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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 10 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 QQQ INVESCO QQQ TR Financial Services 550.0 $317K 0.05% NEW $577.25 +22.8%
182 OEF ISHARES TR 965.0 $307K 0.05% -70.0 -6.8% $317.92 +16.2%
183 VXUS VANGUARD STAR FDS 3,841.0 $296K 0.04% $77.11 +7.8%
184 VZ VERIZON COMMUNICATIONS INC Communication Services 5,893.0 $296K 0.04% +317.0 +5.7% $50.20 -6.2%
185 VGT VANGUARD WORLD FD 395.0 $276K 0.04% -8K -95.2% $698.34 -83.8%
186 VT VANGUARD INTL EQUITY INDEX F 1,974.0 $273K 0.04% $138.34 +11.0%
187 CL COLGATE PALMOLIVE CO Consumer Defensive 3,200.0 $273K 0.04% $85.23 +3.4%
188 JNJ JOHNSON & JOHNSON Healthcare 1,059.0 $259K 0.04% -505.0 -32.3% $244.36 -5.5%
189 IWN ISHARES TR 1,336.0 $253K 0.04% -220.0 -14.1% $189.52 +8.7%
190 MTD METTLER TOLEDO INTERNATIONAL Healthcare 200.0 $252K 0.04% $1261.20 -17.4%
191 PG PROCTER AND GAMBLE CO Consumer Defensive 1,672.0 $242K 0.04% -484.0 -22.4% $144.44 -1.2%
192 XLE SELECT SECTOR SPDR TR 3,795.0 $232K 0.04% NEW $61.26 -2.9%
193 COST COSTCO WHSL CORP NEW Consumer Defensive 230.0 $229K 0.03% NEW $997.30 +4.4%
194 AMGN AMGEN INC Healthcare 640.0 $225K 0.03% -50.0 -7.2% $351.85 -7.3%
195 CTVA CORTEVA INC Basic Materials 2,631.0 $220K 0.03% NEW $83.71 -0.5%
196 BSCX INVESCO EXCH TRD SLF IDX FD 10,300.0 $218K 0.03% NEW $21.15 -0.7%
197 MOD MODINE MFG CO Consumer Cyclical 1,000.0 $217K 0.03% NEW $216.71 +34.8%
198 MRK MERCK & CO INC Healthcare 1,679.0 $202K 0.03% -377.0 -18.3% $120.27 -5.7%
199 DBI DESIGNER BRANDS INC Consumer Cyclical 34,700.0 $197K 0.03% $5.69 +17.0%
200 GANX GAIN THERAPEUTICS INC Healthcare 20,250.0 $39K 0.01% $1.94 -9.8%
Page 10 of 10  ·  200 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%