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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 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AXP AMERICAN EXPRESS CO Financial Services 5,331.0 $1.6M 0.37% $302.48 +2.3%
42 UBER UBER TECHNOLOGIES INC Technology 22,149.0 $1.6M 0.36% -504.0 -2.2% $71.93 +4.4%
43 AMGN AMGEN INC Healthcare 4,507.0 $1.6M 0.36% -394.0 -8.0% $351.82 -6.0%
44 DUK DUKE ENERGY CORP NEW Utilities 12,097.0 $1.6M 0.36% -336.0 -2.7% $130.94 -6.2%
45 IEMG ISHARES INC 22,691.0 $1.6M 0.36% +3K +14.0% $69.75 +12.6%
46 SONY SONY GROUP CORP Technology 75,751.0 $1.6M 0.36% +3K +4.1% $20.70 +9.7%
47 HON HONEYWELL INTL INC Industrials 6,897.0 $1.6M 0.35% -253.0 -3.5% $226.02 -3.9%
48 CVX CHEVRON CORPORATION Energy 7,329.0 $1.5M 0.34% -456.0 -5.9% $206.91 -5.2%
49 HD HOME DEPOT INC Consumer Cyclical 4,482.0 $1.5M 0.34% $328.89 -8.8%
50 DKS DICKS SPORTING GOODS INC Consumer Cyclical 7,319.0 $1.5M 0.33% +96.0 +1.3% $198.29 +9.2%
51 XLV SELECT SECTOR SPDR TR 9,695.0 $1.4M 0.32% +1K +13.3% $146.61 +0.5%
52 USB US BANCORP Financial Services 27,299.0 $1.4M 0.32% -615.0 -2.2% $52.01 +2.8%
53 CAT CATERPILLAR INC Industrials 1,981.0 $1.4M 0.32% -54.0 -2.6% $708.46 +21.4%
54 CGBD CARLYLE SECURED LENDING INC Financial Services 126,681.0 $1.4M 0.32% +4K +3.3% $10.94 -0.7%
55 VGT VANGUARD WORLD FD 1,927.0 $1.3M 0.31% $697.72 -84.0%
56 MCD MCDONALDS CORP Consumer Cyclical 4,143.0 $1.3M 0.29% -257.0 -5.8% $310.79 -9.1%
57 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 111,808.0 $1.3M 0.29% +6K +5.2% $11.32 -0.9%
58 VOO VANGUARD INDEX FDS 2,069.0 $1.2M 0.28% $597.55 +12.9%
59 SHOP SHOPIFY INC Technology 9,848.0 $1.2M 0.27% +2K +24.8% $118.62 -13.7%
60 PSA PUBLIC STORAGE OPER CO Real Estate 4,182.0 $1.1M 0.26% +53.0 +1.3% $270.88 +9.3%
Page 3 of 9  ·  180 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%