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Doliver Advisors, LP

SEC CIK
0000938077
Latest filing
Jul 9, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 9, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
190
+10 vs. Q1 2026
Portfolio value
$441.6M
+$1.70M (+0.4%) vs. Q1 2026
Filed
Jul 9, 2026
SEC
Holdings of Doliver Advisors, LP in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
XOMExxonMobil Holdings CorpCOM1,052,864$143.9M32.6%−2140.0%ReducedHistory
iShares Core S&P U.S. Growth ETF464287671ETF129,735$24.4M5.5%−85−0.1%Reduced–
Tidal Tr II88636J501DGA ABSOLUTE RET ADDED854,601$19.0M4.3%+15,409+1.8%Added–
iShares Core S&P 500 ETF464287200ETF21,445$16.1M3.6%+43+0.2%Added–
GOOGAlphabet Inc.Stock27,258$9.63M2.2%−979−3.5%ReducedHistory
AMZNAmazon Com IncStock37,116$8.85M2.0%−897−2.4%ReducedHistory
NVDANVIDIA CorpStock40,266$8.06M1.8%+236+0.6%AddedHistory
AAPLApple Inc.Stock26,855$7.77M1.8%−276−1.0%ReducedHistory
JPMJPMorgan Chase & CoStock21,802$7.14M1.6%−25−0.1%ReducedHistory
ETNEaton Corp plcStock14,402$6.14M1.4%+2,694+23.0%AddedHistory
METAMeta Platforms, Inc.Stock10,037$5.65M1.3%+206+2.1%AddedHistory
iShares Tr464287150CORE S&P TTL STK33,682$5.53M1.3%+54+0.2%Added–
iShares Russell 2000 ETF464287655ETF16,173$4.86M1.1%−436−2.6%Reduced–
MUMicron Technology IncStock4,003$4.62M1.0%−4,073−50.4%ReducedHistory
EPDEnterprise Products Partners L.P.Stock118,513$4.36M1.0%+14,900+14.4%AddedHistory
VVisa Inc.Stock12,195$4.18M0.9%−611−4.8%ReducedHistory
AVGOBroadcom Inc.Stock10,071$3.80M0.9%+235+2.4%AddedHistory
PMPhilip Morris International Inc.Stock20,832$3.77M0.9%−260−1.2%ReducedHistory
BCRXBiocryst Pharmaceuticals IncCOM374,328$3.74M0.8%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock4,474$3.41M0.8%−929−17.2%ReducedHistory
MPLXMPLX LPCOM UNIT REP LTD51,748$2.91M0.7%+9,525+22.6%AddedHistory
ASMLASML Holding NVADR1,385$2.76M0.6%−301−17.9%ReducedHistory
APOApollo Global Management, Inc.COM22,774$2.69M0.6%+4,178+22.5%AddedHistory
SNOWSnowflake Inc.Stock10,519$2.68M0.6%−955−8.3%ReducedHistory
JNJJohnson & JohnsonStock10,159$2.58M0.6%−79−0.8%ReducedHistory
MOAltria Group, Inc.Stock34,885$2.51M0.6%+90.0%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF12,972$2.47M0.6%+140+1.1%Added–
MSFTMicrosoft CorpStock6,476$2.42M0.5%−201−3.0%ReducedHistory
FFINFirst Financial Bankshares IncCOM64,900$2.25M0.5%−100−0.2%ReducedHistory
MRKMerck & Co., Inc.Stock16,522$2.12M0.5%−689−4.0%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock4,069$2.04M0.5%+219+5.7%AddedHistory
PHParker-Hannifin CorpStock2,011$1.97M0.4%+12+0.6%AddedHistory
CATCaterpillar IncStock1,818$1.94M0.4%−163−8.2%ReducedHistory
BKNGBooking Holdings Inc.Stock10,460$1.86M0.4%−840−7.4%ReducedConverted for a 25-for-1 splitHistory
Vanguard Information Technology ETF92204A702ETF15,416$1.84M0.4%00.0%UnchangedConverted for a 8-for-1 split–
SGUStar Group, L.P.UNIT LTD PARTNR139,939$1.80M0.4%00.0%UnchangedHistory
UBERUber Technologies, IncStock24,634$1.78M0.4%+2,485+11.2%AddedHistory
AXPAmerican Express CoStock5,214$1.76M0.4%−117−2.2%ReducedHistory
BABoeing CoStock8,102$1.75M0.4%−84−1.0%ReducedHistory
NOWServiceNow, Inc.Stock17,390$1.73M0.4%+1,413+8.8%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF20,793$1.72M0.4%−1,898−8.4%Reduced–
EOGEOG Resources IncStock13,140$1.70M0.4%−178−1.3%ReducedHistory
AMGNAmgen IncStock4,677$1.69M0.4%+170+3.8%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock5,720$1.66M0.4%+73+1.3%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF10,473$1.66M0.4%+778+8.0%Added–
AMDAdvanced Micro Devices IncStock2,834$1.65M0.4%−948−25.1%ReducedHistory
DKSDick's Sporting Goods, Inc.Stock7,242$1.64M0.4%−77−1.1%ReducedHistory
USBUS Bancorp DECOM NEW26,929$1.63M0.4%−370−1.4%ReducedHistory
OCOwens CorningStock10,103$1.61M0.4%−34−0.3%ReducedHistory
DUKDuke Energy CORPStock12,648$1.60M0.4%+551+4.6%AddedHistory
