Doliver Advisors, LP Portfolio Holdings

Doliver Advisors, LP

  • $381 Million
  • Q4 2025

Doliver Advisors, LP has filed its 13F form on January 06, 2026 for Q4 2025 where it was disclosed a total value porftolio of $381 Million distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $126M, Ishares Core S&P U.S Growth Et with a value of $21.5M, Ishares Core S&P 500 ETF with a value of $13.9M, Service Now, Inc. with a value of $10.6M, and Amazon Com Inc with a value of $9.17M.

Examining the 13F form we can see an increase of $16.6M in the current position value, from $365M to 381M.

Doliver Advisors, LP is based out at Houston, TX

Below you can find more details about Doliver Advisors, LP portfolio as well as his latest detailed transactions.

Portfolio value $381 Million
Energy: $143 Million
ETFs: $63.1 Million
Technology: $56.3 Million
Financial Services: $25.7 Million
Consumer Cyclical: $21.5 Million
Communication Services: $18.7 Million
Industrials: $18.4 Million
Healthcare: $16.6 Million
Other: $18.2 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$224M
$1.35 Million 0.35% of portfolio
106,308
Q4 2025 Added 2.46%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $381 Million
  • Prior Value $365 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 06, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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