Investor
DOVER ADVISORS, LLC
CIK 0001964541 · filed 2026-04-08 · SEC filing
13F book
$241.7M
Positions
159
4 new · 10 sold
Largest name
6.0%
Apple Inc. · AAPL
Est. mark
−$6.47M
Price effect on 155 names still held. Flow −$9.93M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 57.3K | $14.5M | 6.0% | −$1.03M | Cut−$3.45M |
| Microsoft Corp | MSFT | 34.8K | $12.9M | 5.3% | −$3.95M | Cut−$5.05M |
| Ishares Tr | — | 101.4K | $11.2M | 4.6% | $10.9K | Added$6.18M |
| Berkshire Hathaway Inc Del | — | 15 | $10.8M | 4.5% | −$549.9K | Held |
| Alphabet Inc | — | 30.7K | $8.83M | 3.7% | −$781K | Cut−$1.42M |
| Jpmorgan Chase & Co. | — | 21.8K | $6.43M | 2.7% | −$613.2K | Cut−$830.7K |
| Amazon Com Inc | AMZN | 27.9K | $5.82M | 2.4% | −$629.9K | Cut−$836.9K |
| Exxon Mobil Corp | — | 29.7K | $5.03M | 2.1% | $1.46M | Cut$1.33M |
| Kla Corp | KLAC | 3.35K | $4.93M | 2.0% | $862.3K | Cut$822.2K |
| RTX Corp | RTX | 24.2K | $4.67M | 1.9% | $230K | Cut$50.5K |
| Eaton Corp Plc | ETN | 12.9K | $4.63M | 1.9% | $506.9K | Cut$482.7K |
| Taiwan Semiconductor Mfg Ltd | — | 13K | $4.41M | 1.8% | $445K | Cut$246K |
| Honeywell Intl Inc | — | 18.9K | $4.28M | 1.8% | $585.5K | Cut$448.2K |
| Coca Cola Co | KO | 51.6K | $3.95M | 1.6% | $344.4K | Cut−$868.3K |
| Berkshire Hathaway Inc Del | — | 7.49K | $3.59M | 1.5% | −$175.6K | Cut−$1.05M |
| Schwab Strategic Tr | — | 143.1K | $3.47M | 1.4% | −$14.3K | Cut−$349.4K |
| Johnson & Johnson | JNJ | 13.5K | $3.3M | 1.4% | $506K | Cut$32.9K |
| Chevron Corp New | CVX | 14.1K | $2.91M | 1.2% | $766.7K | Cut$746.8K |
| Palo Alto Networks Inc | PANW | 17.5K | $2.81M | 1.2% | −$418.2K | Cut−$639.4K |
| Broadcom Inc. | AVGO | 8.85K | $2.74M | 1.1% | −$324K | Cut−$494.6K |
| Duke Energy Corp New | — | 20.9K | $2.74M | 1.1% | $287.1K | Cut$237.6K |
| Parker-Hannifin Corp | PH | 2.9K | $2.6M | 1.1% | $47.2K | Cut$42.8K |
| Abbott Labs | ABT | 25.1K | $2.58M | 1.1% | −$562.1K | Added−$533.3K |
| Ishares Tr | — | 26K | $2.52M | 1.0% | $24.9K | Cut−$61.3K |
| Pepsico Inc | PEP | 15.8K | $2.45M | 1.0% | $163.4K | Added$165.6K |
| Asml Holding N V | — | 1.84K | $2.43M | 1.0% | $461.8K | Cut$383.7K |
| American Express Co | AXP | 7.87K | $2.38M | 1.0% | −$530.8K | Cut−$571.5K |
| Lowes Cos Inc | — | 9.85K | $2.33M | 1.0% | −$48.1K | Cut−$113.7K |
| Disney Walt Co | — | 24.1K | $2.33M | 1.0% | −$340.3K | Added$175.4K |
