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 (2026-06-30)

Oliver Luxxe Assets LLC (CIK 1666239) reported $680.3M across 194 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PM ($15.0M, 2.21%), GEV ($15.0M, 2.21%), CVS ($13.9M, 2.05%), GE ($13.1M, 1.93%), C ($13.0M, 1.90%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PMPHILIP MORRIS INTL INC$15.0M2.21%83,152Added
2GEVGE VERNOVA INC$15.0M2.21%12,804Trimmed
3CVSCVS HEALTH CORP$13.9M2.05%134,539Added
4GEGE AEROSPACE$13.1M1.93%35,051Trimmed
5CCITIGROUP INC$13.0M1.90%92,597Trimmed
6TSMTAIWAN SEMICONDUCTOR MANUFAC$12.9M1.90%27,023Trimmed
7MSMORGAN STANLEY$12.7M1.86%60,635Trimmed
8GLDSPDR GOLD TR$12.6M1.85%34,108Added
9NXPINXP SEMICONDUCTORS N V$11.5M1.69%40,899Added
10MKSIMKS INC.$10.3M1.51%23,048Added
11TELTE CONNECTIVITY PLC$10.1M1.49%50,285Added
12ETRENTERGY CORP NEW$9.9M1.46%86,448Trimmed
13RSRELIANCE INC$9.6M1.41%25,588Trimmed
14GOOGLALPHABET INC$9.2M1.35%25,715Trimmed
15CSCOCISCO SYS INC$9.1M1.34%77,778Trimmed
16SANMSANMINA CORP$8.7M1.28%34,464Trimmed
17BKRBAKER HUGHES COMPANY$8.7M1.28%156,744Added
18JLLJONES LANG LASALLE INC$8.7M1.28%28,072Added
19FCXFREEPORT MCMORAN INC$8.7M1.28%138,481Trimmed
20PHPARKER-HANNIFIN CORP$8.7M1.28%8,897Trimmed
21COFCAPITAL ONE FINL CORP$8.7M1.28%43,376Trimmed
22RLRALPH LAUREN CORP$8.7M1.28%21,659Trimmed
23AZNCFASTRAZENECA PLC$8.5M1.25%45,272New
24WFCWELLS FARGO & CO$8.3M1.21%99,896Trimmed
25ABBVABBVIE INC$7.9M1.16%31,485Trimmed

Source: SEC Form 13F filings · as of 2026-06-30