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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 5 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CSCO CISCO SYS INC Technology 10,684.0 $829K 0.19% -341.0 -3.1% $77.59 +53.2%
82 IAU ISHARES GOLD TR Financial Services 9,215.0 $812K 0.18% -710.0 -7.2% $88.16 -4.4%
83 CEG CONSTELLATION ENERGY CORP Utilities 2,908.0 $812K 0.18% $279.25 -6.7%
84 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,130.0 $807K 0.18% -409.0 -7.4% $157.28 -0.8%
85 FSLR FIRST SOLAR INC Energy 4,089.0 $807K 0.18% +1K +50.3% $197.26 +18.4%
86 LYV LIVE NATION ENTERTAINMENT IN Communication Services 5,208.0 $794K 0.18% $152.51 +9.8%
87 GPIQ GOLDMAN SACHS ETF TR 15,750.0 $779K 0.18% NEW $49.49 +15.3%
88 INTU INTUIT Technology 1,782.0 $771K 0.17% NEW $432.38 -6.8%
89 AMD ADVANCED MICRO DEVICES INC Technology 3,782.0 $769K 0.17% +35.0 +0.9% $203.43 +103.5%
90 TCBX THIRD COAST BANCSHARES INC Financial Services 20,250.0 $766K 0.17% $37.83 -2.4%
91 NFLX NETFLIX INC. Communication Services 7,910.0 $761K 0.17% -70.0 -0.9% $96.15 -6.8%
92 ORCL ORACLE CORP Technology 5,163.0 $760K 0.17% +225.0 +4.6% $147.11 +26.9%
93 BAC BANK AMERICA CORP Financial Services 15,496.0 $755K 0.17% +220.0 +1.4% $48.75 +4.0%
94 EFA ISHARES TR 7,733.0 $751K 0.17% +282.0 +3.8% $97.13 +4.9%
95 GOOGL ALPHABET INC Communication Services 2,551.0 $734K 0.17% -15.0 -0.6% $287.56 +38.0%
96 DIS DISNEY WALT CO Communication Services 7,606.0 $733K 0.17% -182.0 -2.3% $96.38 +7.9%
97 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 3,320.0 $694K 0.16% -21.0 -0.6% $209.08 +24.4%
98 BSM BLACK STONE MINERALS L P Energy 45,877.0 $694K 0.16% +11K +31.0% $15.12 -6.3%
99 DVN DEVON ENERGY CORP NEW Energy 13,372.0 $673K 0.15% +3K +32.3% $50.32 -1.3%
100 FCX FREEPORT MCMORAN INC Basic Materials 11,380.0 $669K 0.15% +4K +50.2% $58.78 +2.9%
Page 5 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%