DOHENY ASSET MANAGEMENT /CA Diversified Active

CIK: 0000936936 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 13, 2017

Total Value ($000): $217,433 (100.0% shares, 0.0% debt)

Holdings (110)

AAPL APPLE INC COM 6.4%
Value ($000) $13,904 Shares 90,214 Est. Cost $18.24 Unrealized +98.1%
BGC PARTNERS INC 5.7%
Value ($000) $12,470 Shares 861,792 Est. Cost $14.47 Unrealized
Energous Corp 5.1%
Value ($000) $11,137 Shares 879,725 Est. Cost $12.66 Unrealized
RITM New Residential Invt Corp 4.4%
Value ($000) $9,504 Shares 568,100 Est. Cost $16.73 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 4.2%
Value ($000) $9,027 Shares 100,550 Est. Cost $14.04 Unrealized +155.7%
LEXINGTON REALTY TR 3.3%
Value ($000) $7,220 Shares 706,500 Est. Cost $10.33 Unrealized
CELGENE CORP 3.2%
Value ($000) $7,054 Shares 48,375 Est. Cost $105.36 Unrealized
Immune Design Corp 2.9%
Value ($000) $6,330 Shares 611,550 Est. Cost $10.35 Unrealized
JNJ JOHNSON & JOHNSON COM 2.6%
Value ($000) $5,730 Shares 44,073 Est. Cost $59.89 Unrealized +75.3%
SHIP FINANCE INTERNATIONAL LTD 2.6%
Value ($000) $5,707 Shares 393,584 Est. Cost $14.50 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD 2.6%
Value ($000) $5,644 Shares 49,496 Est. Cost $109.91 Unrealized 0.0%
New Sr Invt Group Inc 2.1%
Value ($000) $4,543 Shares 496,540 Est. Cost $10.04 Unrealized
GOOG Alphabet Inc 2.1%
Value ($000) $4,515 Shares 4,707 Est. Cost $46.23 Unrealized 0.0%
GOOGL Alphabet Inc 2.0%
Value ($000) $4,249 Shares 4,364 Est. Cost $47.07 Unrealized 0.0%
SBUX STARBUCKS CORP COM 1.9%
Value ($000) $4,071 Shares 75,790 Est. Cost $34.18 Unrealized +35.2%
CMBT Euronav Nv Antwerpen 1.9%
Value ($000) $4,038 Shares 498,550 Est. Cost $3.69 Unrealized 0.0%
MRK MERCK & CO INC NEW 1.7%
Value ($000) $3,732 Shares 58,285 Est. Cost $46.68 Unrealized 0.0%
BP BP PLC ADR 1.7%
Value ($000) $3,666 Shares 95,400 Est. Cost $36.93 Unrealized
FRONTIER COMMUNICATIONS CORP C 1.7%
Value ($000) $3,646 Shares 309,276 Est. Cost $11.79 Unrealized
Sprague Resource Lp 1.5%
Value ($000) $3,273 Shares 133,050 Est. Cost $25.46 Unrealized
PSX PHILLIPS 66 1.3%
Value ($000) $2,783 Shares 30,382 Est. Cost $41.73 Unrealized +46.8%
Fibrogen Inc 1.3%
Value ($000) $2,740 Shares 50,925 Est. Cost $53.80 Unrealized
BAC BANK OF AMERICA CORP 1.2%
Value ($000) $2,594 Shares 102,380 Est. Cost $16.80 Unrealized +18.8%
CVX CHEVRON CORP 1.2%
Value ($000) $2,564 Shares 21,818 Est. Cost $71.39 Unrealized +6.7%
SCHW SCHWAB CHARLES CORP NEW 1.2%
Value ($000) $2,517 Shares 57,550 Est. Cost $29.33 Unrealized +26.7%
HAL HALLIBURTON CO COM 1.1%
Value ($000) $2,414 Shares 52,440 Est. Cost $35.56 Unrealized -0.4%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $2,191 Shares 27,046 Est. Cost $44.28 Unrealized +26.3%
RWT REDWOOD TR INC 1.0%
Value ($000) $2,177 Shares 133,617 Est. Cost $16.31 Unrealized
MPC MARATHON PETE CORP 1.0%
Value ($000) $2,144 Shares 38,240 Est. Cost $41.33 Unrealized 0.0%
PFE PFIZER INC COM 1.0%
Value ($000) $2,135 Shares 59,804 Est. Cost $16.70 Unrealized +33.3%
AQUA METALS INC COM 1.0%
Value ($000) $2,129 Shares 310,775 Est. Cost $6.85 Unrealized
ANWORTH MTG ASSET CORP 1.0%
Value ($000) $2,089 Shares 347,600 Est. Cost $4.84 Unrealized
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $1,967 Shares 6,340 Est. Cost $137.35 Unrealized +73.7%
BMY BRISTOL MYERS SQUIBB CO COM 0.9%
Value ($000) $1,887 Shares 29,603 Est. Cost $35.96 Unrealized +19.9%
