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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 $386,526,928
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 1,077,223 $121,456,934 31.42%
2.
Ishares Trust
 IEF 134,622 $22,150,704 5.73%
3.
Tidal Trust Ii
 858,469 $18,079,351 4.68%
4.
Ishares Trust
 IEF 21,660 $14,497,038 3.75%
5.
Amazon Com Inc
 AMZN 38,481 $8,449,273 2.19%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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