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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 6 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 Z ZILLOW GROUP INC Communication Services 9,687.0 $661K 0.17% NEW $68.22 -47.2%
102 NOG NORTHERN OIL & GAS INC Energy 30,346.0 $652K 0.16% NEW $21.47 +15.9%
103 VST VISTRA CORP Utilities 3,954.0 $638K 0.16% NEW $161.33 -16.5%
104 BERKSHIRE HATHAWAY INC DEL 1,248.0 $627K 0.16% NEW $502.65
105 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 9,143.0 $625K 0.16% NEW $68.36 -11.8%
106 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,480.0 $617K 0.15% NEW $416.82 -25.0%
107 NVO NOVO-NORDISK A S Healthcare 11,984.0 $610K 0.15% NEW $50.88 -13.0%
108 VIS VANGUARD WORLD FD 2,004.0 $598K 0.15% NEW $298.38 +11.8%
109 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 11,890.0 $594K 0.15% NEW $49.96 +1.3%
110 IJR ISHARES TR 4,497.0 $540K 0.14% NEW $120.18 +13.0%
111 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 26,442.0 $508K 0.13% NEW $19.20 +2.8%
112 ET ENERGY TRANSFER L P Energy 30,436.0 $502K 0.13% NEW $16.49 +23.6%
113 KRP KIMBELL RTY PARTNERS LP Energy 42,401.0 $499K 0.12% NEW $11.76 +30.1%
114 CMCSA COMCAST CORP NEW Communication Services 15,957.0 $477K 0.12% NEW $29.89 -17.0%
115 BLOCK INC 7,304.0 $475K 0.12% NEW $65.09
116 CCL CARNIVAL CORP Consumer Cyclical 15,562.0 $475K 0.12% NEW $30.54 -14.8%
117 IJJ ISHARES TR 3,602.0 $474K 0.12% NEW $131.59 +6.1%
118 SO SOUTHERN CO Utilities 5,403.0 $471K 0.12% NEW $87.20 +8.0%
119 BSM BLACK STONE MINERALS L P Energy 35,024.0 $465K 0.12% NEW $13.29 +4.8%
120 VIG VANGUARD SPECIALIZED FUNDS 2,050.0 $451K 0.11% NEW $219.78 +5.0%
Page 6 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%