Fund Universe

DOVER ADVISORS, LLC

CIK 0001964541 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.205
AUM ($M)
244
Positions
153
Turnover
0.13
Top-10 wt
37%
Herfindahl
0.023
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 168 positions · portfolio value $244M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
MSFT funds › MICROSOFT CORP ADD 7.3% +2.0% 17.9 37,115 +2,278 5
AAPL funds › APPLE INC ADD 7.2% +1.2% 17.7 64,930 +7,658 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 4.6% +0.2% 11.3 15 +0 5
GOOGL funds › ALPHABET INC ADD 4.2% +0.5% 10.2 32,740 +2,040 5
JPM funds › JPMORGAN CHASE & CO ADD 2.9% +0.3% 7.1 22,128 +283 5
AMZN funds › AMAZON COM INC ADD 2.7% +0.3% 6.7 28,829 +897 5
SHV funds › ISHARES TR TRIM 2.1% -2.6% 5.0 45,490 -55,917 4
KO funds › COCA COLA CO ADD 2.0% +0.3% 4.8 68,986 +17,347 5
RTX funds › RTX CORPORATION ADD 1.9% -0.0% 4.6 25,194 +979 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 1.8% +0.4% 4.5 8,927 +1,438 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 1.7% -0.1% 4.2 13,663 +653 5
ETN funds › EATON CORP PLC ADD 1.7% -0.2% 4.1 13,020 +76 5
KLAC funds › KLA CORP ADD 1.7% -0.4% 4.1 3,384 +33 5
HON funds › HONEYWELL INTL INC NEW 1.6% +1.6% 3.8 19,628 +19,628 1
SCHO funds › SCHWAB STRATEGIC TR ADD 1.6% +0.1% 3.8 156,860 +13,748 5
PANW funds › PALO ALTO NETWORKS INC ADD 1.4% +0.2% 3.4 18,712 +1,201 5
JNJ funds › JOHNSON & JOHNSON ADD 1.3% -0.0% 3.3 15,782 +2,286 5
AVGO funds › BROADCOM INC ADD 1.3% +0.2% 3.2 9,347 +493 5
ABT funds › ABBOTT LABORATORIES TRIM 1.3% +0.2% 3.1 24,750 -381 5
AXP funds › AMERICAN EXPRESS CO ADD 1.2% +0.2% 3.0 7,977 +110 5
IWY funds › ISHARES TR ADD 1.1% +0.2% 2.6 9,556 +973 5
IWR funds › ISHARES TR ADD 1.1% +0.0% 2.6 26,847 +896 5
PH funds › PARKER-HANNIFIN CORP ADD 1.0% -0.0% 2.6 2,906 +5 5
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 1.0% +0.2% 2.4 4,225 +263 5
LOW funds › LOWES COS INC ADD 1.0% +0.0% 2.4 10,120 +272 5
UBER funds › UBER TECHNOLOGIES INC ADD 1.0% +0.2% 2.4 29,821 +2,063 5
DUK funds › DUKE ENERGY CORP NEW TRIM 1.0% -0.2% 2.3 20,000 -910 5
HD funds › HOME DEPOT INC ADD 0.9% +0.1% 2.3 6,726 +227 5
PEP funds › PEPSICO INC TRIM 0.9% -0.1% 2.3 15,795 -14 5
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.9% +0.1% 2.3 7,717 -395 5
EXPE funds › EXPEDIA GROUP INC ADD 0.9% +0.2% 2.2 7,859 +467 5
CVX funds › CHEVRON CORPORATION ADD 0.9% -0.3% 2.2 14,202 +131 5
DIS funds › DISNEY WALT CO TRIM 0.9% -0.1% 2.1 18,739 -5,390 5
ASML funds › ASML HLDG NV ADD 0.8% -0.2% 2.0 1,913 +73 5
ORCL funds › ORACLE CORP ADD 0.8% +0.2% 2.0 10,341 +417 5
NEE funds › NEXTERA ENERGY INC ADD 0.8% -0.1% 2.0 24,739 +268 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.8% +0.2% 1.9 5,872 +158 5
PG funds › PROCTER & GAMBLE CO ADD 0.8% -0.0% 1.9 13,241 +136 5
UBSI funds › UNITED BANKSHARES INC WEST V ADD 0.7% +0.2% 1.8 47,027 +17,217 5
