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Portfolio (Quarterly) Guide ↗

DOLIVER ADVISORS, LP

· CIK 0000938077
13F Portfolio $440M AUM 180 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 40 Added 88 Reduced 6 Exited
Page 3 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DE DEERE & CO Industrials 1,484.0 $836K 0.19% -26.0 -1.7% $563.30 -0.9%
42 CSCO CISCO SYS INC Technology 10,684.0 $829K 0.19% -341.0 -3.1% $77.59 +48.7%
43 IAU ISHARES GOLD TR Financial Services 9,215.0 $812K 0.18% -710.0 -7.2% $88.16 -3.0%
44 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,130.0 $807K 0.18% -409.0 -7.4% $157.28 -0.8%
45 NFLX NETFLIX INC. Communication Services 7,910.0 $761K 0.17% -70.0 -0.9% $96.15 -7.1%
46 GOOGL ALPHABET INC Communication Services 2,551.0 $734K 0.17% -15.0 -0.6% $287.56 +34.8%
47 DIS DISNEY WALT CO Communication Services 7,606.0 $733K 0.17% -182.0 -2.3% $96.38 +6.1%
48 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 3,320.0 $694K 0.16% -21.0 -0.6% $209.08 +18.2%
49 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 11,815.0 $667K 0.15% -75.0 -0.6% $56.45 -10.4%
50 ACN ACCENTURE PLC IRELAND Technology 3,273.0 $649K 0.15% -226.0 -6.5% $198.29 -9.6%
51 UNH UNITEDHEALTH GROUP INC Healthcare 2,181.0 $590K 0.13% -134.0 -5.8% $270.59 +43.8%
52 VST VISTRA CORP Utilities 3,845.0 $578K 0.13% -109.0 -2.8% $150.33 -10.4%
53 ET ENERGY TRANSFER L P Energy 29,946.0 $578K 0.13% -490.0 -1.6% $19.30 +5.6%
54 CTRA COTERRA ENERGY INC Energy 16,358.0 $575K 0.13% -260.0 -1.6% $35.14 -7.3%
55 WFC WELLS FARGO & CO Financial Services 6,889.0 $548K 0.12% -332.0 -4.6% $79.61 -6.4%
56 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,459.0 $523K 0.12% -21.0 -1.4% $358.79 -12.8%
57 SO SOUTHERN CO Utilities 5,178.0 $500K 0.11% -225.0 -4.2% $96.52 -2.5%
58 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 8,944.0 $472K 0.11% -199.0 -2.2% $52.76 +14.3%
59 PCG PG&E CORP Utilities 23,785.0 $418K 0.10% -1K -4.4% $17.57 -6.6%
60 INTC INTEL CORP Technology 9,270.0 $409K 0.09% -505.0 -5.2% $44.13 +151.1%
Page 3 of 5  ·  88 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 55.3%
Technology 11.8%
Financial Services 7.8%
Consumer Cyclical 5.3%
Industrials 5.2%
Communication Services 4.9%
Healthcare 4.8%
Consumer Defensive 2.7%
Utilities 1.1%
Real Estate 0.9%