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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 4 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACN ACCENTURE PLC IRELAND Technology 2,939.0 $366K 0.08% -334.0 -10.2% $124.44 +48.9%
62 KIM KIMCO REALTY CORP Real Estate 14,313.0 $363K 0.08% -1K -7.0% $25.35 -5.2%
63 ADBE ADOBE INC Technology 1,614.0 $331K 0.07% -2K -53.8% $205.02 +34.3%
64 TXN TEXAS INSTRS INC Technology 1,104.0 $329K 0.07% -11.0 -1.0% $298.07 -11.3%
65 SHEL SHELL PLC Energy 4,228.0 $328K 0.07% -71.0 -1.6% $77.54 +20.4%
66 LUV SOUTHWEST AIRLS CO Industrials 6,375.0 $328K 0.07% -553.0 -8.0% $51.42 -21.5%
67 ARKK ARK ETF TR 3,820.0 $309K 0.07% -640.0 -14.3% $80.82 +6.7%
68 CSR CENTERSPACE Real Estate 5,480.0 $308K 0.07% -300.0 -5.2% $56.19 -4.0%
69 XLE SELECT SECTOR SPDR TR 5,786.0 $307K 0.07% -33.0 -0.6% $53.11 +19.8%
70 WSR WHITESTONE REIT Real Estate 15,400.0 $292K 0.07% -600.0 -3.8% $18.96 +0.2%
71 IBM INTERNATIONAL BUSINESS MACHS Technology 1,035.0 $291K 0.07% -110.0 -9.6% $281.21 -16.2%
72 CMCSA COMCAST CORP NEW Communication Services 11,786.0 $289K 0.07% -2K -14.8% $24.55 +9.4%
73 Z ZILLOW GROUP INC Communication Services 9,025.0 $284K 0.06% -567.0 -5.9% $31.52 +13.8%
74 RRC RANGE RES CORP Energy 7,575.0 $282K 0.06% -200.0 -2.6% $37.19 +10.4%
75 COF CAPITAL ONE FINL CORP Financial Services 1,404.0 $282K 0.06% -26.0 -1.8% $200.62 +8.6%
76 PRU PRUDENTIAL FINL INC Financial Services 2,573.0 $278K 0.06% -58.0 -2.2% $107.92 +12.3%
77 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,955.0 $272K 0.06% -254.0 -11.5% $139.09 -2.5%
78 CRK COMSTOCK RES INC Energy 16,766.0 $250K 0.06% -1K -6.1% $14.92 -4.7%
79 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 6,179.0 $241K 0.05% -606.0 -8.9% $38.96 +10.2%
80 ANET ARISTA NETWORKS INC Technology 1,341.0 $228K 0.05% -646.0 -32.5% $169.88 +11.0%
Page 4 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%