§ 13F · FUND PROFILE
Occidental Asset Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $796.7T (13F)Positions · 275Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 317K | $59.1T | 7.1% | — |
| 2 | AAPL | APPLE INC | 178K | $48.5T | 5.8% | +9% |
| 3 | FLOT | ISHARES TR | 556K | $28.3T | 3.4% | −7% |
| 4 | MSFT | MICROSOFT CORP | 57K | $27.5T | 3.3% | +1% |
| 5 | SPIB | SPDR SERIES TRUST | 782K | $26.4T | 3.2% | +1% |
| 6 | SPSB | SPDR SERIES TRUST | 802K | $24.2T | 2.9% | ±0% |
| 7 | IWF | ISHARES TR | 42K | $20.1T | 2.4% | ±0% |
| 8 | BNDC | FLEXSHARES TR | 836K | $18.7T | 2.2% | +4% |
| 9 | FBND | FIDELITY MERRIMACK STR TR | 395K | $18.2T | 2.2% | +3% |
| 10 | GOOG | ALPHABET INC | 57K | $17.8T | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OCCIDENTAL SIGNAL
AC read
Occidental Asset Management, LLC is a Other fund managing $796700.1 trillion in assets. The fund runs a broad portfolio of 275 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed