Fund HoldingsOliver Luxxe Assets LLC

Total Portfolio Value
$425.45M
Total Bought
$59.70M
Total Sold
$54.96M
Net Transaction
+$4.74M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
CAPITAL ONE FINL CORP(COF)031,447+31,44704,1230.97%+4,123
SIMON PPTY GROUP INC NEW(SPG)028,769+28,76904,1040.96%+4,104
GENERAL ELECTRIC CO(GE)029,855+29,85503,8100.90%+3,810
PEPSICO INC(PEP)021,903+21,90303,7200.87%+3,720
CENTENE CORP DEL(CNC)045,765+45,76503,3960.80%+3,396
COPART INC(CPRT)0682,756+682,756033,4557.86%+33,455
NORTHWESTERN ENERGY GROUP IN(NWE)041,030+41,03002,0880.49%+2,088
BROADCOM INC(AVGO)07,352+7,35208,2071.93%+8,207
FLUOR CORP NEW(FLR)21,87067,357+45,4878032,6380.62%+1,836
META PLATFORMS INC(META)031,793+31,793011,2542.65%+11,254
CITIGROUP INC(C)0121,008+121,00806,2251.46%+6,225
PULTE GROUP INC(PHM)068,252+68,25207,0451.66%+7,045
KNIFE RIVER CORP(KNF)017,287+17,28701,1440.27%+1,144
LAMB WESTON HLDGS INC(LW)010,572+10,57201,1430.27%+1,143
WESTERN ALLIANCE BANCORP(WAL)47,15849,019+1,8612,1683,2250.76%+1,057
EMCOR GROUP INC(EME)04,639+4,63909990.23%+999
AMAZON COM INC(AMZN)041,113+41,11306,2471.47%+6,247
SPDR GOLD TR(GLD)046,264+46,26408,8442.08%+8,844
ARCBEST CORP(ARCB)08,087+8,08709720.23%+972
FERGUSON PLC NEW34,25034,134-1165,6336,5901.55%+957
MILLERKNOLL INC(MLKN)035,059+35,05909350.22%+935
RESTAURANT BRANDS INTL INC(QSR)076,708+76,70805,9931.41%+5,993
MORGAN STANLEY(MS)073,717+73,71706,8741.62%+6,874
COHERENT CORP(COHR)020,244+20,24408810.21%+881
TAIWAN SEMICONDUCTOR MFG LTD(TSM)048,925+48,92505,0881.20%+5,088
BRIXMOR PPTY GROUP INC(BRX)036,565+36,56508510.20%+851
VANGUARD WORLD FDS
INF TECH ETF
012,288+12,28805,9481.40%+5,948
ATLANTIC UN BANKSHARES CORP(AUB)020,694+20,69407560.18%+756
FASTENAL CO(FAST)074,600+74,60004,8321.14%+4,832
AMERICAN EXPRESS CO(AXP)019,480+19,48003,6490.86%+3,649
BANK AMERICA CORP108,099110,154+2,0552,9603,7090.87%+749
QORVO INC(QRVO)06,591+6,59107420.17%+742
COVENANT LOGISTICS GROUP INC(CVLG)015,946+15,94607340.17%+734
ALLY FINL INC(ALLY)79,07881,370+2,2922,1102,8410.67%+732
IRON MTN INC DEL(IRM)67,23367,23303,9974,7051.11%+708
FREEPORT-MCMORAN INC(FCX)0148,358+148,35806,3161.48%+6,316
EPLUS INC(PLUS)11,61817,964+6,3467381,4340.34%+696
SUMMIT MATLS INC82,36184,782+2,4212,5653,2610.77%+696
TRINET GROUP INC(TNET)05,777+5,77706870.16%+687
WEBSTER FINL CORP(WBS)54,31155,553+1,2422,1892,8200.66%+631
ALPHABET INC(GOOG)69,30869,269-399,0709,6762.27%+607
OLD NATL BANCORP IND(ONB)034,449+34,44905820.14%+582
ACADEMY SPORTS & OUTDOORS IN(ASO)08,813+8,81305820.14%+582
SNAP ON INC(SNA)015,854+15,85404,5791.08%+4,579
TRIPADVISOR INC(TRIP)025,188+25,18805420.13%+542
QUANEX BLDG PRODS CORP(NX)27,76343,240+15,4777821,3220.31%+540
VISA INC(V)016,820+16,82004,3791.03%+4,379
MICROSOFT CORP(MSFT)08,485+8,48503,1910.75%+3,191
SCHWAB CHARLES CORP(SCHW)35,59935,480-1191,9542,4410.57%+487