CRM funds › SALESFORCE INC TRIM 0.7% +0.2% 1.8 6,716 -194 5
LLY funds › ELI LILLY & CO ADD 0.7% +0.1% 1.7 1,625 +20 5
EMR funds › EMERSON ELEC CO ADD 0.7% +0.0% 1.6 12,102 +115 5
NFLX funds › NETFLIX INC. TRIM 0.7% -0.1% 1.6 17,048 -2,654 5
ABBV funds › ABBVIE INC ADD 0.6% +0.0% 1.6 6,944 +204 5
CME funds › CME GROUP INC ADD 0.6% +0.1% 1.6 5,722 +1,680 5
INGR funds › INGREDION INC HOLD 0.6% -0.0% 1.5 14,000 +0 4
NKE funds › NIKE INC ADD 0.6% +0.1% 1.5 23,260 +160 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.6% -0.1% 1.4 1,650 +17 5
PM funds › PHILIP MORRIS INTL INC TRIM 0.6% -0.1% 1.4 8,676 -1,286 5
MRSH funds › MARSH & MCLENNAN COS INC ADD 0.6% +0.2% 1.4 7,378 +2,689 5
MRK funds › MERCK & CO INC ADD 0.6% -0.0% 1.4 12,880 +1,456 5
AJG funds › GALLAGHER ARTHUR J & CO ADD 0.6% +0.1% 1.4 5,259 +73 5
META funds › META PLATFORMS INC TRIM 0.5% +0.1% 1.3 2,007 -53 5
ACN funds › ACCENTURE PLC IRELAND ADD 0.5% +0.1% 1.3 4,791 +41 5
BLK funds › BLACKROCK INC TRIM 0.5% +0.0% 1.3 1,192 -3 5
GOOG funds › ALPHABET INC ADD 0.5% +0.1% 1.3 4,060 +674 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.5% +0.0% 1.2 1,825 -19 5
NVDA funds › NVIDIA CORPORATION ADD 0.5% +0.0% 1.2 6,317 +285 5
MCD funds › MCDONALDS CORP ADD 0.5% -0.0% 1.2 3,822 +95 5
APD funds › AIR PRODUCTS AND CHEMICALS I ADD 0.5% -0.1% 1.1 4,643 +44 5
V funds › VISA INC TRIM 0.4% +0.0% 1.1 3,055 -202 5
VRT funds › VERTIV HOLDINGS CO ADD 0.4% -0.1% 1.1 6,582 +1,712 5
TFC funds › TRUIST FINL CORP ADD 0.4% +0.2% 1.0 20,958 +9,930 5
KNSL funds › KINSALE CAP GROUP INC ADD 0.4% +0.1% 1.0 2,567 +439 5
LIN funds › LINDE PLC ADD 0.4% -0.1% 1.0 2,238 +38 5
J funds › JACOBS SOLUTIONS INC TRIM 0.4% -0.0% 0.9 7,171 -238 5
MDLZ funds › MONDELEZ INTL INC HOLD 0.4% -0.0% 0.9 16,357 +0 5
BSCU funds › INVESCO EXCH TRD SLF IDX FD HOLD 0.4% +0.0% 0.9 51,782 +0 5
ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM 0.4% -0.1% 0.9 5,283 -1,578 4
NSC funds › NORFOLK SOUTHN CORP ADD 0.3% +0.1% 0.9 2,952 +942 5
PLD funds › PROLOGIS INC. ADD 0.3% -0.0% 0.8 6,409 +260 5
D funds › DOMINION ENERGY INC TRIM 0.3% -0.1% 0.8 13,945 -2,750 5
WMT funds › WALMART INC ADD 0.3% -0.0% 0.8 7,300 +479 5
CGIE funds › CAPITAL GROUP INTERNATIONAL ADD 0.3% +0.0% 0.8 22,629 +170 5
FCNCA funds › FIRST CTZNS BANCSHARES INC D ADD 0.3% +0.0% 0.8 367 +1 5
GE funds › GE AEROSPACE ADD 0.3% +0.1% 0.8 2,466 +500 5
FTNT funds › FORTINET INC ADD 0.3% +0.0% 0.7 8,928 +391 5
GD funds › GENERAL DYNAMICS CORP HOLD 0.3% -0.0% 0.7 2,100 +0 5
TLTW funds › ISHARES TR TRIM 0.3% -0.1% 0.7 30,761 -7,725 5
RSP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.3% -0.0% 0.7 3,590 -146 3
FSK funds › FS KKR CAP CORP ADD 0.3% +0.1% 0.7 45,888 +9,125 5
CP funds › CANADIAN PACIFIC KANSAS CITY ADD 0.3% +0.1% 0.7 9,161 +3,245 5
AMTM funds › AMENTUM HOLDINGS INC ADD 0.3% +0.0% 0.6 22,219 +1,058 4
PFF funds › ISHARES TR HOLD 0.3% +0.0% 0.6 20,147 +0 5
