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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 7 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWN ISHARES TR 1,260.0 $279K 0.04% -76.0 -5.7% $221.27 +1.6%
122 AMGN AMGEN INC Healthcare 590.0 $214K 0.03% -50.0 -7.8% $362.12 +21.3%
Page 7 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%