Fund HoldingsDOLIVER ADVISORS, LP

Total Portfolio Value
$365.06M
Total Bought
$19.37M
Total Sold
$35.13M
Net Transaction
-$15.76M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BIOCRYST PHARMACEUTICALS INC(BCRX)74,328274,328+200,0005572,4580.67%+1,901
CARLYLE SECURED LENDING INC0122,581+122,58101,6770.46%+1,677
META PLATFORMS INC(META)9,8169,808-85,6587,2391.98%+1,582
BROADCOM INC(AVGO)013,506+13,50603,7231.02%+3,723
EATON CORP PLC(ETN)012,292+12,29204,3881.20%+4,388
UNITEDHEALTH GROUP INC(UNH)04,533+4,53301,4140.39%+1,414
UBER TECHNOLOGIES INC(UBER)12,25223,587+11,3358932,2010.60%+1,308
ISHARES TR020,232+20,232012,5623.44%+12,562
NVIDIA CORPORATION(NVDA)037,230+37,23005,8821.61%+5,882
BWX TECHNOLOGIES INC(BWXT)07,176+7,17601,0340.28%+1,034
AMAZON COM INC(AMZN)038,284+38,28408,3992.30%+8,399
CROWDSTRIKE HLDGS INC(CRWD)05,894+5,89403,0020.82%+3,002
ALPHABET INC(GOOG)035,431+35,43106,2851.72%+6,285
SNOWFLAKE INC(SNOW)08,318+8,31801,8610.51%+1,861
BANK AMERICA CORP013,151+13,15106220.17%+622
ROBINHOOD MKTS INC(HOOD)06,167+6,16705770.16%+577
BOOKING HOLDINGS INC(BKNG)0577+57703,3400.92%+3,340
CONSTELLATION ENERGY CORP(CEG)4,1344,192+588341,3530.37%+519
MICROSOFT CORP(MSFT)05,150+5,15002,5620.70%+2,562
JPMORGAN CHASE & CO.(JPM)20,64619,200-1,4465,0655,5661.52%+502
DICKS SPORTING GOODS INC(DKS)02,450+2,45004850.13%+485
VISTRA CORP(VST)3,2504,297+1,0473828330.23%+451
CHICAGO ATLANTIC REAL ESTATE46,18880,588+34,4006791,1250.31%+446
PROSHARES TR025,932+25,93204320.12%+432
PUBLIC STORAGE OPER CO(PSA)1,5713,019+1,4484708860.24%+416
ADVANCED MICRO DEVICES INC(AMD)02,719+2,71903860.11%+386
PARKER-HANNIFIN CORP(PH)2,1592,413+2541,3121,6850.46%+373
CHARTER COMMUNICATIONS INC N(CHTR)2,0212,613+5927451,0680.29%+323
ASML HOLDING N V
N Y REGISTRY SHS
02,313+2,31301,8540.51%+1,854
ABBOTT LABS13,42615,343+1,9171,7812,0870.57%+306
AMERICAN EXPRESS CO(AXP)4,3014,566+2651,1571,4560.40%+299
APOLLO GLOBAL MGMT INC(APO)018,591+18,59102,6380.72%+2,638
TRANSDIGM GROUP INC(TDG)443589+1466138960.25%+283
PEPSICO INC(PEP)08,126+8,12601,0730.29%+1,073
MICRON TECHNOLOGY INC(MU)6,8837,046+1635988680.24%+270
NETFLIX INC(NFLX)990882-1089231,1810.32%+258
INTERCONTINENTAL EXCHANGE IN(ICE)4,5915,654+1,0637921,0370.28%+245
UNITED AIRLS HLDGS INC(UAL)02,978+2,97802370.06%+237
ISHARES TR016,445+16,44503,5490.97%+3,549
GRAYSCALE BITCOIN TRUST ETF(GBTC)012,116+12,11601,0280.28%+1,028
L3HARRIS TECHNOLOGIES INC(LHX)5,7555,701-541,2051,4300.39%+225
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0868+86802200.06%+220
WALMART INC(WMT)25,56425,161-4032,2442,4600.67%+216
TEXAS INSTRS INC(TXN)0965+96502000.05%+200
ISHARES BITCOIN TRUST ETF(IBIT)11,09711,753+6565197190.20%+200
BOEING CO(BA)05,254+5,25401,1010.30%+1,101
