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Occidental Asset Management, LLCGrowthConcentrated trader

CIK: 0001770994 | Burlingame, CA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR328$1.0B2026-08-07SEC ↗
Q1 2026
13F-HR284$844.1M2026-04-16SEC ↗
Q4 2025
13F-HR295$832.3M2026-01-08SEC ↗
Q3 2025
13F-HR275$796.7M2025-10-29SEC ↗
Q2 2025
13F-HR268$724.6M2025-07-14SEC ↗
Q1 2025
13F-HR253$662.4M2025-05-15SEC ↗
Q4 2024
13F-HR219$640.7M2025-01-15SEC ↗
Q3 2024
13F-HR220$619.8M2024-10-15SEC ↗
Q2 2024
13F-HR207$569.8M2024-07-15SEC ↗
Q1 2024
13F-HR202$535.0M2024-04-16SEC ↗
Q4 2023
13F-HR208$482.2M2024-01-19SEC ↗
Q3 2023
13F-HR201$432.0M2023-10-18SEC ↗
Q2 2023
13F-HR215$441.5M2023-07-12SEC ↗
Q1 2023
13F-HR205$400.8M2023-05-11SEC ↗
Q4 2022
13F-HR206$366.7M2023-01-24SEC ↗
Q3 2022
13F-HR180$9.0M2022-11-08SEC ↗
Q2 2022
13F-HR179$7.5M2022-07-18SEC ↗
Q1 2022
13F-HR189$7.2M2022-05-04SEC ↗
Q4 2021
13F-HR209$6.8M2022-02-01SEC ↗
Q3 2021
13F-HR205$6.2M2021-11-03SEC ↗
Q2 2021
13F-HR202$5.7M2021-08-17SEC ↗
Q1 2021
13F-HR187$5.6M2021-05-06SEC ↗
Q4 2020
13F-HR166$6.0M2021-01-28SEC ↗
Q3 2020
13F-HR143$4.9M2020-11-10SEC ↗
Q2 2020
13F-HR141$5.1M2020-07-17SEC ↗
Q1 2020
13F-HR141$4.6M2020-04-23SEC ↗
Q4 2019
13F-HR152$6.0M2020-01-16SEC ↗
Q3 2019
13F-HR144$5.2M2019-10-17SEC ↗
Q2 2019
13F-HR144$4.1M2019-08-02SEC ↗
Q1 2019
13F-HR144$3.5M2019-05-15SEC ↗
Q4 2018
13F-HR137$1.6M2019-03-19SEC ↗
Q3 2018
13F-HR156$2.4M2019-03-19SEC ↗
Q2 2018
13F-HR149$2.1M2019-03-19SEC ↗
Q1 2018Amended
13F-HR/A145$462.3K2019-03-19SEC ↗
Q4 2017
13F-HR145$2.4M2019-03-19SEC ↗
Q3 2017
13F-HR136$2.2M2019-03-19SEC ↗
Q2 2017
13F-HR137$1.7M2019-03-19SEC ↗
Q1 2017
13F-HR126$1.2M2019-03-19SEC ↗
Q4 2016
13F-HR129$859.2K2019-05-15SEC ↗
Q3 2016
13F-HR94$607.2K2019-05-15SEC ↗
Q2 2016
13F-HR96$573.9K2019-05-15SEC ↗
Q1 2016
13F-HR76$82.9K2019-05-15SEC ↗
Q4 2015
13F-HR66$78.2K2019-06-17SEC ↗
Q3 2015
13F-HR65$71.4K2019-06-17SEC ↗
Q2 2015
13F-HR64$74.6K2019-06-17SEC ↗
Q1 2015
13F-HR63$80.0K2019-06-17SEC ↗
Q4 2014
13F-HR60$65.6K2019-06-17SEC ↗
Q3 2014
13F-HR54$61.4K2019-06-17SEC ↗
Q2 2014
13F-HR54$58.4K2019-06-17SEC ↗
Q1 2014
13F-HR54$56.0K2019-06-17SEC ↗