Capital Planning Advisors, LLC

Position in DOV — DOVER Corp

CIK 1631941 Roseville, CA

Position in DOV

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$681,839

+$43,209 QoQ

Shares Held

3,271

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $13,382,888 across 6 Specialty Industrial Machinery names. DOV ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	5,817	$5,077,659
2	PH	Parker-Hannifin Corp	3,542	$3,170,940
3	ETN	Eaton Corp plc	8,589	$3,072,027
4	ITW	Illinois Tool Works Inc	4,026	$1,047,927
5	DOV	DOVER Corp This page	3,271	$681,839
6	CMI	Cummins Inc	618	$332,496

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$681,839	3,271	0.0%	Shares	Sole	2026-05-14
2025-12-31	$638,630	3,271	0.0%	Shares	Sole	2026-02-17
2025-09-30	$545,700	3,271	0.0%	Shares	Sole	2025-11-07
2025-06-30	$599,345	3,271	-2.1%	Shares	Sole	2025-08-14
2025-03-31	$586,771	3,340	-0.0%	Shares	Sole	2025-05-12
2024-12-31	$626,771	3,341	+0.0%	Shares	Sole	2025-01-17
2024-09-30	$640,411	3,340	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$602,522	3,339	-2.6%	Shares	Sole	2024-08-12
2024-03-31	$607,407	3,428	+3.6%	Shares	Sole	2024-05-15
2023-12-31	$508,957	3,309	0.0%	Shares	Sole	2024-02-12
2023-09-30	$461,638	3,309	0.0%	Shares	Sole	2023-10-30
2023-06-30	$488,573	3,309	-4.7%	Shares	Sole	2023-08-01
2023-03-31	$527,383	3,471	-1.9%	Shares	Sole	2023-05-15
2022-12-31	$479,351	3,540	-10.5%	Shares	Sole	2023-02-10
2022-09-30	$461,190	3,956	-16.9%	Shares	Sole	2022-11-14
2022-06-30	$577,361	4,759	-14.1%	Shares	Sole	2022-08-10
2022-03-31	$868,912	5,538	-0.7%	Shares	Sole	2022-05-10
2021-12-31	$1,012,420	5,575	+0.5%	Shares	Sole	2022-02-14
2021-09-30	$862,869	5,549	0.0%	Shares	Sole	2021-11-09
2021-06-30	$835,679	5,549	-5.1%	Shares	Sole	2021-08-13
2021-03-31	$801,936	5,848	-44.3%	Shares	Sole	2021-04-30
2020-12-31	$1,325,246	10,497	-37.0%	Shares	Sole	2021-02-04
2020-09-30	$1,806,569	16,675	-23.3%	Shares	Sole	2020-11-12
2020-06-30	$2,098,828	21,736	-18.2%	Shares	Sole	2020-08-06
2020-03-31	$2,231,460	26,584	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.