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Portfolio (Quarterly) Guide ↗

Oliver Luxxe Assets LLC

· CIK 0001666239
13F Portfolio $667.9B AUM 200 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 60 Added 58 Reduced 20 Exited
Page 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PR PERMIAN RESOURCES CORP Energy 27,147.0 $579K 0.09% -162K -85.7% $21.32 -5.3%
42 POR PORTLAND GEN ELEC CO Utilities 10,422.0 $550K 0.08% -3K -19.5% $52.77 -8.6%
43 HD HOME DEPOT INC Consumer Cyclical 1,572.0 $517K 0.08% -124.0 -7.3% $328.89 -7.5%
44 GOOG ALPHABET INC Communication Services 1,799.0 $516K 0.08% -300.0 -14.3% $286.86 +38.5%
45 AXP AMERICAN EXPRESS CO Financial Services 1,636.0 $495K 0.07% -23.0 -1.4% $302.42 +3.7%
46 NVDA NVIDIA CORPORATION Technology 2,467.0 $430K 0.06% -169.0 -6.4% $174.40 +35.2%
47 EXPAND ENERGY CORPORATION 3,255.0 $357K 0.05% -51.0 -1.5% $109.78
48 AMZN AMAZON COM INC Consumer Cyclical 1,691.0 $352K 0.05% -37K -95.6% $208.29 +26.8%
49 ALLY ALLY FINL INC Financial Services 8,518.0 $334K 0.05% -130.0 -1.5% $39.23 +7.0%
50 IWD ISHARES TR 1,557.0 $333K 0.05% -128.0 -7.6% $213.66 +8.7%
51 AMP AMERIPRISE FINL INC Financial Services 736.0 $327K 0.05% -11.0 -1.5% $444.40 +5.8%
52 OEF ISHARES TR 965.0 $307K 0.05% -70.0 -6.8% $317.92 +16.2%
53 VGT VANGUARD WORLD FD 395.0 $276K 0.04% -8K -95.2% $698.34 -83.8%
54 JNJ JOHNSON & JOHNSON Healthcare 1,059.0 $259K 0.04% -505.0 -32.3% $244.36 -5.5%
55 IWN ISHARES TR 1,336.0 $253K 0.04% -220.0 -14.1% $189.52 +8.7%
56 PG PROCTER AND GAMBLE CO Consumer Defensive 1,672.0 $242K 0.04% -484.0 -22.4% $144.44 -1.2%
57 AMGN AMGEN INC Healthcare 640.0 $225K 0.03% -50.0 -7.2% $351.85 -7.3%
58 MRK MERCK & CO INC Healthcare 1,679.0 $202K 0.03% -377.0 -18.3% $120.27 -5.7%
Page 3 of 3  ·  58 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 22.4%
Industrials 15.3%
Technology 14.7%
Healthcare 10.1%
Consumer Cyclical 7.7%
Energy 7.3%
Basic Materials 6.5%
Utilities 5.6%
Consumer Defensive 5.0%
Real Estate 2.8%