Dorval Corp.
Dorval Corporation is a registered investment adviser headquartered in Maple Grove, Minnesota, United States. The firm was founded in 2011 and currently has approximately 7 employees. Dorval Corp manages assets for a mix of individuals, with its primary client base consisting of non-high-net-worth individuals and some high-net-worth individuals. The firm's services focus on portfolio management and investment advisory for retail and private clients, serving more than a thousand accounts with over $250 million in assets under management.
Investment Strategy
Dorval Corp utilizes a diversified investment approach, managing portfolios primarily for individual investors. The firm actively invests across multiple asset classes, including equities and fixed income, as evidenced by its holdings in ETFs, large-cap stocks, and treasury-related instruments. Portfolios are allocated among broad-based index funds, factor-based ETFs, and select individual equities to balance risk and provide exposure to growth, value, and income opportunities. The firm maintains an adaptive strategy based on market conditions, making tactical adjustments and seeking long-term capital appreciation for its clients.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR SERIES TRUST | 8.09% | $22.6M | 301,830 | $59.37 | $74.89 | +$1.6M |
L LGLV | SPDR SERIES TRUST | 7.18% | $20.1M | 114,883 | $146.54 | $174.61 | +$489.1K |
A ACWV | ISHARES INC | 6.87% | $19.2M | 161,894 | $101.32 | $118.57 | +$928.6K |
T TIP | ISHARES TR | 6.52% | $18.2M | 165,549 | $107.93 | $110.04 | +$335.2K |
U USFR | WISDOMTREE TR | 5.79% | $16.2M | 321,802 | $50.23 | $50.31 | -$2.6M |