HA

Hanover Advisors INC

Momentum followerLong-term holder

Total reported value

$246.1M

Reporting period: 2026-03-31 · Number of holdings: 118

HANOVER ADVISORS INC disclosed 118 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $246.1M and a quarterly turnover rate of 9.7%.

Personality snowflake

Concentration
38.73
Portfolio Stability
9.74
Momentum/Contrarian
100
Sector conviction
60.12
Diversification
100
Sizing Uniformity
67.57

Recent moves

  • Trim BIL

    -26.3%　-$2.6M

  • Trim AOM

    -58.5%　-$2.2M

  • Trim AOR

    -32.6%　-$2.2M

  • Trim MSFT

    -18.2%　-$806.9K

  • Trim VTI

    -1.2%　-$3.4M

  • Trim AOA

    -20.8%　-$704.3K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-Other24.02%-0.25%-1.19%
2SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth15.76%+0.11%+0.88%
3VIGVanguard Dividend Apprec ETFETF-Other7.22%+0.16%-0.15%
4IWVIshares Russell 3000 ETFETF-Other5.75%—-0.37%
5BIVVanguard Intermediate-term BETF-Other3.29%—+0.99%
6BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds3.01%-0.88%-26.28%
7MDYState Street Spdr S&p MidcapETF-Other2.79%+0.18%+0.01%
8VBILVanguard 0-3m T-bill ETFETF-Other2.32%-0.01%-5.14%
9VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.98%—-0.02%
10VYMVanguard High Dvd Yield ETFETF-Other1.86%+0.14%+0.18%
11AORIshares Core 60/40 BalancedETF-Other1.77%-0.77%-32.64%
12VUGVanguard Growth ETFETF-Other1.35%-0.08%+0.93%
13AOAIshares Core 80/20 AggressivETF-Other1.03%-0.23%-20.79%
14VTVVanguard Value ETFETF-Other0.91%+0.08%+1.93%
15VGTVanguard Info Tech ETFETF-Tech0.85%-0.03%—
16BSCRInvesco Bulletshares 2027 CbETF-Other0.67%—-1.48%
17AIRRFirst Trust Rba American IndETF-Other0.64%+0.14%+8.68%
18AOMIshares Core 40/60 ModerateETF-Other0.63%-0.83%-58.48%
19KOCoca-cola Co/theStock-Consumer Staples0.63%+0.08%—
20QLTAIshares Aaa - A Rated CorporETF-Other0.61%—+1.56%
21VTIPVanguard Short-term TipsETF-Other0.60%—+3.21%
22BRK-BBerkshire Hathaway Inc-cl BStock-Other0.60%+0.11%+23.20%
23TSLATesla INCStock-Consumer Disc0.59%-0.04%+8.65%
24IXNIshares Global Tech ETFETF-Tech0.57%—+1.71%
25VTEBVanguard Tax-exempt Bond ETFETF-Other0.57%—-1.74%
26VEAVanguard Ftse Developed ETFETF-Other0.56%—-1.10%
27PKGPackaging CORP Of AmericaStock-Consumer Disc0.55%——
28MSFTMicrosoft CORPStock-Tech0.55%-0.29%-18.16%
29VNQVanguard Real Estate ETFETF-Other0.53%-0.03%-11.05%
30BSCSInvesco Bulletshares 2028 CbETF-Other0.52%—-2.02%
31BSCQInvesco Bulletshares 2026 CbETF-Other0.49%—-0.26%
32IEFIshares 7-10 Year Treasury BETF-Gov Bonds0.46%—-2.66%
33ARKGArk Genomic Revolution ETFETF-Other0.46%+0.06%+20.73%
34VISVanguard Industrials ETFETF-Other0.45%—-3.57%
35EMXCIshares Msci Emr Mrk Ex ChnaETF-Other0.43%+0.11%+21.37%
36BSCTInvesco Bulletshares 2029 CbETF-Other0.42%—+8.40%
37VGITVanguard Intermediate-term TETF-Other0.39%——
38BSCUInvesco Bulletshares 2030 CbETF-Other0.37%+0.04%+9.94%
39VOXVanguard Communication ServiETF-Other0.36%-0.01%-0.53%
40DFUSDimensional US Eq Mkt ETFETF-Other0.36%——
41PLTRPalantir Technologies Inc-aStock-Tech0.35%-0.08%-5.17%
42AGGIshares Core U.s. AggregateETF-Other0.33%—-0.15%
43IWFIshares Russell 1000 GrowthETF-Other0.32%-0.02%—
44IWDIshares Russell 1000 Value EETF-Other0.31%——
45IVOOVanguard S&p Mid-cap 400 ETFETF-Other0.31%——
46HDHome Depot INCStock-Consumer Disc0.31%+0.18%+142.68%
47BRK-ABerkshire Hathaway Inc-cl AStock-Other0.29%——
48XLKSs Technology Select SectorETF-Tech0.29%-0.04%-9.43%
49DFSVDimensional US Small Cap ValETF-Small Cap0.28%—+4.80%
50DFEVDimensional Emrg Mrkt ValETF-Other0.27%—+0.32%
1–50 of 118

Holding changes this quarter

Hanover Advisors INC's most significant position changes for 2026-03-31: New buy: Costco Wholesale CORP (COST); New buy: Visa Inc-class A Shares (V); New buy: Alphabet Inc-cl C (GOOG); New buy: Ss Spdr S&p Semiconductor (XSD); New buy: Dimensional Emrg Mrkt Core (DFEM).

