Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Occidental Asset Management, Llc > Profile

Instuitional Investor - Occidental Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Occidental Asset Management, Llc
Portfolio Value $1,007,286,215
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 332,148 $66,459,592 6.6%
2.
Apple Inc.
 AAPL 183,367 $53,059,132 5.27%
3.
Microsoft Corp
 MSFT 85,268 $31,806,696 3.16%
4.
Spdr Series Trust
 KRE 842,398 $28,186,642 2.8%
5.
Ishares Tr - FLTG RATE NT ETF
 520,622 $26,577,748 2.64%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.