Holdings
Occidental Asset Management, LLC
As of Jun 30, 2026, Occidental Asset Management, LLC reported 168 positions worth US$563M. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 332K | US$66.5M | +7,388 | Jun 30, 2026 |
| Apple Inc | 183K | US$53.1M | +2,638 | Jun 30, 2026 |
| Microsoft Corp. | 85,268 | US$31.8M | +25,650 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 74,104 | US$26.5M | −715 | Jun 30, 2026 |
| Dell Technologies Inc. | 38,921 | US$16.8M | −435 | Jun 30, 2026 |
| Amazon.com, Inc. | 55,103 | US$13.1M | +5,373 | Jun 30, 2026 |
| Meta Platforms, Inc. | 23,245 | US$13.1M | +614 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 20,006 | US$11.6M | −943 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 34,483 | US$11.3M | +1,198 | Jun 30, 2026 |
| Caterpillar, Inc. | 10,195 | US$10.9M | +105 | Jun 30, 2026 |