| UDR, Inc. | UDR | 68.4K | $2.31M | 1.0% | −$198.2K | Cut−$760.7K |
| Nextera Energy Inc | — | 24.5K | $2.27M | 0.9% | $308.3K | Cut$286.8K |
| Home Depot, Inc. | HD | 6.5K | $2.14M | 0.9% | −$98.8K | Cut−$296.7K |
| Ishares Tr | — | 8.58K | $2.14M | 0.9% | −$241.2K | Cut−$510.6K |
| Uber Technologies, Inc | UBER | 27.8K | $2M | 0.8% | −$271.5K | Cut−$440K |
| International Business Machs | — | 8.11K | $1.97M | 0.8% | −$436.6K | Cut−$542K |
| Thermo Fisher Scientific Inc. | TMO | 3.96K | $1.95M | 0.8% | −$348.2K | Cut−$500.7K |
| Netflix Inc | NFLX | 19.7K | $1.89M | 0.8% | $40.7K | Added$295.9K |
| Procter And Gamble Co | PG | 13.1K | $1.89M | 0.8% | $14.8K | Cut−$148K |
| Expedia Group, Inc. | EXPE | 7.39K | $1.71M | 0.7% | −$387.5K | Cut−$519.8K |
| Philip Morris Intl Inc | — | 9.96K | $1.66M | 0.7% | $49.2K | Cut$46K |
| Costco Whsl Corp New | — | 1.63K | $1.63M | 0.7% | $219K | Cut$204.4K |
| Ingredion Inc | INGR | 14K | $1.58M | 0.7% | $33.6K | Held |
| Emerson Elec Co | — | 12K | $1.57M | 0.7% | −$20.4K | Cut−$35.6K |
| Unitedhealth Group Inc | UNH | 5.71K | $1.55M | 0.6% | −$340.1K | Cut−$392.3K |
| Eli Lilly & Co | LLY | 1.6K | $1.48M | 0.6% | −$248.6K | Cut−$270.1K |
| AbbVie Inc. | ABBV | 6.74K | $1.47M | 0.6% | −$74.3K | Cut−$120.9K |
| Oracle Corp | — | 9.92K | $1.46M | 0.6% | −$474.4K | Cut−$555.6K |
| Merck & Co., Inc. | MRK | 11.4K | $1.39M | 0.6% | $172.9K | Cut$18.4K |
| Air Prods & Chems Inc | — | 4.6K | $1.34M | 0.6% | $199.9K | Cut$189.1K |
| Salesforce, Inc. | CRM | 6.91K | $1.29M | 0.5% | −$528.2K | Added−$491.9K |
| United Bankshares Inc West V | — | 29.8K | $1.25M | 0.5% | $89.8K | Cut−$578.5K |
| NIKE, Inc. | NKE | 23.1K | $1.23M | 0.5% | −$251.6K | Cut−$261.8K |
| Vertiv Holdings Co | VRT | 4.87K | $1.22M | 0.5% | $431.3K | Cut$154K |
| Spdr S&P 500 Etf Tr | — | 1.84K | $1.2M | 0.5% | −$57.7K | Added−$45.3K |
| Cme Group Inc. | CME | 4.04K | $1.19M | 0.5% | $90K | Cut−$368.8K |
| Meta Platforms, Inc. | META | 2.06K | $1.18M | 0.5% | −$176.5K | Added−$146.2K |
| Mcdonalds Corp | MCD | 3.73K | $1.16M | 0.5% | $19.2K | Cut−$9.8K |
| BlackRock, Inc. | BLK | 1.2K | $1.15M | 0.5% | −$129.5K | Added−$126.6K |
| Gallagher Arthur J & Co | — | 5.19K | $1.12M | 0.5% | −$218.9K | Cut−$237.8K |
| Linde Plc | LIN | 2.2K | $1.09M | 0.5% | $152.6K | Cut$136.4K |
| Intercontinental Exchange In | — | 6.86K | $1.08M | 0.4% | −$24.7K | Added$223.5K |
