BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders
Screener Research
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 5 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VUG VANGUARD INDEX FDS 4,804.0 $2.3M 0.28% NEW $487.88 -82.1%
82 LLY ELI LILLY & CO Healthcare 2,114.0 $2.3M 0.27% NEW $1074.59 -4.4%
83 SDY SPDR SERIES TRUST 16,227.0 $2.3M 0.27% NEW $139.16 +5.4%
84 BERKSHIRE HATHAWAY INC DEL 4,204.0 $2.1M 0.25% NEW $502.65
85 IUSV ISHARES TR 19,362.0 $2.0M 0.24% NEW $102.54 +5.5%
86 CLX CLOROX CO DEL Consumer Defensive 19,474.0 $2.0M 0.24% NEW $100.83 -8.5%
87 SPY SPDR S&P 500 ETF TR Financial Services 2,726.0 $1.9M 0.22% NEW $681.91 +8.3%
88 MU MICRON TECHNOLOGY INC Technology 6,473.0 $1.8M 0.22% NEW $285.43 +159.1%
89 FNDE SCHWAB STRATEGIC TR 49,643.0 $1.8M 0.21% NEW $36.06 +11.3%
90 KMB KIMBERLY-CLARK CORP Consumer Defensive 17,718.0 $1.8M 0.21% NEW $100.89 -4.5%
91 IEMG ISHARES INC 26,572.0 $1.8M 0.21% NEW $67.22 +18.4%
92 XOM EXXON MOBIL CORP Energy 12,936.0 $1.6M 0.19% NEW $120.34 +31.0%
93 AVGO BROADCOM INC Technology 4,271.0 $1.5M 0.18% NEW $346.10 +21.3%
94 DGRO ISHARES TR 20,888.0 $1.5M 0.17% NEW $69.42 +5.8%
95 DVY ISHARES TR 9,395.0 $1.3M 0.16% NEW $141.14 +7.8%
96 XLV SELECT SECTOR SPDR TR 8,364.0 $1.3M 0.16% NEW $154.81 -5.6%
97 IWR ISHARES TR 12,961.0 $1.2M 0.15% NEW $96.27 +7.5%
98 NFLX NETFLIX INC Communication Services 12,762.0 $1.2M 0.14% NEW $93.76 -6.0%
99 ORCL ORACLE CORP Technology 6,059.0 $1.2M 0.14% NEW $194.91 -2.5%
100 VIGI VANGUARD WHITEHALL FDS 12,132.0 $1.1M 0.13% NEW $91.45 +1.5%
Page 5 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%