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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 6 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CEG CONSTELLATION ENERGY CORP Utilities 2,914.0 $724K 0.16% $248.37 +9.9%
102 VIS VANGUARD WORLD FD 2,004.0 $722K 0.16% $360.38 -4.1%
103 BWXT BWX TECHNOLOGIES INC Industrials 3,706.0 $721K 0.16% -541.0 -12.7% $194.65 -19.5%
104 DIS DISNEY WALT CO Communication Services 7,414.0 $714K 0.16% -192.0 -2.5% $96.25 +12.0%
105 IAU ISHARES GOLD TR Financial Services 9,215.0 $696K 0.16% $75.51 +14.9%
106 NOG NORTHERN OIL & GAS INC Energy 37,346.0 $678K 0.15% +2K +6.1% $18.15 +50.6%
107 IJR ISHARES TR 4,477.0 $664K 0.15% $148.31 -0.7%
108 GBIL GOLDMAN SACHS ETF TR 6,463.0 $647K 0.15% NEW $100.16 -0.0%
109 IWC ISHARES TR 3,210.0 $642K 0.14% +1K +59.8% $200.04 -0.8%
110 BERKSHIRE HATHAWAY INC DEL 1,248.0 $624K 0.14% $500.39
111 KRP KIMBELL RTY PARTNERS LP Energy 42,401.0 $616K 0.14% $14.53 +6.0%
112 INTC INTEL CORP Technology 4,091.0 $571K 0.13% -5K -55.9% $139.62 -35.5%
113 WFC WELLS FARGO & CO Financial Services 6,889.0 $569K 0.13% $82.64 +1.5%
114 ET ENERGY TRANSFER L P Energy 29,217.0 $559K 0.13% -729.0 -2.4% $19.12 +10.8%
115 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 30,000.0 $551K 0.12% NEW $18.37 +32.2%
116 NFLX NETFLIX INC. Communication Services 7,680.0 $548K 0.12% -230.0 -2.9% $71.40 +11.5%
117 CRM SALESFORCE INC Technology 3,484.0 $546K 0.12% -1K -23.3% $156.66 +33.5%
118 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 26,484.0 $545K 0.12% $20.56 +0.9%
119 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,374.0 $538K 0.12% -756.0 -14.7% $123.11 +31.0%
120 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 11,415.0 $538K 0.12% -400.0 -3.4% $47.13 -2.8%
Page 6 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%