NIKE INC(NKE)037,512+37,51204,0730.96%+4,073
SPDR S&P 500 ETF TR(SPY)013,630+13,63006,4791.52%+6,479
GLOBAL PMTS INC(GPN)33,87234,327+4553,9084,3601.02%+451
OSI SYSTEMS INC(OSIS)6,8919,679+2,7888131,2490.29%+436
FLEX LTD(FLEX)108,055110,007+1,9522,9153,3510.79%+435
US FOODS HLDG CORP(USFD)064,245+64,24502,9170.69%+2,917
BOISE CASCADE CO DEL(BCC)33,17029,743-3,4273,4183,8480.90%+430
PIPER SANDLER COMPANIES4,2035,892+1,6896111,0300.24%+420
MERCK & CO INC(MRK)062,511+62,51106,8151.60%+6,815
ISHARES TR025,454+25,45401,9790.47%+1,979
NVENT ELECTRIC PLC(NVT)55,15356,355+1,2022,9233,3300.78%+407
GROUP 1 AUTOMOTIVE INC(GPI)9,1509,327+1772,4592,8420.67%+384
LEONARDO DRS INC(DRS)30,72744,535+13,8085138920.21%+379
WINTRUST FINL CORP(WTFC)6,3039,133+2,8304768470.20%+371
UNION PAC CORP(UNP)8,5428,54201,7392,0980.49%+359
ISHARES TR5,8858,400+2,5155559090.21%+354
MUELLER INDS INC(MLI)030,684+30,68401,4470.34%+1,447
ARVINAS INC07,742+7,74203190.07%+319
TENET HEALTHCARE CORP(THC)019,529+19,52901,4760.35%+1,476
BRINKS CO(BCO)14,88515,858+9731,0811,3950.33%+313
RELIANCE STEEL & ALUMINUM CO(RS)023,657+23,65706,6161.56%+6,616
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
0108,065+108,06502,1920.52%+2,192
MR COOPER GROUP INC19,79420,750+9561,0601,3510.32%+291
WD 40 CO(WDFC)8,1058,10501,6471,9380.46%+290
THE ODP CORP20,44921,736+1,2879441,2240.29%+280
CATERPILLAR INC(CAT)10,07510,245+1702,7503,0290.71%+279
THERMO FISHER SCIENTIFIC INC(TMO)08,914+8,91404,7321.11%+4,732
BLUELINX HLDGS INC06,883+6,88307800.18%+780
ABBVIE INC(ABBV)37,22137,445+2245,5485,8031.36%+255
CUMMINS INC(CMI)017,576+17,57604,2110.99%+4,211
ENCORE WIRE CORP5,4735,754+2819991,2290.29%+230
SCIENCE APPLICATIONS INTL CO(SAIC)8,4098,983+5748871,1170.26%+229
ARCOS DORADOS HOLDINGS INC(ARCO)49,00154,138+5,1374646870.16%+223
SPDR SER TR
ST STR SP600 SML
05,265+5,26502220.05%+222
VERIZON COMMUNICATIONS INC(VZ)05,731+5,73102160.05%+216
VANGUARD SPECIALIZED FUNDS012,945+12,94502,2060.52%+2,206
VANECK ETF TRUST
MRNGSTR WDE MOAT
024,725+24,72502,0980.49%+2,098
CAMTEK LTD(CAMT)16,14017,119+9791,0051,1880.28%+183
PHILIP MORRIS INTL INC(PM)051,916+51,91604,8841.15%+4,884
MATSON INC(MATX)6,5756,963+3885837630.18%+180
VANGUARD INTL EQUITY INDEX F46,96349,154+2,1911,8412,0200.47%+179
ATI INC(ATI)13,10015,619+2,5195397100.17%+171
VANGUARD INTL EQUITY INDEX F34,04833,989-592,2772,4480.58%+171
BLUE OWL CAPITAL INC(OBDC)56,04959,624+3,5757268880.21%+162
GXO LOGISTICS INCORPORATED(GXO)030,880+30,88001,8890.44%+1,889
INTUIT(INTU)1,5251,475-507799220.22%+143
ISHARES TR
CORE MSCI TOTAL
032,287+32,28702,0960.49%+2,096
JPMORGAN CHASE & CO(JPM)5,6715,648-238229610.23%+138
APPLE INC(AAPL)06,889+6,88901,3260.31%+1,326
MOLINA HEALTHCARE INC(MOH)4,3374,316-211,4221,5590.37%+137
CARPENTER TECHNOLOGY CORP(CRS)18,50019,455+9551,2431,3770.32%+134
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