DOHENY ASSET MANAGEMENT /CA Diversified Active

CIK: 0000936936 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 13, 2016

Total Value ($000): $193,927 (100.0% shares, 0.0% debt)

Holdings (105)

AAPL APPLE INC. 5.5%
Value ($000) $10,607 Shares 97,318 Est. Cost $18.16 Unrealized +24.1%
SHIP FINANCE INTL LTD 4.1%
Value ($000) $8,007 Shares 576,484 Est. Cost $14.97 Unrealized
ENERGOUS CORP 3.8%
Value ($000) $7,449 Shares 737,500 Est. Cost $10.45 Unrealized
CMBT EURONAV NV 3.8%
Value ($000) $7,397 Shares 722,400 Est. Cost $4.91 Unrealized -11.8%
CHKP CHECK POINT SOFTWARE TECH 3.8%
Value ($000) $7,279 Shares 83,219 Est. Cost $48.46 Unrealized +65.9%
BGC PARTNERS INC-CL A 3.5%
Value ($000) $6,765 Shares 747,483 Est. Cost $6.33 Unrealized
GILD GILEAD SCIENCES INC. 3.3%
Value ($000) $6,386 Shares 69,521 Est. Cost $43.92 Unrealized +44.5%
LEXINGTON REALTY TRUST 3.2%
Value ($000) $6,115 Shares 711,034 Est. Cost $10.34 Unrealized
NEW SENIOR INVESTMENT GROUP 3.0%
Value ($000) $5,808 Shares 563,900 Est. Cost $10.04 Unrealized
CELGENE CORP 2.9%
Value ($000) $5,642 Shares 56,369 Est. Cost $105.36 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 2.9%
Value ($000) $5,626 Shares 116,720 Est. Cost $13.93 Unrealized +32.2%
FRONTIER COMMUNICATIONS CORP 2.6%
Value ($000) $5,097 Shares 911,860 Est. Cost $4.53 Unrealized
SBUX STARBUCKS CORP 2.6%
Value ($000) $5,058 Shares 84,728 Est. Cost $34.18 Unrealized +38.7%
RITM NEW RESIDENTIAL 2.6%
Value ($000) $5,000 Shares 429,896 Est. Cost $10.58 Unrealized
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $4,965 Shares 45,889 Est. Cost $59.89 Unrealized +31.5%
CALLIDUS SOFTWARE INC 2.2%
Value ($000) $4,196 Shares 251,575 Est. Cost $10.68 Unrealized
GOOG ALPHABET INC - CL C 2.1%
Value ($000) $4,088 Shares 5,488 Est. Cost $30.50 Unrealized +16.6%
ALPHABET INC - CL A 2.0%
Value ($000) $3,938 Shares 5,162 Est. Cost $638.42 Unrealized
MORGAN STANLEY CAP TR III 6.25 1.8%
Value ($000) $3,444 Shares 134,175 Est. Cost $24.92 Unrealized
PSX PHILLIPS 66 1.7%
Value ($000) $3,291 Shares 38,005 Est. Cost $41.73 Unrealized +34.3%
BMY BRISTOL MYERS SQUIBB COM 1.7%
Value ($000) $3,283 Shares 51,395 Est. Cost $33.61 Unrealized +33.3%
MRK MERCK and CO INC 1.6%
Value ($000) $3,188 Shares 60,255 Est. Cost $31.13 Unrealized +15.8%
NORDIC AMERICAN TANKERS LTD 1.6%
Value ($000) $3,168 Shares 224,850 Est. Cost $13.22 Unrealized
SPRAGUE RESOURCES LP 1.4%
Value ($000) $2,641 Shares 129,150 Est. Cost $24.01 Unrealized
GENERAL ELECTRIC CO 1.4%
Value ($000) $2,625 Shares 82,560 Est. Cost $23.59 Unrealized
COUNTRYWIDE CAPITAL V 1.3%
Value ($000) $2,510 Shares 97,476 Est. Cost $25.16 Unrealized
CNI CANADIAN NATL RAILWAY CO 1.2%
Value ($000) $2,358 Shares 37,750 Est. Cost $43.11 Unrealized +8.4%
CVX CHEVRON CORP (fmly ChevronTexa 1.1%
Value ($000) $2,186 Shares 22,918 Est. Cost $71.31 Unrealized -19.5%
HAL HALLIBURTON CO. 1.1%
Value ($000) $2,099 Shares 58,762 Est. Cost $35.56 Unrealized -24.2%
MDLZ MONDELEZ INTERNATIONAL -W/I 1.0%
Value ($000) $1,848 Shares 46,067 Est. Cost $23.16 Unrealized +40.0%
ANWORTH MORTGAGE ASSET CORP 0.9%
Value ($000) $1,816 Shares 389,600 Est. Cost $4.84 Unrealized
KHC THE KRAFT HEINZ CO 0.9%
Value ($000) $1,811 Shares 23,048 Est. Cost $47.82 Unrealized +1.0%
T AT&T INC 0.9%
Value ($000) $1,802 Shares 46,007 Est. Cost $11.78 Unrealized +17.5%
RWT REDWOOD TRUST INC 0.9%