AMD ADVANCED MICRO DEVICES INC 0.8%
Value ($000) $1,846 Shares 144,770 Est. Cost $11.07 Unrealized +17.9%
HALO HALOZYME THERAPEUTICS INC 0.8%
Value ($000) $1,844 Shares 106,150 Est. Cost $13.54 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.8%
Value ($000) $1,760 Shares 43,283 Est. Cost $23.16 Unrealized +49.8%
GENERAL ELECTRIC CORP COM 0.8%
Value ($000) $1,743 Shares 72,092 Est. Cost $23.85 Unrealized
ADI ANALOG DEVICES INC 0.8%
Value ($000) $1,700 Shares 19,726 Est. Cost $38.89 Unrealized +77.2%
MU MICRON TECHNOLOGY INC COM 0.7%
Value ($000) $1,613 Shares 41,000 Est. Cost $30.85 Unrealized 0.0%
T AT & T INC 0.7%
Value ($000) $1,556 Shares 39,736 Est. Cost $15.60 Unrealized 0.0%
KHC Kraft Heinz Co 0.7%
Value ($000) $1,544 Shares 19,908 Est. Cost $47.82 Unrealized +18.0%
NVDA NVIDIA CORP 0.7%
Value ($000) $1,437 Shares 8,040 Est. Cost $4.11 Unrealized 0.0%
PEP PEPSICO INC COM 0.7%
Value ($000) $1,423 Shares 12,770 Est. Cost $61.42 Unrealized +45.6%
INTC INTEL CORP COM 0.6%
Value ($000) $1,411 Shares 37,043 Est. Cost $17.85 Unrealized +65.7%
AMGN AMGEN INC COM 0.6%
Value ($000) $1,411 Shares 7,566 Est. Cost $98.31 Unrealized +39.9%
NFLX NETFLIX COM INC 0.6%
Value ($000) $1,398 Shares 7,710 Est. Cost $17.44 Unrealized 0.0%
META FACEBOOK INC CL A 0.6%
Value ($000) $1,304 Shares 7,630 Est. Cost $165.72 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,239 Shares 15,118 Est. Cost $54.34 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $1,213 Shares 14,451 Est. Cost $60.82 Unrealized 0.0%
GLDD Great Lakes Dredge & Dock Corp 0.5%
Value ($000) $1,166 Shares 240,500 Est. Cost $4.17 Unrealized 0.0%
WFC WELLS FARGO & CO NEW COM 0.5%
Value ($000) $1,160 Shares 21,026 Est. Cost $38.50 Unrealized +9.5%
EWBC EAST WEST BANCORP INC 0.5%
Value ($000) $1,152 Shares 19,275 Est. Cost $46.49 Unrealized 0.0%
PG PROCTER & GAMBLE COMPANY COM 0.5%
Value ($000) $1,010 Shares 11,106 Est. Cost $55.96 Unrealized +30.5%
TXN TEXAS INSTRUMENTS COM 0.5%
Value ($000) $1,000 Shares 11,156 Est. Cost $27.51 Unrealized +137.0%
MO ALTRIA GROUP INC 0.4%
Value ($000) $973 Shares 15,335 Est. Cost $36.09 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $941 Shares 8,476 Est. Cost $50.63 Unrealized +48.6%
DIS WALT DISNEY COMPANY COM 0.4%
Value ($000) $923 Shares 9,366 Est. Cost $83.63 Unrealized +15.9%
IBM IBM CORPORATION COM 0.4%
Value ($000) $917 Shares 6,319 Est. Cost $111.34 Unrealized -13.0%
CALLIDUS SOFTWARE INC 0.4%
Value ($000) $892 Shares 36,175 Est. Cost $24.66 Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $870 Shares 3,025 Est. Cost $92.19 Unrealized +154.9%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.4%
Value ($000) $868 Shares 4,735 Est. Cost $129.74 Unrealized +36.2%
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $854 Shares 4,280 Est. Cost $173.61 Unrealized 0.0%
MMM 3M COMPANY 0.4%
Value ($000) $832 Shares 3,965 Est. Cost $129.88 Unrealized 0.0%
USB US BANCORP DEL 0.4%
Value ($000) $830 Shares 15,482 Est. Cost $29.99 Unrealized +25.9%
CAPSTEAD MTG CORP 0.3%
Value ($000) $757 Shares 78,450 Est. Cost $9.65 Unrealized
AIR TRANSPORT SERVICES GRP I 0.3%
Value ($000) $714 Shares 29,350 Est. Cost $24.33 Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $670 Shares 13,534 Est. Cost $30.23 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP COM 0.3%
