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Home > Institutional Investor > Doliver Capital Advisors, Inc. > Profile

Instuitional Investor - Doliver Capital Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Doliver Capital Advisors, Inc.
Portfolio Value $455,158,158
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 1,047,445 $170,471,731 37.2%
2.
Ishares Trust
 IEF 120,602 $23,366,638 5.1%
3.
Tidal Trust Ii - DGA CO PL AB ETF
 853,492 $19,142,712 4.18%
4.
Ishares Trust
 IEF 19,527 $14,954,753 3.26%
5.
Alphabet Inc.
 GOOGL 27,194 $9,266,166 2.02%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.