Occidental Asset Management, LLC

Position in V — Visa Inc.

CIK 1770994 Burlingame, CA

Position in V

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

Position Value

$7,521,218

+$1,651,113 QoQ

Shares Held

21,922

+12.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#1,407

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Occidental Asset Management, LLC holds $8,945,278 across 4 Credit Services names. V ranks #1 (84.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	21,922	$7,521,218
2	MA	Mastercard Inc	1,936	$994,329
3	AXP	American Express Co	648	$219,186
4	PYPL	PayPal Holdings, Inc.	4,876	$210,545

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,521,218	21,922	+12.9%	Shares	Sole	2026-08-07
2026-03-31	$5,870,105	19,422	+4.6%	Shares	Sole	2026-04-16
2025-12-31	$6,511,281	18,566	+2.8%	Shares	Sole	2026-01-08
2025-09-30	$6,164,640	18,058	+1.6%	Shares	Sole	2025-10-29
2025-06-30	$6,309,948	17,772	-0.1%	Shares	Sole	2025-07-14
2025-03-31	$6,231,879	17,782	+7.1%	Shares	Sole	2025-05-15
2024-12-31	$5,247,528	16,604	+5.7%	Shares	Sole	2025-01-15
2024-09-30	$4,317,264	15,702	+3.7%	Shares	Sole	2024-10-15
2024-06-30	$3,975,895	15,148	+12.9%	Shares	Sole	2024-07-15
2024-03-31	$3,743,300	13,413	+7.9%	Shares	Sole	2024-04-16
2023-12-31	$3,236,931	12,433	+2.3%	Shares	Sole	2024-01-19
2023-09-30	$2,794,621	12,150	+1.3%	Shares	Sole	2023-10-18
2023-06-30	$2,848,097	11,993	+3.8%	Shares	Sole	2023-07-12
2023-03-31	$2,603,837	11,549	+3.2%	Shares	Sole	2023-05-11
2022-12-31	$2,325,873	11,195	+4.3%	Shares	Sole	2023-01-24
2022-09-30	$1,906,184	10,730	+3.9%	Shares	Sole	2022-11-08
2022-06-30	$2,034,070	10,331	+1.7%	Shares	Sole	2022-07-18
2022-03-31	$2,253,183	10,160	+2.7%	Shares	Sole	2022-05-04
2021-12-31	$2,143,045	9,889	+7.4%	Shares	Sole	2022-02-01
2021-09-30	$2,050,413	9,205	+5.7%	Shares	Sole	2021-11-03
2021-06-30	$2,035,636	8,706	+5.5%	Shares	Sole	2021-08-17
2021-03-31	$1,747,195	8,252	+42.2%	Shares	Sole	2021-05-06
2020-12-31	$1,269,071	5,802	+11.4%	Shares	Sole	2021-01-28
2020-09-30	$1,041,643	5,209	+11.6%	Shares	Sole	2020-11-10
2020-06-30	$901,910	4,669	+30.5%	Shares	Sole	2020-07-17
2020-03-31	$576,487	3,578	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.