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Portfolio (Quarterly) Guide ↗

Oliver Luxxe Assets LLC

· CIK 0001666239
13F Portfolio $657M AUM 189 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 189 New
Page 5 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VLYPN VALLEY NATL BANCORP Financial Services 232,387.0 $2.7M 0.41% NEW $11.68 +122.1%
82 GATX GATX CORP Industrials 15,839.0 $2.7M 0.41% NEW $169.60 +2.2%
83 LNC LINCOLN NATL CORP IND Financial Services 60,144.0 $2.7M 0.41% NEW $44.53 -21.3%
84 PR PERMIAN RESOURCES CORP Energy 189,238.0 $2.7M 0.40% NEW $14.03 +49.5%
85 TCBI TEXAS CAP BANCSHARES INC Financial Services 28,844.0 $2.6M 0.40% NEW $90.54 +7.9%
86 URBN URBAN OUTFITTERS INC Consumer Cyclical 33,774.0 $2.5M 0.39% NEW $75.26 -8.5%
87 SANM SANMINA CORPORATION Technology 16,705.0 $2.5M 0.38% NEW $150.07 +49.4%
88 PRIM PRIMORIS SVCS CORP Industrials 19,888.0 $2.5M 0.38% NEW $124.14 -12.0%
89 FLS FLOWSERVE CORP Industrials 35,305.0 $2.4M 0.37% NEW $69.38 -5.1%
90 DIEBOLD NIXDORF INC 35,588.0 $2.4M 0.37% NEW $67.89
91 HWC HANCOCK WHITNEY CORPORATION Financial Services 37,897.0 $2.4M 0.37% NEW $63.68 +4.1%
92 GPOR GULFPORT ENERGY CORP Energy 11,576.0 $2.4M 0.37% NEW $207.99 -10.4%
93 AUGO AURA MINERALS INC Basic Materials 47,132.0 $2.4M 0.36% NEW $50.42 +51.3%
94 AAPL APPLE INC Technology 8,707.0 $2.4M 0.36% NEW $271.87 +8.8%
95 BSCT INVESCO EXCH TRD SLF IDX FD 124,305.0 $2.3M 0.36% NEW $18.84 -1.6%
96 BANC BANC OF CALIFORNIA INC Financial Services 120,240.0 $2.3M 0.35% NEW $19.29 -3.4%
97 ITRI ITRON INC Technology 24,960.0 $2.3M 0.35% NEW $92.86 -13.4%
98 LAZ LAZARD INC Financial Services 47,628.0 $2.3M 0.35% NEW $48.56 -4.5%
99 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 94,682.0 $2.3M 0.35% NEW $24.40 -28.5%
100 AUB ATLANTIC UN BANKSHARES CORP Financial Services 64,414.0 $2.3M 0.35% NEW $35.30 +4.5%
Page 5 of 10  ·  189 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 24.4%
Industrials 15.6%
Technology 12.5%
Healthcare 10.8%
Consumer Cyclical 9.6%
Energy 5.4%
Basic Materials 5.1%
Communication Services 5.0%
Utilities 4.2%
Consumer Defensive 3.8%