Oliver Luxxe Assets LLC Q4 2025 Filing

Filed January 8, 2026

Portfolio Value

$656.9M

Holdings

189

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (189 positions)

#StockSharesValue% PortfolioType
1
GQ9SPDR GOLD TR
44,355$17.6M2.68%
2
GOOGLALPHABET INC
54,323$17.0M2.59%
3
TRVCCITIGROUP INC
117,244$13.7M2.08%
4
DWDMORGAN STANLEY
75,811$13.5M2.05%
5
COFCAPITAL ONE FINL CORP
47,342$11.5M1.75%
6
4I1PHILIP MORRIS INTL INC
70,745$11.3M1.73%
7
RLRALPH LAUREN CORP
30,672$10.8M1.65%
8
GEGE AEROSPACE
35,115$10.8M1.65%
9
MMM3M CO
65,944$10.6M1.61%
10
GEVGE VERNOVA INC
15,679$10.2M1.56%
11
MLIMUELLER INDS INC
88,465$10.2M1.55%
12
ABBVABBVIE INC
41,239$9.4M1.43%
13
METAMETA PLATFORMS INC
14,187$9.4M1.43%
14
WFCWELLS FARGO CO NEW
98,363$9.2M1.40%
15
JLLJONES LANG LASALLE INC
27,034$9.1M1.38%
16
AMZNAMAZON COM INC
38,494$8.9M1.35%
17
FCXFREEPORT-MCMORAN INC
171,976$8.7M1.33%
18
ETRENTERGY CORP NEW
91,005$8.4M1.28%
19
AZNASTRAZENECA PLC
91,468$8.4M1.28%
20
TSMTAIWAN SEMICONDUCTOR MFG LTD
27,591$8.4M1.28%
21
TELTE CONNECTIVITY PLC
36,515$8.3M1.26%
22
CVSCVS HEALTH CORP
103,446$8.2M1.25%
23
GILDGILEAD SCIENCES INC
66,788$8.2M1.25%
24
ULTAULTA BEAUTY INC
13,238$8.0M1.22%
25
RSRELIANCE INC
26,256$7.6M1.15%
26
BRK-BBERKSHIRE HATHAWAY INC DEL
10$7.5M1.15%
27
SPGSIMON PPTY GROUP INC NEW
39,681$7.3M1.12%
28
SPYSPDR S&P 500 ETF TR
10,698$7.3M1.11%
29
BKRBAKER HUGHES COMPANY
158,948$7.2M1.10%
30
VPLVANGUARD INTL EQUITY INDEX F
78,031$7.1M1.07%
31
HCAHCA HEALTHCARE INC
13,826$6.5M0.98%
32
SCHWSCHWAB CHARLES CORP
63,161$6.3M0.96%
33
VWOVANGUARD INTL EQUITY INDEX F
115,606$6.2M0.95%
34
VGTVANGUARD WORLD FD
8,240$6.2M0.95%
35
BACBANK AMERICA CORP
112,321$6.2M0.94%
36
VVISA INC
17,491$6.1M0.93%
37
CSCOCISCO SYS INC
77,149$5.9M0.90%
38
SNNSMITH & NEPHEW PLC
181,116$5.9M0.90%
39
PNCPNC FINL SVCS GROUP INC
27,761$5.8M0.88%
40
AVGOBROADCOM INC
16,658$5.8M0.88%
41
OPLNOPENLANE INC
190,526$5.7M0.86%
42
CVXCHEVRON CORP NEW
37,112$5.7M0.86%
43
XELXCEL ENERGY INC
74,149$5.5M0.83%
44
AMGAFFILIATED MANAGERS GROUP IN
18,407$5.3M0.81%
45
OSISOSI SYSTEMS INC
20,299$5.2M0.79%
46
WCCWESCO INTL INC
21,094$5.2M0.79%
47
SYU1SYNOVUS FINL CORP
102,190$5.1M0.78%
48
NWENORTHWESTERN ENERGY GROUP IN
79,226$5.1M0.78%
49
LNGCHENIERE ENERGY INC
