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Portfolio (Quarterly) Guide ↗

Occidental Asset Management, LLC

· CIK 0001770994
13F Portfolio $832M AUM 295 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 295 New
Page 12 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AEM AGNICO EAGLE MINES LTD Basic Materials 1,665.0 $282K 0.03% NEW $169.53 +4.8%
222 BLK BLACKROCK INC Financial Services 261.0 $280K 0.03% NEW $1072.23 -0.8%
223 MEDP MEDPACE HLDGS INC Healthcare 496.0 $279K 0.03% NEW $561.65 -23.4%
224 OKE ONEOK INC NEW Energy 3,767.0 $277K 0.03% NEW $73.50 +26.0%
225 CEF SPROTT ASSET MANAGEMENT LP Financial Services 6,000.0 $275K 0.03% NEW $45.80 +4.7%
226 HCA HCA HEALTHCARE INC Healthcare 579.0 $270K 0.03% NEW $466.86 -15.9%
227 BK BANK NEW YORK MELLON CORP Financial Services 2,297.0 $267K 0.03% NEW $116.09 +19.7%
228 BKNG BOOKING HOLDINGS INC Consumer Cyclical 49.0 $263K 0.03% NEW $5364.14 -97.0%
229 SCHB SCHWAB STRATEGIC TR 9,880.0 $259K 0.03% NEW $26.23 +9.0%
230 PYPL PAYPAL HLDGS INC Financial Services 4,329.0 $253K 0.03% NEW $58.38 -24.0%
231 PEGA PEGASYSTEMS INC Technology 4,226.0 $252K 0.03% NEW $59.72 -42.6%
232 HYD VANECK ETF TRUST 4,929.0 $252K 0.03% NEW $51.12 -0.9%
233 PFE PFIZER INC Healthcare 10,060.0 $250K 0.03% NEW $24.90 +4.2%
234 QLYS QUALYS INC Technology 1,884.0 $250K 0.03% NEW $132.90 -24.3%
235 TBIL RBB FD INC 5,000.0 $249K 0.03% NEW $49.88 +0.2%
236 UMAR INNOVATOR ETFS TRUST 6,218.0 $248K 0.03% NEW $39.95 +4.9%
237 RL RALPH LAUREN CORP Consumer Cyclical 699.0 $247K 0.03% NEW $353.61 -6.9%
238 VONG VANGUARD SCOTTSDALE FDS 2,020.0 $246K 0.03% NEW $121.75 +5.4%
239 NULG NUSHARES ETF TR 2,502.0 $245K 0.03% NEW $97.80 +12.6%
240 BN BROOKFIELD CORP Financial Services 5,332.0 $245K 0.03% NEW $45.89 -1.0%
Page 12 of 15  ·  295 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.1%
Financial Services 10.1%
Communication Services 9.7%
Healthcare 9.1%
Industrials 8.2%
Consumer Cyclical 5.5%
Consumer Defensive 4.9%
Basic Materials 4.2%
Utilities 2.6%
Energy 2.0%