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Portfolio (Quarterly) Guide ↗

Oliver Luxxe Assets LLC

· CIK 0001666239
13F Portfolio $680M AUM 199 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 30 Added 122 Reduced 20 Exited
Page 6 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WFRD WEATHERFORD INTL PLC Energy 14,909.0 $1.2M 0.18% -7K -32.2% $81.50 +11.1%
102 PFS PROVIDENT FINL SVCS INC Financial Services 49,837.0 $1.2M 0.17% -43K -46.1% $23.64 +0.3%
103 GPOR GULFPORT ENERGY CORP Energy 6,409.0 $1.1M 0.16% -5K -44.5% $169.70 +2.2%
104 LAZ LAZARD INC Financial Services 25,638.0 $1.1M 0.16% -22K -46.1% $41.94 +5.3%
105 BSCQ INVESCO EXCH TRD SLF IDX FD 47,610.0 $930K 0.14% -3K -6.1% $19.52 +0.2%
106 BSCW INVESCO EXCH TRD SLF IDX FD 42,960.0 $881K 0.13% -2K -4.2% $20.51 -1.1%
107 CAT CATERPILLAR INC Industrials 823.0 $876K 0.13% -439.0 -34.8% $1064.90 -22.3%
108 THC TENET HEALTHCARE CORP Healthcare 4,024.0 $753K 0.11% -1K -22.2% $187.08 +50.1%
109 NVT NVENT ELEC PLC Industrials 4,323.0 $733K 0.11% -66.0 -1.5% $169.61 -10.4%
110 MOAT VANECK ETF TRUST 7,048.0 $733K 0.11% -279.0 -3.8% $103.96 +10.1%
111 GOOG ALPHABET INC 1,774.0 $627K 0.09% -25.0 -1.4% $353.33
112 POR PORTLAND GEN ELEC CO Utilities 9,981.0 $517K 0.08% -441.0 -4.2% $51.83 -4.3%
113 PR PERMIAN RESOURCES CORP Energy 26,522.0 $488K 0.07% -625.0 -2.3% $18.41 +29.0%
114 HD HOME DEPOT INC Consumer Cyclical 1,325.0 $467K 0.07% -247.0 -15.7% $352.79 -4.9%
115 PRU PRUDENTIAL FINL INC Financial Services 3,861.0 $417K 0.06% -100.0 -2.5% $107.93 +12.2%
116 QQQ INVESCO QQQ TR Financial Services 540.0 $398K 0.06% -10.0 -1.8% $736.49 -3.1%
117 IWD ISHARES TR 1,507.0 $365K 0.05% -50.0 -3.2% $242.39 +6.1%
118 T AT&T INC Communication Services 17,383.0 $360K 0.05% -1K -6.8% $20.70 +22.3%
119 OEF ISHARES TR 910.0 $333K 0.05% -55.0 -5.7% $365.69 +3.3%
120 AMP AMERIPRISE FINL INC Financial Services 725.0 $333K 0.05% -11.0 -1.5% $458.76 +21.1%
Page 6 of 7  ·  122 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.3%
Technology 17.7%
Industrials 15.3%
Healthcare 11.0%
Consumer Cyclical 7.2%
Utilities 6.7%
Basic Materials 6.1%
Energy 5.3%
Consumer Defensive 4.6%
Real Estate 2.9%