Occidental Asset Management, LLC

Position in HTB — HomeTrust Bancshares, Inc.

CIK 1770994 Burlingame, CA

Position in HTB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$210,336

New position

Shares Held

4,216

first reported quarter

Ownership

0.025%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#128

of 172 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Occidental Asset Management, LLC holds $1,260,736 across 4 Banks - Regional names. HTB ranks #4 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	2,439	$580,506
2	USB	US Bancorp \De\	3,974	$240,029
3	FSBC	Five Star Bancorp	4,721	$229,865
4	HTB	HomeTrust Bancshares, Inc. This page	4,216	$210,336

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,336	4,216	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.