Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Oliver Luxxe Assets LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Oliver Luxxe Assets LLC (CIK 1666239) reported $667.9M across 198 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLD ($14.4M, 2.15%), GEV ($13.7M, 2.05%), C ($13.2M, 1.98%), MS ($12.3M, 1.85%), PM ($11.8M, 1.77%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GLDSPDR GOLD TR$14.4M2.15%33,423Trimmed
2GEVGE VERNOVA INC$13.7M2.05%15,705Added
3CCITIGROUP INC$13.2M1.98%116,707Trimmed
4MSMORGAN STANLEY$12.3M1.85%75,043Trimmed
5PMPHILIP MORRIS INTL INC$11.8M1.77%71,401Added
6ETRENTERGY CORP NEW$10.3M1.54%91,674Added
7GEGE AEROSPACE$10.1M1.51%35,615Added
8FCXFREEPORT-MCMORAN INC$10.1M1.50%170,980Trimmed
9BKRBAKER HUGHES COMPANY$9.5M1.42%155,471Trimmed
10TSMTAIWAN SEMICONDUCTOR MFG LTD$9.4M1.40%27,741Added
11COFCAPITAL ONE FINL CORP$8.9M1.33%48,686Added
12JLLJONES LANG LASALLE INC$8.4M1.26%27,731Added
13ULTAULTA BEAUTY INC$8.3M1.24%15,849Added
14RSRELIANCE INC$8.1M1.21%26,637Added
15PHPARKER-HANNIFIN CORP$8.1M1.21%9,037New
16WFCWELLS FARGO CO NEW$8.0M1.20%100,649Added
17TELTE CONNECTIVITY PLC$7.8M1.17%37,502Added
18VPLVANGUARD INTL EQUITY INDEX F$7.7M1.15%78,447Added
19CVSCVS HEALTH CORP$7.6M1.15%106,487Added
20NXPINXP SEMICONDUCTORS N V$7.6M1.13%38,452Added
21RLRALPH LAUREN CORP$7.5M1.13%21,941Trimmed
22GOOGLALPHABET INC$7.5M1.12%25,942Trimmed
23SPGSIMON PPTY GROUP INC NEW$7.5M1.12%40,091Added
24GILDGILEAD SCIENCES INC$7.4M1.11%53,158Trimmed
25ABBVABBVIE INC$7.3M1.10%33,630Trimmed

Source: SEC Form 13F filings · as of 2026-03-31