DOLIVER ADVISORS, LP
Top Portfolio Positions
147 positions ·
$353,827,077 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
1,053,078 | $178,665,213 | 50.50% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,013 | $7,916,967 | 2.24% |
| NVDA |
Nvidia Corp
Technology
|
40,030 | $6,981,232 | 1.97% |
| AAPL |
Apple Inc.
Technology
|
27,131 | $6,885,576 | 1.95% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
21,827 | $6,420,630 | 1.81% |
| META |
Meta Platforms, Inc.
Communication Services
|
9,831 | $5,624,610 | 1.59% |
| ETN |
Eaton Corp plc
Industrials
|
11,708 | $4,187,600 | 1.18% |
| EPD |
Enterprise Products Partners L.P.
Energy
|
103,613 | $3,920,715 | 1.11% |
| V |
Visa Inc.
Financial Services
|
12,806 | $3,870,485 | 1.09% |
| BCRX |
Biocryst Pharmaceuticals Inc
Healthcare
|
374,328 | $3,563,602 | 1.01% |
Portfolio Trend
Holdings in KIM
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $345,656 | 15,383 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $311,813 | 15,383 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $319,294 | 14,613 | Shares | Sole | 2025-10-07 | |
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