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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 $441,942,913
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 1,052,864 $143,947,619 32.57%
2.
Ishares Trust
 IEF 129,735 $24,401,856 5.52%
3.
Tidal Trust Ii - DGA CO PL AB ETF
 854,601 $19,022,645 4.3%
4.
Ishares Trust
 IEF 21,445 $16,059,946 3.63%
5.
Alphabet Inc.
 GOOGL 27,258 $9,631,148 2.18%
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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