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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 9 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NSC NORFOLK SOUTHN CORP Industrials 1,536.0 $443K 0.07% NEW $288.72 +9.4%
162 T AT&T INC Communication Services 17,845.0 $443K 0.07% NEW $24.84 -3.3%
163 MDLZ MONDELEZ INTL INC Consumer Defensive 7,853.0 $423K 0.06% NEW $53.83 +12.3%
164 SLV ISHARES SILVER TR Financial Services 6,180.0 $398K 0.06% NEW $64.42 +8.6%
165 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 12,036.0 $397K 0.06% NEW $33.02 +4.5%
166 ALL ALLSTATE CORP Financial Services 1,904.0 $396K 0.06% NEW $208.15 +4.4%
167 ALLY ALLY FINL INC Financial Services 8,648.0 $392K 0.06% NEW $45.29 -7.0%
168 AMP AMERIPRISE FINL INC Financial Services 747.0 $366K 0.06% NEW $490.34 -3.9%
169 EXPAND ENERGY CORPORATION 3,306.0 $365K 0.06% NEW $110.36
170 OEF ISHARES TR 1,035.0 $355K 0.05% NEW $342.82 +7.6%
171 IWD ISHARES TR 1,685.0 $354K 0.05% NEW $210.31 +10.6%
172 BK BANK NEW YORK MELLON CORP Financial Services 3,018.0 $350K 0.05% NEW $116.10 +17.6%
173 IVV ISHARES TR 502.0 $344K 0.05% NEW $684.56 +8.4%
174 JNJ JOHNSON & JOHNSON Healthcare 1,564.0 $324K 0.05% NEW $206.90 +9.6%
175 PG PROCTER AND GAMBLE CO Consumer Defensive 2,156.0 $309K 0.05% NEW $143.31 -1.2%
176 TRGP TARGA RES CORP Energy 1,634.0 $301K 0.05% NEW $184.50 +47.4%
177 INTU INTUIT Technology 450.0 $298K 0.04% NEW $662.42 -40.7%
178 VXUS VANGUARD STAR FDS 3,841.0 $290K 0.04% NEW $75.44 +10.7%
179 IWN ISHARES TR 1,556.0 $282K 0.04% NEW $181.18 +13.7%
180 MTD METTLER TOLEDO INTERNATIONAL Healthcare 200.0 $279K 0.04% NEW $1394.19 -26.0%
Page 9 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%