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Portfolio (Quarterly) Guide ↗

DOLIVER ADVISORS, LP

· CIK 0000938077
13F Portfolio $400M AUM Filed Jan 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 176 New
Page 1 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XOM EXXON MOBIL CORP Energy 1,072,692.0 $129.1M 32.30% NEW $120.34 +31.6%
2 IUSG ISHARES TR 130,053.0 $21.8M 5.46% NEW $167.94 +10.5%
3 TIDAL TRUST II 852,377.0 $18.0M 4.50% NEW $21.07
4 IVV ISHARES TR 20,625.0 $14.1M 3.54% NEW $684.94 +8.4%
5 GOOG ALPHABET INC Communication Services 29,695.0 $9.3M 2.33% NEW $313.80 +21.8%
6 AMZN AMAZON COM INC Consumer Cyclical 39,057.0 $9.0M 2.26% NEW $230.82 +14.0%
7 AAPL APPLE INC Technology 26,875.0 $7.3M 1.83% NEW $271.86 +10.6%
8 NVDA NVIDIA CORPORATION Technology 36,474.0 $6.8M 1.70% NEW $186.50 +20.4%
9 JPM JPMORGAN CHASE & CO. Financial Services 20,473.0 $6.6M 1.65% NEW $322.22 -6.2%
10 META META PLATFORMS INC Communication Services 9,887.0 $6.5M 1.63% NEW $660.09 -8.4%
11 ITOT ISHARES TR 33,699.0 $5.0M 1.25% NEW $148.69 +8.5%
12 V VISA INC Financial Services 12,987.0 $4.6M 1.14% NEW $350.71 -6.0%
13 PM PHILIP MORRIS INTL INC Consumer Defensive 23,911.0 $3.8M 0.96% NEW $160.40 +16.8%
14 IWM ISHARES TR 15,200.0 $3.7M 0.94% NEW $246.16 +13.2%
15 ETN EATON CORP PLC Industrials 11,698.0 $3.7M 0.93% NEW $318.51 +19.5%
16 MSFT MICROSOFT CORP Technology 6,815.0 $3.3M 0.82% NEW $483.62 -13.6%
17 EPD ENTERPRISE PRODS PARTNERS L Energy 99,313.0 $3.2M 0.80% NEW $32.06 +23.5%
18 AVGO BROADCOM INC Technology 9,192.0 $3.2M 0.80% NEW $346.10 +20.9%
19 BKNG BOOKING HOLDINGS INC Consumer Cyclical 549.0 $2.9M 0.74% NEW $5355.33 -97.1%
20 MU MICRON TECHNOLOGY INC Technology 9,554.0 $2.7M 0.68% NEW $285.41 +152.4%
Page 1 of 9  ·  176 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 45.5%
Technology 14.5%
Financial Services 9.9%
Consumer Cyclical 6.9%
Communication Services 6.3%
Industrials 5.9%
Healthcare 5.4%
Consumer Defensive 3.2%
Utilities 1.3%
Real Estate 1.1%