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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 7 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AIT APPLIED INDL TECHNOLOGIES IN Industrials 7,339.0 $1.9M 0.29% NEW $256.77 +19.8%
122 SKT TANGER INC Real Estate 55,590.0 $1.9M 0.28% NEW $33.37 +6.9%
123 PFS PROVIDENT FINL SVCS INC Financial Services 92,591.0 $1.8M 0.28% NEW $19.75 +9.8%
124 ANIP ANI PHARMACEUTICALS INC Healthcare 23,098.0 $1.8M 0.28% NEW $78.94 +0.3%
125 CPRX CATALYST PHARMACEUTICALS INC Healthcare 77,047.0 $1.8M 0.27% NEW $23.34 +33.8%
126 GVA GRANITE CONSTR INC Industrials 15,458.0 $1.8M 0.27% NEW $115.35 +19.5%
127 ACIW ACI WORLDWIDE INC Technology 36,582.0 $1.7M 0.27% NEW $47.81 -9.6%
128 JPM JPMORGAN CHASE & CO. Financial Services 5,400.0 $1.7M 0.27% NEW $322.22 -7.0%
129 UNP UNION PAC CORP Industrials 7,442.0 $1.7M 0.26% NEW $231.32 +19.2%
130 INVA INNOVIVA INC Healthcare 84,671.0 $1.7M 0.26% NEW $19.99 +10.2%
131 BSCR INVESCO EXCH TRD SLF IDX FD 85,160.0 $1.7M 0.26% NEW $19.74 -0.7%
132 PSMT PRICESMART INC Consumer Defensive 12,849.0 $1.6M 0.24% NEW $122.67 +31.4%
133 ALKS ALKERMES PLC Healthcare 56,031.0 $1.6M 0.24% NEW $27.98 +33.8%
134 BERKSHIRE HATHAWAY INC DEL 3,050.0 $1.5M 0.23% NEW $502.65
135 EPD ENTERPRISE PRODS PARTNERS L Energy 46,889.0 $1.5M 0.23% NEW $32.06 +23.8%
136 ACLS AXCELIS TECHNOLOGIES INC Technology 18,063.0 $1.5M 0.22% NEW $80.34 +81.8%
137 RSP INVESCO EXCHANGE TRADED FD T 7,487.0 $1.4M 0.22% NEW $191.57 +5.5%
138 BELFB BEL FUSE INC Technology 8,114.0 $1.4M 0.21% NEW $169.63 +53.7%
139 IJR ISHARES TR 10,453.0 $1.3M 0.19% NEW $120.18 +11.9%
140 THC TENET HEALTHCARE CORP Healthcare 6,019.0 $1.2M 0.18% NEW $198.72 -0.9%
Page 7 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%