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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 6 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SLYV SPDR SERIES TRUST 11,997.0 $1.1M 0.13% NEW $90.97 +12.6%
102 XLF SELECT SECTOR SPDR TR 19,677.0 $1.1M 0.13% NEW $54.77 -5.6%
103 SLYG SPDR SERIES TRUST 11,221.0 $1.1M 0.13% NEW $94.19 +13.9%
104 CWB SPDR SERIES TRUST 11,724.0 $1.0M 0.13% NEW $89.20 +18.1%
105 VIG VANGUARD SPECIALIZED FUNDS 4,699.0 $1.0M 0.12% NEW $219.79 +5.1%
106 APP APPLOVIN CORP Technology 1,528.0 $1.0M 0.12% NEW $673.82 -27.9%
107 QQQ INVESCO QQQ TR Financial Services 1,645.0 $1.0M 0.12% NEW $614.20 +16.3%
108 ED CONSOLIDATED EDISON INC Utilities 10,088.0 $1.0M 0.12% NEW $99.32 +8.1%
109 CSD INVESCO EXCHANGE TRADED FD 10,000.0 $997K 0.12% NEW $99.73 +35.4%
110 PM PHILIP MORRIS INTL INC Consumer Defensive 6,092.0 $977K 0.12% NEW $160.40 +17.6%
111 MA MASTERCARD INCORPORATED Financial Services 1,692.0 $966K 0.12% NEW $571.02 -12.5%
112 VWO VANGUARD INTL EQUITY INDEX 17,729.0 $953K 0.12% NEW $53.76 +9.2%
113 IWD ISHARES TR 4,504.0 $947K 0.11% NEW $210.34 +11.6%
114 GLD SPDR GOLD TR Financial Services 2,365.0 $937K 0.11% NEW $396.31 +5.2%
115 IYW ISHARES TR 4,646.0 $928K 0.11% NEW $199.69 +20.2%
116 FSMB FIRST TR EXCH TRADED FD III 46,036.0 $923K 0.11% NEW $20.05 -0.7%
117 IJH ISHARES TR 13,729.0 $906K 0.11% NEW $66.00 +10.5%
118 CVX CHEVRON CORP NEW Energy 5,790.0 $882K 0.11% NEW $152.41 +25.3%
119 IWM ISHARES TR 3,400.0 $837K 0.10% NEW $246.17 +14.8%
120 JNJ JOHNSON & JOHNSON Healthcare 4,039.0 $836K 0.10% NEW $206.97 +12.0%
Page 6 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%