Fund HoldingsOliver Luxxe Assets LLC

Total Portfolio Value
$477.49M
Total Bought
$81.97M
Total Sold
$77.01M
Net Transaction
+$4.96M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)056,707+56,70706,6851.40%+6,685
COPART INC(CPRT)682,756682,736-2033,45539,5448.28%+6,089
MEDTRONIC PLC(MDT)058,757+58,75705,1211.07%+5,121
XCEL ENERGY INC(XEL)095,080+95,08005,1111.07%+5,111
CSX CORP(CSX)0141,458+141,45805,2441.10%+5,244
EXPEDIA GROUP INC(EXPE)031,554+31,55404,3470.91%+4,347
FIRST CTZNS BANCSHARES INC N(FCNCA)02,392+2,39203,9110.82%+3,911
SKYWORKS SOLUTIONS INC(SWKS)036,019+36,01903,9020.82%+3,902
CELESTICA INC(CLS)072,278+72,27803,2480.68%+3,248
MODINE MFG CO(MOD)029,148+29,14802,7750.58%+2,775
COHERENT CORP(COHR)20,24456,920+36,6768813,4500.72%+2,569
XPO INC(XPO)019,118+19,11802,3330.49%+2,333
CAPITAL ONE FINL CORP(COF)31,44741,715+10,2684,1236,2111.30%+2,088
AVANTOR INC(AVTR)060,165+60,16501,5380.32%+1,538
TAIWAN SEMICONDUCTOR MFG LTD(TSM)48,92548,553-3725,0886,6061.38%+1,517
ULTA BEAUTY INC(ULTA)02,859+2,85901,4950.31%+1,495
GENERAL ELECTRIC CO(GE)29,85529,771-843,8105,2261.09%+1,415
WILLIS TOWERS WATSON PLC LTD(WTW)05,098+5,09801,4020.29%+1,402
MERCK & CO INC(MRK)62,51161,640-8716,8158,1331.70%+1,318
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
108,065173,254+65,1892,1923,4770.73%+1,286
CITIGROUP INC(C)121,008118,374-2,6346,2257,4861.57%+1,261
PULTE GROUP INC(PHM)68,25267,590-6627,0458,1531.71%+1,108
APPLE HOSPITALITY REIT INC(APLE)067,306+67,30601,1020.23%+1,102
CROCS INC(CROX)07,561+7,56101,0870.23%+1,087
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
0101,939+101,93901,8650.39%+1,865
AMAZON COM INC(AMZN)41,11340,635-4786,2477,3301.54%+1,083
ABBVIE INC(ABBV)37,44537,152-2935,8036,7651.42%+963
NVENT ELECTRIC PLC(NVT)56,35556,781+4263,3304,2810.90%+951
FASTENAL CO(FAST)74,60074,60004,8325,7551.21%+923
BERKSHIRE HATHAWAY INC DEL010+1006,3441.33%+6,344
ENTERPRISE PRODS PARTNERS L(EPD)0323,777+323,77709,4481.98%+9,448
SILICON MOTION TECHNOLOGY CO(SIMO)011,377+11,37708750.18%+875
FERGUSON PLC NEW34,13434,046-886,5907,4371.56%+846
AMERICAN EAGLE OUTFITTERS IN032,463+32,46308370.18%+837
BLUE BIRD CORP044,730+44,73001,7150.36%+1,715
LAMB WESTON HLDGS INC(LW)10,57218,123+7,5511,1431,9310.40%+788
ITRON INC(ITRI)08,300+8,30007680.16%+768
AMERICAN EXPRESS CO(AXP)19,48019,171-3093,6494,3650.91%+716
VEECO INSTRS INC DEL(VECO)020,272+20,27207130.15%+713
PORTLAND GEN ELEC CO(POR)016,675+16,67507000.15%+700
CATERPILLAR INC(CAT)10,24510,174-713,0293,7280.78%+699
IRON MTN INC DEL(IRM)67,23367,23304,7055,3931.13%+688
ENCOMPASS HEALTH CORP(EHC)041,582+41,58203,4340.72%+3,434
SPDR GOLD TR(GLD)46,26446,286+228,8449,5221.99%+678
PACTIV EVERGREEN INC046,598+46,59806670.14%+667
FREEPORT-MCMORAN INC(FCX)148,358148,404+466,3166,9781.46%+662
BOISE CASCADE CO DEL(BCC)29,74329,375-3683,8484,5050.94%+658
EMCOR GROUP INC(EME)4,6394,710+719991,6490.35%+650
