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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 11 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AEM AGNICO EAGLE MINES LTD Basic Materials 1,694.0 $344K 0.04% +29.0 +1.7% $202.98 -12.7%
202 IFLR INNOVATOR ETFS TRUST 6,818.0 $344K 0.04% NEW $50.39 +3.0%
203 OKE ONEOK INC NEW Energy 3,796.0 $343K 0.04% +29.0 +0.8% $90.39 +3.2%
204 WMB WILLIAMS COS INC Energy 4,694.0 $342K 0.04% -224.0 -4.5% $72.78 +7.2%
205 CI THE CIGNA GROUP Healthcare 1,275.0 $340K 0.04% +460.0 +56.4% $266.75 +6.2%
206 VTI VANGUARD INDEX FDS 1,043.0 $335K 0.04% +7.0 +0.7% $320.80 +13.2%
207 PH PARKER-HANNIFIN CORP Industrials 373.0 $334K 0.04% +7.0 +1.9% $895.24 -5.1%
208 ITOT ISHARES TR 2,321.0 $331K 0.04% +185.0 +8.7% $142.43 +13.3%
209 NOC NORTHROP GRUMMAN CORP Industrials 483.0 $330K 0.04% -34.0 -6.6% $682.24 -18.7%
210 NIHI NEOS ETF TRUST 6,692.0 $326K 0.04% NEW $48.76 +4.8%
211 RSP INVESCO EXCHANGE TRADED FD T 1,689.0 $324K 0.04% $191.92 +5.9%
212 IGRO ISHARES TR 3,825.0 $320K 0.04% +300.0 +8.5% $83.77 +5.1%
213 VTV VANGUARD INDEX FDS 1,612.0 $316K 0.04% +545.0 +51.1% $196.20 +5.9%
214 UJAN INNOVATOR ETFS TRUST 7,439.0 $316K 0.04% NEW $42.51 +5.9%
215 AZN ASTRAZENECA PLC Healthcare 1,603.0 $316K 0.04% NEW $197.22 -4.2%
216 GE GE AEROSPACE Industrials 1,098.0 $312K 0.04% +16.0 +1.5% $283.89 +4.0%
217 IBHI ISHARES TR 13,321.0 $310K 0.04% $23.28 +0.3%
218 SHY ISHARES TR 3,737.0 $309K 0.04% -79.0 -2.1% $82.57 -0.6%
219 EFA ISHARES TR 3,101.0 $301K 0.04% $97.12 +6.4%
220 TFLR T ROWE PRICE ETF INC 5,820.0 $293K 0.04% -4K -40.0% $50.36 +1.2%
Page 11 of 15  ·  284 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%