| Nvidia Corp | NVDA | 6.03K | $1.05M | 0.4% | −$72.9K | Cut−$126.1K |
| Dominion Energy, Inc | D | 16.7K | $1.03M | 0.4% | $53.9K | Cut−$57.4K |
| Visa Inc. | V | 3.26K | $984.4K | 0.4% | −$148.1K | Added−$87K |
| Alphabet Inc | — | 3.39K | $971.3K | 0.4% | −$91.2K | Cut−$334.1K |
| Mondelez Intl Inc | — | 16.4K | $951K | 0.4% | $62.8K | Held |
| Jacobs Solutions Inc. | J | 7.41K | $943K | 0.4% | −$37.1K | Added−$6.85K |
| Accenture Plc Ireland | — | 4.75K | $941.9K | 0.4% | −$332.5K | Cut−$343.5K |
| Brixmor Ppty Group Inc | — | 32.4K | $934K | 0.4% | $83.7K | Cut$62.7K |
| Ishares Tr | — | 38.5K | $870.6K | 0.4% | −$1.54K | Added$173.2K |
| Invesco Exch Trd Slf Idx Fd | — | 51.8K | $865.7K | 0.4% | −$10.4K | Held |
| Walmart Inc. | WMT | 6.82K | $849.4K | 0.4% | $89.5K | Cut$36.1K |
| Marsh & Mclennan Cos Inc | — | 4.69K | $813.3K | 0.3% | −$56.6K | Cut−$555.5K |
| Prologis Inc. | — | 6.15K | $812.8K | 0.3% | $27.8K | Cut−$5.4K |
| Verizon Communications Inc | VZ | 15.7K | $786.5K | 0.3% | $148.4K | Cut$144.3K |
| Capital Group International | — | 22.5K | $759.6K | 0.3% | −$22.5K | Cut−$28.4K |
| Kinsale Cap Group Inc | — | 2.13K | $727.1K | 0.3% | −$105.3K | Cut−$277K |
| General Dynamics Corp | GD | 2.1K | $720.8K | 0.3% | $13.8K | Held |
| Invesco Exchange Traded Fd T | — | 3.74K | $717K | 0.3% | $1.29K | Added$29.3K |
| Fortinet, Inc. | FTNT | 8.54K | $697.6K | 0.3% | $19.7K | Cut−$11.3K |
| American Centy Etf Tr | — | 8.62K | $694.4K | 0.3% | $26.4K | Added$123.3K |
| First Ctzns Bancshares Inc D | — | 366 | $689.8K | 0.3% | −$95.7K | Cut−$97.9K |
| Altria Group, Inc. | MO | 9.95K | $667K | 0.3% | $82.8K | Cut−$111.9K |
| At&T Inc | — | 22.2K | $642.7K | 0.3% | $92K | Cut$62.8K |
| CARRIER GLOBAL Corp | CARR | 11.3K | $633.8K | 0.3% | $39.1K | Held |
| Vanguard Growth Etf | — | 1.45K | $632K | 0.3% | −$73.9K | Held |
| Vanguard World Fd | — | 1.71K | $627.6K | 0.3% | −$77.4K | Cut−$145.1K |
| Ishares Tr | — | 6.18K | $613.4K | 0.3% | −$3.77K | Held |
| Ishares Tr | — | 20.1K | $610.9K | 0.3% | −$12.9K | Held |
| Vanguard Specialized Funds | — | 2.81K | $605.3K | 0.3% | −$13.2K | Held |
| Vanguard Index Fds | — | 3.01K | $591.2K | 0.2% | $15K | Added$40.9K |
| Ishares Tr | — | 24.4K | $590.4K | 0.2% | −$7.98K | Added$67.6K |
| Ubs Ag | — | 3.49K | $578.9K | 0.2% | −$24.8K | Added$21.5K |
