Occidental Asset Management, LLC - Portfolio Stock Holdings
Occidental Asset Management, LLC disclosed 394 stock positions in a recent SEC 13F filing. $1,155,414,124 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed on Nov. 5, 2026.We estimate the fund has a total AUM of $1,071,771,428 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
394Est. Stock Holding Value:
$1,155,414,124Top Stock Holdings By Sector
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Portfolio Stock Holdings - Occidental Asset Management, LLC
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Portfolio Options Holdings - Occidental Asset Management, LLC
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