HDHome Depot, Inc.Stock4,474$1.58M0.4%−8−0.2%ReducedHistory
Vanguard S&P 500 ETF922908363ETF2,213$1.52M0.3%+144+7.0%Added–
SONYSony Group CorpSPONSORED ADR72,922$1.46M0.3%−2,829−3.7%ReducedHistory
DVNDevon Energy CorpStock32,840$1.36M0.3%+19,468+145.6%AddedHistory
INTUIntuit Inc.Stock5,171$1.35M0.3%+3,389+190.2%AddedHistory
PSAPublic StorageCOM4,086$1.30M0.3%−96−2.3%ReducedHistory
SHOPShopify Inc.Stock11,158$1.27M0.3%+1,310+13.3%AddedHistory
CGBDCarlyle Secured Lending, Inc.COM119,781$1.26M0.3%−6,900−5.4%ReducedHistory
CVXChevron CorpStock7,486$1.24M0.3%+157+2.1%AddedHistory
TSLATesla, Inc.Stock2,942$1.24M0.3%−53−1.8%ReducedHistory
REFIChicago Atlantic Real Estate Finance, Inc.COM111,008$1.19M0.3%−800−0.7%ReducedHistory
SABASaba Capital Income & Opportunities Fund IICOM NEW140,000$1.17M0.3%+140,000NewHistory
MCDMcDonalds CorpStock4,121$1.11M0.3%−22−0.5%ReducedHistory
LOWLowes Companies IncStock5,043$1.11M0.3%−2,784−35.6%ReducedHistory
ABBVAbbVie Inc.Stock4,413$1.11M0.3%+10.0%AddedHistory
ISRGIntuitive Surgical IncCOM NEW2,699$1.07M0.2%+503+22.9%AddedHistory
MAMastercard IncStock2,025$1.04M0.2%−230−10.2%ReducedHistory
KMIKinder Morgan, Inc.Stock32,058$1.02M0.2%−1,268−3.8%ReducedHistory
IBITiShares Bitcoin Trust ETFETF30,313$1.01M0.2%+2,305+8.2%AddedHistory
FTAIFTAI Aviation Ltd.SHS3,657$989.2K0.2%+3,657NewHistory
PEPPepsiCo IncStock7,259$982.9K0.2%+166+2.3%AddedHistory
ORCLOracle CorpStock6,703$982.3K0.2%+1,540+29.8%AddedHistory
PGProcter & Gamble CoStock6,493$952.1K0.2%−73−1.1%ReducedHistory
GLDSPDR Gold TrustETF2,577$949.3K0.2%+1,519+143.6%AddedHistory
DEDeere & CoStock1,488$943.9K0.2%+4+0.3%AddedHistory
WMTWalmart Inc.Stock8,232$932.4K0.2%−151−1.8%ReducedHistory
Vanguard Communication Services ETF92204A884ETF5,059$930.6K0.2%00.0%Unchanged–
LYVLive Nation Entertainment, Inc.COM5,070$928.4K0.2%−138−2.6%ReducedHistory
FSLRFirst Solar, Inc.Stock3,836$905.1K0.2%−253−6.2%ReducedHistory
UNHUnitedHealth Group IncStock2,159$897.3K0.2%−22−1.0%ReducedHistory
BACBank of America CorpStock15,633$890.8K0.2%+137+0.9%AddedHistory
TDGTransDigm Group INCCOM663$883.1K0.2%−95−12.5%ReducedHistory
IBRXImmunityBio, Inc.COM100,000$875.5K0.2%+50,000+100.0%AddedHistory
QXOQXO, Inc.COM NEW50,403$871.0K0.2%+50,403NewHistory
GOOGLAlphabet Inc.Stock2,428$867.7K0.2%−123−4.8%ReducedHistory
EXEExpand Energy CorpCOM9,408$857.9K0.2%−142−1.5%ReducedHistory
CSCOCisco Systems, Inc.Stock7,272$854.2K0.2%−3,412−31.9%ReducedHistory
TCBXThird Coast Bancshares, Inc.COM21,107$852.7K0.2%+857+4.2%AddedHistory
ABTAbbott LaboratoriesStock9,389$852.0K0.2%−6,789−42.0%ReducedHistory
ZBRAZebra Technologies CorpCL A3,224$848.8K0.2%−96−2.9%ReducedHistory
Goldman Sachs ETF Tr38149W630NASDA 100 ETF14,104$836.5K0.2%−1,646−10.5%Reduced–
BSMBlack Stone Minerals, L.P.COM UNIT59,827$835.8K0.2%+13,950+30.4%AddedHistory
FCXFreeport-McMoran IncStock12,925$812.9K0.2%+1,545+13.6%AddedHistory
NVONovo Nordisk A SADR16,741$802.6K0.2%+3,415+25.6%AddedHistory
iShares MSCI Eafe ETF464287465ETF7,703$800.2K0.2%−30−0.4%Reduced–
VSTVistra Corp.Stock5,024$797.0K0.2%+1,179+30.7%AddedHistory
HONHoneywell International IncStock3,486$780.5K0.2%+3,486NewHistory
HONAHoneywell Aerospace Inc.COM3,486$770.7K0.2%+3,486NewHistory
MDTMedtronic plcStock9,428$737.6K0.2%−707−7.0%ReducedHistory
FDXFedEx CorpStock2,342$733.4K0.2%−362−13.4%ReducedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Doliver Advisors, LP in Q2 2026
SecurityClassPutsCalls
USOUnited States Oil Fund, LPUNITS–$319.3K

Sold out since Q1 2026 (6)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Doliver Advisors, LP sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM6,897$1.56M0.4%History
CTRACoterra Energy Inc.Stock16,358$574.8K0.1%History
NKENIKE, Inc.Stock4,578$241.8K0.1%History
SYKStryker CorpStock613$201.4K<0.1%History
DRCTDirect Digital Holdings, Inc.COM102,569$83.1K<0.1%History
NAKNorthern Dynasty Minerals LtdCOM NEW10,500$14.7K<0.1%History