DOHENY ASSET MANAGEMENT /CA Diversified Active

CIK: 0000936936 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 9, 2016

Total Value ($000): $204,616 (100.0% shares, 0.0% debt)

Holdings (109)

AAPL APPLE INC. 5.1%
Value ($000) $10,378 Shares 98,598 Est. Cost $18.16 Unrealized +41.6%
SHIP FINANCE INTL LTD 4.7%
Value ($000) $9,716 Shares 586,384 Est. Cost $14.97 Unrealized
GILD GILEAD SCIENCES INC. 3.8%
Value ($000) $7,841 Shares 77,486 Est. Cost $43.92 Unrealized +66.0%
ENERGOUS CORP 3.8%
Value ($000) $7,761 Shares 981,150 Est. Cost $10.45 Unrealized
CELGENE CORP 3.6%
Value ($000) $7,397 Shares 61,769 Est. Cost $105.36 Unrealized
BGC PARTNERS INC-CL A 3.6%
Value ($000) $7,323 Shares 746,483 Est. Cost $6.33 Unrealized
CHKP CHECK POINT SOFTWARE TECH 3.3%
Value ($000) $6,797 Shares 83,519 Est. Cost $48.46 Unrealized +71.1%
MCHP MICROCHIP TECHNOLOGY INC 2.7%
Value ($000) $5,432 Shares 116,720 Est. Cost $13.93 Unrealized +38.1%
SBUX STARBUCKS CORP 2.5%
Value ($000) $5,074 Shares 84,528 Est. Cost $34.18 Unrealized +44.6%
ACHILLION PHARMACEUTICALS 2.4%
Value ($000) $4,969 Shares 460,550 Est. Cost $4.01 Unrealized
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $4,765 Shares 46,389 Est. Cost $59.89 Unrealized +26.8%
CALLIDUS SOFTWARE INC 2.2%
Value ($000) $4,582 Shares 246,725 Est. Cost $10.57 Unrealized
NORDIC AMERICAN TANKERS LTD 2.2%
Value ($000) $4,557 Shares 293,250 Est. Cost $13.22 Unrealized
NEW SENIOR INVESTMENT GROUP 2.2%
Value ($000) $4,400 Shares 446,200 Est. Cost $9.97 Unrealized
LEXINGTON REALTY TRUST 2.1%
Value ($000) $4,379 Shares 547,401 Est. Cost $10.87 Unrealized
FRONTIER COMMUNICATIONS CORP 2.1%
Value ($000) $4,270 Shares 914,360 Est. Cost $4.53 Unrealized
CMBT EURONAV NV 2.1%
Value ($000) $4,250 Shares 310,000 Est. Cost $5.68 Unrealized 0.0%
GOOG ALPHABET INC - CL C 2.0%
Value ($000) $4,164 Shares 5,488 Est. Cost $30.50 Unrealized +16.8%
ALPHABET INC - CL A 2.0%
Value ($000) $4,028 Shares 5,177 Est. Cost $638.42 Unrealized
FIRST POTOMAC REALTY TRUST 1.9%
Value ($000) $3,908 Shares 342,800 Est. Cost $11.78 Unrealized
BMY BRISTOL MYERS SQUIBB COM 1.7%
Value ($000) $3,535 Shares 51,395 Est. Cost $33.61 Unrealized +38.9%
MORGAN STANLEY CAP TR III 6.25 1.7%
Value ($000) $3,434 Shares 134,775 Est. Cost $24.92 Unrealized
MRK MERCK and CO INC 1.6%
Value ($000) $3,214 Shares 60,855 Est. Cost $31.13 Unrealized +18.1%
SPRAGUE RESOURCES LP 1.6%
Value ($000) $3,202 Shares 158,750 Est. Cost $24.01 Unrealized
PSX PHILLIPS 66 1.5%
Value ($000) $3,131 Shares 38,280 Est. Cost $41.73 Unrealized +41.6%
GENERAL ELECTRIC CO 1.3%
Value ($000) $2,572 Shares 82,560 Est. Cost $23.59 Unrealized
