Arkolith/Funds/Doliver Advisors, LP

Doliver Advisors, LP

CIK 938077
Holdings as of Jun 30, 2026·disclosed Jul 10, 2026·~10-day 13F lag·13F-HR
Active Filer

Doliver Advisors, LP holds a focused book of 190 stocks worth $441.6M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened SABA CAPITAL INCOME & OPPORT and trimmed EXXON MOBIL CORP. Their largest long position is EXXON MOBIL CORP at 33% of the equity book. They also disclosed $319K in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show DOLIVER ADVISORS, LP's latest
holdings, largest changes, and filing provenance.
Opened
18
new positions
Added to
46
existing
Trimmed
95
reduced
Sold out
6
exited

Concentration

Top-heavy: focused book

Top 5 holdings
48%
Top 10 holdings
57%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • BOOKING HOLDINGS INC
    23×$1.8M
  • VANGUARD WORLD FD
    +700%$1.6M
  • SABA CAPITAL INCOME & OPPORT
    New$1.2M
  • EATON CORP PLC
    +23%$1.1M
  • FTAI AVIATION LTD
    New$989K
  • INTUIT
    +190%$885K
Trimmed / exited
  • MICRON TECHNOLOGY INC
    −50%$4.7M
  • INTEL CORP
    −56%$723K
  • CROWDSTRIKE HLDGS INC
    −17%$709K
  • ABBOTT LABORATORIES
    −42%$616K
  • LOWES COS INC
    −36%$614K
  • ASML HLDG NV
    −18%$599K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