| Norfolk Southn Corp | — | 2.01K | $576.9K | 0.2% | −$3.46K | Cut−$289.9K |
| Invesco Exch Trd Slf Idx Fd | — | 27.1K | $573.2K | 0.2% | −$8.4K | Held |
| Caterpillar Inc | CAT | 797 | $564.7K | 0.2% | $108.1K | Cut−$11K |
| Alps Etf Tr | — | 10.7K | $564.6K | 0.2% | $52.6K | Added$124.1K |
| Ge Aerospace | — | 1.97K | $558.8K | 0.2% | −$47.5K | Cut−$263.4K |
| Amentum Holdings, Inc. | AMTM | 21.2K | $551.9K | 0.2% | −$61.8K | Cut−$92.5K |
| Tetra Tech Inc New | — | 18.2K | $547.6K | 0.2% | −$46.5K | Added$91.4K |
| Abrdn Global Infra Income Fu | — | 23.5K | $525.4K | 0.2% | −$3.83K | Added$103.5K |
| Invesco Exch Trd Slf Idx Fd | — | 21.9K | $512.1K | 0.2% | −$2.29K | Held |
| Mckesson Corp | MCK | 589 | $510.2K | 0.2% | $26.5K | Held |
| Truist Finl Corp | — | 11K | $507K | 0.2% | −$35.7K | Cut−$524.4K |
| Vanguard Whitehall Fds | — | 5.29K | $498.2K | 0.2% | $22.4K | Cut−$533 |
| Zoetis Inc. | ZTS | 4.07K | $481.2K | 0.2% | −$31K | Cut−$40.2K |
| Spdr Gold Tr | — | 1.1K | $474.6K | 0.2% | $25.6K | Added$176.2K |
| Neos Etf Trust | — | 9.46K | $470.3K | 0.2% | −$39.5K | Held |
| Canadian Pacific Kansas City | — | 5.92K | $466.3K | 0.2% | $29.7K | Cut−$209.7K |
| Albemarle Corp | — | 2.46K | $442.5K | 0.2% | $94.1K | Cut−$140.6K |
| J P Morgan Exchange Traded F | — | 7.78K | $441.1K | 0.2% | −$7.68K | Cut−$15.5K |
| T-Mobile Us Inc | — | 2.09K | $438.3K | 0.2% | $14.6K | Cut$4.44K |
| Markel Group Inc. | MKL | 226 | $432.6K | 0.2% | −$53.2K | Cut−$57.5K |
| Vanguard Intl Equity Index F | — | 7.9K | $427.1K | 0.2% | $2.29K | Cut−$56.1K |
| Ishares Tr | — | 620 | $405K | 0.2% | −$19.7K | Held |
| Columbia Etf Tr Ii | — | 6.9K | $379.1K | 0.2% | −$67.9K | Cut−$149.9K |
| Ishares Tr | — | 3.75K | $377.4K | 0.2% | $14K | Held |
| Fs Kkr Cap Corp | — | 36.8K | $375.4K | 0.2% | −$169.1K | Cut−$304.3K |
| Cummins Inc | CMI | 695 | $373.9K | 0.2% | $19.2K | Cut−$21.7K |
| Solstice Advanced Matls Inc | — | 4.88K | $371.9K | 0.2% | $134.7K | Cut$128.5K |
| Blackstone Inc. | BX | 3.19K | $366.6K | 0.2% | −$124.8K | Cut−$125.9K |
| Ishares Tr | — | 2.12K | $357.5K | 0.1% | $169 | Cut−$9.28K |
| Ishares Tr | — | 1.95K | $353.8K | 0.1% | −$35.6K | Held |
| Ishares Tr | — | 4.99K | $350.9K | 0.1% | −$3.22K | Added$29.2K |
| Everspin Technologies Inc. | MRAM | 39.6K | $348.5K | 0.1% | — | New |
| GE Vernova Inc. | GEV | 398 | $347.6K | 0.1% | $87.5K | Cut−$26.9K |
