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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 4 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DDWM WISDOMTREE TR 99,945.0 $4.4M 0.52% NEW $43.54 +6.8%
62 MRSH MARSH & MCLENNAN COS INC Financial Services 23,178.0 $4.3M 0.52% NEW $185.52 -11.0%
63 ITW ILLINOIS TOOL WKS INC Industrials 17,203.0 $4.2M 0.51% NEW $246.30 +1.5%
64 J JACOBS SOLUTIONS INC Industrials 30,738.0 $4.1M 0.49% NEW $132.46 -13.9%
65 IBM INTERNATIONAL BUSINESS Technology 12,986.0 $3.8M 0.46% NEW $296.20 -14.6%
66 TSLA TESLA INC Consumer Cyclical 7,891.0 $3.5M 0.43% NEW $449.72 -7.2%
67 HSY HERSHEY CO Consumer Defensive 19,387.0 $3.5M 0.42% NEW $181.98 +4.6%
68 BERKSHIRE HATHAWAY INC DEL 4.0 $3.0M 0.36% NEW $754800.00
69 MDYV SPDR SERIES TRUST 34,509.0 $2.9M 0.35% NEW $84.65 +6.3%
70 MDYG SPDR SERIES TRUST 31,416.0 $2.9M 0.35% NEW $92.43 +14.4%
71 OKTA OKTA INC Technology 33,110.0 $2.9M 0.34% NEW $86.47 +3.4%
72 DKS DICKS SPORTING GOODS INC Consumer Cyclical 13,342.0 $2.6M 0.32% NEW $197.97 +12.0%
73 VOO VANGUARD INDEX FDS 4,149.0 $2.6M 0.31% NEW $627.16 +8.9%
74 DGRE WISDOMTREE TR 82,464.0 $2.6M 0.31% NEW $31.31 +24.5%
75 SPEM SPDR INDEX SHS FDS 54,946.0 $2.6M 0.31% NEW $46.81 +9.1%
76 DLR DIGITAL RLTY TR INC Real Estate 16,562.0 $2.6M 0.31% NEW $154.71 +25.6%
77 AGG ISHARES TR 25,407.0 $2.5M 0.30% NEW $99.88 -1.5%
78 CSCO CISCO SYS INC Technology 32,834.0 $2.5M 0.30% NEW $77.03 +53.4%
79 ABBV ABBVIE INC Healthcare 10,527.0 $2.4M 0.29% NEW $228.49 -6.1%
80 DGS WISDOMTREE TR 41,874.0 $2.4M 0.29% NEW $57.24 +12.2%
Page 4 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%