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Doheny Asset Management /Ca

Portfolio Manager
Doheny Asset Management /Ca
Performance
-2.72% (2026 Q1)
AUM (13F)
$153.40M
# of Holdings
60
Performance Rank
Allocation (Top 20)
38.41%

Doheny Asset Management /Ca Holdings Map

Top 31 Doheny Asset Management /Ca Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
10.33%62.4K$15.8M
-6.76%(-4.53K)
2025-Q1: 67.5K shares2025-Q2: 67.3K shares2025-Q3: 67.3K shares2025-Q4: 67.0K shares2026-Q1: 62.4K shares
$42.89(+619.66%)
2026-03-31
AMZN
AMAZON.COM INC
4.16%30.7K$6.4M
+14.67%(+3.92K)
2025-Q1: 17.8K shares2025-Q2: 17.8K shares2025-Q3: 22.7K shares2025-Q4: 26.7K shares2026-Q1: 30.7K shares
$166.70(+45.57%)
2026-03-31
AEM
AGNICO EAGLE MINES LTD F
3.83%28.9K$5.9M
+0.40%(+115)
2025-Q1: 0 shares2025-Q2: 13.1K shares2025-Q3: 14.6K shares2025-Q4: 28.8K shares2026-Q1: 28.9K shares
$142.43(+8.02%)
2026-03-31
LLY
ELI LILLY AND CO
2.56%4.3K$3.9M
-5.96%(-270)
2025-Q1: 3.9K shares2025-Q2: 4.0K shares2025-Q3: 4.5K shares2025-Q4: 4.5K shares2026-Q1: 4.3K shares
$635.40(+91.05%)
2026-03-31
PM
PHILIP MORRIS INTL INC
2.25%20.9K$3.5M
-11.06%(-2.60K)
2025-Q1: 18.4K shares2025-Q2: 20.1K shares2025-Q3: 22.2K shares2025-Q4: 23.5K shares2026-Q1: 20.9K shares
$126.41(+44.19%)
2026-03-31
AXP
AMERICAN EXPRESS CO
1.94%9.9K$3.0M
+0.00%(+0)
2025-Q1: 9.9K shares2025-Q2: 9.9K shares2025-Q3: 9.9K shares2025-Q4: 9.9K shares2026-Q1: 9.9K shares
$111.10(+216.80%)
2026-03-31
NTRA
NATERA INC
1.66%12.7K$2.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 12.7K shares
$214.54(+30.19%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY CLASS B
1.41%4.5K$2.2M
-8.14%(-400)
2025-Q1: 4.6K shares2025-Q2: 4.6K shares2025-Q3: 4.7K shares2025-Q4: 4.9K shares2026-Q1: 4.5K shares
$262.99(+93.08%)
2026-03-31
CVX
CHEVRON CORP NEW
1.26%9.3K$1.9M
-6.99%(-700)
2025-Q1: 10.0K shares2025-Q2: 10.0K shares2025-Q3: 10.0K shares2025-Q4: 10.0K shares2026-Q1: 9.3K shares
$117.86(+43.55%)
2026-03-31
QCOM
QUALCOMM INC
1.25%14.9K$1.9M
-6.36%(-1.01K)
2025-Q1: 16.3K shares2025-Q2: 16.3K shares2025-Q3: 15.9K shares2025-Q4: 15.9K shares2026-Q1: 14.9K shares
$89.50(+96.92%)
2026-03-31

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