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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 10 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 OEF ISHARES TR 910.0 $333K 0.05% -55.0 -5.7% $365.69 +3.3%
182 AMP AMERIPRISE FINL INC Financial Services 725.0 $333K 0.05% -11.0 -1.5% $458.76 +21.1%
183 VXUS VANGUARD STAR FDS 3,840.0 $328K 0.05% $85.49 +2.6%
184 VT VANGUARD INTL EQUITY INDEX F 1,980.0 $311K 0.05% $156.94 +2.4%
185 MSFT PUT MICROSOFT CORP Technology 800.0 $298K 0.04% NEW $373.02 +29.5%
186 CL COLGATE PALMOLIVE CO Consumer Defensive 3,200.0 $293K 0.04% $91.68 -0.7%
187 HD PUT HOME DEPOT INC Consumer Cyclical 800.0 $282K 0.04% NEW $352.68 -4.8%
188 IWN ISHARES TR 1,260.0 $279K 0.04% -76.0 -5.7% $221.27 +1.6%
189 VGT VANGUARD WORLD FD 2,278.0 $272K 0.04% +2K +476.7% $119.52 -0.9%
190 JNJ JOHNSON & JOHNSON Healthcare 1,059.0 $269K 0.04% $253.89 +6.4%
191 VZ VERIZON COMMUNICATIONS INC Communication Services 5,920.0 $251K 0.04% $42.34 +16.8%
192 PG PROCTER & GAMBLE CO Consumer Defensive 1,672.0 $245K 0.04% $146.64 -1.3%
193 BSCX INVESCO EXCH TRD SLF IDX FD 10,300.0 $217K 0.03% $21.05 -1.4%
194 MRK MERCK & CO INC Healthcare 1,681.0 $216K 0.03% $128.47 +18.7%
195 AMGN AMGEN INC Healthcare 590.0 $214K 0.03% -50.0 -7.8% $362.12 +21.3%
196 CAT PUT CATERPILLAR INC Industrials 200.0 $213K 0.03% NEW $1064.90 -22.3%
197 ACWV ISHARES INC 1,733.0 $208K 0.03% NEW $120.26 +5.8%
198 DBI DESIGNER BRANDS INC Consumer Cyclical 34,700.0 $202K 0.03% $5.83 -1.4%
199 GANX GAIN THERAPEUTICS INC Healthcare 20,250.0 $41K 0.01% $2.03 -1.2%
Page 10 of 10  ·  199 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%