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Portfolio (Quarterly) Guide ↗

Occidental Asset Management, LLC

· CIK 0001770994
13F Portfolio $844M AUM 284 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 147 Added 59 Reduced 46 Exited
Page 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TFLR T ROWE PRICE ETF INC 5,820.0 $293K 0.04% -4K -40.0% $50.36 +1.2%
42 MAR MARRIOTT INTL INC NEW Consumer Cyclical 893.0 $292K 0.04% -122.0 -12.0% $327.07 +13.3%
43 AMAT APPLIED MATLS INC Technology 811.0 $277K 0.03% -25K -96.9% $341.61 +25.1%
44 PFE PFIZER INC Healthcare 9,853.0 $277K 0.03% -207.0 -2.1% $28.08 -7.6%
45 BX BLACKSTONE INC Financial Services 2,300.0 $264K 0.03% -247.0 -9.7% $114.98 +3.1%
46 AEP AMERICAN ELEC PWR CO INC Utilities 1,916.0 $251K 0.03% -23.0 -1.2% $131.08 -1.1%
47 ANET ARISTA NETWORKS INC Technology 2,032.0 $249K 0.03% -1K -38.1% $122.78 +21.0%
48 DEO DIAGEO PLC Consumer Defensive 3,250.0 $242K 0.03% -294.0 -8.3% $74.45 +15.5%
49 HYD VANECK ETF TRUST 4,766.0 $239K 0.03% -163.0 -3.3% $50.14 +1.1%
50 HALO HALOZYME THERAPEUTICS INC Healthcare 3,659.0 $236K 0.03% -3K -46.1% $64.63 +6.0%
51 SPGI S&P GLOBAL INC Financial Services 500.0 $213K 0.03% -71.0 -12.4% $425.34 -2.0%
52 BK BANK NEW YORK MELLON CORP Financial Services 1,765.0 $209K 0.03% -532.0 -23.2% $118.63 +17.2%
53 VONG VANGUARD SCOTTSDALE FDS 1,865.0 $205K 0.02% -155.0 -7.7% $109.69 +17.0%
54 VONV VANGUARD SCOTTSDALE FDS 2,174.0 $204K 0.02% -130.0 -5.6% $93.74 +9.8%
55 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 21,760.0 $200K 0.02% -2K -7.6% $9.21 +13.1%
56 BN BROOKFIELD CORP Financial Services 4,948.0 $200K 0.02% -384.0 -7.2% $40.47 +12.3%
57 EMD WESTERN ASSET EMERGING MKTS Financial Services 12,390.0 $122K 0.01% -1K -10.7% $9.82 +5.0%
58 IGR CBRE GBL REAL ESTATE INC FD Financial Services 13,824.0 $61K 0.01% -3K -17.6% $4.39 +5.9%
59 NUVEEN CR STRATEGIES INCOME 10,756.0 $52K 0.01% -3K -21.0% $4.87
Page 3 of 3  ·  59 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%