Occidental Asset Management, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1770994
Burlingame, CA
Position in UAL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$212,552
New position
Shares Held
1,563
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#781
of 1,063 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Airlines
Industrials · as of Jun 30, 2026Occidental Asset Management, LLC holds $458,133 across 2 Airlines names. UAL ranks #2 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
|
4,776 | $245,581 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
1,563 | $212,552 |
All Filings in UAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,552 | 1,563 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||