CATERPILLAR INC(CAT)2,0142,196+1826648530.23%+188
CHART INDS INC(GTLS)09,068+9,06801,4930.41%+1,493
TIDAL TR II
DGA CO PL AB ETF
0863,817+863,817017,6474.83%+17,647
SHOPIFY INC(SHOP)7,3657,548+1837038710.24%+167
ISHARES TR034,124+34,12404,6081.26%+4,608
MICROSTRATEGY INC(MSTR)1,5501,455-954475880.16%+141
CARNIVAL CORP016,169+16,16904550.12%+455
DISNEY WALT CO(DIS)08,622+8,62201,0690.29%+1,069
FIRST SOLAR INC(FSLR)04,324+4,32407160.20%+716
ARISTA NETWORKS INC(ANET)4,0354,260+2253134360.12%+123
LIVE NATION ENTERTAINMENT IN(LYV)5,1915,248+576787940.22%+116
GRAYSCALE ETHEREUM TRUST ETF(ETHE)019,932+19,93204160.11%+416
ARK ETF TR
INNOVATION ETF
05,089+5,08903580.10%+358
HONEYWELL INTL INC(HON)05,437+5,43701,2660.35%+1,266
CISCO SYS INC(CSCO)12,55012,572+227748720.24%+98
TESLA INC(TSLA)3,1242,852-2728109060.25%+96
SERVICENOW INC(NOW)02,262+2,26202,3260.64%+2,326
PAYPAL HLDGS INC(PYPL)012,551+12,55109330.26%+933
ZILLOW GROUP INC(Z)09,904+9,90406940.19%+694
CLEANSPARK INC(CLSK)018,670+18,67002060.06%+206
COMSTOCK RES INC(CRK)22,73619,353-3,3834625350.15%+73
GRAYSCALE ETHEREUM MINI TR E(ETH)11,67111,551-1202012740.08%+73
THERMO FISHER SCIENTIFIC INC(TMO)2,9073,742+8351,4471,5170.42%+71
ALPHABET INC(GOOG)2,8862,922+364465150.14%+69
SCOTTS MIRACLE-GRO CO(SMG)06,494+6,49404280.12%+428
WELLS FARGO CO NEW(WFC)7,6757,67505516150.17%+64
NUTANIX INC(NTNX)8,8858,940+556206830.19%+63
US BANCORP DEL(USB)027,729+27,72901,2550.34%+1,255
ISHARES TR07,630+7,63006820.19%+682
INTERNATIONAL BUSINESS MACHS(IBM)1,2011,20102993540.10%+55
BLOCK INC(XYZ)05,826+5,82603960.11%+396
CAPITAL ONE FINL CORP(COF)1,4531,437-162613060.08%+45
SONY GROUP CORP(SONY)77,98977,583-4061,9802,0190.55%+39
ISHARES TR3,8603,785-753864240.12%+38
ISHARES TR02,225+2,22502840.08%+284
ELECTRONIC ARTS INC(EA)02,667+2,66704260.12%+426
FREEPORT-MCMORAN INC(FCX)8,5928,269-3233253580.10%+33
VANGUARD SPECIALIZED FUNDS2,0502,05003984200.11%+22
ISHARES TR04,080+4,08003710.10%+371
NORFOLK SOUTHN CORP(NSC)1,4041,379-253333530.10%+20
NIKE INC(NKE)5,2524,952-3003333520.10%+18
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)0748+74802310.06%+231
DEERE & CO(DE)1,4611,377-846867000.19%+14
STRYKER CORPORATION(SYK)59559502212350.06%+14
ISHARES TR1,5501,55002923010.08%+9
EXPAND ENERGY CORPORATION(EXE)4,0083,895-1134464550.12%+9
RANGE RES CORP(RRC)7,9007,975+753153240.09%+9
BLACKSTONE INC(BX)01,402+1,40202100.06%+210
KINDER MORGAN INC DEL(KMI)7,8807,865-152252310.06%+6
SPDR SER TR
ST STR SP BIOT
03,232+3,23202680.07%+268
FIRST FINL BANKSHARES INC(FFIN)65,80065,80002,3642,3670.65%+4
VIRTUS TOTAL RETURN FD INC(ZTR)12,26712,267073760.02%+3
SPDR S&P 500 ETF TR(SPY)397362-352222240.06%+2
ISHARES TR4,7994,602-1975025030.14%+1
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