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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Occidental Asset Management, LLC

Quarter ended Q4 2025 · Filed January 8, 2026 · Accession 0001214659-26-000248

Total Value
$832.3M
Positions
295
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (295)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA316,812$59.1M7.10%
2APPLE INCAAPL178,223$48.5M5.82%
3ISHARES TR46429B655556,476$28.3M3.40%
4MICROSOFT CORPMSFT56,889$27.5M3.31%
5SPDR SERIES TRUST78464A375782,226$26.4M3.18%
6SPDR SERIES TRUST78464A474801,642$24.2M2.91%
7ISHARES TR46428761442,443$20.1M2.41%
8FLEXSHARES TRFLEX835,577$18.7M2.25%
9FIDELITY MERRIMACK STR TR316188309395,034$18.2M2.19%
10ALPHABET INCGOOG56,669$17.8M2.14%
11META PLATFORMS INCMETA22,816$15.1M1.81%
12ISHARES TR464287432171,875$15.0M1.80%
13ISHARES TR46428740867,465$14.3M1.72%
14ISHARES TR46428747391,287$12.9M1.55%
15ISHARES TR46428748189,735$12.3M1.48%
16ISHARES TR46435G672225,619$11.3M1.36%
17ISHARES TR464288281113,537$10.9M1.31%
18JPMORGAN CHASE & CO.VYLD32,887$10.6M1.27%
19ISHARES TR464288513119,626$9.6M1.16%
20SELECT SECTOR SPDR TR81369Y80364,752$9.3M1.12%
21WISDOMTREE TRWT138,615$9.2M1.11%
22WALMART INCWMT74,771$8.3M1.00%
23SELECT SECTOR SPDR TR81369Y85270,454$8.3M1.00%
24SPDR SERIES TRUST78464A40976,063$8.1M0.98%
25AMAZON COM INCAMZN34,412$7.9M0.95%
26MORGAN STANLEYMS-PQ43,610$7.7M0.93%
27CUMMINS INCCMI15,034$7.7M0.92%
28CARDINAL HEALTH INCCAH36,169$7.4M0.89%
29CATERPILLAR INCCAT12,881$7.4M0.89%
30SALESFORCE INCCRM27,192$7.2M0.87%
31ISHARES TR46428787962,535$7.1M0.85%
32ISHARES TR46428764821,858$7.1M0.85%
33SOUTHERN COPPER CORPSCCO46,490$6.7M0.80%
34APPLIED MATLS INC03822210525,923$6.7M0.80%
35VISA INCV18,566$6.5M0.78%
36CENCORA INCCOR19,072$6.4M0.77%
37SPDR SERIES TRUST78464A508108,031$6.1M0.74%
38ALBEMARLE CORPALB-PA42,502$6.0M0.72%
39QUALCOMM INCQCOM34,480$5.9M0.71%
40HUBBELL INCHUBB12,707$5.6M0.68%
41MERCK & CO INCMRK52,729$5.6M0.67%
42SPDR INDEX SHS FDS78463X889121,246$5.4M0.65%
43RELIANCE INCRS18,462$5.3M0.64%
44EMERSON ELEC COEMR40,020$5.3M0.64%
45HOME DEPOT INCHD15,307$5.3M0.63%
46AMGEN INCAMGN15,990$5.2M0.63%
47NETAPP INCNTAP48,836$5.2M0.63%
48DOMINION ENERGY INCD88,357$5.2M0.62%
49SCHWAB STRATEGIC TR808524755113,598$5.1M0.62%
50GILEAD SCIENCES INCGILD41,776$5.1M0.62%
51ADVANCED MICRO DEVICES INCAMD23,389$5.0M0.60%
52DUKE ENERGY CORP NEWDUKB41,610$4.9M0.59%
53BROADRIDGE FINL SOLUTIONS11133T10321,793$4.9M0.58%
54CHUBB LIMITEDCB15,256$4.8M0.57%
55DELL TECHNOLOGIES INCDELL37,634$4.7M0.57%
56QUEST DIAGNOSTICS INCDGX26,921$4.7M0.56%
57BAKER HUGHES COMPANYBKR102,267$4.7M0.56%
58AT&T INCT-PC186,403$4.6M0.56%
