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Portfolio (Quarterly) Guide ↗

Occidental Asset Management, LLC

· CIK 0001770994
13F Portfolio $844.1B AUM 284 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 147 Added 59 Reduced 46 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BRLN BLACKROCK ETF TRUST II 4,646.0 $236K 0.03% NEW $50.75 +0.4%
22 VWOB VANGUARD WHITEHALL FDS 3,452.0 $227K 0.03% NEW $65.69 +0.5%
23 LMBS FIRST TR EXCHANGE-TRADED FD 4,524.0 $225K 0.03% NEW $49.81 -0.2%
24 KMI KINDER MORGAN INC DEL Energy 6,227.0 $209K 0.03% NEW $33.53 +0.3%
25 ASML ASML HLDG NV Technology 157.0 $208K 0.03% NEW $1323.31 +11.3%
26 BSV VANGUARD BD INDEX FDS 2,649.0 $208K 0.03% NEW $78.41 -0.8%
27 DXJ WISDOMTREE TR 1,306.0 $207K 0.03% NEW $158.58 +7.2%
28 EIX EDISON INTL Utilities 2,742.0 $201K 0.02% NEW $73.19 -5.5%
29 NRK NUVEEN NY AMT FREE Financial Services 11,725.0 $120K 0.01% NEW $10.21 +1.4%
30 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 10,612.0 $120K 0.01% NEW $11.28 +0.8%
31 WU WESTERN UN CO Financial Services 12,774.0 $112K 0.01% NEW $8.73 -4.5%
32 BLACKROCK TECH AND PRIVATE E 14,078.0 $93K 0.01% NEW $6.60
33 KREF KKR REAL ESTATE FIN TR INC Real Estate 10,953.0 $67K 0.01% NEW $6.12 +3.4%
34 RPD RAPID7 INC Technology 10,548.0 $58K 0.01% NEW $5.51 +18.0%
35 AMZN CALL AMAZON COM INC Consumer Cyclical 200.0 $214.0 NEW $1.07 +24653.3%
Page 2 of 2  ·  35 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 39.9%
Financial Services 10.0%
Communication Services 9.7%
Healthcare 8.9%
Industrials 8.0%
Consumer Defensive 6.1%
Consumer Cyclical 5.8%
Basic Materials 4.4%
Energy 3.2%
Utilities 3.1%