Position changes disclosed by Hanover Advisors INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1HDHome Depot INC+0.2%+142.68%Add
2MDYState Street Spdr S&p Midcap+0.2%+0.01%Add
3VIGVanguard Dividend Apprec ETF+0.2%-0.15%Trim
4AIRRFirst Trust Rba American Ind+0.1%+8.68%Add
5VYMVanguard High Dvd Yield ETF+0.1%+0.18%Add
6SPYSs Spdr S&p 500 ETF Trust-us+0.1%+0.88%Add
7EMXCIshares Msci Emr Mrk Ex Chna+0.1%+21.37%Add
8GNRState Street Spdr S&p Global+0.1%+38.94%Add
9BRK-BBerkshire Hathaway Inc-cl B+0.1%+23.20%Add
10KOCoca-cola Co/the+0.1%—Unchanged
11VTVVanguard Value ETF+0.1%+1.93%Add
12XLESs Energy Select Sector+0.1%-3.23%Trim
13ARKGArk Genomic Revolution ETF+0.1%+20.73%Add
14BSCUInvesco Bulletshares 2030 Cb0%+9.94%Add
15XLISs Industrial Select Sector0%+18.41%Add
16IWVIshares Russell 3000 ETF—-0.37%Trim
17VOOVanguard S&p 500 ETF—-0.02%Trim
18VBILVanguard 0-3m T-bill ETF0%-5.14%Trim
19VOXVanguard Communication Servi0%-0.53%Trim
20IWFIshares Russell 1000 Growth0%—Unchanged
21ARKKArk Innovation ETF0%—Unchanged
22VGTVanguard Info Tech ETF0%—Unchanged
23VNQVanguard Real Estate ETF0%-11.05%Trim
24BACBank Of America CORP0%-2.07%Trim
25TSLATesla INC0%+8.65%Add
26XLKSs Technology Select Sector0%-9.43%Trim
27MPXMarine Products CORP0%—Unchanged
28VUGVanguard Growth ETF-0.1%+0.93%Add
29PLTRPalantir Technologies Inc-a-0.1%-5.17%Trim
30AOAIshares Core 80/20 Aggressiv-0.2%-20.79%Trim
31VTIVanguard Total Stock Mkt ETF-0.3%-1.19%Trim
32MSFTMicrosoft CORP-0.3%-18.16%Trim
33AORIshares Core 60/40 Balanced-0.8%-32.64%Trim
34AOMIshares Core 40/60 Moderate-0.8%-58.48%Trim
35BILSs Spdr Bb 1-3m T-bill ETF-0.9%-26.28%Trim
36COSTCostco Wholesale CORP—NEWNew buy
37VVisa Inc-class A Shares—NEWNew buy
38GOOGAlphabet Inc-cl C—NEWNew buy
39XSDSs Spdr S&p Semiconductor—NEWNew buy
40DFEMDimensional Emrg Mrkt Core—NEWNew buy
41DLRDigital Realty Trust INC—EXITSold out
42NTRSNorthern Trust CORP—NEWNew buy
43VAWVanguard Materials ETF—NEWNew buy
44DFICDimensional International Co—NEWNew buy
45MPLXMplx LP—NEWNew buy
46XMESs Spdr S&p Metals Mining—NEWNew buy
47CVNACarvana Co—EXITSold out
48HSTHost Hotels & Resorts INC—NEWNew buy
49COLDAmericold Realty Trust INC—EXITSold out
50ESRTEmpire State Realty Trust-a—NEWNew buy

FAQ

What is Hanover Advisors INC and what type of investor is it?
Hanover Advisors INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $246.1M, spread across 118 disclosed positions.
What are Hanover Advisors INC's largest equity positions?
Based on the latest 13F filing, Hanover Advisors INC's top holdings by market value are: 1. Vanguard Total Stock Mkt ETF (VTI) — $59.1M (24.0%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $38.8M (15.8%) 3. Vanguard Dividend Apprec ETF (VIG) — $17.8M (7.2%) 4. Ishares Russell 3000 ETF (IWV) — $14.2M (5.8%) 5. Vanguard Intermediate-term B (BIV) — $8.1M (3.3%)
What changes did Hanover Advisors INC make in its most recent portfolio filing?
In the latest reported quarter, Hanover Advisors INC made 45 notable position adjustments: 12 new positions were initiated, 14 existing holdings were added to, 16 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Costco Wholesale CORP (COST); New buy: Visa Inc-class A Shares (V); New buy: Alphabet Inc-cl C (GOOG); New buy: Ss Spdr S&p Semiconductor (XSD); New buy: Dimensional Emrg Mrkt Core (DFEM)
What sectors does Hanover Advisors INC focus on?
Hanover Advisors INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Discretionary: 25.4% • Financials: 25.2% • Consumer Staples: 18.9% • Information Technology: 17.9% • Real Estate: 5.1% • Health Care: 3.4%