59ISHARES TR46434V44994,133$4.5M0.54%
60ALPHABET INCGOOG14,059$4.4M0.53%
61WISDOMTREE TRWT99,945$4.4M0.52%
62MARSH & MCLENNAN COS INC57174810223,178$4.3M0.52%
63ILLINOIS TOOL WKS INC45230810917,203$4.2M0.51%
64JACOBS SOLUTIONS INCJ30,738$4.1M0.49%
65INTERNATIONAL BUSINESSINTR12,986$3.8M0.46%
66TESLA INCTSLA7,891$3.5M0.43%
67HERSHEY COHSY19,387$3.5M0.42%
68BERKSHIRE HATHAWAY INC DELBRK-A4$3.0M0.36%
69SPDR SERIES TRUST78464A83934,509$2.9M0.35%
70SPDR SERIES TRUST78464A82131,416$2.9M0.35%
71OKTA INCOKTA33,110$2.9M0.34%
72DICKS SPORTING GOODS INC25339310213,342$2.6M0.32%
73VANGUARD INDEX FDS9229083634,149$2.6M0.31%
74WISDOMTREE TRWT82,464$2.6M0.31%
75SPDR INDEX SHS FDS78463X50954,946$2.6M0.31%
76DIGITAL RLTY TR INC25386810316,562$2.6M0.31%
77ISHARES TR46428722625,407$2.5M0.30%
78CISCO SYS INCCSCO32,834$2.5M0.30%
79ABBVIE INCABBV10,527$2.4M0.29%
80WISDOMTREE TRWT41,874$2.4M0.29%
81VANGUARD INDEX FDS9229087364,804$2.3M0.28%
82ELI LILLY & COLLY2,114$2.3M0.27%
83SPDR SERIES TRUST78464A76316,227$2.3M0.27%
84BERKSHIRE HATHAWAY INC DELBRK-A4,204$2.1M0.25%
85ISHARES TR46428766319,362$2.0M0.24%
86CLOROX CO DELCLX19,474$2.0M0.24%
87SPDR S&P 500 ETF TRSPY2,726$1.9M0.22%
88MICRON TECHNOLOGY INCMU6,473$1.8M0.22%
89SCHWAB STRATEGIC TR80852473049,643$1.8M0.22%
90KIMBERLY-CLARK CORPKMB17,718$1.8M0.21%
91ISHARES INC46434G10326,572$1.8M0.21%
92EXXON MOBIL CORPXOM12,936$1.6M0.19%
93BROADCOM INCAVGO4,271$1.5M0.18%
94ISHARES TR46434V62120,888$1.5M0.17%
95ISHARES TR4642871689,395$1.3M0.16%
96SELECT SECTOR SPDR TR81369Y2098,364$1.3M0.16%
97ISHARES TR46428749912,961$1.2M0.15%
98NETFLIX INCNFLX12,762$1.2M0.14%
99ORACLE CORPORCL-PD6,059$1.2M0.14%
100VANGUARD WHITEHALL FDS92194681012,132$1.1M0.13%
101SPDR SERIES TRUST78464A30011,997$1.1M0.13%
102SELECT SECTOR SPDR TR81369Y60519,677$1.1M0.13%
103SPDR SERIES TRUST78464A20111,221$1.1M0.13%
104SPDR SERIES TRUST78464A35911,724$1.0M0.13%
105VANGUARD SPECIALIZED FUNDS9219088444,699$1.0M0.12%
106APPLOVIN CORPAPP1,528$1.0M0.12%
107INVESCO QQQ TRIVZ1,645$1.0M0.12%
108CONSOLIDATED EDISON INCED10,088$1.0M0.12%
109INVESCO EXCHANGE TRADED FDIVZ10,000$997,3050.12%
110PHILIP MORRIS INTL INC7181721096,092$977,1570.12%
111MASTERCARD INCORPORATEDMA1,692$966,1660.12%
112VANGUARD INTL EQUITY INDEX92204285817,729$953,1240.11%
113ISHARES TR4642875984,504$947,3710.11%
114SPDR GOLD TRGLD2,365$937,2730.11%
115ISHARES TR4642877214,646$927,7420.11%
116FIRST TR EXCH TRADED FD III33739P83046,036$922,7920.11%
117ISHARES TR46428750713,729$906,1070.11%
118CHEVRON CORP NEWCVX5,790$882,4810.11%
119ISHARES TR4642876553,400$836,9810.10%
120JOHNSON & JOHNSONJNJ4,039$835,9640.10%
