Occidental Asset Management, LLC
CIK
1770994
City
Burlingame
State / Country
CA
Top Portfolio Positions
158 positions ·
$426,609,062 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
324,760 | $56,638,144 | 13.28% | |
| AAPL |
Apple Inc.
Technology
|
180,729 | $45,867,212 | 10.75% | |
| MSFT |
Microsoft Corp
Technology
|
59,618 | $22,068,795 | 5.17% | |
| META |
Meta Platforms, Inc.
Communication Services
|
22,631 | $12,947,874 | 3.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
49,930 | $10,398,921 | 2.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
33,285 | $9,791,115 | 2.30% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
77,250 | $9,600,630 | 2.25% | |
| MS |
Morgan Stanley
Financial Services
|
44,436 | $7,312,832 | 1.71% | |
| CAT |
Caterpillar Inc
Industrials
|
10,090 | $7,148,361 | 1.68% | |
| DELL |
Dell Technologies Inc.
Technology
|
39,356 | $6,459,500 | 1.51% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HIO
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,043 | 13,786 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $42,683 | 11,505 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $44,497 | 11,588 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $73,884 | 18,564 | Shares | Sole | 2025-07-14 | |
| No 13F history on record for this holder in this stock. | ||||||