Value ($000) $1,793 Shares 137,117 Est. Cost $16.35 Unrealized
PFE PFIZER INC. 0.9%
Value ($000) $1,756 Shares 59,258 Est. Cost $16.52 Unrealized +13.1%
INTC INTEL CORP COM 0.9%
Value ($000) $1,677 Shares 51,828 Est. Cost $17.18 Unrealized +42.0%
XOM EXXON MOBIL CORPORATION 0.8%
Value ($000) $1,505 Shares 17,999 Est. Cost $54.69 Unrealized -5.0%
AMGN AMGEN INC. 0.8%
Value ($000) $1,487 Shares 9,918 Est. Cost $96.71 Unrealized +14.6%
BP BP P.L.C. ADR (fmly BP Amoco P 0.8%
Value ($000) $1,479 Shares 49,009 Est. Cost $37.33 Unrealized
VZ VERIZON COMMUNICATIONS-fmly Be 0.7%
Value ($000) $1,432 Shares 26,477 Est. Cost $27.50 Unrealized +9.2%
MPC MARATHON PETROLEUM CORP 0.7%
Value ($000) $1,422 Shares 38,240 Est. Cost $32.17 Unrealized -13.3%
LMT LOCKHEED MARTIN CORPORATION 0.7%
Value ($000) $1,384 Shares 6,250 Est. Cost $126.76 Unrealized +30.3%
DIS WALT DISNEY COMPANY, THE 0.7%
Value ($000) $1,324 Shares 13,330 Est. Cost $83.43 Unrealized +6.7%
PEP PEPSICO INC COM 0.7%
Value ($000) $1,303 Shares 12,716 Est. Cost $60.99 Unrealized +20.1%
DUK DUKE ENERGY CORP-NEW 0.6%
Value ($000) $1,192 Shares 14,775 Est. Cost $41.83 Unrealized +20.7%
EWBC EAST WEST BANCORP INC 0.6%
Value ($000) $1,081 Shares 33,275 Est. Cost $19.26 Unrealized +34.9%
NKE NIKE INC CL B 0.5%
Value ($000) $1,045 Shares 16,996 Est. Cost $48.50 Unrealized +9.7%
PG PROCTER & GAMBLE CO. 0.5%
Value ($000) $1,038 Shares 12,610 Est. Cost $55.00 Unrealized +12.1%
HALOZYME THERAPEAUTICS INC 0.5%
Value ($000) $1,027 Shares 108,400 Est. Cost $8.80 Unrealized
ADI ANALOG DEVICES INC 0.5%
Value ($000) $1,022 Shares 17,267 Est. Cost $34.29 Unrealized +28.2%
MO ALTRIA GROUP (fka Philip Morri 0.5%
Value ($000) $1,005 Shares 16,040 Est. Cost $16.28 Unrealized +90.9%
SPECTRA ENERGY CORP 0.5%
Value ($000) $981 Shares 32,067 Est. Cost $34.46 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.5%
Value ($000) $976 Shares 6,444 Est. Cost $111.61 Unrealized -24.7%
WFC WELLS FARGO COMPANY 0.5%
Value ($000) $906 Shares 18,732 Est. Cost $36.07 Unrealized +2.9%
ACHILLION PHARMACEUTICALS 0.4%
Value ($000) $862 Shares 111,650 Est. Cost $4.01 Unrealized
KMB KIMBERLY CLARK 0.4%
Value ($000) $810 Shares 6,020 Est. Cost $63.06 Unrealized +47.1%
KO COCA COLA COMPANY 0.4%
Value ($000) $785 Shares 16,925 Est. Cost $27.89 Unrealized +14.2%
PM PHILLIP MORRIS INTERNATIONAL 0.4%
Value ($000) $752 Shares 7,664 Est. Cost $49.82 Unrealized +12.1%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $747 Shares 9,400 Est. Cost $120.01 Unrealized -24.6%
MMM 3M Co (fmly Minnesota Mining & 0.4%
Value ($000) $744 Shares 4,465 Est. Cost $68.03 Unrealized +36.4%
BRK/B BERKSHIRE HATHAWAY INC - CLASS 0.4%
Value ($000) $741 Shares 5,225 Est. Cost $129.74 Unrealized +2.2%
USB US BANCORP - NEW 0.4%
Value ($000) $740 Shares 18,225 Est. Cost $29.85 Unrealized -6.9%
TXN TEXAS INSTRUMENTS INC. 0.4%
Value ($000) $737 Shares 12,840 Est. Cost $25.31 Unrealized +60.1%
TEVA TEVA PHARMACEUTICAL-SP ADR 0.4%
Value ($000) $688 Shares 12,850 Est. Cost $39.20 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $635 Shares 12,425 Est. Cost $44.36 Unrealized -16.8%
PSA PUBLIC STORAGE 0.3%
Value ($000) $560 Shares 2,030 Est. Cost $97.56 Unrealized +74.3%
SLB SCHLUMBERGER LTD COM 0.3%
Value ($000) $493 Shares 6,689 Est. Cost $53.74 Unrealized -1.1%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $490 Shares 2,475 Est. Cost $62.64 Unrealized +157.1%
