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Portfolio (Quarterly) Guide ↗

DOLIVER ADVISORS, LP

· CIK 0000938077
13F Portfolio $442M AUM 191 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 40 Added 84 Reduced 8 Exited
Page 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TIDAL TRUST II 854,601.0 $19.0M 4.30% +15K +1.8% $22.26
2 NVDA NVIDIA CORPORATION Technology 40,266.0 $8.1M 1.82% +236.0 +0.6% $200.09 +8.4%
3 ETN EATON CORP PLC Industrials 14,402.0 $6.1M 1.39% +3K +23.0% $426.12 -2.5%
4 META META PLATFORMS INC Communication Services 10,037.0 $5.7M 1.28% +206.0 +2.1% $563.29 -3.1%
5 EPD ENTERPRISE PRODS PARTNERS L Energy 118,513.0 $4.4M 0.99% +15K +14.4% $36.76 +4.5%
6 AVGO BROADCOM INC Technology 10,071.0 $3.8M 0.86% +235.0 +2.4% $377.75 -3.6%
7 MPLX MPLX LP Energy 51,748.0 $2.9M 0.66% +10K +22.6% $56.33 +4.0%
8 APOS APOLLO GLOBAL MGMT INC Financial Services 22,774.0 $2.7M 0.61% +4K +22.5% $118.31 -78.5%
9 XLK SELECT SECTOR SPDR TR 12,972.0 $2.5M 0.56% +140.0 +1.1% $190.52 -3.9%
10 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,069.0 $2.0M 0.46% +219.0 +5.7% $501.40 +25.2%
11 PH PARKER-HANNIFIN CORP Industrials 2,011.0 $2.0M 0.45% +12.0 +0.6% $978.12 +2.3%
12 BKNG BOOKING HOLDINGS INC Consumer Cyclical 10,460.0 $1.9M 0.42% +10K +2214.2% $178.24 +17.7%
13 VGT VANGUARD WORLD FD 15,416.0 $1.8M 0.42% +13K +700.0% $119.52 -1.0%
14 UBER UBER TECHNOLOGIES INC Technology 24,634.0 $1.8M 0.40% +2K +11.2% $72.16 +8.9%
15 NOW SERVICENOW INC Technology 17,390.0 $1.7M 0.39% +1K +8.8% $99.28 +30.7%
16 AMGN AMGEN INC Healthcare 4,677.0 $1.7M 0.38% +170.0 +3.8% $362.13 +19.8%
17 LHX L3HARRIS TECHNOLOGIES INC Industrials 5,720.0 $1.7M 0.38% +73.0 +1.3% $290.59 -6.9%
18 XLV SELECT SECTOR SPDR TR 10,473.0 $1.7M 0.38% +778.0 +8.0% $158.66 +8.7%
19 DUK DUKE ENERGY CORP NEW Utilities 12,648.0 $1.6M 0.36% +551.0 +4.5% $126.58 -3.1%
20 VOO VANGUARD INDEX FDS 2,213.0 $1.5M 0.34% +144.0 +7.0% $686.88 +2.1%
Page 1 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 47.8%
Technology 15.0%
Financial Services 9.4%
Industrials 6.2%
Consumer Cyclical 5.5%
Communication Services 5.5%
Healthcare 5.3%
Consumer Defensive 2.9%
Utilities 1.2%
Real Estate 1.0%