§ 13F · FUND PROFILE
Oliver Luxxe Assets LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $631.7T (13F)Positions · 182Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$53.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 44K | $17.6T | 2.7% | +1% |
| 2 | GOOGL | ALPHABET INC | 54K | $17.0T | 2.6% | −5% |
| 3 | C | CITIGROUP INC | 117K | $13.7T | 2.1% | −2% |
| 4 | MS | MORGAN STANLEY | 76K | $13.5T | 2.0% | −2% |
| 5 | COF | CAPITAL ONE FINL CORP | 47K | $11.5T | 1.7% | +2% |
| 6 | PM | PHILIP MORRIS INTL INC | 71K | $11.3T | 1.7% | +27% |
| 7 | RL | RALPH LAUREN CORP | 31K | $10.8T | 1.7% | ±0% |
| 8 | GE | GE AEROSPACE | 35K | $10.8T | 1.6% | ±0% |
| 9 | MMM | 3M CO | 66K | $10.6T | 1.6% | ±0% |
| 10 | GEV | GE VERNOVA INC | 16K | $10.2T | 1.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OLIVER SIGNAL
AC read
Oliver Luxxe Assets LLC is a Other fund managing $631674.7 trillion in assets. The fund runs a portfolio of 182 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed