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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 12 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MAR MARRIOTT INTL INC NEW Consumer Cyclical 893.0 $292K 0.04% -122.0 -12.0% $327.07 +12.9%
222 VGT VANGUARD WORLD FD 412.0 $288K 0.03% NEW $697.82 -83.8%
223 CEF SPROTT ASSET MANAGEMENT LP Financial Services 6,000.0 $286K 0.03% $47.72 -0.4%
224 AMAT APPLIED MATLS INC Technology 811.0 $277K 0.03% -25K -96.9% $341.61 +24.1%
225 PFE PFIZER INC Healthcare 9,853.0 $277K 0.03% -207.0 -2.1% $28.08 -8.2%
226 UMAR INNOVATOR ETFS TRUST 6,834.0 $272K 0.03% +616.0 +9.9% $39.74 +5.3%
227 DDTN INNOVATOR ETFS TRUST 14,450.0 $271K 0.03% NEW $18.72 +7.8%
228 CRWD CROWDSTRIKE HLDGS INC Technology 678.0 $265K 0.03% +174.0 +34.5% $390.64 +64.1%
229 BX BLACKSTONE INC Financial Services 2,300.0 $264K 0.03% -247.0 -9.7% $114.98 +1.5%
230 BLK BLACKROCK INC Financial Services 274.0 $263K 0.03% +13.0 +5.0% $960.62 +9.0%
231 INTC INTEL CORP Technology 5,945.0 $262K 0.03% +241.0 +4.2% $44.13 +163.6%
232 XEL XCEL ENERGY INC Utilities 3,297.0 $262K 0.03% +17.0 +0.5% $79.44 +0.5%
233 XLB SELECT SECTOR SPDR TR 5,166.0 $258K 0.03% NEW $49.97 -0.9%
234 JLL JONES LANG LASALLE INC Real Estate 846.0 $257K 0.03% NEW $304.32 -4.3%
235 INNOVATOR ETFS TRUST 13,595.0 $255K 0.03% NEW $18.77
236 AEP AMERICAN ELEC PWR CO INC Utilities 1,916.0 $251K 0.03% -23.0 -1.2% $131.08 -1.5%
237 ANET ARISTA NETWORKS INC Technology 2,032.0 $249K 0.03% -1K -38.1% $122.78 +14.6%
238 TBIL RBB FD INC 5,000.0 $249K 0.03% $49.86 +0.2%
239 SCHB SCHWAB STRATEGIC TR 9,880.0 $248K 0.03% $25.10 +13.3%
240 IAU ISHARES GOLD TR Financial Services 2,787.0 $246K 0.03% NEW $88.16 -3.3%
Page 12 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%