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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 5 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VOO VANGUARD INDEX FDS 4,227.0 $2.5M 0.30% +78.0 +1.9% $597.54 +12.9%
82 ABBV ABBVIE INC Healthcare 11,067.0 $2.4M 0.28% +540.0 +5.1% $217.49 -1.7%
83 XOM EXXON MOBIL CORP Energy 14,066.0 $2.4M 0.28% +1K +8.7% $169.66 -5.4%
84 SDY SPDR SERIES TRUST 16,227.0 $2.4M 0.28% $145.94 +1.2%
85 MU MICRON TECHNOLOGY INC Technology 6,587.0 $2.2M 0.26% +114.0 +1.8% $337.85 +101.7%
86 BERKSHIRE HATHAWAY INC DEL 4,408.0 $2.1M 0.25% +204.0 +4.8% $479.20
87 VUG VANGUARD INDEX FDS 4,822.0 $2.1M 0.25% $436.83 -80.2%
88 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,230.0 $2.1M 0.25% +504.0 +18.5% $650.40 +12.8%
89 LLY ELI LILLY & CO Healthcare 2,189.0 $2.0M 0.24% +75.0 +3.5% $919.71 +7.4%
90 IUSV ISHARES TR 19,304.0 $2.0M 0.23% $102.25 +6.1%
91 FNDE SCHWAB STRATEGIC TR 50,761.0 $1.9M 0.23% +1K +2.2% $38.26 +4.6%
92 IEMG ISHARES INC 26,316.0 $1.8M 0.22% -256.0 -1.0% $69.75 +12.6%
93 VIGI VANGUARD WHITEHALL FDS 18,600.0 $1.6M 0.20% +6K +53.3% $88.46 +5.2%
94 VWO VANGUARD INTL EQUITY INDEX F 29,276.0 $1.6M 0.19% +12K +65.1% $54.05 +7.1%
95 NFLX NETFLIX INC. Communication Services 16,210.0 $1.6M 0.18% +3K +27.0% $96.15 -6.8%
96 AVGO BROADCOM INC Technology 4,933.0 $1.5M 0.18% +662.0 +15.5% $309.51 +32.8%
97 DGRO ISHARES TR 20,888.0 $1.5M 0.17% $70.18 +4.8%
98 DVY ISHARES TR 9,395.0 $1.4M 0.17% $151.41 +0.9%
99 QQQ INVESCO QQQ TR Financial Services 2,388.0 $1.4M 0.16% +743.0 +45.2% $577.11 +21.6%
100 CVX CHEVRON CORPORATION Energy 6,542.0 $1.4M 0.16% +752.0 +13.0% $206.91 -5.2%
Page 5 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%