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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 10 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GALAXY DIGITAL INC. 7,613.0 $208K 0.05% NEW $27.34
182 RTX RTX CORPORATION Industrials 1,091.0 $207K 0.05% $189.73 +10.6%
183 COP CONOCOPHILLIPS Energy 1,980.0 $206K 0.05% NEW $103.96 +29.7%
184 EGY VAALCO ENERGY INC Energy 38,740.0 $197K 0.04% -850.0 -2.1% $5.08 +16.9%
185 CLSK CLEANSPARK INC Technology 11,849.0 $172K 0.04% $14.55 -17.7%
186 ETH GRAYSCALE ETHEREUM STAKING Financial Services 10,805.0 $162K 0.04% -58.0 -0.5% $15.03 +53.3%
187 GSBD GOLDMAN SACHS BDC INC Financial Services 14,313.0 $136K 0.03% -650.0 -4.3% $9.48 +3.8%
188 CION CION INVT CORP Financial Services 21,600.0 $135K 0.03% -14K -40.0% $6.23 +17.7%
189 TALO TALOS ENERGY INC Energy 10,000.0 $129K 0.03% $12.91 +35.3%
190 ONCY ONCOLYTICS BIOTECH INC Healthcare 100,000.0 $95K 0.02% NEW $0.95 -11.2%
191 ZTR VIRTUS TOTAL RETURN FD INC Financial Services 12,250.0 $84K 0.02% $6.83 -1.0%
Page 10 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 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%