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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 $399,629,938
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 1,072,692 $129,087,806 32.3%
2.
Ishares Trust
 IEF 130,053 $21,841,101 5.47%
3.
Tidal Trust Ii
 852,377 $17,963,841 4.5%
4.
Ishares Trust
 IEF 20,625 $14,126,888 3.53%
5.
Alphabet Inc.
 GOOGL 29,695 $9,318,291 2.33%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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