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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 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEMG ISHARES INC 20,793.0 $1.7M 0.39% -2K -8.4% $82.84 -1.3%
42 EOG EOG RES INC Energy 13,140.0 $1.7M 0.39% -178.0 -1.3% $129.73 +17.9%
43 AMGN AMGEN INC Healthcare 4,677.0 $1.7M 0.38% +170.0 +3.8% $362.13 +20.6%
44 LHX L3HARRIS TECHNOLOGIES INC Industrials 5,720.0 $1.7M 0.38% +73.0 +1.3% $290.59 -6.6%
45 XLV SELECT SECTOR SPDR TR 10,473.0 $1.7M 0.38% +778.0 +8.0% $158.66 +9.3%
46 AMD ADVANCED MICRO DEVICES INC Technology 2,834.0 $1.6M 0.37% -948.0 -25.1% $580.91 -18.7%
47 DKS DICKS SPORTING GOODS INC Consumer Cyclical 7,242.0 $1.6M 0.37% -77.0 -1.1% $226.81 -21.1%
48 USB US BANCORP Financial Services 26,929.0 $1.6M 0.37% -370.0 -1.4% $60.40 +3.2%
49 OC OWENS CORNING NEW Industrials 10,103.0 $1.6M 0.36% $158.96 -6.8%
50 DUK DUKE ENERGY CORP NEW Utilities 12,648.0 $1.6M 0.36% +551.0 +4.5% $126.58 -3.5%
51 HD HOME DEPOT INC Consumer Cyclical 4,474.0 $1.6M 0.36% $352.68 -4.6%
52 VOO VANGUARD INDEX FDS 2,213.0 $1.5M 0.34% +144.0 +7.0% $686.88 +2.4%
53 SONY SONY GROUP CORP Technology 72,922.0 $1.5M 0.33% -3K -3.7% $20.06 +18.7%
54 DVN DEVON ENERGY CORP NEW Energy 32,840.0 $1.4M 0.31% +19K +145.6% $41.32 +19.5%
55 INTU INTUIT Technology 5,171.0 $1.3M 0.30% +3K +190.2% $261.00 +39.2%
56 PSA PUBLIC STORAGE Real Estate 4,086.0 $1.3M 0.29% -96.0 -2.3% $318.31 +1.0%
57 SHOP SHOPIFY INC Technology 11,158.0 $1.3M 0.29% +1K +13.3% $114.18 +28.1%
58 CGBD CARLYLE SECURED LENDING INC Financial Services 119,781.0 $1.3M 0.28% -7K -5.5% $10.53 +7.9%
59 CVX CHEVRON CORPORATION Energy 7,486.0 $1.2M 0.28% +157.0 +2.1% $165.75 +24.8%
60 TSLA TESLA INC Consumer Cyclical 2,942.0 $1.2M 0.28% -53.0 -1.8% $420.60 -17.1%
Page 3 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%