Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DOLIVER ADVISORS, LP (CIK 938077) reported $439.9M across 179 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XOM ($178.7M, 40.61%), IUSG ($20.1M, 4.58%), HF ($17.7M, 4.02%), IVV ($14.0M, 3.18%), GOOG ($8.1M, 1.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | $178.7M | 40.61% | 1.1M | Trimmed |
| 2 | IUSG | ISHARES TR | $20.1M | 4.58% | 129,820 | Trimmed |
| 3 | HF | TIDAL TRUST II | $17.7M | 4.02% | 839,192 | Trimmed |
| 4 | IVV | ISHARES TR | $14.0M | 3.18% | 21,402 | Added |
| 5 | GOOG | ALPHABET INC | $8.1M | 1.84% | 28,237 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $7.9M | 1.80% | 38,013 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $7.0M | 1.59% | 40,030 | Added |
| 8 | AAPL | APPLE INC | $6.9M | 1.57% | 27,131 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $6.4M | 1.46% | 21,827 | Added |
| 10 | META | META PLATFORMS INC | $5.6M | 1.28% | 9,831 | Trimmed |
| 11 | ITOT | ISHARES TR | $4.8M | 1.09% | 33,628 | Trimmed |
| 12 | ETN | EATON CORP PLC | $4.2M | 0.95% | 11,708 | Added |
| 13 | IWM | ISHARES TR | $4.1M | 0.94% | 16,609 | Added |
| 14 | EPD | ENTERPRISE PRODS PARTNERS L | $3.9M | 0.89% | 103,613 | Added |
| 15 | V | VISA INC | $3.9M | 0.88% | 12,806 | Trimmed |
| 16 | BCRX | BIOCRYST PHARMACEUTICALS INC | $3.6M | 0.81% | 374,328 | Added |
| 17 | PM | PHILIP MORRIS INTL INC | $3.5M | 0.79% | 21,092 | Trimmed |
| 18 | AVGO | BROADCOM INC | $3.0M | 0.69% | 9,836 | Added |
| 19 | MU | MICRON TECHNOLOGY INC | $2.7M | 0.62% | 8,076 | Trimmed |
| 20 | JNJ | JOHNSON & JOHNSON | $2.5M | 0.57% | 10,238 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $2.5M | 0.56% | 6,677 | Trimmed |
| 22 | MPLX | MPLX LP | $2.4M | 0.55% | 42,223 | Trimmed |
| 23 | MO | ALTRIA GROUP INC | $2.3M | 0.52% | 34,876 | Trimmed |
| 24 | ASML | ASML HLDG NV | $2.2M | 0.51% | 1,686 | Trimmed |
| 25 | CRWD | CROWDSTRIKE HLDGS INC | $2.1M | 0.48% | 5,403 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31