Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DOVER ADVISORS, LLC (CIK 1964541) reported $241.7M across 158 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($14.5M, 6.01%), MSFT ($12.9M, 5.33%), SHV ($11.2M, 4.63%), BRK/A ($10.8M, 4.46%), GOOGL ($8.8M, 3.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $14.5M | 6.01% | 57,272 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $12.9M | 5.33% | 34,837 | Trimmed |
| 3 | SHV | ISHARES TR | $11.2M | 4.63% | 101,407 | Added |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $10.8M | 4.46% | 15 | Hold |
| 5 | GOOGL | ALPHABET INC | $8.8M | 3.65% | 30,700 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $6.4M | 2.66% | 21,845 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $5.8M | 2.41% | 27,932 | Trimmed |
| 8 | XOM | EXXON MOBIL CORP | $5.0M | 2.08% | 29,664 | Trimmed |
| 9 | KLAC | KLA CORP | $4.9M | 2.04% | 3,351 | Trimmed |
| 10 | RTX | RTX CORPORATION | $4.7M | 1.93% | 24,215 | Trimmed |
| 11 | ETN | EATON CORP PLC | $4.6M | 1.92% | 12,944 | Trimmed |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.4M | 1.82% | 13,010 | Trimmed |
| 13 | HON | HONEYWELL INTL INC | $4.3M | 1.77% | 18,924 | Trimmed |
| 14 | KO | COCA COLA CO | $4.0M | 1.64% | 51,639 | Trimmed |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.6M | 1.48% | 7,489 | Trimmed |
| 16 | SCHO | SCHWAB STRATEGIC TR | $3.5M | 1.44% | 143,112 | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $3.3M | 1.36% | 13,496 | Trimmed |
| 18 | CVX | CHEVRON CORPORATION | $2.9M | 1.20% | 14,071 | Trimmed |
| 19 | PANW | PALO ALTO NETWORKS INC | $2.8M | 1.16% | 17,511 | Trimmed |
| 20 | DUK | DUKE ENERGY CORP NEW | $2.7M | 1.13% | 20,910 | Trimmed |
| 21 | AVGO | BROADCOM INC | $2.7M | 1.13% | 8,854 | Trimmed |
| 22 | PH | PARKER-HANNIFIN CORP | $2.6M | 1.07% | 2,901 | Trimmed |
| 23 | ABT | ABBOTT LABORATORIES | $2.6M | 1.07% | 25,131 | Added |
| 24 | IWR | ISHARES TR | $2.5M | 1.04% | 25,951 | Trimmed |
| 25 | PEP | PEPSICO INC | $2.5M | 1.02% | 15,809 | Added |
Source: SEC Form 13F filings · as of 2026-03-31