COUNTRYWIDE CAPITAL V 1.2%
Value ($000) $2,511 Shares 97,976 Est. Cost $25.16 Unrealized
MPC MARATHON PETROLEUM CORP 1.2%
Value ($000) $2,449 Shares 47,240 Est. Cost $32.17 Unrealized +18.3%
RITM NEW RESIDENTIAL 1.1%
Value ($000) $2,253 Shares 185,296 Est. Cost $9.19 Unrealized
CNI CANADIAN NATL RAILWAY CO 1.0%
Value ($000) $2,109 Shares 37,750 Est. Cost $43.11 Unrealized +12.6%
MDLZ MONDELEZ INTERNATIONAL -W/I 1.0%
Value ($000) $2,066 Shares 46,067 Est. Cost $23.16 Unrealized +53.2%
CVX CHEVRON CORP (fmly ChevronTexa 1.0%
Value ($000) $2,062 Shares 22,918 Est. Cost $71.31 Unrealized -18.1%
COP CONOCOPHILLIPS 1.0%
Value ($000) $2,056 Shares 44,037 Est. Cost $40.49 Unrealized -5.2%
HAL HALLIBURTON CO. 1.0%
Value ($000) $2,000 Shares 58,762 Est. Cost $35.56 Unrealized -12.9%
PFE PFIZER INC. 0.9%
Value ($000) $1,913 Shares 59,258 Est. Cost $16.52 Unrealized +23.4%
INTC INTEL CORP COM 0.9%
Value ($000) $1,785 Shares 51,828 Est. Cost $17.18 Unrealized +55.1%
DIS WALT DISNEY COMPANY, THE 0.8%
Value ($000) $1,737 Shares 16,530 Est. Cost $83.43 Unrealized +22.5%
KHC THE KRAFT HEINZ CO 0.8%
Value ($000) $1,677 Shares 23,048 Est. Cost $47.82 Unrealized -1.6%
ANWORTH MORTGAGE ASSET CORP 0.8%
Value ($000) $1,651 Shares 379,600 Est. Cost $4.85 Unrealized
BP BP P.L.C. ADR (fmly BP Amoco P 0.8%
Value ($000) $1,629 Shares 52,109 Est. Cost $37.33 Unrealized
AMGN AMGEN INC. 0.8%
Value ($000) $1,586 Shares 9,768 Est. Cost $96.49 Unrealized +20.7%
T AT&T INC 0.8%
Value ($000) $1,583 Shares 46,007 Est. Cost $11.78 Unrealized +5.6%
RWT REDWOOD TRUST INC 0.7%
Value ($000) $1,513 Shares 114,617 Est. Cost $17.00 Unrealized
XOM EXXON MOBIL CORPORATION 0.7%
Value ($000) $1,403 Shares 17,999 Est. Cost $54.69 Unrealized -6.0%
EWBC EAST WEST BANCORP INC 0.7%
Value ($000) $1,383 Shares 33,275 Est. Cost $19.26 Unrealized +69.1%
AL AIR LEASE CORP 0.7%
Value ($000) $1,378 Shares 41,150 Est. Cost $28.06 Unrealized +1.2%
LMT LOCKHEED MARTIN CORPORATION 0.7%
Value ($000) $1,357 Shares 6,250 Est. Cost $126.76 Unrealized +30.5%
PEP PEPSICO INC COM 0.6%
Value ($000) $1,271 Shares 12,716 Est. Cost $60.99 Unrealized +20.5%
VZ VERIZON COMMUNICATIONS-fmly Be 0.6%
Value ($000) $1,231 Shares 26,627 Est. Cost $27.50 Unrealized -2.1%
VRTX VERTEX PHARMACEUTICALS INC 0.6%
Value ($000) $1,183 Shares 9,400 Est. Cost $120.01 Unrealized +0.6%
DUK DUKE ENERGY CORP-NEW 0.5%
Value ($000) $1,055 Shares 14,775 Est. Cost $41.83 Unrealized +10.8%
WFC WELLS FARGO COMPANY 0.5%
Value ($000) $1,018 Shares 18,732 Est. Cost $36.07 Unrealized +13.2%
PG PROCTER & GAMBLE CO. 0.5%
Value ($000) $1,001 Shares 12,610 Est. Cost $55.00 Unrealized +5.3%
