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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 7 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IJJ ISHARES TR 3,594.0 $531K 0.12% $147.73 +0.9%
122 JKHY HENRY JACK & ASSOC INC Technology 3,800.0 $523K 0.12% $137.74 +20.7%
123 VBR VANGUARD INDEX FDS 2,108.0 $512K 0.12% -100.0 -4.5% $242.99 +2.5%
124 GOVT ISHARES TR 22,014.0 $501K 0.11% NEW $22.78 -1.5%
125 VGSH VANGUARD SCOTTSDALE FDS 8,601.0 $501K 0.11% NEW $58.20 -0.1%
126 PYPL PAYPAL HLDGS INC Financial Services 11,301.0 $488K 0.11% NEW $43.18 +42.5%
127 SO SOUTHERN CO Utilities 5,098.0 $488K 0.11% -80.0 -1.5% $95.71 -7.1%
128 XBI SPDR SERIES TRUST 3,082.0 $488K 0.11% $158.25 +4.7%
129 VIG VANGUARD SPECIALIZED FUNDS 2,050.0 $485K 0.11% $236.62 +3.1%
130 IYW ISHARES TR 1,909.0 $482K 0.11% $252.23 -2.0%
131 BLOCK INC 6,318.0 $480K 0.11% -154.0 -2.4% $76.00
132 IJK ISHARES TR 3,980.0 $468K 0.11% $117.50 -1.7%
133 CARNIVAL CORP LTD 16,354.0 $467K 0.11% NEW $28.57
134 SCM STELLUS CAP INVT CORP Financial Services 55,292.0 $466K 0.10% +45K +452.9% $8.42 +2.7%
135 KBH KB HOME Consumer Cyclical 7,313.0 $458K 0.10% $62.59 -11.5%
136 EFG ISHARES TR 3,570.0 $444K 0.10% $124.42 +1.0%
137 SOUTHSTATE BK CORP 4,382.0 $438K 0.10% $99.90
138 EQT EQT CORP Energy 7,866.0 $418K 0.10% $53.17 +1.0%
139 HPE HEWLETT PACKARD ENTERPRISE C Technology 9,225.0 $416K 0.09% NEW $45.11 +18.5%
140 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,386.0 $410K 0.09% -73.0 -5.0% $296.04 +15.5%
Page 7 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%