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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 4 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MA MASTERCARD INCORPORATED Financial Services 2,255.0 $1.1M 0.26% -168.0 -6.9% $499.66 +0.0%
62 KMI KINDER MORGAN INC DEL Energy 33,326.0 $1.1M 0.25% $33.53 +2.3%
63 TSLA TESLA INC Consumer Cyclical 2,995.0 $1.1M 0.25% $371.75 +8.7%
64 PEP PEPSICO INC Consumer Defensive 7,093.0 $1.1M 0.25% -297.0 -4.0% $155.29 -3.2%
65 OC OWENS CORNING NEW Industrials 10,137.0 $1.1M 0.25% -55.0 -0.5% $108.22 -0.2%
66 IBIT ISHARES BITCOIN TRUST ETF Financial Services 28,008.0 $1.1M 0.24% +634.0 +2.3% $38.42 +13.2%
67 EXPAND ENERGY CORPORATION 9,550.0 $1.0M 0.24% -239.0 -2.4% $109.78
68 WMT WALMART INC Consumer Defensive 8,383.0 $1.0M 0.24% -4K -29.5% $124.28 +8.0%
69 NOG NORTHERN OIL & GAS INC Energy 35,191.0 $1.0M 0.23% +5K +16.0% $29.23 -14.8%
70 ISRG INTUITIVE SURGICAL INC Healthcare 2,196.0 $1.0M 0.23% -165.0 -7.0% $460.99 -4.2%
71 FDX FEDEX CORP Industrials 2,704.0 $963K 0.22% -102.0 -3.6% $356.18 +5.3%
72 ABBV ABBVIE INC Healthcare 4,412.0 $960K 0.22% $217.49 -1.7%
73 PG PROCTER & GAMBLE CO Consumer Defensive 6,566.0 $948K 0.22% -591.0 -8.3% $144.44 -2.2%
74 VOX VANGUARD WORLD FD 5,059.0 $910K 0.21% $179.84 +8.3%
75 TDG TRANSDIGM GROUP INC Industrials 758.0 $878K 0.20% -52.0 -6.4% $1158.96 +2.4%
76 MDT MEDTRONIC PLC Healthcare 10,135.0 $878K 0.20% -197.0 -1.9% $86.65 -9.3%
77 BWXT BWX TECHNOLOGIES INC Industrials 4,247.0 $868K 0.20% -302.0 -6.6% $204.49 -3.5%
78 ADBE ADOBE INC Technology 3,491.0 $849K 0.19% +599.0 +20.7% $243.08 +4.9%
79 CRM SALESFORCE INC Technology 4,544.0 $848K 0.19% +377.0 +9.1% $186.67 -3.9%
80 DE DEERE & CO Industrials 1,484.0 $836K 0.19% -26.0 -1.7% $563.30 -0.9%
Page 4 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%