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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 5 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,539.0 $897K 0.22% NEW $161.96 -3.7%
82 DIS DISNEY WALT CO Communication Services 7,788.0 $886K 0.22% NEW $113.77 -10.1%
83 CSCO CISCO SYS INC Technology 11,025.0 $849K 0.21% NEW $77.03 +49.8%
84 BAC BANK AMERICA CORP Financial Services 15,276.0 $840K 0.21% NEW $55.00 -6.9%
85 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 3,341.0 $811K 0.20% NEW $242.82 +1.8%
86 FDX FEDEX CORP Industrials 2,806.0 $811K 0.20% NEW $288.86 +29.8%
87 IAU ISHARES GOLD TR Financial Services 9,925.0 $806K 0.20% NEW $81.17 +5.4%
88 GOOGL ALPHABET INC Communication Services 2,566.0 $803K 0.20% NEW $313.00 +23.9%
89 AMD ADVANCED MICRO DEVICES INC Technology 3,747.0 $802K 0.20% NEW $214.16 +109.0%
90 BWXT BWX TECHNOLOGIES INC Industrials 4,549.0 $786K 0.20% NEW $172.84 +17.3%
91 TCBX THIRD COAST BANCSHARES INC Financial Services 20,250.0 $770K 0.19% NEW $38.01 -3.5%
92 UNH UNITEDHEALTH GROUP INC Healthcare 2,315.0 $764K 0.19% NEW $330.11 +17.9%
93 NFLX NETFLIX INC Communication Services 7,980.0 $748K 0.19% NEW $93.76 -4.7%
94 LYV LIVE NATION ENTERTAINMENT IN Communication Services 5,223.0 $744K 0.19% NEW $142.50 +14.4%
95 SLV ISHARES SILVER TR Financial Services 11,153.0 $718K 0.18% NEW $64.42 +6.7%
96 EFA ISHARES TR 7,451.0 $716K 0.18% NEW $96.03 +7.9%
97 FSLR FIRST SOLAR INC Energy 2,721.0 $711K 0.18% NEW $261.23 -15.1%
98 DE DEERE & CO Industrials 1,510.0 $703K 0.18% NEW $465.57 +19.9%
99 JKHY HENRY JACK & ASSOC INC Technology 3,800.0 $693K 0.17% NEW $182.48 -23.0%
100 WFC WELLS FARGO CO NEW Financial Services 7,221.0 $673K 0.17% NEW $93.20 -20.0%
Page 5 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%