OLIVER LUXXE ASSETS LLC

PrivateCIK: 1666239
Location

GLADSTONE, NJ

194
Positions
$680.34M
Total AUM (reported)
6.51M
Total Shares

Allocation by class

TOTAL AUM$680.34M194 positions
COM$403.95M59.4%
COM NEW$67.17M9.9%
CL A$38.02M5.6%
GOLD SHS$13.26M1.9%
ORD SHS$13.12M1.9%
SPONSORED ADS$12.91M1.9%
CL B$10.82M1.6%

Portfolio Concentration

Top 36.5%4–1012.6%11–2519.6%Rest61.3%TOP 1019.1%0%100%
Top 3$44.00M6.5%
4–10$85.95M12.6%
11–25$133.58M19.6%
Rest$416.81M61.3%

Top 3 weight

6.5%

Top 10 weight

19.1%

Voting Authority Distribution

Total shares with voting rights: 6.51M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

6.51M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole194
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings194
Rows:

PHILIP MORRIS INTL INC

SOLE
COM
Shares83.15K
TypeSH
Market value$15.04M
2.21%
Sole
0.00
Shared
0.00
None
83.15K

GE VERNOVA INC

SOLE
COM
Shares12.80K
TypeSH
Market value$15.04M
2.21%
Sole
0.00
Shared
0.00
None
12.80K

CVS HEALTH CORP

SOLE
COM
Shares134.54K
TypeSH
Market value$13.92M
2.05%
Sole
0.00
Shared
0.00
None
134.54K

GE AEROSPACE

SOLE
COM NEW
Shares35.05K
TypeSH
Market value$13.10M
1.93%
Sole
0.00
Shared
0.00
None
35.05K

CITIGROUP INC

SOLE
COM NEW
Shares92.60K
TypeSH
Market value$12.96M
1.90%
Sole
0.00
Shared
0.00
None
92.60K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares27.02K
TypeSH
Market value$12.91M
1.90%
Sole
0.00
Shared
0.00
None
27.02K

MORGAN STANLEY

SOLE
COM NEW
Shares60.63K
TypeSH
Market value$12.68M
1.86%
Sole
0.00
Shared
0.00
None
60.63K

SPDR GOLD TR

SOLE
GOLD SHS
Shares34.11K
TypeSH
Market value$12.56M
1.85%
Sole
0.00
Shared
0.00
None
34.11K

NXP SEMICONDUCTORS N V

SOLE
COM
Shares40.90K
TypeSH
Market value$11.49M
1.69%
Sole
0.00
Shared
0.00
None
40.90K

MKS INC.

SOLE
COM
Shares23.05K
TypeSH
Market value$10.25M
1.51%
Sole
0.00
Shared
0.00
None
23.05K

TE CONNECTIVITY PLC

SOLE
ORD SHS
Shares50.28K
TypeSH
Market value$10.14M
1.49%
Sole
0.00
Shared
0.00
None
50.28K

ENTERGY CORP NEW

SOLE
COM
Shares86.45K
TypeSH
Market value$9.93M
1.46%
Sole
0.00
Shared
0.00
None
86.45K

RELIANCE INC

SOLE
COM
Shares25.59K
TypeSH
Market value$9.56M
1.41%
Sole
0.00
Shared
0.00
None
25.59K

ALPHABET INC

SOLE
CAP STK CL A
Shares25.71K
TypeSH
Market value$9.19M
1.35%
Sole
0.00
Shared
0.00
None
25.71K

CISCO SYS INC

SOLE
COM
Shares77.78K
TypeSH
Market value$9.14M
1.34%
Sole
0.00
Shared
0.00
None
77.78K

SANMINA CORP

SOLE
COM
Shares34.46K
TypeSH
Market value$8.72M
1.28%
Sole
0.00
Shared
0.00
None
34.46K

FREEPORT MCMORAN INC

SOLE
CL B
Shares138.48K
TypeSH
Market value$8.71M
1.28%
Sole
0.00
Shared
0.00
None
138.48K

PARKER-HANNIFIN CORP

SOLE
COM
Shares8.90K
TypeSH
Market value$8.70M
1.28%
Sole
0.00
Shared
0.00
None
8.90K

CAPITAL ONE FINL CORP

SOLE
COM
Shares43.38K
TypeSH
Market value$8.70M
1.28%
Sole
0.00
Shared
0.00
None
43.38K

JONES LANG LASALLE INC

SOLE
COM
Shares28.07K
TypeSH
Market value$8.70M
1.28%
Sole
0.00
Shared
0.00
None
28.07K

BAKER HUGHES COMPANY

SOLE
CL A
Shares156.74K
TypeSH
Market value$8.70M
1.28%
Sole
0.00
Shared
0.00
None
156.74K

RALPH LAUREN CORP

SOLE
CL A
Shares21.66K
TypeSH
Market value$8.69M
1.28%
Sole
0.00
Shared
0.00
None
21.66K

ASTRAZENECA PLC

SOLE
ORD
Shares45.27K
TypeSH
Market value$8.52M
1.25%
Sole
0.00
Shared
0.00
None
45.27K

WELLS FARGO & CO

SOLE
COM
Shares99.90K
TypeSH
Market value$8.26M
1.21%
Sole
0.00
Shared
0.00
None
99.90K

ABBVIE INC

SOLE
COM
Shares31.48K
TypeSH
Market value$7.92M
1.16%
Sole
0.00
Shared
0.00
None
31.48K
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