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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 4 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EMR EMERSON ELEC CO Industrials 31,157.0 $4.1M 0.48% -9K -22.1% $131.02 +0.9%
62 CB CHUBB LTD SWITZ Financial Services 12,057.0 $3.9M 0.47% -3K -21.0% $325.93 +1.3%
63 DDWM WISDOMTREE TR 87,109.0 $3.8M 0.46% -13K -12.8% $44.11 +3.8%
64 BR BROADRIDGE FINL SOLUTIONS IN Technology 23,371.0 $3.8M 0.45% +2K +7.2% $162.48 -8.0%
65 ITW ILLINOIS TOOL WKS INC Industrials 13,670.0 $3.6M 0.42% -4K -20.5% $260.29 -4.2%
66 IBM INTERNATIONAL BUSINESS MACHS Technology 13,886.0 $3.4M 0.40% +900.0 +6.9% $242.39 -8.1%
67 DLR DIGITAL RLTY TR INC Real Estate 17,637.0 $3.2M 0.38% +1K +6.5% $180.21 +4.6%
68 MDYG SPDR SERIES TRUST 32,293.0 $3.1M 0.37% +877.0 +2.8% $95.96 +7.9%
69 TSLA TESLA INC Consumer Cyclical 8,170.0 $3.0M 0.36% +279.0 +3.5% $371.75 +10.3%
70 MDYV SPDR SERIES TRUST 35,379.0 $3.0M 0.36% +870.0 +2.5% $85.15 +3.7%
71 CLX CLOROX CO DEL Consumer Defensive 28,709.0 $3.0M 0.35% +9K +47.4% $103.63 -10.7%
72 BERKSHIRE HATHAWAY INC DEL 4.0 $2.9M 0.34% $718140.00
73 DKS DICKS SPORTING GOODS INC Consumer Cyclical 14,361.0 $2.8M 0.34% +1K +7.6% $198.29 +9.2%
74 DGS WISDOMTREE TR 46,337.0 $2.8M 0.33% +4K +10.7% $60.10 +4.8%
75 DGRE WISDOMTREE TR 83,737.0 $2.8M 0.33% +1K +1.5% $33.12 +13.7%
76 SPEM SPDR INDEX SHS FDS 57,809.0 $2.7M 0.32% +3K +5.2% $46.91 +7.5%
77 KMB KIMBERLY-CLARK CORP Consumer Defensive 28,050.0 $2.7M 0.32% +10K +58.3% $96.47 +0.1%
78 CSCO CISCO SYS INC Technology 34,747.0 $2.7M 0.32% +2K +5.8% $77.59 +53.2%
79 AGG ISHARES TR 26,378.0 $2.6M 0.31% +971.0 +3.8% $99.27 -1.7%
80 OKTA OKTA INC Technology 33,169.0 $2.6M 0.31% $78.71 +10.6%
Page 4 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%