IBM INTERNATIONAL BUSINESS MACHINE 0.5%
Value ($000) $993 Shares 7,219 Est. Cost $111.61 Unrealized -21.6%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $955 Shares 17,267 Est. Cost $34.29 Unrealized +40.2%
MO ALTRIA GROUP (fka Philip Morri 0.5%
Value ($000) $934 Shares 16,040 Est. Cost $16.28 Unrealized +81.0%
CELLDEX THERAPEUTICS INC 0.5%
Value ($000) $922 Shares 58,790 Est. Cost $16.23 Unrealized
MGNX MACROGENICS INC 0.4%
Value ($000) $909 Shares 29,350 Est. Cost $30.38 Unrealized 0.0%
HALOZYME THERAPEAUTICS INC 0.4%
Value ($000) $899 Shares 51,850 Est. Cost $8.07 Unrealized
TEVA TEVA PHARMACEUTICAL-SP ADR 0.4%
Value ($000) $843 Shares 12,850 Est. Cost $39.20 Unrealized
NKE NIKE INC CL B 0.4%
Value ($000) $843 Shares 13,496 Est. Cost $47.29 Unrealized +19.8%
USB US BANCORP - NEW 0.4%
Value ($000) $790 Shares 18,525 Est. Cost $29.85 Unrealized -0.9%
SPECTRA ENERGY CORP 0.4%
Value ($000) $768 Shares 32,067 Est. Cost $34.46 Unrealized
KMB KIMBERLY CLARK 0.4%
Value ($000) $766 Shares 6,020 Est. Cost $63.06 Unrealized +34.8%
KO COCA COLA COMPANY 0.4%
Value ($000) $738 Shares 17,175 Est. Cost $27.89 Unrealized +10.6%
TXN TEXAS INSTRUMENTS INC. 0.4%
Value ($000) $727 Shares 13,260 Est. Cost $25.31 Unrealized +67.1%
BRK/B BERKSHIRE HATHAWAY INC - CLASS 0.3%
Value ($000) $690 Shares 5,225 Est. Cost $129.74 Unrealized +3.4%
PM PHILLIP MORRIS INTERNATIONAL 0.3%
Value ($000) $674 Shares 7,664 Est. Cost $49.82 Unrealized +4.9%
MMM 3M Co (fmly Minnesota Mining & 0.3%
Value ($000) $673 Shares 4,465 Est. Cost $68.03 Unrealized +35.4%
QCOM QUALCOMM INC 0.3%
Value ($000) $626 Shares 12,525 Est. Cost $44.36 Unrealized -9.8%
PSA PUBLIC STORAGE 0.2%
Value ($000) $503 Shares 2,030 Est. Cost $97.56 Unrealized +60.7%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $486 Shares 2,575 Est. Cost $62.64 Unrealized +148.5%
SLB SCHLUMBERGER LTD COM 0.2%
Value ($000) $467 Shares 6,689 Est. Cost $53.74 Unrealized +4.4%
SCHW SCHWAB (CHARLES) CORP 0.2%
Value ($000) $451 Shares 13,700 Est. Cost $20.40 Unrealized +36.7%
HON HONEYWELL INTERNATIONAL INC 0.2%
Value ($000) $422 Shares 4,075 Est. Cost $73.03 Unrealized +1.7%
LOW LOWES COMPANIES INC. 0.2%
Value ($000) $400 Shares 5,254 Est. Cost $38.28 Unrealized +61.2%
NVS NOVARTIS AG-ADR 0.2%
Value ($000) $398 Shares 4,625 Est. Cost $92.64 Unrealized
MSFT MICROSOFT 0.2%
Value ($000) $390 Shares 7,021 Est. Cost $39.29 Unrealized +16.9%
MIDD MIDDLEBY CORP 0.2%
Value ($000) $388 Shares 3,600 Est. Cost $91.43 Unrealized +21.8%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $334 Shares 2,567 Est. Cost $62.08 Unrealized +57.8%
ABBV ABBVIE INC 0.2%
