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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 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 3,224.0 $849K 0.19% -96.0 -2.9% $263.26 +40.0%
42 GPIQ GOLDMAN SACHS ETF TR 14,104.0 $837K 0.19% -2K -10.4% $59.31 -4.5%
43 MDT MEDTRONIC PLC Healthcare 9,428.0 $738K 0.17% -707.0 -7.0% $78.23 +19.3%
44 FDX FEDEX CORP Industrials 2,342.0 $733K 0.17% -362.0 -13.4% $313.13 +3.8%
45 BWXT BWX TECHNOLOGIES INC Industrials 3,706.0 $721K 0.16% -541.0 -12.7% $194.65 -19.5%
46 DIS DISNEY WALT CO Communication Services 7,414.0 $714K 0.16% -192.0 -2.5% $96.25 +12.0%
47 INTC INTEL CORP Technology 4,091.0 $571K 0.13% -5K -55.9% $139.62 -35.5%
48 ET ENERGY TRANSFER L P Energy 29,217.0 $559K 0.13% -729.0 -2.4% $19.12 +10.8%
49 NFLX NETFLIX INC. Communication Services 7,680.0 $548K 0.12% -230.0 -2.9% $71.40 +11.5%
50 CRM SALESFORCE INC Technology 3,484.0 $546K 0.12% -1K -23.3% $156.66 +33.5%
51 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,374.0 $538K 0.12% -756.0 -14.7% $123.11 +31.0%
52 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 11,415.0 $538K 0.12% -400.0 -3.4% $47.13 -2.8%
53 VBR VANGUARD INDEX FDS 2,108.0 $512K 0.12% -100.0 -4.5% $242.99 +2.5%
54 SO SOUTHERN CO Utilities 5,098.0 $488K 0.11% -80.0 -1.5% $95.71 -7.1%
55 BLOCK INC 6,318.0 $480K 0.11% -154.0 -2.4% $76.00
56 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,386.0 $410K 0.09% -73.0 -5.0% $296.04 +15.5%
57 BX BLACKSTONE INC Financial Services 3,470.0 $408K 0.09% -147.0 -4.1% $117.67 +21.8%
58 NSC NORFOLK SOUTHN CORP Industrials 1,296.0 $408K 0.09% -25.0 -1.9% $314.59 +11.5%
59 PCG PG&E CORP Utilities 23,135.0 $389K 0.09% -650.0 -2.7% $16.82 +4.6%
60 NTNX NUTANIX INC Technology 7,436.0 $379K 0.09% -1K -11.9% $50.96 +32.7%
Page 3 of 5  ·  84 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 48.9%
Technology 15.8%
Financial Services 9.0%
Industrials 6.5%
Consumer Cyclical 5.7%
Healthcare 5.6%
Consumer Defensive 3.0%
Communication Services 2.8%
Utilities 1.2%
Real Estate 1.1%