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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 13 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DEO DIAGEO PLC Consumer Defensive 3,250.0 $242K 0.03% -294.0 -8.3% $74.45 +12.9%
242 INOV INNOVATOR ETFS TRUST 6,963.0 $242K 0.03% +750.0 +12.1% $34.69 +3.4%
243 PYPL PAYPAL HLDGS INC Financial Services 5,327.0 $241K 0.03% +998.0 +23.1% $45.23 -4.9%
244 HYGV FLEXSHARES TR 6,000.0 $240K 0.03% $40.06 -0.3%
245 HYD VANECK ETF TRUST 4,766.0 $239K 0.03% -163.0 -3.3% $50.14 +0.7%
246 HALO HALOZYME THERAPEUTICS INC Healthcare 3,659.0 $236K 0.03% -3K -46.1% $64.63 +6.5%
247 BRLN BLACKROCK ETF TRUST II 4,646.0 $236K 0.03% NEW $50.75 +0.2%
248 NULV NUSHARES ETF TR 5,058.0 $230K 0.03% $45.50 +9.4%
249 NULG NUSHARES ETF TR 2,512.0 $228K 0.03% $90.94 +19.4%
250 VWOB VANGUARD WHITEHALL FDS 3,452.0 $227K 0.03% NEW $65.69 +0.1%
251 LMBS FIRST TR EXCHANGE-TRADED FD 4,524.0 $225K 0.03% NEW $49.81 -0.4%
252 IDEC INNOVATOR ETFS TRUST 6,650.0 $217K 0.03% $32.56 +3.3%
253 INNOVATOR ETFS TRUST 10,450.0 $216K 0.03% $20.68
254 SPGI S&P GLOBAL INC Financial Services 500.0 $213K 0.03% -71.0 -12.4% $425.34 -4.7%
255 VIRTUS DIVIDEND INTEREST & P 16,850.0 $212K 0.03% $12.61
256 BK BANK NEW YORK MELLON CORP Financial Services 1,765.0 $209K 0.03% -532.0 -23.2% $118.63 +14.9%
257 KMI KINDER MORGAN INC DEL Energy 6,227.0 $209K 0.03% NEW $33.53 +3.1%
258 RSPH INVESCO EXCHANGE TRADED FD T 6,898.0 $208K 0.03% $30.19 +0.8%
259 ASML ASML HLDG NV Technology 157.0 $208K 0.03% NEW $1323.31 +14.2%
260 BSV VANGUARD BD INDEX FDS 2,649.0 $208K 0.03% NEW $78.41 -0.9%
Page 13 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%