Fund HoldingsOliver Luxxe Assets LLC

Total Portfolio Value
$559.43M
Total Bought
$134.14M
Total Sold
$57.79M
Net Transaction
+$76.35M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
JONES LANG LASALLE INC(JLL)023,206+23,20606,2611.12%+6,261
3M CO(MMM)044,683+44,68306,1081.09%+6,108
HCA HEALTHCARE INC(HCA)011,940+11,94004,8530.87%+4,853
CELESTICA INC(CLS)089,268+89,26804,5660.82%+4,566
PINNACLE FINL PARTNERS INC038,976+38,97603,8180.68%+3,818
MODINE MFG CO(MOD)38,21651,120+12,9043,8296,7881.21%+2,959
MUELLER INDS INC(MLI)31,49459,208+27,7141,7934,3870.78%+2,594
KITE RLTY GROUP TR(KRG)088,100+88,10002,3400.42%+2,340
KILROY RLTY CORP(KRC)059,382+59,38202,2980.41%+2,298
ENCOMPASS HEALTH CORP(EHC)42,14660,553+18,4073,6165,8521.05%+2,236
GE VERNOVA INC(GEV)27,34527,059-2864,6906,9001.23%+2,210
SWEETGREEN INC055,645+55,64501,9730.35%+1,973
BOISE CASCADE CO DEL(BCC)038,974+38,97405,4950.98%+5,495
WESTERN ALLIANCE BANCORP(WAL)047,809+47,80904,1350.74%+4,135
WESTLAKE CORPORATION(WLK)012,762+12,76201,9180.34%+1,918
AIR TRANSPORT SERVICES GRP I0117,116+117,11601,8960.34%+1,896
PACS GROUP INC(PACS)046,811+46,81101,8710.33%+1,871
MR COOPER GROUP INC21,62639,276+17,6501,7573,6200.65%+1,864
MADISON SQUARE GARDEN ENTMT(MSGE)043,578+43,57801,8530.33%+1,853
WAFD INC(WAFD)052,311+52,31101,8230.33%+1,823
HANCOCK WHITNEY CORPORATION(HWC)035,531+35,53101,8180.32%+1,818
PIPER SANDLER COMPANIES6,07311,202+5,1291,3983,1790.57%+1,781
GE AEROSPACE(GE)034,468+34,46806,5001.16%+6,500
PRIMO WATER CORPORATION068,828+68,82801,7380.31%+1,738
BRINKS CO(BCO)16,60329,485+12,8821,7003,4100.61%+1,709
PORTLAND GEN ELEC CO(POR)68,92297,019+28,0972,9804,6470.83%+1,667
KNIFE RIVER CORP(KNF)032,592+32,59202,9130.52%+2,913
ENTERGY CORP NEW(ETR)22,23830,586+8,3482,3794,0250.72%+1,646
ADDUS HOMECARE CORP4,78916,512+11,7235562,1970.39%+1,641
HIGHWOODS PPTYS INC(HIW)048,771+48,77101,6340.29%+1,634
OSI SYSTEMS INC(OSIS)021,396+21,39603,2490.58%+3,249
PROVIDENT FINL SVCS INC(PFS)085,950+85,95001,5950.29%+1,595
HALOZYME THERAPEUTICS INC(HALO)027,770+27,77001,5900.28%+1,590
ITRON INC(ITRI)8,54622,488+13,9428462,4020.43%+1,556
EMCOR GROUP INC(EME)04,742+4,74202,0420.36%+2,042
NEWMARK GROUP INC(NMRK)098,390+98,39001,5280.27%+1,528
CUSHMAN WAKEFIELD PLC(CWK)0109,896+109,89601,4980.27%+1,498
ATLANTIC UN BANKSHARES CORP(AUB)066,407+66,40702,5020.45%+2,502
LAZARD INC(LAZ)20,95643,711+22,7558002,2020.39%+1,402
BRIXMOR PPTY GROUP INC(BRX)53,99893,908+39,9101,2472,6160.47%+1,369
SPDR GOLD TR(GLD)46,76446,985+22110,05511,4202.04%+1,365
FIRST CTZNS BANCSHARES INC N(FCNCA)2,3792,916+5374,0055,3680.96%+1,363
NORTHWESTERN ENERGY GROUP IN(NWE)49,95867,322+17,3642,5023,8520.69%+1,350
TRAVEL PLUS LEISURE CO(TNL)12,55439,955+27,4015651,8410.33%+1,276
CROCS INC(CROX)7,70416,462+8,7581,1242,3840.43%+1,260
XCEL ENERGY INC(XEL)095,940+95,94006,2651.12%+6,265
WINTRUST FINL CORP(WTFC)019,930+19,93002,1630.39%+2,163
LEONARDO DRS INC(DRS)46,81985,244+38,4251,1942,4060.43%+1,211
THE BALDWIN INSURANCE GRP IN(BWIN)22,04639,960+17,9147821,9900.36%+1,208