25,452$4.9M0.75%
50
BILSPDR SERIES TRUST
53,049$4.8M0.74%
51
FERGFERGUSON ENTERPRISES INC
20,149$4.5M0.68%
52
HBMHUDBAY MINERALS INC
221,756$4.4M0.67%
53
USFDUS FOODS HLDG CORP
56,664$4.3M0.65%
54
XHLFBONDBLOXX ETF TRUST
82,242$4.1M0.63%
55
CLSCELESTICA INC
13,836$4.1M0.62%
56
IXUSISHARES TR
48,131$4.1M0.62%
57
MSFTMICROSOFT CORP
8,205$4.0M0.60%
58
NXPINXP SEMICONDUCTORS N V
17,100$3.7M0.56%
59
MKSIMKS INC.
22,641$3.6M0.55%
60
LPLALPL FINL HLDGS INC
10,101$3.6M0.55%
61
MTZMASTEC INC
16,425$3.6M0.54%
62
GDGENERAL DYNAMICS CORP
10,266$3.5M0.53%
63
PIPRPIPER SANDLER COMPANIES
9,913$3.4M0.51%
64
AIRAAR CORP
40,437$3.3M0.51%
65
EHCENCOMPASS HEALTH CORP
31,137$3.3M0.50%
66
VMIVALMONT INDS INC
8,099$3.3M0.50%
67
XOMEXXON MOBIL CORP
26,959$3.2M0.49%
68
XPOXPO INC
23,852$3.2M0.49%
69
RBARB GLOBAL INC
31,383$3.2M0.49%
70
BSCSINVESCO EXCH TRD SLF IDX FD
154,371$3.2M0.48%
71
EXPEEXPEDIA GROUP INC
11,168$3.2M0.48%
72
MTRNMATERION CORP
24,877$3.1M0.47%
73
DCODUCOMMUN INC DEL
31,865$3.0M0.46%
74
TNLTRAVEL PLUS LEISURE CO
42,893$3.0M0.46%
75
WF2WINTRUST FINL CORP
21,349$3.0M0.45%
76
DXPEDXP ENTERPRISES INC
26,919$3.0M0.45%
77
STSENSATA TECHNOLOGIES HLDG PL
87,380$2.9M0.44%
78
HALOHALOZYME THERAPEUTICS INC
42,012$2.8M0.43%
79
LDOSLEIDOS HOLDINGS INC
15,254$2.8M0.42%
80
VIGVANGUARD SPECIALIZED FUNDS
12,512$2.7M0.42%
81
VLYVALLEY NATL BANCORP
232,387$2.7M0.41%
82
GATXGATX CORP
15,839$2.7M0.41%
83
LNCLINCOLN NATL CORP IND
60,144$2.7M0.41%
84
PRPERMIAN RESOURCES CORP
189,238$2.7M0.40%
85
TCBITEXAS CAP BANCSHARES INC
28,844$2.6M0.40%
86
URBNURBAN OUTFITTERS INC
33,774$2.5M0.39%
87
SANMSANMINA CORPORATION
16,705$2.5M0.38%
88
PRIMPRIMORIS SVCS CORP
19,888$2.5M0.38%
89
FLSFLOWSERVE CORP
35,305$2.4M0.37%
90
DBDDIEBOLD NIXDORF INC
35,588$2.4M0.37%
91
HWCHANCOCK WHITNEY CORPORATION
37,897$2.4M0.37%
92
GPORGULFPORT ENERGY CORP
11,576$2.4M0.37%
93
AUGOAURA MINERALS INC
47,132$2.4M0.36%
94
AAPLAPPLE INC
8,707$2.4M0.36%
95
BSCTINVESCO EXCH TRD SLF IDX FD
124,305$2.3M0.36%
96
BANCBANC OF CALIFORNIA INC
120,240$2.3M0.35%
97
ITRIITRON INC
24,960$2.3M0.35%
98
LAZLAZARD INC
47,628$2.3M0.35%
99
CPRICAPRI HOLDINGS LIMITED
94,682$2.3M0.35%
100
AUBATLANTIC UN BANKSHARES CORP
64,414$2.3M0.35%
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