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Home > Institutional Investor > Oliver Luxxe Assets Llc > Profile

Instuitional Investor - Oliver Luxxe Assets Llc

Fund Profile
Filing Period:
Fund Name: Oliver Luxxe Assets Llc
Portfolio Value $638,209,130
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Philip Morris International Inc.
 PM 82,400 $15,723,606 2.46%
2.
Spdr Gold Trust
 GLD 35,366 $13,468,837 2.11%
3.
Taiwan Semiconductor Manufacturing Co Ltd
 TSM 26,596 $12,132,674 1.9%
4.
Alphabet Inc.
 GOOGL 34,648 $11,921,632 1.87%
5.
Citigroup Inc
 C 91,100 $11,795,671 1.85%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.