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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 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XOM EXXON MOBIL CORP Energy 1,052,864.0 $143.9M 32.57% $136.72 +22.1%
2 IUSG ISHARES TR 129,735.0 $24.4M 5.52% $188.09 +0.9%
3 TIDAL TRUST II 854,601.0 $19.0M 4.30% +15K +1.8% $22.26
4 IVV ISHARES TR 21,445.0 $16.1M 3.63% $748.89 +2.6%
5 GOOG ALPHABET INC Communication Services 27,258.0 $9.6M 2.18% -979.0 -3.5% $353.33 -4.0%
6 AMZN AMAZON COM INC Consumer Cyclical 37,116.0 $8.8M 2.00% -897.0 -2.4% $238.34 +8.2%
7 NVDA NVIDIA CORPORATION Technology 40,266.0 $8.1M 1.82% +236.0 +0.6% $200.09 +8.4%
8 AAPL APPLE INC Technology 26,855.0 $7.8M 1.76% -276.0 -1.0% $289.36 +6.5%
9 JPM JPMORGAN CHASE & CO Financial Services 21,802.0 $7.1M 1.61% $327.33 +9.0%
10 ETN EATON CORP PLC Industrials 14,402.0 $6.1M 1.39% +3K +23.0% $426.12 -1.3%
11 META META PLATFORMS INC Communication Services 10,037.0 $5.7M 1.28% +206.0 +2.1% $563.29 -2.6%
12 ITOT ISHARES TR 33,682.0 $5.5M 1.25% $164.27 +2.2%
13 IWM ISHARES TR 16,173.0 $4.9M 1.10% -436.0 -2.6% $300.45 -0.2%
14 MU MICRON TECHNOLOGY INC Technology 4,003.0 $4.6M 1.05% -4K -50.4% $1154.29 -15.2%
15 EPD ENTERPRISE PRODS PARTNERS L Energy 118,513.0 $4.4M 0.99% +15K +14.4% $36.76 +4.7%
16 V VISA INC Financial Services 12,195.0 $4.2M 0.95% -611.0 -4.8% $343.09 +7.4%
17 AVGO BROADCOM INC Technology 10,071.0 $3.8M 0.86% +235.0 +2.4% $377.75 -1.4%
18 PM PHILIP MORRIS INTL INC Consumer Defensive 20,832.0 $3.8M 0.85% -260.0 -1.2% $180.91 +5.0%
19 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 374,328.0 $3.7M 0.85% $10.00 -1.9%
20 CRWD CROWDSTRIKE HLDGS INC Technology 4,474.0 $3.4M 0.77% -929.0 -17.2% $190.78 -1.3%
Page 1 of 10  ·  191 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%