Occidental Asset Management, LLC has recently filed a report with the SEC detailing its investment holdings as of September 30, 2026. The filing, which indicates a total value of approximately $1.155 billion, is significant as it provides insights into the company's investment strategies and market positioning.

Occidental Asset Management, based in Burlingame, California, focuses on asset management and investment advisory services. The firm operates within the financial services sector, managing a diverse portfolio that includes investments in various industries. The company has made several filings in recent months, including reports in August and April 2026, signaling its active engagement in the market.

The latest filing, accession number 0001214659-26-013765, reveals that Occidental holds a total of 379 positions across various companies. Notable investments include substantial stakes in technology giants such as Apple Inc. and Amazon.com Inc., as well as significant positions in healthcare and consumer goods companies.

According to the filing, the company has a total reported value of $1,155,874,561, reflecting its strategic focus on high-growth sectors. This diversification may position Occidental favorably against competitors in the asset management industry, as it adapts to changing market conditions and investor preferences.

This filing may impact various stakeholders, including investors, analysts, and competitors in the financial services sector. By revealing its investment strategies and holdings, Occidental Asset Management provides valuable data that could inform market trends and investor decisions.

Looking ahead, it remains to be seen how Occidental will adjust its portfolio in response to market dynamics. The filing does not specify any upcoming actions or changes to its investment strategy, leaving room for speculation about future moves.