Stock-Financials | 1.31% | +0.23% | — | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.27% | -1.77% | EXIT | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.22% | +0.07% | +66.72% | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.17% | +0.13% | -18.45% | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.13% | +0.25% | +2.59% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.10% | -0.08% | +10.75% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.10% | -0.31% | +6.51% | |
| 25 | DUK | Duke Energy CORP | Stock-Utilities | 1.09% | -0.17% | +51.93% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.05% | +0.13% | +39.36% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.04% | +0.04% | -2.02% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.04% | +0.02% | +3.26% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.02% | -0.12% | +9.24% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.99% | — | +77.25% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.98% | +0.20% | +24.50% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.94% | +0.19% | +16.28% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.94% | +0.23% | +8.63% | |
| 34 | UBER | Uber Technologies Inc | Stock-Industrials | 0.85% | +0.17% | +21.61% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.83% | -0.13% | +3.66% | |
| 36 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.80% | +0.10% | -0.43% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.79% | -0.08% | +6.70% | |
| 38 | ASML | ASML Holding N.V. | Stock-Tech | 0.77% | -0.17% | +31.91% | |
| 39 | PH | Parker Hannifin CORP | Stock-Industrials | 0.77% | -0.02% | +1.19% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.19% | +63.10% | |
| 41 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.69% | +0.20% | -3.61% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.67% | +0.10% | -2.07% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.04% | -3.78% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.64% | +0.14% | -14.62% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.64% | -0.12% | +3.78% | |
| 46 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.64% | -0.08% | +29.38% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.58% | +0.23% | +15.97% | |
| 48 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.58% | +0.20% | -3.31% | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.57% | +0.01% | +37.26% | |
| 50 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.56% | +0.22% | -1.77% |
According to official SEC Form 13F filings, Dover Advisors, LLC reported a total U.S. public equity portfolio value of $244.2M across 162 disclosed positions in Q1 2025.
During Q1 2025, Dover Advisors, LLC's top holdings by market value included AAPL (7.6%)、MSFT (6.3%)、BRK-A (5.6%). The largest single position, AAPL, represented 7.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, BRK-A) accounted for 23.3% of total reported equity market value during Q1 2025.
In Q1 2025, Dover Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.