| Cisco Sys Inc | — | 4.46K | $346.1K | 0.1% | $2.38K | Added$19.1K |
| Invesco Exch Trd Slf Idx Fd | — | 17.7K | $346K | 0.1% | −$797 | Held |
| Invesco Qqq Tr | — | 595 | $343.4K | 0.1% | −$22.1K | Cut−$29.5K |
| Generac Hldgs Inc | — | 1.73K | $336.9K | 0.1% | $95.5K | Added$116.2K |
| Southern Co | — | 3.31K | $319.6K | 0.1% | $27.1K | Added$65.7K |
| Invesco Exch Trd Slf Idx Fd | — | 16.1K | $315K | 0.1% | −$1.85K | Held |
| Bank America Corp | — | 6.26K | $305.1K | 0.1% | −$39.2K | Cut−$47.4K |
| Dimensional Etf Trust | — | 9.45K | $304.5K | 0.1% | $5.25K | Cut−$6.76K |
| Invesco Exch Trd Slf Idx Fd | — | 14.7K | $303.1K | 0.1% | −$4.23K | Held |
| Vanguard Intl Equity Index F | — | 3.01K | $294.2K | 0.1% | $20.1K | Added$46.8K |
| Pfizer Inc | PFE | 10.3K | $290.3K | 0.1% | $32.9K | Cut$6.51K |
| Digital Rlty Tr Inc | — | 1.61K | $289.8K | 0.1% | $39K | Cut$12.5K |
| BWX Technologies, Inc. | BWXT | 1.42K | $289.8K | 0.1% | $44.8K | Cut$27.6K |
| Vanguard Whitehall Fds | — | 1.92K | $283.8K | 0.1% | $8.87K | Held |
| Tjx Cos Inc New | — | 1.77K | $282.7K | 0.1% | $10.8K | Held |
| Innodata Inc | INOD | 7.24K | $279.6K | 0.1% | — | New |
| First Solar, Inc. | FSLR | 1.41K | $278.7K | 0.1% | −$87.5K | Added−$78.6K |
| Select Sector Spdr Tr | — | 6.76K | $276K | 0.1% | $2.99K | Added$24.3K |
| Oneok Inc /New/ | OKE | 2.97K | $268.2K | 0.1% | $50.1K | Held |
| Adobe Inc. | ADBE | 1.06K | $258.2K | 0.1% | −$113.5K | Cut−$178.6K |
| Ubs Ag | — | 2.87K | $255.3K | 0.1% | −$31.6K | Cut−$55.2K |
| Yum Brands Inc | YUM | 1.64K | $255.1K | 0.1% | $6.89K | Held |
| American Elec Pwr Co Inc | — | 1.93K | $252.3K | 0.1% | $30.4K | Held |
| Echostar Corp | ECHO | 2.15K | $251.5K | 0.1% | $17.5K | Added$24.4K |
| Sysco Corp | SYY | 3.5K | $249.7K | 0.1% | −$8.26K | Cut−$23K |
| Chubb Limited | — | 759 | $248.1K | 0.1% | $10.5K | Cut−$36.5K |
| Vanguard World Fd | — | 1.68K | $243.1K | 0.1% | $6.36K | Cut−$38.5K |
| Vanguard Index Fds | — | 718 | $230.3K | 0.1% | −$10.4K | Cut−$28.8K |
| Ramaco Res Inc | — | 14.7K | $227.5K | 0.1% | — | New |
| Invesco Exch Trd Slf Idx Fd | — | 11.9K | $222.6K | 0.1% | −$2.08K | Held |
| Ishares Tr | — | 2.2K | $209.9K | 0.1% | −$1.58K | Held |
| Aon plc | AON | 641 | $206.9K | 0.1% | −$19.3K | Cut−$20K |
| Enterprise Prods Partners L | — | 5.41K | $204.8K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.