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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 9 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GPIX GOLDMAN SACHS ETF TR 9,127.0 $482K 0.06% NEW $52.80 +4.7%
162 GS GOLDMAN SACHS GROUP INC Financial Services 541.0 $476K 0.06% NEW $879.44 +12.4%
163 MUB ISHARES TR 4,394.0 $471K 0.06% NEW $107.11 -1.0%
164 COP CONOCOPHILLIPS Energy 5,001.0 $468K 0.06% NEW $93.62 +28.8%
165 MSI MOTOROLA SOLUTIONS INC Technology 1,205.0 $462K 0.06% NEW $383.17 +4.5%
166 HALO HALOZYME THERAPEUTICS INC Healthcare 6,795.0 $457K 0.06% NEW $67.30 +1.8%
167 VEA VANGUARD TAX-MANAGED FDS 7,253.0 $453K 0.05% NEW $62.47 +13.2%
168 VZ VERIZON COMMUNICATIONS INC Communication Services 11,103.0 $452K 0.05% NEW $40.73 +17.4%
169 MCD MCDONALDS CORP Consumer Cyclical 1,449.0 $443K 0.05% NEW $305.60 -7.0%
170 DDFN INNOVATOR ETFS TRUST 22,957.0 $440K 0.05% NEW $19.17 +3.9%
171 XLU SELECT SECTOR SPDR TR 10,112.0 $432K 0.05% NEW $42.69 +5.4%
172 ANET ARISTA NETWORKS INC Technology 3,285.0 $430K 0.05% NEW $131.03 +13.4%
173 IBHF ISHARES TR 18,434.0 $425K 0.05% NEW $23.08 -1.2%
174 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,686.0 $415K 0.05% NEW $53.94 +10.4%
175 NVS NOVARTIS AG Healthcare 2,992.0 $413K 0.05% NEW $137.87 +10.1%
176 RMD RESMED INC Healthcare 1,699.0 $409K 0.05% NEW $240.82 -12.9%
177 BIL SPDR SERIES TRUST 4,337.0 $396K 0.05% NEW $91.39 +0.2%
178 VNQ VANGUARD INDEX FDS 4,437.0 $393K 0.05% NEW $88.49 +9.2%
179 BX BLACKSTONE INC Financial Services 2,547.0 $393K 0.05% NEW $154.13 -23.1%
180 WPC WP CAREY INC Real Estate 6,002.0 $386K 0.05% NEW $64.36 +16.5%
Page 9 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%