Filed: 7/8/2025ACC: 0001951757-25-000579
๐ What this filing means
DOVER ADVISORS, LLC filed this quarterly 13FโHR report disclosing 163 equity positions with a total reported market value of $227.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
163
Positions
$227.11M
Total AUM (reported)
1.73M
Total Shares
Allocation by class
COM$146.93M64.7%
CL A$16.41M7.2%
COM NEW$8.13M3.6%
SHS$6.45M2.8%
CAP STK CL A$6.03M2.7%
CL B NEW$4.67M2.1%
SPONSORED ADS$3.22M1.4%
Portfolio Concentration
Top 3$43.82M19.3%
4โ10$37.49M16.5%
11โ25$42.94M18.9%
Rest$102.87M45.3%
Top 3 weight
19.3%
Top 10 weight
35.8%
Voting Authority Distribution
Total shares with voting rights: 1.73M
Sole
Full voting authority
1.73M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole163
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings163
Rows:
MICROSOFT CORP
SOLEShares36.83K
TypeSH
Market value$18.32M
8.07%
Sole
36.83K
Shared
0.00
None
0.00
APPLE INC
SOLEShares67.45K
TypeSH
Market value$13.84M
6.09%
Sole
67.45K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.00
TypeSH
Market value$11.66M
5.13%
Sole
16.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares23.18K
TypeSH
Market value$6.72M
2.96%
Sole
23.18K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares27.99K
TypeSH
Market value$6.14M
2.70%
Sole
27.99K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares34.22K
TypeSH
Market value$6.03M
2.66%
Sole
34.22K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares70.02K
TypeSH
Market value$4.95M
2.18%
Sole
70.02K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares13.26K
TypeSH
Market value$4.73M
2.08%
Sole
13.26K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.62K
TypeSH
Market value$4.67M
2.06%
Sole
9.62K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares29.02K
TypeSH
Market value$4.24M
1.87%
Sole
29.02K
Shared
0.00
None
0.00
KLA CORP
SOLEShares4.26K
TypeSH
Market value$3.81M
1.68%
Sole
4.26K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares24.79K
TypeSH
Market value$3.37M
1.48%
Sole
24.79K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares14.22K
TypeSH
Market value$3.22M
1.42%
Sole
14.22K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares54.25K
TypeSH
Market value$3.19M
1.40%
Sole
54.25K
Shared
0.00
None
0.00
UNITED BANKSHARES INC WEST V
SOLEShares86.05K
TypeSH
Market value$3.13M
1.38%
Sole
86.05K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares13.46K
TypeSH
Market value$3.13M
1.38%
Sole
13.46K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares15.08K
TypeSH
Market value$3.09M
1.36%
Sole
15.08K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares9.62K
TypeSH
Market value$2.65M
1.17%
Sole
9.62K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares28.53K
TypeSH
Market value$2.62M
1.16%
Sole
28.53K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares8.15K
TypeSH
Market value$2.60M
1.15%
Sole
8.15K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares24.09K
TypeSH
Market value$2.60M
1.14%
Sole
24.09K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares16.23K
TypeSH
Market value$2.48M
1.09%
Sole
16.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.90K
TypeSH
Market value$2.44M
1.07%
Sole
9.90K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares19.59K
TypeSH
Market value$2.31M
1.02%
Sole
19.59K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares24.47K
TypeSH
Market value$2.28M
1.01%
Sole
24.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 36.83K | SH | $18.32M 8.07% | 36.83K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 67.45K | SH | $13.84M 6.09% | 67.45K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 16.00 | SH | $11.66M 5.13% | 16.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 23.18K | SH | $6.72M 2.96% | 23.18K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 27.99K | SH | $6.14M 2.70% | 27.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 34.22K | SH | $6.03M 2.66% | 34.22K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 70.02K | SH | $4.95M 2.18% | 70.02K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 13.26K | SH | $4.73M 2.08% | 13.26K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.62K | SH | $4.67M 2.06% | 9.62K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 29.02K | SH | $4.24M 1.87% | 29.02K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 4.26K | SH | $3.81M 1.68% | 4.26K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 24.79K | SH | $3.37M 1.48% | 24.79K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 14.22K | SH | $3.22M 1.42% | 14.22K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 54.25K | SH | $3.19M 1.40% | 54.25K | 0.00 | 0.00 |
UNITED BANKSHARES INC WEST VSOLE | COM | 86.05K | SH | $3.13M 1.38% | 86.05K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 13.46K | SH | $3.13M 1.38% | 13.46K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 15.08K | SH | $3.09M 1.36% | 15.08K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 9.62K | SH | $2.65M 1.17% | 9.62K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 28.53K | SH | $2.62M 1.16% | 28.53K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 8.15K | SH | $2.60M 1.15% | 8.15K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 24.09K | SH | $2.60M 1.14% | 24.09K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 16.23K | SH | $2.48M 1.09% | 16.23K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS TP200 GR ETF | 9.90K | SH | $2.44M 1.07% | 9.90K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 19.59K | SH | $2.31M 1.02% | 19.59K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 24.47K | SH | $2.28M 1.01% | 24.47K | 0.00 | 0.00 |
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