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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Oliver Luxxe Assets LLC

Quarter ended Q4 2025 · Filed January 8, 2026 · Accession 0001666239-26-000002

Total Value
$656.9M
Positions
189
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (189)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR GOLD TRGLD44,355$17.6M2.68%
2ALPHABET INCGOOG54,323$17.0M2.59%
3CITIGROUP INCC-PR117,244$13.7M2.08%
4MORGAN STANLEYMS-PQ75,811$13.5M2.05%
5CAPITAL ONE FINL CORP14040H10547,342$11.5M1.75%
6PHILIP MORRIS INTL INC71817210970,745$11.3M1.73%
7RALPH LAUREN CORPRL30,672$10.8M1.65%
8GE AEROSPACE36960430135,115$10.8M1.65%
93M COMMM65,944$10.6M1.61%
10GE VERNOVA INCGEV15,679$10.2M1.56%
11MUELLER INDS INC62475610288,465$10.2M1.55%
12ABBVIE INCABBV41,239$9.4M1.43%
13META PLATFORMS INCMETA14,187$9.4M1.43%
14WELLS FARGO CO NEW94974610198,363$9.2M1.40%
15JONES LANG LASALLE INCJLL27,034$9.1M1.38%
16AMAZON COM INCAMZN38,494$8.9M1.35%
17FREEPORT-MCMORAN INCFCX171,976$8.7M1.33%
18ENTERGY CORP NEWENO91,005$8.4M1.28%
19ASTRAZENECA PLCAZN91,468$8.4M1.28%
20TAIWAN SEMICONDUCTOR MFG LTD87403910027,591$8.4M1.28%
21TE CONNECTIVITY PLCTEL36,515$8.3M1.26%
22CVS HEALTH CORPCVS103,446$8.2M1.25%
23GILEAD SCIENCES INCGILD66,788$8.2M1.25%
24ULTA BEAUTY INCULTA13,238$8.0M1.22%
25RELIANCE INCRS26,256$7.6M1.15%
26BERKSHIRE HATHAWAY INC DELBRK-A10$7.5M1.15%
27SIMON PPTY GROUP INC NEW82880610939,681$7.3M1.12%
28SPDR S&P 500 ETF TRSPY10,698$7.3M1.11%
29BAKER HUGHES COMPANYBKR158,948$7.2M1.10%
30VANGUARD INTL EQUITY INDEX F92204286678,031$7.1M1.07%
31HCA HEALTHCARE INCHCA13,826$6.5M0.98%
32SCHWAB CHARLES CORPSCHW-PJ63,161$6.3M0.96%
33VANGUARD INTL EQUITY INDEX F922042858115,606$6.2M0.95%
34VANGUARD WORLD FD92204A7028,240$6.2M0.95%
35BANK AMERICA CORP060505104112,321$6.2M0.94%
36VISA INCV17,491$6.1M0.93%
37CISCO SYS INCCSCO77,149$5.9M0.90%
38SMITH & NEPHEW PLCSNNUF181,116$5.9M0.90%
39PNC FINL SVCS GROUP INC69347510527,761$5.8M0.88%
40BROADCOM INCAVGO16,658$5.8M0.88%
41OPENLANE INCOPLN190,526$5.7M0.86%
42CHEVRON CORP NEWCVX37,112$5.7M0.86%
43XCEL ENERGY INCXELLL74,149$5.5M0.83%
44AFFILIATED MANAGERS GROUP INMGRE18,407$5.3M0.81%
45OSI SYSTEMS INCOSIS20,299$5.2M0.79%
46WESCO INTL INC95082P10521,094$5.2M0.79%
47SYNOVUS FINL CORP87161C501102,190$5.1M0.78%
48NORTHWESTERN ENERGY GROUP INNWE79,226$5.1M0.78%
49CHENIERE ENERGY INCLNG25,452$4.9M0.75%
50SPDR SERIES TRUST78468R66353,049$4.8M0.74%
51FERGUSON ENTERPRISES INCFERG20,149$4.5M0.68%
52HUDBAY MINERALS INCHBM221,756$4.4M0.67%
53US FOODS HLDG CORPUSFD56,664$4.3M0.65%
54BONDBLOXX ETF TRUST09789C78882,242$4.1M0.63%
55CELESTICA INCCLS13,836$4.1M0.62%
56ISHARES TR46432F83448,131$4.1M0.62%
57MICROSOFT CORPMSFT8,205$4.0M0.60%
58NXP SEMICONDUCTORS N VNXPI17,100$3.7M0.57%
59MKS INC.MKSI22,641$3.6M0.55%