190 positions
#SecurityValueShares% PortLast moveHistory
1Exxon Mobil Corp
COM
$143.9M1.05M
32.6%
~0%
Reduced · −214 sh
2Ishares TR
CORE S&P US GWT
$24.4M129.7K
5.5%
−0.1%
Reduced · −85 sh
3Tidal Trust II
DGA CO PL AB ETF
$19.0M854.6K
4.3%
+1.8%
Added · +15K sh
4Ishares TR
CORE S&P500 ETF
$16.1M21.4K
3.6%
+0.2%
Added · +43 sh
5Alphabet Inc
CAP STK CL C
$9.6M27.3K
2.2%
−3.5%
Reduced · −979 sh
6Amazon Com Inc
COM
$8.8M37.1K
2.0%
−2.4%
Reduced · −897 sh
7Nvidia Corporation
COM
$8.1M40.3K
1.8%
+0.6%
Added · +236 sh
8Apple Inc
COM
$7.8M26.9K
1.8%
−1.0%
Reduced · −276 sh
9JPMorgan Chase & Co
COM
$7.1M21.8K
1.6%
−0.1%
Reduced · −25 sh
10Eaton Corp PLC
SHS
$6.1M14.4K
1.4%
+23%
Added · +3K sh
11Meta Platforms Inc
CL A
$5.7M10.0K
1.3%
+2.1%
Added · +206 sh
12Ishares TR
CORE S&P TTL STK
$5.5M33.7K
1.3%
+0.2%
Added · +54 sh
13Ishares TR
RUSSELL 2000 ETF
$4.9M16.2K
1.1%
−2.6%
Reduced · −436 sh
14Micron Technology Inc
COM
$4.6M4.0K
1.0%
−50%
Reduced · −4K sh
15Enterprise Prods Partners L
COM
$4.4M118.5K
1.0%
+14%
Added · +15K sh
16Visa Inc
COM CL A
$4.2M12.2K
0.9%
−4.8%
Reduced · −611 sh
17Broadcom Inc
COM
$3.8M10.1K
0.9%
+2.4%
Added · +235 sh
18Philip Morris Intl Inc
COM
$3.8M20.8K
0.9%
−1.2%
Reduced · −260 sh
19Biocryst Pharmaceuticals Inc
COM
$3.7M374.3K
0.8%
Held
20Crowdstrike Hldgs Inc
CL A
$3.4M4.5K
0.8%
−17%
Reduced · −929 sh
21MPLX LP
COM UNIT REP LTD
$2.9M51.7K
0.7%
+23%
Added · +10K sh
22Asml Hldg NV
N Y REGISTRY SHS
$2.8M1.4K
0.6%
−18%
Reduced · −301 sh
23Apollo Global Mgmt Inc
COM
$2.7M22.8K
0.6%
+22%
Added · +4K sh
24Snowflake Inc
COM SHS
$2.7M10.5K
0.6%
−8.3%
Reduced · −955 sh
25Johnson & Johnson
COM
$2.6M10.2K
0.6%
−0.8%
Reduced · −79 sh
26Altria Group Inc
COM
$2.5M34.9K
0.6%
~0%
Added · +9 sh
27Select Sector SPDR TR
ST STR TECHN ETF
$2.5M13.0K
0.6%
+1.1%
Added · +140 sh
28Microsoft Corp
COM
$2.4M6.5K
0.5%
−3.0%
Reduced · −201 sh
29First Finl Bankshares Inc
COM
$2.2M64.9K
0.5%
−0.1%
Reduced · −100 sh
30Merck & Co Inc
COM
$2.1M16.5K
0.5%
−4.0%
Reduced · −689 sh
31Thermo Fisher Scientific Inc
COM
$2.0M4.1K
0.5%
+5.7%
Added · +219 sh
32Parker-Hannifin Corp
COM
$2.0M2.0K
0.4%
+0.6%
Added · +12 sh
33Caterpillar Inc
COM
$1.9M1.8K
0.4%
−8.2%
Reduced · −163 sh
34Booking Holdings Inc
COM
$1.9M10.5K
0.4%
23×
Added · +10K sh
35Vanguard World FD
INF TECH ETF
$1.8M15.4K
0.4%
+700%
Added · +13K sh
36Star Group LP
UNIT LTD PARTNR
$1.8M139.9K
0.4%
Held
37Uber Technologies Inc
COM
$1.8M24.6K
0.4%
+11%
Added · +2K sh
38American Express Co
COM
$1.8M5.2K
0.4%
−2.2%
Reduced · −117 sh
39Boeing Co
COM
$1.8M8.1K
0.4%
−1.0%
Reduced · −84 sh
40Servicenow Inc
COM
$1.7M17.4K
0.4%
+8.8%
Added · +1K sh
41Ishares Inc
CORE MSCI EMKT
$1.7M20.8K
0.4%
−8.4%
Reduced · −2K sh
42Eog Res Inc
COM
$1.7M13.1K
0.4%
−1.3%
Reduced · −178 sh
43Amgen Inc
COM
$1.7M4.7K
0.4%
+3.8%
Added · +170 sh
44L3harris Technologies Inc
COM
$1.7M5.7K
0.4%
+1.3%
Added · +73 sh
45Select Sector SPDR TR
ST STR CARE ETF
$1.7M10.5K
0.4%
+8.0%
Added · +778 sh
46Advanced Micro Devices Inc
COM
$1.6M2.8K
0.4%
−25%
Reduced · −948 sh
47Dicks Sporting Goods Inc
COM
$1.6M7.2K
0.4%
−1.1%
Reduced · −77 sh
48US Bancorp
COM NEW
$1.6M26.9K
0.4%
−1.4%
Reduced · −370 sh
49Owens Corning New
COM
$1.6M10.1K
0.4%
−0.3%
Reduced · −34 sh
50Duke Energy Corp New
COM NEW
$1.6M12.6K
0.4%
+4.5%
Added · +551 sh
Showing 50 of 190 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$319K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishUNITED STS OIL FD LP$319K3K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 10, 2026191$441.9M13F-HR
Q1 2026Mar 31, 2026Apr 8, 2026180$439.9M13F-HR
Q4 2025Dec 31, 2025Jan 6, 2026176$399.6M13F-HR
Q3 2025Sep 30, 2025Oct 7, 2025175$386.5M13F-HR
Q2 2025Jun 30, 2025Jul 2, 2025167$365.1M13F-HR
Q1 2025Mar 31, 2025Apr 8, 2025163$355.9M13F-HR
Q4 2024Dec 31, 2024Jan 6, 2025157$359.9M13F-HR
Q3 2024Sep 30, 2024Oct 2, 2024153$364.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.