Oliver Luxxe Assets LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing lists 194 distinct positions held by the firm, managed under the sole discretion of the reporting person.
The portfolio is diversified across various sectors, including technology, healthcare, finance, and consumer goods. Major holdings include Apple Inc., with 8,447 shares, and Microsoft Corporation, with 8,126 shares. The firm also holds significant positions in Alphabet Class A shares (34,648 shares) and Visa Inc. Class A (19,972 shares).
In the healthcare sector, Oliver Luxxe Assets LLC holds shares in Amneal Pharmaceuticals (83,914 shares), Jazz Pharmaceuticals (18,526 shares), and Eli Lilly and Company (not explicitly listed in the provided text, but implied by sector context). The filing also notes the inclusion of exchange-traded funds, such as the Invesco Exchange Traded Fund BulletShares 2029 Corp Bond ETF and the SPDR Gold Trust.
The filing was signed by Douglas Kamin, the Chief Compliance Officer, and was submitted on October 14, 2026.
