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CIK: 0001964541
Total reported value
$244.2M
$244.2M
163 檔
23.2%
As reported in its official Q2 2025 Form 13F filing, Dover Advisors, LLC's tracked investment portfolio stood at $244.2M with 163 total positions.
During Q2 2025, Dover Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, BRK-A) accounted for 23.2% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.07% | +2.02% | -3.84% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.09% | +1.22% | -14.13% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.13% | +0.18% | — | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.96% | +0.26% | -12.51% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.70% | +0.31% | +0.16% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.66% | +0.55% | +3.13% | |
| 7 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.18% | +0.33% | -1.48% | |
| 8 | ETN | Eaton Corporation plc | Stock-Industrials | 2.08% | -0.22% | -1.96% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.06% | +0.36% | -12.87% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 1.87% | -0.04% | +0.68% | |
| 11 | KLAC | Kla CORP | Stock-Tech | 1.68% | -0.36% | -10.27% | |
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 1.48% | +0.20% | -1.09% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.42% | -0.12% | +1.14% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.40% | — | -7.42% | |
| 15 | UBSI | United Bankshares Inc | Stock-Financials | 1.38% | +0.23% | — | |
| 16 | HON | Honeywell International Inc | Stock-Industrials | 1.38% | -1.77% | EXIT | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.36% | +0.25% | -0.98% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | +0.19% | +0.66% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.16% | +0.02% | +1.69% | |
| 20 | AXP | American Express Co | Stock-Financials | 1.15% | +0.23% | +1.85% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | -2.08% | EXIT | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.02% | -11.34% | |
| 23 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.07% | +0.20% | +32.35% | |
| 24 | DUK | Duke Energy CORP | Stock-Utilities | 1.02% | -0.17% | -4.38% | |
| 25 | UBER | Uber Technologies Inc | Stock-Industrials | 1.01% | +0.17% | -8.19% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.00% | -0.08% | -0.82% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 1.00% | +0.13% | -20.52% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.99% | +0.04% | -1.11% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.97% | +0.07% | -21.33% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.95% | +0.20% | -5.85% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.93% | -0.31% | -1.80% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.93% | +0.23% | +1.46% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.92% | -0.08% | -5.51% | |
| 34 | PH | Parker Hannifin CORP | Stock-Industrials | 0.89% | -0.02% | +0.10% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | — | -9.82% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.15% | +0.62% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.79% | -0.13% | -3.57% | |
| 38 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.74% | +0.10% | -1.87% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.74% | -0.13% | — | |
| 40 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.74% | +0.10% | -1.58% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.73% | +0.19% | -6.25% | |
| 42 | ASML | ASML Holding N.V. | Stock-Tech | 0.72% | -0.17% | -24.30% | |
| 43 | EMR | Emerson Electric Co | Stock-Industrials | 0.71% | +0.01% | +1.96% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.63% | -0.12% | -13.64% | |
| 45 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.63% | -0.08% | +1.94% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.62% | +0.14% | -0.32% | |
| 47 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.58% | +0.20% | -0.34% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | +0.04% | -5.15% | |
| 49 | BLK | Blackrock Inc | Stock-Financials | 0.55% | +0.04% | -1.15% | |
| 50 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.55% | +0.13% | -53.96% |
According to official SEC Form 13F filings, Dover Advisors, LLC reported a total U.S. public equity portfolio value of $244.2M across 163 disclosed positions in Q2 2025.
During Q2 2025, Dover Advisors, LLC's top holdings by market value included MSFT (8.1%)、AAPL (6.1%)、BRK-A (5.1%). The largest single position, MSFT, represented 8.1% of total portfolio value.
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In Q2 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.
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