Value ($000) $320 Shares 5,400 Est. Cost $40.60 Unrealized -6.5%
BJRI BJ'S RESTAURANTS INC 0.2%
Value ($000) $319 Shares 7,333 Est. Cost $34.68 Unrealized +22.9%
TMUS T-MOBILE US INC 0.2%
Value ($000) $316 Shares 8,070 Est. Cost $29.77 Unrealized +25.4%
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $313 Shares 4,525 Est. Cost $58.64 Unrealized 0.0%
EXPRESS SCRIPTS HOLDING COMPAN 0.2%
Value ($000) $308 Shares 3,528 Est. Cost $61.70 Unrealized
NSRGY NESTLE SA - SPONS ADR FOR REG 0.1%
Value ($000) $298 Shares 4,000 Est. Cost $73.50 Unrealized
COMCAST CORP NEW CLASS A SPECI 0.1%
Value ($000) $290 Shares 5,000 Est. Cost $57.60 Unrealized
WAB WABTEC CORP 0.1%
Value ($000) $284 Shares 4,000 Est. Cost $79.15 Unrealized -4.8%
EFX EQUIFAX INC. 0.1%
Value ($000) $278 Shares 2,500 Est. Cost $69.46 Unrealized +41.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $275 Shares 2,000 Est. Cost $107.02 Unrealized +7.1%
RAYTHEON COMPANY 0.1%
Value ($000) $274 Shares 2,198 Est. Cost $90.87 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $263 Shares 2,692 Est. Cost $76.94 Unrealized -5.6%
JPM J.P. MORGAN CHASE & CO 0.1%
Value ($000) $261 Shares 3,952 Est. Cost $49.14 Unrealized +1.1%
FIVE PRIME THERAPEUTICS INC 0.1%
Value ($000) $255 Shares 6,150 Est. Cost $41.46 Unrealized
VFC VF CORP 0.1%
Value ($000) $249 Shares 4,000 Est. Cost $66.14 Unrealized -5.6%
EQR EQUITY RESIDENTIAL- fka Equity 0.1%
Value ($000) $245 Shares 3,000 Est. Cost $39.89 Unrealized +17.3%
RHHBY ROCHE HOLDINGS-SPONS ADR 0.1%
Value ($000) $242 Shares 7,000 Est. Cost $34.00 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $240 Shares 2,850 Est. Cost $58.64 Unrealized +18.9%
AXP AMERICAN EXPRESS CO. 0.1%
Value ($000) $240 Shares 3,447 Est. Cost $68.05 Unrealized -7.6%
EEFT EURONET WORLDWIDE INC 0.1%
Value ($000) $235 Shares 3,250 Est. Cost $59.48 Unrealized +28.6%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $231 Shares 2,164 Est. Cost $62.68 Unrealized +29.4%
ALLERGAN INC 0.1%
Value ($000) $230 Shares 736 Est. Cost $303.85 Unrealized
STWD STARWOOD PROPERTY TRUST INC 0.1%
Value ($000) $206 Shares 10,000 Est. Cost $23.20 Unrealized
XILINX INC 0.1%
Value ($000) $202 Shares 4,300 Est. Cost $46.98 Unrealized
ANNALY CAPITAL MANAGEMENT INC 0.1%
Value ($000) $188 Shares 20,000 Est. Cost $10.80 Unrealized
FIRST NIAGARA FINANCIAL GROUP, 0.1%
Value ($000) $126 Shares 11,652 Est. Cost $10.10 Unrealized
TRANSTEXAS GAS CORP SR PFD SER 0.0%
Value ($000) $0 Shares 41,140 Est. Cost Unrealized
TRANSTEXAS GAS CORP - CLASS A 0.0%
Value ($000) $0 Shares 15,041 Est. Cost Unrealized
TVI CORP 0.0%
Value ($000) $0 Shares 17,500 Est. Cost Unrealized