BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 13 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HYGV FLEXSHARES TR 6,000.0 $244K 0.03% NEW $40.73 -1.3%
242 XEL XCEL ENERGY INC Utilities 3,280.0 $242K 0.03% NEW $73.86 +8.1%
243 MPWR MONOLITHIC PWR SYS INC Technology 266.0 $241K 0.03% NEW $906.36 +72.3%
244 PGNY PROGYNY INC Healthcare 9,370.0 $241K 0.03% NEW $25.68 -0.2%
245 ARES ARES MANAGEMENT CORPORATION Financial Services 1,481.0 $239K 0.03% NEW $161.63 -23.3%
246 YETI YETI HLDGS INC Consumer Cyclical 5,380.0 $238K 0.03% NEW $44.17 +1.1%
247 CRWD CROWDSTRIKE HLDGS INC Technology 504.0 $236K 0.03% NEW $468.76 +38.3%
248 YOU CLEAR SECURE INC Technology 6,696.0 $235K 0.03% NEW $35.08 +76.8%
249 CVCO CAVCO INDS INC DEL Consumer Cyclical 397.0 $235K 0.03% NEW $590.74 -16.8%
250 BOX BOX INC Technology 7,833.0 $234K 0.03% NEW $29.91 -15.1%
251 CL COLGATE PALMOLIVE CO Consumer Defensive 2,924.0 $231K 0.03% NEW $79.03 +14.4%
252 AOD ABRDN TOTAL DYNAMIC Financial Services 23,543.0 $230K 0.03% NEW $9.75 +6.9%
253 NULV NUSHARES ETF TR 5,058.0 $228K 0.03% NEW $45.05 +11.7%
254 CF CF INDS HLDGS INC Basic Materials 2,931.0 $227K 0.03% NEW $77.34 +57.3%
255 CRUS CIRRUS LOGIC INC Technology 1,911.0 $226K 0.03% NEW $118.50 +40.6%
256 SKY CHAMPION HOMES INC Consumer Cyclical 2,676.0 $226K 0.03% NEW $84.50 -17.5%
257 ACLS AXCELIS TECHNOLOGIES INC Technology 2,810.0 $226K 0.03% NEW $80.34 +89.8%
258 CSGS CSG SYS INTL INC Technology 2,928.0 $225K 0.03% NEW $76.69 +5.2%
259 CI THE CIGNA GROUP Healthcare 815.0 $224K 0.03% NEW $275.23 +2.5%
260 AEP AMERICAN ELEC PWR CO INC Utilities 1,939.0 $224K 0.03% NEW $115.31 +12.4%
Page 13 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%