StockDriftsStockDriftsTop 30 Doheny Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.48% | 62.4K | $18.1M | -0.02%(-12) | $42.89(+612.08%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 4.36% | 31.6K | $7.5M | +2.94%(+900) | $168.21(+56.07%) | 2026-06-30 | |
| LLY | ELI LILLY AND CO | 2.97% | 4.3K | $5.1M | +0.00%(+0) | $635.40(+85.61%) | 2026-06-30 | |
| AEM | AGNICO EAGLE MINES LTD F | 2.76% | 30.7K | $4.8M | +6.02%(+1.74K) | $144.20(+31.54%) | 2026-06-30 | |
| NTRA | NATERA INC | 2.66% | 16.9K | $4.6M | +32.94%(+4.18K) | $218.16(+42.07%) | 2026-06-30 | |
| PM | PHILIP MORRIS INTL INC | 2.3% | 21.9K | $4.0M | +5.10%(+1.06K) | $128.66(+45.87%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY CLASS B | 2.17% | 7.5K | $3.7M | +65.60%(+2.96K) | $351.94(+42.45%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 1.93% | 9.9K | $3.3M | +0.00%(+0) | $80.04(+324.52%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES I | 1.87% | 5.6K | $3.2M | +0.00%(+0) | $67.19(+662.43%) | 2026-06-30 | |
| QCOM | QUALCOMM INC | 1.6% | 14.9K | $2.8M | +0.00%(+0) | $89.50(+81.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.35% | +83.14% | +20.80% | +157.27% |
| Top 20 Holdings Unweighted | +18.46% | +66.25% | +19.03% | +138.90% |
Doheny Asset Management reports $172.43M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (10.5%), AMZN (4.4%) and LLY (3.0%). The top 20 holdings account for 41.15% of reported assets. Its disclosed equity book has returned +83.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Doheny Asset Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 936936). View Doheny Asset Management’s 13F filings on SEC