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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 6 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GTES GATES INDL CORP PLC Industrials 105,543.0 $2.3M 0.34% NEW $21.47 +13.2%
102 OZK BANK OZK LITTLE ROCK ARK Financial Services 49,178.0 $2.3M 0.34% NEW $46.02 +3.2%
103 AMKR AMKOR TECHNOLOGY INC Technology 57,100.0 $2.3M 0.34% NEW $39.48 +67.8%
104 IWR ISHARES TR 23,194.0 $2.2M 0.34% NEW $96.27 +7.5%
105 IDA IDACORP INC Utilities 17,590.0 $2.2M 0.34% NEW $126.56 +10.7%
106 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 26,411.0 $2.2M 0.33% NEW $82.88 -10.9%
107 TRS TRIMAS CORP Consumer Cyclical 61,720.0 $2.2M 0.33% NEW $35.45 +6.7%
108 MGY MAGNOLIA OIL & GAS CORP Energy 98,939.0 $2.2M 0.33% NEW $21.89 +36.7%
109 HWKN HAWKINS INC Basic Materials 15,158.0 $2.2M 0.33% NEW $142.06 +9.4%
110 XTRE BONDBLOXX ETF TRUST 43,037.0 $2.1M 0.33% NEW $49.76 -1.6%
111 LFUS LITTELFUSE INC Technology 8,364.0 $2.1M 0.32% NEW $252.92 +73.7%
112 MYE MYERS INDS INC Consumer Cyclical 109,633.0 $2.1M 0.31% NEW $18.72 +20.6%
113 CRL CHARLES RIV LABS INTL INC Healthcare 10,284.0 $2.1M 0.31% NEW $199.48 -23.2%
114 CHEF CHEFS WHSE INC Consumer Defensive 32,114.0 $2.0M 0.30% NEW $62.33 +26.4%
115 TKR TIMKEN CO Industrials 23,657.0 $2.0M 0.30% NEW $84.13 +34.1%
116 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 156,488.0 $2.0M 0.30% NEW $12.60 -5.6%
117 AZZ AZZ INC Industrials 18,164.0 $1.9M 0.30% NEW $107.18 +31.1%
118 ADUS ADDUS HOMECARE CORP Healthcare 18,115.0 $1.9M 0.30% NEW $107.39 -13.6%
119 NMRK NEWMARK GROUP INC Real Estate 109,427.0 $1.9M 0.29% NEW $17.34 -16.3%
120 DORM DORMAN PRODS INC Consumer Cyclical 15,300.0 $1.9M 0.29% NEW $123.19 -5.9%
Page 6 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%