Long-term investor
Occidental Asset Management, LLC @occidentalassetmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001770994).
Record
- Tracked since 2025-06-30 (434 days), 83 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months +6.8% · 1 year +13.8% · all +13.8%
- Max drawdown -1.8% · Sharpe 0.92 · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 6.6% · long · since 2025-06-30
- AAPL · 5.3% · long · since 2025-06-30
- MSFT · 3.2% · long · since 2025-06-30
- SPIB · 2.8% · long · since 2025-06-30
- FLOT · 2.6% · long · since 2025-06-30
- SPSB · 2.6% · long · since 2025-06-30
- GOOG · 2.2% · long · since 2025-06-30
- BNDC · 2.0% · long · since 2025-06-30
- SGOV · 1.9% · long · since 2026-03-31
- FBND · 1.9% · long · since 2025-06-30
- IWF · 1.7% · long · since 2025-06-30
- DELL · 1.7% · long · since 2025-06-30