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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 4 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VOO VANGUARD INDEX FDS 2,059.0 $1.3M 0.32% NEW $627.13 +8.7%
62 SHOP SHOPIFY INC Technology 7,890.0 $1.3M 0.32% NEW $160.97 -37.2%
63 CVX CHEVRON CORP NEW Energy 7,785.0 $1.2M 0.30% NEW $152.41 +29.4%
64 CAT CATERPILLAR INC Industrials 2,035.0 $1.2M 0.29% NEW $572.87 +52.3%
65 OC OWENS CORNING NEW Industrials 10,192.0 $1.1M 0.28% NEW $111.91 -3.5%
66 CRM SALESFORCE INC Technology 4,167.0 $1.1M 0.28% NEW $264.91 -32.3%
67 EXPAND ENERGY CORPORATION 9,789.0 $1.1M 0.27% NEW $110.36
68 TDG TRANSDIGM GROUP INC Industrials 810.0 $1.1M 0.27% NEW $1329.85 -11.3%
69 PSA PUBLIC STORAGE OPER CO Real Estate 4,129.0 $1.1M 0.27% NEW $259.50 +14.6%
70 PEP PEPSICO INC Consumer Defensive 7,390.0 $1.1M 0.27% NEW $143.52 +4.8%
71 PG PROCTER AND GAMBLE CO Consumer Defensive 7,157.0 $1.0M 0.26% NEW $143.30 -1.4%
72 CEG CONSTELLATION ENERGY CORP Utilities 2,902.0 $1.0M 0.26% NEW $353.27 -26.2%
73 ADBE ADOBE INC Technology 2,892.0 $1.0M 0.25% NEW $349.99 -27.6%
74 ABBV ABBVIE INC Healthcare 4,411.0 $1.0M 0.25% NEW $228.48 -7.1%
75 MDT MEDTRONIC PLC Healthcare 10,332.0 $992K 0.25% NEW $96.06 -18.2%
76 VOX VANGUARD WORLD FD 5,059.0 $980K 0.24% NEW $193.63 +0.8%
77 ORCL ORACLE CORP Technology 4,938.0 $962K 0.24% NEW $194.91 -6.9%
78 ACN ACCENTURE PLC IRELAND Technology 3,499.0 $939K 0.23% NEW $268.30 -33.2%
79 GTLS CHART INDS INC Industrials 4,509.0 $930K 0.23% NEW $206.23 +0.4%
80 KMI KINDER MORGAN INC DEL Energy 33,451.0 $920K 0.23% NEW $27.49 +24.8%
Page 4 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%