Doheny Asset Management /Ca Top Holdings and 13F Report (2025) About Doheny Asset Management /CaInvestment ActivityDoheny Asset Management /Ca has $127.71 thousand in total holdings as of March 31, 2025.Doheny Asset Management /Ca owns shares of 66 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 7.71% of the portfolio was purchased this quarter.About 2.70% of the portfolio was sold this quarter.This quarter, Doheny Asset Management /Ca has purchased 59 new stocks and bought additional shares in 18 stocks.Doheny Asset Management /Ca sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings Apple $14,991NVIDIA $11,047Broadcom $7,363Exxon Mobil $6,668Alphabet $5,045 Largest New Holdings this Quarter 911312106 - United Parcel Service $2,828 Holding79466L302 - Salesforce $1,783 Holding002824100 - Abbott Laboratories $227 Holding92826c839 - Visa $225 Holding609207105 - Mondelez International $214 Holding Largest Purchases this Quarter United Parcel Service 25,709 shares (about $2.83K)Salesforce 6,643 shares (about $1.78K)Vistra 7,877 shares (about $924.99)NVIDIA 7,520 shares (about $815.00)RxSight 32,085 shares (about $809.93) Largest Sales this Quarter Advanced Micro Devices 21,238 shares (about $2.18K)QUALCOMM 1,531 shares (about $235.14)Diamondback Energy 1,400 shares (about $223.82)Exxon Mobil 1,503 shares (about $178.76)SFL 21,124 shares (about $173.22) Sector Allocation Over TimeMap of 500 Largest Holdings ofDoheny Asset Management /Ca Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$14,991$112 ▼-0.7%67,48711.7%Computer and TechnologyNVDANVIDIA$11,047$815 ▲8.0%101,9308.6%Computer and TechnologyAVGOBroadcom$7,363$10 ▲0.1%43,9785.8%Computer and TechnologyXOMExxon Mobil$6,668$179 ▼-2.6%56,0645.2%EnergyGOOGAlphabet$5,0450.0%32,2954.0%Computer and TechnologyVSTVistra$4,863$925 ▲23.5%41,4123.8%UtilitiesCOSTCostco Wholesale$4,001$36 ▲0.9%4,2303.1%Retail/WholesaleABBVAbbVie$3,6320.0%17,3332.8%MedicalAMZNAmazon.com$3,382$379 ▲12.6%17,7762.6%Retail/WholesaleFANGDiamondback Energy$3,319$224 ▼-6.3%20,7602.6%EnergyLLYEli Lilly and Company$3,259$424 ▲14.9%3,9462.6%MedicalGOOGLAlphabet$3,084$3 ▲0.1%19,9462.4%Computer and TechnologyPMPhilip Morris International$2,925$618 ▲26.8%18,4252.3%Consumer StaplesENBEnbridge$2,896$81 ▼-2.7%65,3682.3%EnergyUPSUnited Parcel Service$2,828$2,828 ▲New Holding25,7092.2%TransportationAXPAmerican Express$2,653$11 ▲0.4%9,8612.1%FinanceEOGEOG Resources$2,609$64 ▼-2.4%20,3422.0%EnergyQCOMQUALCOMM$2,501$235 ▼-8.6%16,2842.0%Computer and TechnologyBRK.BBerkshire Hathaway$2,4310.0%4,5651.9%FinanceMSFTMicrosoft$2,354$19 ▲0.8%6,2711.8%Computer and TechnologySFLSFL$2,337$173 ▼-6.9%285,0001.8%TransportationSTAGSTAG Industrial$2,1790.0%60,3161.7%FinanceRXSTRxSight$1,802$810 ▲81.6%71,3851.4%MedicalCRMSalesforce$1,783$1,783 ▲New Holding6,6431.4%Computer and TechnologyCVXChevron$1,6750.0%10,0131.3%EnergyGLDSPDR Gold Shares$1,6340.0%5,6701.3%FinanceTMUST-Mobile US$1,5500.0%5,8101.2%Computer and TechnologyENVXEnovix$1,540$44 ▼-2.8%209,8751.2%EnergyMCHPMicrochip Technology$1,315$19 ▼-1.5%27,1561.0%Computer and TechnologyTXNTexas Instruments$1,1890.0%6,6170.9%Computer and TechnologyJNJJohnson & Johnson$1,176$25 ▼-2.1%7,0940.9%MedicalSPYSPDR S&P 500 ETF Trust$1,1190.0%2,0000.9%FinanceMRKMerck & Co., Inc.$1,0900.0%12,1400.9%MedicalJPMJPMorgan Chase & Co.$987$24 ▲2.5%4,0240.8%FinancePEPPepsiCo$9710.0%6,4790.8%Consumer StaplesFIPFTAI Infrastructure$873$85 ▲10.7%192,6600.7%FinanceMGYMagnolia Oil & Gas$8650.0%34,2500.7%EnergyMETAMeta Platforms$748$12 ▲1.6%1,2970.6%Computer and TechnologyCRWDCrowdStrike$7050.0%2,0000.6%Computer and TechnologyPSXPhillips 66$7020.0%5,6890.5%EnergyAMDAdvanced Micro Devices$699$2,181 ▼-75.7%6,8080.5%Computer and TechnologyAROCArchrock$680$26 ▼-3.7%25,9000.5%EnergyIBMInternational Business Machines$663$20 ▲3.1%2,6650.5%Computer and TechnologyEFXEquifax$6090.0%2,5000.5%Business ServicesDUKDuke Energy$5550.0%4,5530.4%UtilitiesAMGNAmgen$5470.0%1,7550.4%MedicalGDGeneral Dynamics$5420.0%1,9900.4%AerospaceTSLATesla$491$81 ▼-14.1%1,8930.4%Auto/Tires/TrucksHONHoneywell International$4210.0%1,9900.3%Multi-Sector ConglomeratesKOCoca-Cola$4120.0%5,7580.3%Consumer StaplesRTXRTX$391$16 ▲4.2%2,9550.3%AerospaceLXPLXP Industrial Trust$3880.0%44,8500.3%FinanceMSMorgan Stanley$2940.0%2,5230.2%FinanceMAMastercard$2740.0%5000.2%Business ServicesCCJCameco$2620.0%6,3750.2%Basic MaterialsETNEaton$259$2 ▲1.0%9540.2%IndustrialsNKENIKE$2530.0%3,9890.2%Consumer DiscretionaryABTAbbott Laboratories$227$227 ▲New Holding1,7150.2%MedicalDFSDiscover Financial Services$226$9 ▼-3.6%1,3250.2%FinanceVVisa$225$225 ▲New Holding6430.2%Business ServicesCATCaterpillar$217$12 ▲6.0%6580.2%IndustrialsEQREquity Residential$2150.0%3,0000.2%FinanceMDLZMondelez International$214$214 ▲New Holding3,1500.2%Consumer StaplesLINDE PLC F$210$210 ▲New Holding4500.2%COMBXBlackstone$2030.0%1,4500.2%FinanceTHWAbrdn World Healthcare Fund$144$144 ▲New Holding12,5000.1%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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