HANOVER ADVISORS INC
Long book
$246.1M
Q1 2026
Positions
118
Top-10 weight
68%
concentration
Last quarter
+11.8%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsHANOVER ADVISORS INC is a wealth-management firm allocating client money, running a $246.1M US long book across 118 positions.
The portfolio is concentrated: the top 10 names carry 68% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, SS SPDR S&P 500 ETF TRUST-US, VANGUARD DIVIDEND APPREC ETF, ISHARES RUSSELL 3000 ETF, VANGUARD INTERMEDIATE-TERM B.
Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.0%
Q2 2024
+5.5%
Q3 2024
+1.2%
Q4 2024
-2.6%
Q1 2025
+7.6%
Q2 2025
+6.1%
Q3 2025
+2.0%
Q4 2025
-2.4%
Q1 2026
+11.8%
Sector allocation
Financials 26%
Technology 20%
Other 13%
Consumer staples 12%
Consumer discretionary 11%
Industrials 10%
Healthcare 3%
Services media 3%
Long book by quarter
What does HANOVER ADVISORS own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| KO COCA-COLA CO/THE | Consumer staples | 20.3K | $1.5M | 0.6% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.1K | $1.5M | 0.6% | +23.2% |
| TSLA TESLA INC | Industrials | 3.9K | $1.5M | 0.6% | +8.7% |
| PKG PACKAGING CORP OF AMERICA | Other | 6.4K | $1.4M | 0.6% | Held |
| MSFT MICROSOFT CORP | Technology | 3.7K | $1.4M | 0.5% | -18.2% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 5.9K | $870K | 0.4% | -5.2% |
| HD HOME DEPOT INC | Consumer discretionary | 2.3K | $757K | 0.3% | +142.7% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 1 | $718K | 0.3% | Held |
| BAC BANK OF AMERICA CORP | Financials | 12.8K | $625K | 0.3% | -2.1% |
| MPX MARINE PRODUCTS CORP | — | 78.1K | $568K | 0.2% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 555 | $553K | 0.2% | New |
| GMED GLOBUS MEDICAL INC - A | Healthcare | 5.6K | $481K | 0.2% | Held |
| V VISA INC-CLASS A SHARES | Services media | 1.3K | $400K | 0.2% | New |
| GOOG ALPHABET INC-CL C | Technology | 1.2K | $357K | 0.1% | New |
| JPM JPMORGAN CHASE & CO | Financials | 1.2K | $352K | 0.1% | +2.7% |
| WMT WALMART INC | Consumer discretionary | 2.5K | $317K | 0.1% | Held |
| AAPL APPLE INC | Technology | 1.2K | $303K | 0.1% | Held |
| PEP PEPSICO INC | Consumer staples | 1.7K | $261K | 0.1% | Held |
| SSB SOUTHSTATE BANK CORP | Financials | 2.8K | $257K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 7, 2026 | 118 | $246.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 109 | $257.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 6, 2025 | 103 | $257.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 97 | $245.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 94 | $230.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 5, 2025 | 91 | $238.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 93 | $238.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 91 | $225.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 92 | $238.3M | canonical | SEC ↗ |