DORVAL Corp
Filing Date
Global Rank
#7,992
/ 8,232
▲ 203
Top Industry
Software - Infrastructure
21.6%
3Y Alpha vs SPY
-9.2%
Period ended 2 months ago
Filed Apr 23, 2026 · 52d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+27.0%
SPY
+52.9%
Annualised alpha
-9.2%
Max drawdown
−18.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.3%
−5.2 pts
Top 5
62.1%
−5.5 pts
Top 10
94.9%
−0.8 pts
HHI
1,107
Diversified−168
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.8% | $1,384,903 |
| Industrials | 20.7% | $963,832 |
| Consumer Cyclical | 12.8% | $596,854 |
| Energy | 12.4% | $576,364 |
| Financial Services | 11.5% | $534,548 |
| Utilities | 6.6% | $305,208 |
| Unclassified | 6.3% | $291,352 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +62 | 2,549 | $943,563 | |
| CVX | Chevron Corp | +37 | 1,363 | $282,004 | |
| TSLA | Tesla, Inc. | +23 | 965 | $358,738 | |
| WRB | Berkley W R Corp | +10 | 8,065 | $534,548 | |
| XOM | Exxon Mobil Corp | +3 | 1,735 | $294,360 | |
| SPY | Spdr S&P 500 ETF Trust | +2 | 448 | $291,352 | |
| HD | Home Depot, Inc. | +1 | 724 | $238,116 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
11 positions ·
$4,653,061 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 2,549 | $943,563 | 20.28% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 2,697 | $609,602 | 13.10% | |
| WRB |
Berkley W R Corp
Financial Services
|
Added | 8,065 | $534,548 | 11.49% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,739 | $441,340 | 9.48% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 965 | $358,738 | 7.71% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 500 | $354,230 | 7.61% | |
| XEL |
Xcel Energy Inc
Utilities
|
Held | 3,842 | $305,208 | 6.56% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 1,735 | $294,360 | 6.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 448 | $291,352 | 6.26% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,363 | $282,004 | 6.06% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 724 | $238,116 | 5.12% |