121VANGUARD INTL EQUITY INDEX92204277511,259$828,2380.10%
122PROCTER AND GAMBLE CO7427181095,489$786,5650.09%
123STRYKER CORPORATIONSYK2,234$785,1840.09%
124SELECT SECTOR SPDR TR81369Y4076,574$785,0100.09%
125ABBOTT LABSABLZF6,262$784,5660.09%
126COCA COLA COKO11,116$777,1220.09%
127CHURCH & DWIGHT CO INCCHD9,231$773,9790.09%
128GALLAGHER ARTHUR J & CO3635761092,960$766,0180.09%
129BROWN & BROWN INCBRO9,591$764,4030.09%
130ISHARES TR46432F8428,494$759,8730.09%
131INTUITIVE SURGICAL INCISRG1,339$758,3560.09%
132FIRST TR EXCH TRADED FD III33739N10814,543$743,6560.09%
133GOLDMAN SACHS ETF TRNVGLF7,302$729,7620.09%
134COSTCO WHSL CORP NEW22160K105828$713,6950.09%
135MONSTER BEVERAGE CORP NEWMNST9,257$709,7340.09%
136VANGUARD MUN BD FDS92290774613,997$703,9090.08%
137SELECT SECTOR SPDR TR81369Y7044,164$645,9310.08%
138PALANTIR TECHNOLOGIES INCPLTR3,593$638,6560.08%
139WELLS FARGO CO NEW9497461016,796$633,4160.08%
140VANECK ETF TRUST92189F38727,319$625,8780.08%
141FORD MTR CO34537086047,349$621,2170.07%
142PEPSICO INCPEP4,286$615,1730.07%
143RTX CORPORATIONRTX3,349$614,2070.07%
144SHOPIFY INCSHOP3,773$607,3400.07%
145SELECT SECTOR SPDR TR81369Y3087,671$595,8630.07%
146KLA CORPKLAC484$588,0990.07%
147TJX COS INC NEW8725401093,808$584,9510.07%
148ALTRIA GROUP INCMO10,070$580,6290.07%
149BANK AMERICA CORP06050510410,272$564,9770.07%
150HOWMET AEROSPACE INCHWM2,752$564,2630.07%
151MARATHON PETE CORPMARA3,447$560,5980.07%
152VANGUARD SCOTTSDALE FDS92206C8706,646$556,6030.07%
153ISHARES TR46435U85314,561$544,5020.07%
154NEWMONT CORPNEMCL5,408$539,9890.06%
155PIMCO ETF TR72201R8335,381$539,9300.06%
156YUM BRANDS INCYUM3,340$505,2750.06%
157FIRST TR EXCH TRADED FD III33740J10425,150$504,5090.06%
158T ROWE PRICE ETF INC87283Q8839,700$498,6210.06%
159PHATHOM PHARMACEUTICALS INCPHAT29,919$496,3560.06%
160VALERO ENERGY CORPVLO3,003$488,8850.06%
161GOLDMAN SACHS ETF TRNVGLF9,127$481,8990.06%
162GOLDMAN SACHS GROUP INCGSCE541$475,7780.06%
163ISHARES TR4642884144,394$470,6410.06%
164CONOCOPHILLIPSCOP5,001$468,1730.06%
165MOTOROLA SOLUTIONS INCMSI1,205$461,7180.06%
166HALOZYME THERAPEUTICS INCHALO6,795$457,3040.05%
167VANGUARD TAX-MANAGED FDS9219438587,253$453,0770.05%
168VERIZON COMMUNICATIONS INCVZ11,103$452,2400.05%
169MCDONALDS CORPMCD1,449$442,8110.05%
170INNOVATOR ETFS TRUSTINHD22,957$440,0860.05%
171SELECT SECTOR SPDR TR81369Y88610,112$431,6910.05%
172ARISTA NETWORKS INCANET3,285$430,4340.05%
173ISHARES TR46436E52818,434$425,4490.05%
174BRISTOL-MYERS SQUIBB COCELG-RI7,686$414,5870.05%
175NOVARTIS AGNVSEF2,992$412,5070.05%
176RESMED INCRSMDF1,699$409,1560.05%
177SPDR SERIES TRUST78468R6634,337$396,3460.05%