60LPL FINL HLDGS INC50212V10010,101$3.6M0.55%
61MASTEC INCMTZ16,425$3.6M0.54%
62GENERAL DYNAMICS CORPGD10,266$3.5M0.53%
63PIPER SANDLER COMPANIESPIPR9,913$3.4M0.51%
64AAR CORPAIR40,437$3.3M0.51%
65ENCOMPASS HEALTH CORPEHC31,137$3.3M0.50%
66VALMONT INDS INC9202531018,099$3.3M0.50%
67EXXON MOBIL CORPXOM26,959$3.2M0.49%
68XPO INCXPO23,852$3.2M0.49%
69RB GLOBAL INCRBA31,383$3.2M0.49%
70INVESCO EXCH TRD SLF IDX FDIVZ154,371$3.2M0.48%
71EXPEDIA GROUP INCEXPE11,168$3.2M0.48%
72MATERION CORPMTRN24,877$3.1M0.47%
73DUCOMMUN INC DELDCO31,865$3.0M0.46%
74TRAVEL PLUS LEISURE CO89416410242,893$3.0M0.46%
75WINTRUST FINL CORP97650W10821,349$3.0M0.45%
76DXP ENTERPRISES INCDXPE26,919$3.0M0.45%
77SENSATA TECHNOLOGIES HLDG PLST87,380$2.9M0.44%
78HALOZYME THERAPEUTICS INCHALO42,012$2.8M0.43%
79LEIDOS HOLDINGS INCLDOS15,254$2.8M0.42%
80VANGUARD SPECIALIZED FUNDS92190884412,512$2.7M0.42%
81VALLEY NATL BANCORP919794107232,387$2.7M0.41%
82GATX CORPGATX15,839$2.7M0.41%
83LINCOLN NATL CORP IND53418710960,144$2.7M0.41%
84PERMIAN RESOURCES CORPPR189,238$2.7M0.40%
85TEXAS CAP BANCSHARES INC88224Q10728,844$2.6M0.40%
86URBAN OUTFITTERS INCURBN33,774$2.5M0.39%
87SANMINA CORPORATIONSANM16,705$2.5M0.38%
88PRIMORIS SVCS CORP74164F10319,888$2.5M0.38%
89FLOWSERVE CORPFLS35,305$2.4M0.37%
90DIEBOLD NIXDORF INCDBD35,588$2.4M0.37%
91HANCOCK WHITNEY CORPORATIONHWCPZ37,897$2.4M0.37%
92GULFPORT ENERGY CORPGPOR11,576$2.4M0.37%
93AURA MINERALS INCAUGO47,132$2.4M0.36%
94APPLE INCAAPL8,707$2.4M0.36%
95INVESCO EXCH TRD SLF IDX FDIVZ124,305$2.3M0.36%
96BANC OF CALIFORNIA INCBANC-PF120,240$2.3M0.35%
97ITRON INCITRI24,960$2.3M0.35%
98LAZARD INCLAZ47,628$2.3M0.35%
99CAPRI HOLDINGS LIMITEDCPRI94,682$2.3M0.35%
100ATLANTIC UN BANKSHARES CORP04911A10764,414$2.3M0.35%
101GATES INDL CORP PLCG39108108105,543$2.3M0.34%
102BANK OZK LITTLE ROCK ARKOZKAP49,178$2.3M0.34%
103AMKOR TECHNOLOGY INCAMKR57,100$2.3M0.34%
104ISHARES TR46428749923,194$2.2M0.34%
105IDACORP INCIDA17,590$2.2M0.34%
106SIGNET JEWELERS LIMITEDSIG26,411$2.2M0.33%
107TRIMAS CORPTRS61,720$2.2M0.33%
108MAGNOLIA OIL & GAS CORPMGY98,939$2.2M0.33%
109HAWKINS INCHWKN15,158$2.2M0.33%
110BONDBLOXX ETF TRUST09789C84643,037$2.1M0.33%
111LITTELFUSE INCLFUS8,364$2.1M0.32%
112MYERS INDS INC628464109109,633$2.1M0.31%
113CHARLES RIV LABS INTL INC15986410710,284$2.1M0.31%
114CHEFS WHSE INC16308610132,114$2.0M0.30%
115TIMKEN COTKR23,657$2.0M0.30%
116AMNEAL PHARMACEUTICALS INCAMRX156,488$2.0M0.30%
117AZZ INCAZZ18,164$1.9M0.30%
118ADDUS HOMECARE CORPADUS18,115$1.9M0.30%
119NEWMARK GROUP INCNMRK109,427$1.9M0.29%
120DORMAN PRODS INC25827810015,300$1.9M0.29%
121APPLIED INDL TECHNOLOGIES IN03820C1057,339$1.9M0.29%
122TANGER INCSKT55,590$1.9M0.28%
123PROVIDENT FINL SVCS INC74386T10592,591$1.8M0.28%
124ANI PHARMACEUTICALS INCANIP23,098$1.8M0.28%
125CATALYST PHARMACEUTICALS INCCPRX77,047$1.8M0.27%
