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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 8 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IYC ISHARES TR 3,269.0 $337K 0.08% NEW $103.13 -1.4%
142 KBH KB HOME Consumer Cyclical 5,897.0 $333K 0.08% NEW $56.41 -20.2%
143 IWD ISHARES TR 1,550.0 $326K 0.08% NEW $210.34 +11.2%
144 IWC ISHARES TR 2,065.0 $326K 0.08% NEW $157.70 +15.0%
145 PRU PRUDENTIAL FINL INC Financial Services 2,880.0 $325K 0.08% NEW $112.90 -10.4%
146 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 6,932.0 $324K 0.08% NEW $46.68 -10.1%
147 PAA PLAINS ALL AMERN PIPELINE L Energy 17,948.0 $322K 0.08% NEW $17.96 +31.5%
148 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,277.0 $314K 0.08% NEW $137.96 +6.2%
149 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 11,143.0 $313K 0.08% NEW $28.06 -28.5%
150 UAL UNITED AIRLS HLDGS INC Industrials 2,790.0 $312K 0.08% NEW $111.82 -20.3%
151 KIM KIMCO RLTY CORP Real Estate 15,383.0 $312K 0.08% NEW $20.27 +15.2%
152 NKE NIKE INC Consumer Cyclical 4,773.0 $304K 0.08% NEW $63.71 -33.4%
153 SHEL SHELL PLC Energy 4,132.0 $304K 0.08% NEW $73.48 +20.4%
154 LUV SOUTHWEST AIRLS CO Industrials 7,068.0 $292K 0.07% NEW $41.33 -9.6%
155 IYF ISHARES TR 2,264.0 $292K 0.07% NEW $128.93 -4.6%
156 ANET ARISTA NETWORKS INC Technology 2,201.0 $288K 0.07% NEW $131.03 +7.2%
157 XLE SELECT SECTOR SPDR TR 6,420.0 $287K 0.07% NEW $44.71 +33.8%
158 UNP UNION PAC CORP Industrials 1,217.0 $282K 0.07% NEW $231.32 +17.4%
159 RRC RANGE RES CORP Energy 7,975.0 $281K 0.07% NEW $35.26 +22.3%
160 ARLP ALLIANCE RESOURCE PARTNERS L Energy 12,000.0 $279K 0.07% NEW $23.23 +7.4%
Page 8 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%