Doliver Advisors, LP
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.4ptsvs SPY
Invested
$6.6B
Holdings
178
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
17.2%
02
$LQD
ISHARES TR
Held since at least Q1 2024
15.2%
03
$JAAA
JANUS DETROIT STR TR
Held since at least Q1 2024
10.5%
04
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
8.1%
05
$IWO
ISHARES TR
Held since at least Q1 2024
7.8%
06
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
6.5%
07
$IGSB
ISHARES TR
Held since at least Q1 2024
5.8%
08
$VT
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
1.9%
09
$BBDC
BARINGS BDC, INC.
Held since at least Q1 2024
1.8%
10
$HLF 4.25 06/15/2
HERBALIFE LTD
Held since at least Q1 2024
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.