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 > 13F Holdings

Instuitional Investor - Occidental Asset Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 523,163 $119,480,079 10.34%
2.
Apple Inc.
 AAPL 229,890 $76,558,049 6.62%
3.
Microsoft Corp
 MSFT 91,863 $47,116,363 4.08%
4.
Spdr Series Trust
 KRE 910,484 $29,390,412 2.54%
5.
Ishares Tr - FLTG RATE NT ETF
 540,134 $27,573,815 2.39%
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.