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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 8 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MO ALTRIA GROUP INC Consumer Defensive 17,610.0 $1.3M 0.19% $71.95 -8.1%
142 WFRD WEATHERFORD INTL PLC Energy 14,909.0 $1.2M 0.18% -7K -32.2% $81.50 +11.1%
143 PFS PROVIDENT FINL SVCS INC Financial Services 49,837.0 $1.2M 0.17% -43K -46.1% $23.64 +0.3%
144 SHY ISHARES TR 13,962.0 $1.1M 0.17% +4K +35.4% $82.11 -0.1%
145 GPOR GULFPORT ENERGY CORP Energy 6,409.0 $1.1M 0.16% -5K -44.5% $169.70 +2.2%
146 LAZ LAZARD INC Financial Services 25,638.0 $1.1M 0.16% -22K -46.1% $41.94 +5.3%
147 BSCQ INVESCO EXCH TRD SLF IDX FD 47,610.0 $930K 0.14% -3K -6.1% $19.52 +0.2%
148 BSCW INVESCO EXCH TRD SLF IDX FD 42,960.0 $881K 0.13% -2K -4.2% $20.51 -1.1%
149 CAT CATERPILLAR INC Industrials 823.0 $876K 0.13% -439.0 -34.8% $1064.90 -22.3%
150 THC TENET HEALTHCARE CORP Healthcare 4,024.0 $753K 0.11% -1K -22.2% $187.08 +50.1%
151 NVT NVENT ELEC PLC Industrials 4,323.0 $733K 0.11% -66.0 -1.5% $169.61 -10.4%
152 MOAT VANECK ETF TRUST 7,048.0 $733K 0.11% -279.0 -3.8% $103.96 +10.1%
153 OUNZ VANECK MERK GOLD ETF Financial Services 18,085.0 $698K 0.10% +5K +34.6% $38.59 +15.0%
154 GOOG ALPHABET INC 1,774.0 $627K 0.09% -25.0 -1.4% $353.33
155 HONEYWELL INTL INC 2,525.0 $565K 0.08% NEW $223.90
156 HONEYWELL AEROSPACE INC 2,525.0 $558K 0.08% NEW $221.08
157 AXP AMERICAN EXPRESS CO Financial Services 1,635.0 $553K 0.08% $338.31 -0.7%
158 ALLY ALLY FINL INC Financial Services 11,639.0 $535K 0.08% +3K +36.6% $45.95 -6.6%
159 NVDA NVIDIA CORPORATION Technology 2,667.0 $534K 0.08% +200.0 +8.1% $200.09 +7.3%
160 POR PORTLAND GEN ELEC CO Utilities 9,981.0 $517K 0.08% -441.0 -4.2% $51.83 -4.3%
Page 8 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%