HUDBAY MINERALS INC(HBM)0129,216+129,21601,1870.21%+1,187
ISHARES TR09,782+9,78201,1440.20%+1,144
GULFPORT ENERGY CORP(GPOR)3,51910,703+7,1845311,6200.29%+1,089
EURONET WORLDWIDE INC(EEFT)7,50818,652+11,1447771,8510.33%+1,074
PRIMORIS SVCS CORP(PRIM)14,45030,662+16,2127211,7810.32%+1,060
TECHNIPFMC PLC(FTI)154,891194,698+39,8074,0505,1070.91%+1,057
ENSTAR GROUP LIMITED2,8285,920+3,0928651,9040.34%+1,039
ACI WORLDWIDE INC16,66033,078+16,4186601,6840.30%+1,024
COVENANT LOGISTICS GROUP INC(CVLG)16,56634,734+18,1688171,8350.33%+1,019
AMERICAN EAGLE OUTFITTERS IN48,79387,270+38,4779741,9540.35%+980
PHILIP MORRIS INTL INC(PM)51,66051,126-5345,2356,2071.11%+972
TRI POINTE HOMES INC
COM
039,070+39,07001,7700.32%+1,770
PULTE GROUP INC(PHM)047,820+47,82006,8641.23%+6,864
TOWER SEMICONDUCTOR LTD(TSEM)23,47042,056+18,5869231,8620.33%+939
MAGNOLIA OIL & GAS CORP(MGY)48,52687,624+39,0981,2302,1400.38%+910
MATSON INC(MATX)7,15512,911+5,7569371,8410.33%+904
BLUELINX HLDGS INC014,799+14,79901,5600.28%+1,560
H & E EQUIPMENT SERVICES INC20,50936,721+16,2129061,7880.32%+882
PERMIAN RESOURCES CORP(PR)0148,456+148,45602,0200.36%+2,020
AVANTOR INC(AVTR)084,009+84,00902,1730.39%+2,173
ABBVIE INC(ABBV)036,687+36,68707,2451.30%+7,245
MURPHY USA INC(MUSA)5,6577,134+1,4772,6563,5160.63%+860
RB GLOBAL INC(RBA)17,05626,553+9,4971,3022,1370.38%+835
NVENT ELECTRIC PLC(NVT)57,53174,252+16,7214,4075,2170.93%+809
COHERENT CORP(COHR)58,25156,434-1,8174,2215,0180.90%+797
BERKSHIRE HATHAWAY INC DEL010+1006,9121.24%+6,912
DUCOMMUN INC DEL(DCO)9,60220,304+10,7025571,3370.24%+779
TENNANT CO(TNC)9,19317,056+7,8639051,6380.29%+733
SANFILIPPO JOHN B & SON INC(JBSS)017,434+17,43401,6440.29%+1,644
ISHARES TR02,463+2,46306820.12%+682
MEDTRONIC PLC(MDT)059,142+59,14205,3250.95%+5,325
CATALYST PHARMACEUTICALS INC034,025+34,02506760.12%+676
AMERICAN EXPRESS CO(AXP)18,89318,584-3094,3755,0400.90%+665
FASTENAL CO(FAST)074,600+74,60005,3280.95%+5,328
US FOODS HLDG CORP(USFD)066,992+66,99204,1200.74%+4,120
KEMPER CORP(KMPB)018,834+18,83401,1540.21%+1,154
SIMON PPTY GROUP INC NEW(SPG)33,96633,883-835,1565,7271.02%+571
THERMO FISHER SCIENTIFIC INC(TMO)08,906+8,90605,5090.98%+5,509
MORGAN STANLEY(MS)73,62573,783+1587,1567,6911.37%+536
VANGUARD INTL EQUITY INDEX F50,15056,030+5,8802,1952,6810.48%+486
CAPITAL ONE FINL CORP(COF)041,618+41,61806,2311.11%+6,231
VANGUARD INTL EQUITY INDEX F037,884+37,88402,9700.53%+2,970
SPDR SER TR
ST STR BLO 1 ETF
16,63421,233+4,5991,5271,9490.35%+423
WEATHERFORD INTL PLC(WFRD)11,59920,971+9,3721,4201,7810.32%+361
ISHARES TR
CORE MSCI TOTAL
034,855+34,85502,5320.45%+2,532
WD 40 CO(WDFC)08,105+8,10502,0900.37%+2,090
BROADCOM INC(AVGO)4,43842,961+38,5237,1267,4111.32%+285
VANECK ETF TRUST
MRNGSTR WDE MOAT
021,845+21,84502,1180.38%+2,118
BERKSHIRE HATHAWAY INC DEL2,7652,970+2051,1251,3670.24%+242
MOLINA HEALTHCARE INC(MOH)04,428+4,42801,5260.27%+1,526
SPDR S&P 500 ETF TR(SPY)12,84812,573-2756,9927,2141.29%+222
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