VIG funds › VANGUARD SPECIALIZED FUNDS HOLD 0.3% +0.0% 0.6 2,815 +0 5
AGG funds › ISHARES TR HOLD 0.3% -0.0% 0.6 6,179 +0 5
CARR funds › CARRIER GLOBAL CORPORATION HOLD 0.2% -0.0% 0.6 11,256 +0 5
BRX funds › BRIXMOR PPTY GROUP INC TRIM 0.2% -0.1% 0.6 22,500 -9,932 5
ALB funds › ALBEMARLE CORP ADD 0.2% +0.1% 0.6 4,111 +1,655 5
BSCX funds › INVESCO EXCH TRD SLF IDX FD HOLD 0.2% +0.0% 0.6 27,100 +0 5
CAT funds › CATERPILLAR INC ADD 0.2% +0.0% 0.6 1,005 +208 5
AVEM funds › AMERICAN CENTY ETF TR TRIM 0.2% -0.1% 0.6 7,416 -1,202 5
CUSIP:22542D233 funds › CREDIT SUISSE NASSAU BRANC TRIM 0.2% -0.0% 0.6 3,208 -279 5
INCO funds › COLUMBIA ETF TR II ADD 0.2% +0.1% 0.5 8,162 +1,265 5
LQDW funds › ISHARES TR TRIM 0.2% -0.0% 0.5 21,292 -3,125 4
ZTS funds › ZOETIS INC ADD 0.2% +0.0% 0.5 4,144 +73 5
BSMS funds › INVESCO EXCH TRD SLF IDX FD HOLD 0.2% -0.0% 0.5 21,890 +0 5
QQQI funds › NEOS ETF TRUST HOLD 0.2% +0.0% 0.5 9,465 +0 3
VYMI funds › VANGUARD WHITEHALL FDS ADD 0.2% -0.0% 0.5 5,542 +255 5
BX funds › BLACKSTONE INC ADD 0.2% +0.0% 0.5 3,195 +7 5
MKL funds › MARKEL GROUP INC ADD 0.2% +0.0% 0.5 228 +2 5
MCK funds › MCKESSON CORP HOLD 0.2% -0.0% 0.5 589 +0 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.2% -0.1% 0.5 11,514 -4,153 5
CC funds › CHEMOURS CO NEW 0.2% +0.2% 0.5 39,291 +39,291 1
JEPI funds › J P MORGAN EXCHANGE TRADED F ADD 0.2% +0.0% 0.5 7,918 +135 5
TTEK funds › TETRA TECH INC NEW TRIM 0.2% -0.0% 0.5 13,600 -4,580 3
AMLP funds › ALPS ETF TR TRIM ETP 0.2% -0.1% 0.4 9,368 -1,358 5
ADBE funds › ADOBE INC ADD 0.2% +0.1% 0.4 1,248 +186 5
TMUS funds › T-MOBILE US INC ADD 0.2% -0.0% 0.4 2,137 +50 3
IVV funds › ISHARES TR HOLD 0.2% +0.0% 0.4 620 +0 5
ASGI funds › ABRDN GLOBAL INFRA INCOME FU TRIM 0.2% -0.0% 0.4 18,698 -4,800 3
UDR funds › UDR INC TRIM 0.2% -0.8% 0.4 11,273 -57,080 5
CMI funds › CUMMINS INC ADD 0.2% +0.0% 0.4 775 +80 5
IYW funds › ISHARES TR HOLD 0.2% +0.0% 0.4 1,950 +0 5
T funds › AT&T INC TRIM 0.2% -0.1% 0.4 15,308 -6,863 5
QQQ funds › INVESCO QQQ TR ADD 0.2% +0.0% 0.4 607 +12 3
IBB funds › ISHARES TR ADD 0.2% +0.0% 0.4 2,173 +56 5
RDW funds › REDWIRE CORPORATION NEW 0.1% +0.1% 0.4 47,770 +47,770 1
FSLR funds › FIRST SOLAR INC TRIM 0.1% +0.0% 0.4 1,368 -45 5
BSCQ funds › INVESCO EXCH TRD SLF IDX FD HOLD 0.1% -0.0% 0.3 17,718 +0 5
BAC funds › BANK OF AMER CORP HOLD 0.1% +0.0% 0.3 6,259 +0 5
GEV funds › GE VERNOVA INC ADD 0.1% -0.0% 0.3 523 +125 5
LMT funds › LOCKHEED MARTIN CORP NEW 0.1% +0.1% 0.3 678 +678 1
CSCO funds › CISCO SYS INC TRIM 0.1% -0.0% 0.3 4,245 -215 5
BSCR funds › INVESCO EXCH TRD SLF IDX FD HOLD 0.1% -0.0% 0.3 16,051 +0 5
DIHP funds › DIMENSIONAL ETF TRUST ADD 0.1% +0.0% 0.3 9,829 +379 5
SLVO funds › UBS AG ADD 0.1% +0.0% 0.3 3,109 +236 4
IJK funds › ISHARES TR TRIM 0.1% -0.0% 0.3 3,188 -563 5
BSCW funds › INVESCO EXCH TRD SLF IDX FD HOLD 0.1% +0.0% 0.3 14,724 +0 5
