Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Occidental Asset Management, LLC (CIK 1770994) reported $844.1M across 276 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($56.6M, 6.71%), AAPL ($45.9M, 5.43%), SPIB ($27.8M, 3.29%), FLOT ($27.5M, 3.25%), SPSB ($25.7M, 3.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $56.6M | 6.71% | 324,760 | Added |
| 2 | AAPL | APPLE INC | $45.9M | 5.43% | 180,729 | Added |
| 3 | SPIB | SPDR SERIES TRUST | $27.8M | 3.29% | 828,966 | Added |
| 4 | FLOT | ISHARES TR | $27.5M | 3.25% | 538,962 | Trimmed |
| 5 | SPSB | SPDR SERIES TRUST | $25.7M | 3.04% | 854,373 | Added |
| 6 | MSFT | MICROSOFT CORP | $22.1M | 2.61% | 59,618 | Added |
| 7 | SGOV | ISHARES TR | $21.3M | 2.52% | 211,303 | New |
| 8 | BNDC | FLEXSHARES TR | $19.6M | 2.32% | 881,157 | Added |
| 9 | FBND | FIDELITY MERRIMACK STR TR | $19.2M | 2.28% | 421,133 | Added |
| 10 | GOOG | ALPHABET INC | $17.3M | 2.06% | 60,478 | Added |
| 11 | TLT | ISHARES TR | $15.8M | 1.87% | 182,470 | Added |
| 12 | IWF | ISHARES TR | $15.2M | 1.80% | 35,659 | Trimmed |
| 13 | IVE | ISHARES TR | $14.4M | 1.70% | 68,122 | Added |
| 14 | IWS | ISHARES TR | $13.6M | 1.61% | 93,493 | Added |
| 15 | IAGG | ISHARES TR | $13.4M | 1.59% | 268,046 | Added |
| 16 | META | META PLATFORMS INC | $12.9M | 1.53% | 22,631 | Trimmed |
| 17 | EMB | ISHARES TR | $12.4M | 1.47% | 132,371 | Added |
| 18 | HYG | ISHARES TR | $11.6M | 1.38% | 145,921 | Added |
| 19 | EMCB | WISDOMTREE TR | $11.2M | 1.32% | 170,657 | Added |
| 20 | IWP | ISHARES TR | $10.4M | 1.23% | 80,800 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $10.4M | 1.23% | 49,930 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $9.8M | 1.16% | 33,285 | Added |
| 23 | WMT | WALMART INC | $9.6M | 1.14% | 77,250 | Added |
| 24 | IJS | ISHARES TR | $8.3M | 0.98% | 69,653 | Added |
| 25 | SPYG | SPDR SERIES TRUST | $7.5M | 0.89% | 77,060 | Added |
Source: SEC Form 13F filings · as of 2026-03-31