178VANGUARD INDEX FDS9229085534,437$392,6300.05%
179BLACKSTONE INCBX2,547$392,5590.05%
180WP CAREY INC92936U1096,002$386,2890.05%
181AMPHENOL CORP NEW0320951012,837$383,3920.05%
182PALO ALTO NETWORKS INCPANW2,079$382,9520.05%
183LOCKHEED MARTIN CORPLMT777$375,9260.05%
184INNOVATOR ETFS TRUSTINHD10,500$371,1590.04%
185SEMPRASREA4,157$367,0350.04%
186ISHARES TR46435G19315,594$364,6610.04%
187INNOVATOR ETFS TRUSTINHD9,875$363,9930.04%
188TAPESTRY INCTPR2,762$352,9010.04%
189UNIVERSAL INS HLDGS INC91359V10710,413$351,9590.04%
190TG THERAPEUTICS INCTGTX11,650$347,2870.04%
191VANGUARD INDEX FDS9229087691,036$347,2450.04%
192ILLUMINA INCILMN2,618$343,3770.04%
193UNITED THERAPEUTICS CORPUTHR697$339,6130.04%
194GE AEROSPACE3696043011,082$333,4210.04%
195FAIR ISAAC CORPFICO197$333,0520.04%
196EXPEDIA GROUP INCEXPE1,164$329,7730.04%
197INVESCO EXCHANGE TRADED FDIVZ1,696$324,8860.04%
198PARKER-HANNIFIN CORPPH366$321,6990.04%
199SELECT SECTOR SPDR TR81369Y5067,170$320,5840.04%
200ADOBE INCADBE910$318,4910.04%
201ISHARES TR4642871502,136$317,6020.04%
202ISHARES TR4642874573,816$316,0410.04%
203MARRIOTT INTL INC NEW5719032021,015$314,8940.04%
204ISHARES TR46436E37913,321$314,7750.04%
205ROSS STORES INCROST1,719$309,6610.04%
206CARGURUS INCCARG7,996$306,6470.04%
207DIAGEO PLCDGEAF3,544$305,7410.04%
208ASTRAZENECA PLCAZN3,316$304,8400.04%
209EXELIXIS INCEXEL6,951$304,6620.04%
210MCKESSON CORPMCK369$302,6870.04%
211S&P GLOBAL INCSPGI571$298,3990.04%
212ISHARES TR4642874653,101$297,7560.04%
213WILLIAMS COS INC9694571004,918$295,6210.04%
214GENERAL DYNAMICS CORPGD878$295,5870.04%
215TERADATA CORP DELTDC9,703$295,3590.04%
216DISNEY WALT CO2546871062,595$295,1910.04%
217OREILLY AUTOMOTIVE INC67103H1073,236$295,1560.04%
218NORTHROP GRUMMAN CORPNOC517$294,7990.04%
219ISHARES TR46435G5243,525$291,7640.04%
220INCYTE CORPINCY2,926$289,0010.03%
221AGNICO EAGLE MINES LTDAEM1,665$282,2670.03%
222BLACKROCK INCBLK261$279,8520.03%
223MEDPACE HLDGS INCMEDP496$278,5780.03%
224ONEOK INC NEWOKE3,767$276,8750.03%
225SPROTT ASSET MANAGEMENT LPSII6,000$274,8000.03%
226HCA HEALTHCARE INCHCA579$270,3120.03%
227BANK NEW YORK MELLON CORP0640581002,297$266,6590.03%
228BOOKING HOLDINGS INCBKNG49$262,8430.03%
229SCHWAB STRATEGIC TR8085241029,880$259,1520.03%
230PAYPAL HLDGS INCPYPL4,329$252,7270.03%
231PEGASYSTEMS INCPEGA4,226$252,3770.03%
232VANECK ETF TRUST92189H4094,929$251,9700.03%
233PFIZER INCPFE10,060$250,4980.03%
234QUALYS INCQLYS1,884$250,3840.03%
235RBB FD INC74933W4525,000$249,4000.03%
236INNOVATOR ETFS TRUSTINHD6,218$248,4080.03%
237RALPH LAUREN CORPRL699$247,1730.03%
238VANGUARD SCOTTSDALE FDS92206C6802,020$245,9350.03%
239NUSHARES ETF TRNU2,502$244,6960.03%