GLD funds › SPDR GOLD TR TRIM 0.1% -0.1% 0.3 753 -350 5
CB funds › CHUBB LIMITED ADD 0.1% +0.0% 0.3 909 +150 5
PFE funds › PFIZER INC ADD 0.1% -0.0% 0.3 11,398 +1,059 5
SPG funds › SIMON PPTY GROUP INC NEW NEW 0.1% +0.1% 0.3 1,500 +1,500 1
DLR funds › DIGITAL RLTY TR INC ADD 0.1% -0.0% 0.3 1,778 +170 5
VYM funds › VANGUARD WHITEHALL FDS HOLD 0.1% -0.0% 0.3 1,916 +0 5
SYY funds › SYSCO CORP ADD 0.1% +0.0% 0.3 3,700 +200 5
TJX funds › TJX COS INC NEW HOLD 0.1% -0.0% 0.3 1,770 +0 5
VTI funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.3 773 +55 5
HAL funds › HALLIBURTON CO NEW 0.1% +0.1% 0.3 9,089 +9,089 1
MGK funds › VANGUARD WORLD FD TRIM 0.1% -0.2% 0.3 615 -1,093 5
SO funds › SOUTHERN CO TRIM 0.1% -0.0% 0.3 2,911 -400 5
XLRE funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 0.3 6,238 -522 4
YUM funds › YUM BRANDS INC HOLD 0.1% -0.0% 0.2 1,641 +0 5
BWXT funds › BWX TECHNOLOGIES INC HOLD 0.1% -0.0% 0.2 1,417 +0 5
SOLS funds › SOLSTICE ADVANCED MATLS INC ADD 0.1% -0.1% 0.2 5,011 +128 3
EL funds › LAUDER ESTEE COS INC NEW 0.1% +0.1% 0.2 2,236 +2,236 1
ECHO funds › ECHOSTAR CORP TRIM 0.1% -0.0% 0.2 2,089 -59 3
AON funds › AON PLC ADD 0.1% +0.0% 0.2 643 +2 5
BSCT funds › INVESCO EXCH TRD SLF IDX FD HOLD 0.1% -0.0% 0.2 11,929 +0 5
AEP funds › AMERICAN ELEC PWR CO INC HOLD 0.1% -0.0% 0.2 1,925 +0 4
GNRC funds › GENERAC HLDGS INC TRIM 0.1% -0.0% 0.2 1,619 -106 3
COIN funds › COINBASE GLOBAL INC NEW 0.1% +0.1% 0.2 967 +967 1
CGDV funds › CAPITAL GROUP DIVIDEND VALUE NEW 0.1% +0.1% 0.2 4,862 +4,862 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -1.8% 0.0 0 -18,924 0
CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT 0.0% -2.1% 0.0 0 -29,664 0
IEUR funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -4,993 0
MRAM funds › EVERSPIN TECHNOLOGIES INC EXIT 0.0% -0.1% 0.0 0 -39,649 0
INOD funds › INNODATA INC EXIT 0.0% -0.1% 0.0 0 -7,240 0
VTV funds › VANGUARD INDEX FDS EXIT 0.0% -0.2% 0.0 0 -3,013 0
MO funds › ALTRIA GROUP INC EXIT 0.0% -0.3% 0.0 0 -9,949 0
VPL funds › VANGUARD INTL EQUITY INDEX F EXIT 0.0% -0.1% 0.0 0 -3,010 0
OKE funds › ONEOK INC NEW EXIT 0.0% -0.1% 0.0 0 -2,967 0
IEF funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -2,199 0
MGV funds › VANGUARD WORLD FD EXIT 0.0% -0.1% 0.0 0 -1,677 0
VUG funds › VANGUARD INDEX FDS EXIT 0.0% -0.3% 0.0 0 -1,447 0
EPD funds › ENTERPRISE PRODS PARTNERS L EXIT 0.0% -0.1% 0.0 0 -5,411 0
VWO funds › VANGUARD INTL EQUITY INDEX F EXIT 0.0% -0.2% 0.0 0 -7,902 0
METC funds › RAMACO RES INC EXIT 0.0% -0.1% 0.0 0 -14,713 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 244 153 0.13 37% 0.023 0.205 in
2026Q1 242 159 0.09 35% 0.020 0.262 in
2025Q4 258 165 0.07 35% 0.021 0.263 in
2025Q3 251 165 0.09 35% 0.021 0.234 in
2025Q2 227 163 0.12 36% 0.022 0.220 entered
2025Q1 230 162 0.00 35% 0.021 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status