Occidental Asset Management, LLC
Position in HALO — Halozyme Therapeutics, Inc.
CIK 1770994
Burlingame, CA
Position in HALO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$250,072
+$13,591 QoQ
Shares Held
3,195
-12.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#482
of 666 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Occidental Asset Management, LLC holds $934,949 across 3 Biotechnology names. HALO ranks #2 (26.7% of the industry book) .
All Filings in HALO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,072 | 3,195 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $236,481 | 3,659 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $457,303 | 6,795 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $567,578 | 7,739 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $402,738 | 7,742 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $388,347 | 6,086 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||