240BROOKFIELD CORP11271J1075,332$244,6850.03%
241FLEXSHARES TRFLEX6,000$244,4100.03%
242XCEL ENERGY INCXELLL3,280$242,2610.03%
243MONOLITHIC PWR SYS INC609839105266$241,0920.03%
244PROGYNY INCPGNY9,370$240,6220.03%
245ARES MANAGEMENT CORPORATIONARES-PB1,481$239,3740.03%
246YETI HLDGS INCYETI5,380$237,6350.03%
247CROWDSTRIKE HLDGS INCCRWD504$236,2550.03%
248CLEAR SECURE INCYOU6,696$234,8960.03%
249CAVCO INDS INC DEL149568107397$234,5240.03%
250BOX INCBXCAP7,833$234,2850.03%
251COLGATE PALMOLIVE COCL2,924$231,0730.03%
252ABRDN TOTAL DYNAMICAOD23,543$229,5440.03%
253NUSHARES ETF TRNU5,058$227,8630.03%
254CF INDS HLDGS INC1252691002,931$226,6840.03%
255CIRRUS LOGIC INCCRUS1,911$226,4540.03%
256CHAMPION HOMES INCSKY2,676$226,1220.03%
257AXCELIS TECHNOLOGIES INCACLS2,810$225,7550.03%
258CSG SYS INTL INC1263491092,928$224,5480.03%
259THE CIGNA GROUP125523100815$224,3120.03%
260AMERICAN ELEC PWR CO INC0255371011,939$223,5890.03%
261VANGUARD ADMIRAL FDS INC921932505502$223,0670.03%
262J P MORGAN EXCHANGE TRADED46641Q3323,895$222,9500.03%
263INVESCO EXCHANGE TRADED FDIVZ6,898$219,7010.03%
264TRANSDIGM GROUP INCTDG165$219,4250.03%
265INSTALLED BLDG PRODS INC45780R101845$219,1850.03%
266INNOVATOR ETFS TRUSTINHD10,450$218,7110.03%
267VIRTUS DIVIDEND INTEREST &NFJ16,895$217,7770.03%
268LAS VEGAS SANDS CORPLVS3,330$216,7500.03%
269INNOVATOR ETFS TRUSTINHD6,650$214,7410.03%
270INNOVATOR ETFS TRUSTINHD6,213$214,5970.03%
271VANGUARD SCOTTSDALE FDS92206C7142,304$212,6590.03%
272AMERICAN EXPRESS COAXP570$210,8720.03%
273INTEL CORPINTC5,704$210,4730.03%
274WARNER BROS DISCOVERY INCWBD7,219$208,0420.02%
275ISHARES TR46432F396830$207,7620.02%
276US BANCORP DELUSB-PS3,825$204,1020.02%
277VANGUARD INDEX FDS9229087441,067$203,7860.02%
278SCHWAB CHARLES CORPSCHW-PJ2,022$201,9680.02%
279PIMCO ETF TR72201R8663,846$201,5690.02%
280SPDR S&P MIDCAP 400 ETF TRMDY333$200,8920.02%
281ISHARES TR46435U5494,198$200,8740.02%
282TERRA INNOVATUM GLOBAL NVNKLR38,717$178,8730.02%
283LITHIUM AMERS CORP NEWLTUM34,032$148,3800.02%
284WESTERN ASSET EMERGING MKTS95766A10113,868$147,4170.02%
285ABRDN INCOME CREDITACP-PA24,076$130,2510.02%
286WESTERN ASSET MANAGED MUNS95766M10511,944$124,6950.01%
287NUVEEN QUALITY MUNCP INCOMENU10,256$123,2770.01%
288PURECYCLE TECHNOLOGIES INCPCTTW12,693$109,0330.01%
289LIONSGATE STUDIOS CORPLION11,468$104,7030.01%
290CBRE GBL REAL ESTATE INC FD12504G10016,771$73,4570.01%
291NUVEEN CR STRATEGIES INCOMENU13,618$68,3620.01%
292WESTERN ASSET HIGH INCOMEHIO11,505$42,6840.01%
293WILLIAMS COS INC9694571001,500$13,5190.00%
294CHENIERE ENERGY INCLNG400$5,9600.00%
295NVIDIA CORPORATIONNVDA800$3040.00%