HON HONEYWELL INTERNATIONAL INC 0.2%
Value ($000) $457 Shares 4,075 Est. Cost $73.03 Unrealized +4.5%
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $441 Shares 4,725 Est. Cost $58.92 Unrealized +10.7%
MGNX MACROGENICS INC 0.2%
Value ($000) $435 Shares 23,200 Est. Cost $30.38 Unrealized -37.3%
LOW LOWES COMPANIES INC. 0.2%
Value ($000) $398 Shares 5,254 Est. Cost $38.28 Unrealized +53.8%
MSFT MICROSOFT 0.2%
Value ($000) $388 Shares 7,021 Est. Cost $39.29 Unrealized +17.3%
MIDD MIDDLEBY CORP 0.2%
Value ($000) $384 Shares 3,600 Est. Cost $91.43 Unrealized +2.8%
SCHW SCHWAB (CHARLES) CORP 0.2%
Value ($000) $384 Shares 13,700 Est. Cost $20.40 Unrealized +14.3%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $370 Shares 2,567 Est. Cost $62.08 Unrealized +52.6%
COP CONOCOPHILLIPS 0.2%
Value ($000) $321 Shares 7,960 Est. Cost $40.49 Unrealized -30.6%
WAB WABTEC CORP 0.2%
Value ($000) $317 Shares 4,000 Est. Cost $79.15 Unrealized -17.3%
TMUS T-MOBILE US INC 0.2%
Value ($000) $309 Shares 8,070 Est. Cost $29.77 Unrealized +22.5%
ANNALY CAPITAL MANAGEMENT INC 0.2%
Value ($000) $308 Shares 30,000 Est. Cost $10.62 Unrealized
BJRI BJ'S RESTAURANTS INC 0.2%
Value ($000) $305 Shares 7,333 Est. Cost $34.68 Unrealized +19.8%
NSRGY NESTLE SA - SPONS ADR FOR REG 0.2%
Value ($000) $300 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
EFX EQUIFAX INC. 0.1%
Value ($000) $286 Shares 2,500 Est. Cost $69.46 Unrealized +38.0%
NFLX NETFLIX INC 0.1%
Value ($000) $286 Shares 2,800 Est. Cost $9.82 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $279 Shares 2,692 Est. Cost $76.94 Unrealized -5.9%
PARSLEY ENERGY INC-CLASS A 0.1%
Value ($000) $270 Shares 11,950 Est. Cost $22.59 Unrealized
RAYTHEON COMPANY 0.1%
Value ($000) $270 Shares 2,198 Est. Cost $90.87 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $263 Shares 2,000 Est. Cost $107.02 Unrealized -0.2%
VFC VF CORP 0.1%
Value ($000) $259 Shares 4,000 Est. Cost $66.14 Unrealized -12.2%
FIVE PRIME THERAPEUTICS INC 0.1%
Value ($000) $250 Shares 6,150 Est. Cost $41.46 Unrealized
JPM J.P. MORGAN CHASE & CO 0.1%
Value ($000) $234 Shares 3,952 Est. Cost $49.14 Unrealized -8.7%
FIRST POTOMAC REALTY TRUST 0.1%
Value ($000) $229 Shares 25,300 Est. Cost $11.78 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $228 Shares 2,164 Est. Cost $62.68 Unrealized +19.8%
EQR EQUITY RESIDENTIAL- fka Equity 0.1%
Value ($000) $225 Shares 3,000 Est. Cost $39.89 Unrealized +16.7%
AXP AMERICAN EXPRESS CO. 0.1%
Value ($000) $218 Shares 3,547 Est. Cost $67.56 Unrealized -25.3%
RHHBY ROCHE HOLDINGS-SPONS ADR 0.1%
Value ($000) $216 Shares 7,000 Est. Cost $34.00 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $205 Shares 2,850 Est. Cost $58.64 Unrealized +9.1%
XILINX INC 0.1%
Value ($000) $204 Shares 4,300 Est. Cost $46.98 Unrealized
STWD STARWOOD PROPERTY TRUST INC 0.1%
Value ($000) $189 Shares 10,000 Est. Cost $23.20 Unrealized
CALLON PETROLEUM CO 0.1%
Value ($000) $184 Shares 20,775 Est. Cost $8.86 Unrealized
FIRST NIAGARA FINANCIAL GROUP, 0.1%
Value ($000) $113 Shares 11,652 Est. Cost $10.10 Unrealized
TVI CORP 0.0%
Value ($000) $0 Shares 17,500 Est. Cost Unrealized
TRANSTEXAS GAS CORP - CLASS A 0.0%
Value ($000) $0 Shares 15,041 Est. Cost Unrealized
TRANSTEXAS GAS CORP SR PFD SER 0.0%
Value ($000) $0 Shares 41,140 Est. Cost Unrealized