FEDEX CORP(FDX)017,030+17,03004,9341.03%+4,934
TENET HEALTHCARE CORP(THC)19,52919,629+1001,4762,0630.43%+587
US FOODS HLDG CORP(USFD)64,24564,919+6742,9173,5040.73%+586
KEMPER CORP(KMPB)09,049+9,04905600.12%+560
LANTHEUS HLDGS INC(LNTH)08,787+8,78705470.11%+547
TOWER SEMICONDUCTOR LTD(TSEM)015,941+15,94105330.11%+533
PAR PAC HOLDINGS INC(PARR)014,302+14,30205300.11%+530
PERMIAN RESOURCES CORP(PR)069,069+69,06901,2200.26%+1,220
SUMMIT MATLS INC84,78285,021+2393,2613,7890.79%+529
UNIFIRST CORP MASS(UNF)02,958+2,95805130.11%+513
TECHNIPFMC PLC(FTI)0153,047+153,04703,8430.80%+3,843
DEVON ENERGY CORP NEW(DVN)091,963+91,96304,6150.97%+4,615
THERMO FISHER SCIENTIFIC INC(TMO)8,9148,958+444,7325,2071.09%+475
BANK AMERICA CORP110,154110,211+573,7094,1790.88%+470
ALLY FINL INC(ALLY)81,37081,199-1712,8413,2960.69%+454
SPDR S&P 500 ETF TR(SPY)13,63013,208-4226,4796,9091.45%+430
OSI SYSTEMS INC(OSIS)9,67911,681+2,0021,2491,6680.35%+419
TRIPADVISOR INC(TRIP)25,18834,178+8,9905429500.20%+408
EXXON MOBIL CORP025,177+25,17702,9270.61%+2,927
NORTHWESTERN ENERGY GROUP IN(NWE)41,03048,943+7,9132,0882,4930.52%+405
QORVO INC(QRVO)6,5919,946+3,3557421,1420.24%+400
SIMON PPTY GROUP INC NEW(SPG)28,76928,611-1584,1044,4770.94%+374
QUANEX BLDG PRODS CORP(NX)43,24043,900+6601,3221,6870.35%+365
ATLANTIC UN BANKSHARES CORP(AUB)20,69431,291+10,5977561,1050.23%+349
BRIXMOR PPTY GROUP INC(BRX)36,56551,023+14,4588511,1960.25%+346
VANGUARD WORLD FD
INF TECH ETF
12,28811,938-3505,9486,2591.31%+312
ENCORE WIRE CORP5,7545,850+961,2291,5370.32%+308
MICROSOFT CORP(MSFT)8,4858,310-1753,1913,4960.73%+305
LPL FINL HLDGS INC(LPLA)08,165+8,16502,1570.45%+2,157
MR COOPER GROUP INC20,75021,125+3751,3511,6470.34%+295
VISA INC(V)16,82016,690-1304,3794,6580.98%+279
KNIFE RIVER CORP(KNF)17,28717,493+2061,1441,4180.30%+274
CHEVRON CORP NEW(CVX)033,946+33,94605,3551.12%+5,355
BLUE OWL CAPITAL INC(OBDC)59,62461,086+1,4628881,1520.24%+264
GLOBAL PMTS INC(GPN)34,32734,435+1084,3604,6030.96%+243
MAGNOLIA OIL & GAS CORP(MGY)044,618+44,61801,1580.24%+1,158
ECOLAB INC(ECL)01,000+1,00002310.05%+231
CENTENE CORP DEL(CNC)45,76546,214+4493,3963,6270.76%+231
BUILDERS FIRSTSOURCE INC(BLDR)01,058+1,05802210.05%+221
MOLINA HEALTHCARE INC(MOH)4,3164,328+121,5591,7780.37%+219
BANK NEW YORK MELLON CORP03,773+3,77302170.05%+217
MUELLER INDS INC(MLI)30,68430,846+1621,4471,6640.35%+217
INTERACTIVE BROKERS GROUP IN(IBKR)07,047+7,04707870.16%+787
WEATHERFORD INTL PLC(WFRD)011,324+11,32401,3070.27%+1,307
MASTERCARD INCORPORATED(MA)0419+41902020.04%+202
ARCBEST CORP(ARCB)8,0878,216+1299721,1710.25%+199
PEPSICO INC(PEP)21,90322,338+4353,7203,9090.82%+190
SEI INVTS CO(SEIC)022,570+22,57001,6230.34%+1,623
ISHARES TR
CORE MSCI TOTAL
32,28733,490+1,2032,0962,2730.48%+176
SCHWAB CHARLES CORP(SCHW)35,48036,132+6522,4412,6140.55%+173
REINSURANCE GRP OF AMERICA I(RGA)04,791+4,79109240.19%+924
ISHARES TR25,45425,447-71,9792,1400.45%+161
Page 1 of 1