126GRANITE CONSTR INCGVA15,458$1.8M0.27%
127ACI WORLDWIDE INCACIW36,582$1.7M0.27%
128JPMORGAN CHASE & CO.VYLD5,400$1.7M0.26%
129UNION PAC CORPUNP7,442$1.7M0.26%
130INNOVIVA INCINVA84,671$1.7M0.26%
131INVESCO EXCH TRD SLF IDX FDIVZ85,160$1.7M0.26%
132PRICESMART INCPSMT12,849$1.6M0.24%
133ALKERMES PLCALKS56,031$1.6M0.24%
134BERKSHIRE HATHAWAY INC DELBRK-A3,050$1.5M0.23%
135ENTERPRISE PRODS PARTNERS L29379210746,889$1.5M0.23%
136AXCELIS TECHNOLOGIES INCACLS18,063$1.5M0.22%
137INVESCO EXCHANGE TRADED FD TIVZ7,487$1.4M0.22%
138BEL FUSE INCBELFB8,114$1.4M0.21%
139ISHARES TR46428780410,453$1.3M0.19%
140TENET HEALTHCARE CORPTHC6,019$1.2M0.18%
141THERMON GROUP HLDGS INCTHR29,591$1.1M0.17%
142INVESCO EXCH TRD SLF IDX FDIVZ55,922$1.1M0.17%
143HONEYWELL INTL INC4385161065,300$1.0M0.16%
144ALTRIA GROUP INCMO17,610$1.0M0.15%
145INVESCO EXCH TRD SLF IDX FDIVZ56,154$950,1260.14%
146VANECK ETF TRUST92189F6437,830$810,8640.12%
147CATERPILLAR INCCAT1,263$723,5350.11%
148ISHARES TR4642874578,293$686,8470.10%
149ALPHABET INCGOOG2,099$658,6660.10%
150PORTLAND GEN ELEC CO73650884712,942$621,0870.09%
151AMERICAN EXPRESS COAXP1,659$613,7470.09%
152INVESCO EXCH TRD SLF IDX FDIVZ35,436$591,6040.09%
153HOME DEPOT INCHD1,696$583,5940.09%
154VANECK MERK GOLD ETFOUNZ13,435$557,2840.08%
155COPART INCCPRT13,542$530,1690.08%
156INVESCO EXCH TRD SLF IDX FDIVZ24,715$515,9260.08%
157NVIDIA CORPORATIONNVDA2,636$491,6140.07%
158LUMENTUM HLDGS INCLITE1,301$479,5360.07%
159PFIZER INCPFE18,764$467,2240.07%
160PRUDENTIAL FINL INCPUKPF3,961$447,1180.07%
161NORFOLK SOUTHN CORP6558441081,536$443,4740.07%
162AT&T INCT-PC17,845$443,2640.07%
163MONDELEZ INTL INC6092071057,853$422,7270.06%
164ISHARES SILVER TRSLV6,180$398,1160.06%
165SPROTT ASSET MANAGEMENT LPSII12,036$397,4290.06%
166ALLSTATE CORPALL-PJ1,904$396,3180.06%
167ALLY FINL INC02005N1008,648$391,6680.06%
168AMERIPRISE FINL INC03076C106747$366,2840.06%
169EXPAND ENERGY CORPORATIONEXE3,306$364,8500.06%
170ISHARES TR4642871011,035$354,8220.05%
171ISHARES TR4642875981,685$354,3790.05%
172BANK NEW YORK MELLON CORP0640581003,018$350,3920.05%
173ISHARES TR464287200502$343,6480.05%
174JOHNSON & JOHNSONJNJ1,564$323,5990.05%
175PROCTER AND GAMBLE CO7427181092,156$308,9760.05%
176TARGA RES CORPTRGP1,634$301,4730.05%
177INTUITINTU450$298,0890.05%
178VANGUARD STAR FDS9219097683,841$289,7620.04%
179ISHARES TR4642876301,556$281,9120.04%
180METTLER TOLEDO INTERNATIONALMTD200$278,8380.04%
181VANGUARD INTL EQUITY INDEX F9220427421,965$277,1410.04%
182COHERENT CORPCOHR1,400$258,3980.04%
183DESIGNER BRANDS INCDBI34,700$257,8210.04%
184COLGATE PALMOLIVE COCL3,200$252,8640.04%
185VERIZON COMMUNICATIONS INCVZ5,576$227,0960.03%
186AMGEN INCAMGN690$225,8440.03%
187MERCK & CO INCMRK2,056$216,3790.03%
188SELECT SECTOR SPDR TR81369Y3082,587$200,9700.03%
189GAIN THERAPEUTICS INCGANX20,250$65,2050.01%