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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 9 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PR PERMIAN RESOURCES CORP Energy 26,522.0 $488K 0.07% -625.0 -2.3% $18.41 +29.0%
162 NSC NORFOLK SOUTHN CORP Industrials 1,536.0 $483K 0.07% $314.59 +11.5%
163 HD HOME DEPOT INC Consumer Cyclical 1,325.0 $467K 0.07% -247.0 -15.7% $352.79 -4.9%
164 MDLZ MONDELEZ INTL INC Consumer Defensive 7,851.0 $454K 0.07% $57.84 +11.4%
165 ALL ALLSTATE CORP Financial Services 1,902.0 $453K 0.07% $237.94 +6.7%
166 PFE PFIZER INC Healthcare 18,762.0 $452K 0.07% $24.08 +16.6%
167 TRGP TARGA RES CORP Energy 1,634.0 $438K 0.06% $268.14 +11.5%
168 BK BANK OF NY MELLON CORP Financial Services 3,028.0 $438K 0.06% $144.62 -1.9%
169 PRU PRUDENTIAL FINL INC Financial Services 3,861.0 $417K 0.06% -100.0 -2.5% $107.93 +12.2%
170 AMZN AMAZON COM INC Consumer Cyclical 1,740.0 $415K 0.06% +49.0 +2.9% $238.36 +8.5%
171 QQQ INVESCO QQQ TR Financial Services 540.0 $398K 0.06% -10.0 -1.8% $736.49 -3.1%
172 SSNC SS&C TECH HLDGS Technology 6,334.0 $393K 0.06% NEW $62.05 +33.7%
173 CPRT COPART INC Industrials 13,542.0 $382K 0.06% $28.19 +19.9%
174 PRU PUT PRUDENTIAL FINL INC Financial Services 3,500.0 $378K 0.06% NEW $107.93 +12.2%
175 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 12,495.0 $377K 0.06% $30.17 +16.0%
176 AAPL PUT APPLE INC Technology 1,300.0 $376K 0.06% NEW $289.36 +6.9%
177 IVV ISHARES TR 502.0 $376K 0.06% $748.88 +2.7%
178 IWD ISHARES TR 1,507.0 $365K 0.05% -50.0 -3.2% $242.39 +6.1%
179 T AT&T INC Communication Services 17,383.0 $360K 0.05% -1K -6.8% $20.70 +22.3%
180 SLV ISHARES SILVER TR Financial Services 6,373.0 $341K 0.05% +170.0 +2.7% $53.47 +17.3%
Page 9 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%