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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 7 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 26,484.0 $453K 0.10% $17.12 +16.5%
122 VIG VANGUARD SPECIALIZED FUNDS 2,050.0 $441K 0.10% $215.06 +6.7%
123 CCL CARNIVAL CORP Consumer Cyclical 16,479.0 $426K 0.10% +917.0 +5.9% $25.88 -7.7%
124 PCG PG&E CORP Utilities 23,785.0 $418K 0.10% -1K -4.4% $17.57 -9.8%
125 BX BLACKSTONE INC Financial Services 3,617.0 $416K 0.10% +2K +127.2% $114.99 -0.6%
126 INTC INTEL CORP Technology 9,270.0 $409K 0.09% -505.0 -5.2% $44.13 +145.1%
127 SOUTHSTATE BK CORP 4,382.0 $405K 0.09% -324.0 -6.9% $92.52
128 IJK ISHARES TR 3,980.0 $400K 0.09% $100.62 +7.9%
129 SHEL SHELL PLC Energy 4,299.0 $400K 0.09% +167.0 +4.0% $93.00 -4.7%
130 PAA PLAINS ALL AMERN PIPELINE L Energy 17,848.0 $399K 0.09% -100.0 -0.6% $22.33 +3.8%
131 EFG ISHARES TR 3,570.0 $398K 0.09% $111.37 +6.0%
132 CMCSA COMCAST CORP NEW Communication Services 13,831.0 $397K 0.09% -2K -13.3% $28.71 -13.6%
133 Z ZILLOW GROUP INC Communication Services 9,592.0 $397K 0.09% -95.0 -1.0% $41.38 -10.2%
134 XBI SPDR SERIES TRUST 3,082.0 $394K 0.09% -25.0 -0.8% $127.73 -0.7%
135 BLOCK INC 6,472.0 $389K 0.09% -832.0 -11.4% $60.18
136 IMMUNITYBIO INC 50,000.0 $384K 0.09% NEW $7.67
137 KBH KB HOME Consumer Cyclical 7,348.0 $380K 0.09% +1K +24.6% $51.75 -11.8%
138 NSC NORFOLK SOUTHN CORP Industrials 1,321.0 $379K 0.09% -33.0 -2.4% $287.00 +11.5%
139 CRK COMSTOCK RES INC Energy 17,851.0 $376K 0.09% -228.0 -1.3% $21.08 -30.4%
140 XLE SELECT SECTOR SPDR TR 5,819.0 $356K 0.08% -601.0 -9.4% $61.26 -0.0%
Page 7 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%