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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 5 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAC BANK OF AMER CORP Financial Services 15,633.0 $891K 0.20% +137.0 +0.9% $56.98 +8.5%
82 TDG TRANSDIGM GROUP INC Industrials 663.0 $883K 0.20% -95.0 -12.5% $1332.04 -9.9%
83 IMMUNITYBIO INC 100,000.0 $876K 0.20% +50K +100.0% $8.76
84 QXO QXO INC Industrials 50,403.0 $871K 0.20% NEW $17.28 -20.2%
85 GOOGL ALPHABET INC Communication Services 2,428.0 $868K 0.20% -123.0 -4.8% $357.37 -3.5%
86 EXPAND ENERGY CORPORATION 9,408.0 $858K 0.19% -142.0 -1.5% $91.19
87 CSCO CISCO SYS INC Technology 7,272.0 $854K 0.19% -3K -31.9% $117.46 -5.0%
88 TCBX THIRD COAST BANCSHARES INC Financial Services 21,107.0 $853K 0.19% +857.0 +4.2% $40.40 +12.4%
89 ABT ABBOTT LABORATORIES Healthcare 9,389.0 $852K 0.19% -7K -42.0% $90.74 +28.3%
90 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 3,224.0 $849K 0.19% -96.0 -2.9% $263.26 +39.8%
91 GPIQ GOLDMAN SACHS ETF TR 14,104.0 $837K 0.19% -2K -10.4% $59.31 -4.6%
92 BSM BLACK STONE MINERALS L P Energy 59,827.0 $836K 0.19% +14K +30.4% $13.97 +6.4%
93 FCX FREEPORT MCMORAN INC Basic Materials 12,925.0 $813K 0.18% +2K +13.6% $62.89 +22.1%
94 NVO NOVO-NORDISK A S Healthcare 16,741.0 $803K 0.18% +3K +25.6% $47.94 -2.0%
95 EFA ISHARES TR 7,703.0 $800K 0.18% $103.88 +4.2%
96 VST VISTRA CORP Utilities 5,024.0 $797K 0.18% +1K +30.7% $158.63 -13.7%
97 HONEYWELL INTL INC 3,486.0 $781K 0.18% NEW $223.90
98 HONEYWELL AEROSPACE INC 3,486.0 $771K 0.17% NEW $221.08
99 MDT MEDTRONIC PLC Healthcare 9,428.0 $738K 0.17% -707.0 -7.0% $78.23 +19.0%
100 FDX FEDEX CORP Industrials 2,342.0 $733K 0.17% -362.0 -13.4% $313.13 +4.2%
Page 5 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%