Value ($000) $661 Shares 5,620 Est. Cost $63.06 Unrealized +44.3%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $638 Shares 16,592 Est. Cost $32.02 Unrealized 0.0%
MSFT MICROSOFT CORP COM 0.3%
Value ($000) $580 Shares 7,781 Est. Cost $42.87 Unrealized +55.6%
HON HONEYWELL INTL INC 0.3%
Value ($000) $567 Shares 4,000 Est. Cost $73.93 Unrealized +41.1%
KO COCA COLA CO COM 0.3%
Value ($000) $547 Shares 12,155 Est. Cost $27.89 Unrealized +25.3%
CNI CANADIAN NATL RAILWAY CO 0.2%
Value ($000) $522 Shares 6,300 Est. Cost $43.11 Unrealized +60.9%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $492 Shares 9,500 Est. Cost $44.91 Unrealized -5.8%
RAYTHEON CO 0.2%
Value ($000) $475 Shares 2,548 Est. Cost $99.29 Unrealized
DGP DB GOLD DOUBLE LONG ETN DUE FE 0.2%
Value ($000) $475 Shares 18,900 Est. Cost $20.10 Unrealized
TMUS T-MOBILE US INC COM 0.2%
Value ($000) $470 Shares 7,620 Est. Cost $29.77 Unrealized +103.5%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $469 Shares 4,912 Est. Cost $53.92 Unrealized +36.6%
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $443 Shares 2,975 Est. Cost $71.15 Unrealized +74.6%
SLB SCHLUMBERGER LTD COM 0.2%
Value ($000) $442 Shares 6,335 Est. Cost $57.82 Unrealized -10.3%
GD GENERAL DYNAMICS CO 0.2%
Value ($000) $411 Shares 2,000 Est. Cost $107.02 Unrealized +55.5%
NKE NIKE INC CLASS B COM 0.2%
Value ($000) $391 Shares 7,537 Est. Cost $48.50 Unrealized +3.9%
ENB ENBRIDGE INC 0.2%
Value ($000) $377 Shares 9,002 Est. Cost $24.73 Unrealized -1.6%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $373 Shares 2,467 Est. Cost $62.08 Unrealized +91.9%
AMZN AMAZON COM INC 0.2%
Value ($000) $364 Shares 379 Est. Cost $47.98 Unrealized +2.4%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $353 Shares 3,904 Est. Cost $66.96 Unrealized +14.5%
CYS INVESTMENTS INC 0.2%
Value ($000) $346 Shares 40,100 Est. Cost $8.63 Unrealized
LOW LOWES COS INC COM 0.2%
Value ($000) $340 Shares 4,254 Est. Cost $38.28 Unrealized +71.5%
VISA INC CLASS A 0.2%
Value ($000) $337 Shares 3,205 Est. Cost $105.15 Unrealized
PUBLIC STORAGE 0.2%
Value ($000) $330 Shares 1,542 Est. Cost $223.32 Unrealized
TESLA INC 0.1%
Value ($000) $322 Shares 945 Est. Cost $278.60 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $312 Shares 2,064 Est. Cost $62.68 Unrealized +82.6%
WAB WABTEC 0.1%
Value ($000) $303 Shares 4,000 Est. Cost $79.15 Unrealized -7.5%
Parsley Energy Inc 0.1%
Value ($000) $298 Shares 11,300 Est. Cost $22.59 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $278 Shares 2,226 Est. Cost $73.74 Unrealized +30.2%
EFX EQUIFAX INC 0.1%
Value ($000) $265 Shares 2,500 Est. Cost $69.46 Unrealized +76.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $258 Shares 5,145 Est. Cost $34.44 Unrealized 0.0%
MIDD MIDDLEBY CORP THE 0.1%
Value ($000) $256 Shares 2,000 Est. Cost $91.43 Unrealized +34.8%
FIVE PRIME THERAPEUTICS INC 0.1%
Value ($000) $252 Shares 6,150 Est. Cost $40.98 Unrealized
LLY ELI LILLY & CO. 0.1%
Value ($000) $244 Shares 2,850 Est. Cost $59.58 Unrealized +21.1%
XILINX INC COM 0.1%
Value ($000) $234 Shares 3,300 Est. Cost $54.85 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $226 Shares 1,154 Est. Cost $152.68 Unrealized +10.6%
RHHBY ROCHE HLDG AG F SPONSORED ADR 0.1%
Value ($000) $224 Shares 7,000 Est. Cost $33.87 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $221 Shares 932 Est. Cost $188.03 Unrealized 0.0%
TOCAGEN INC COM 0.1%
Value ($000) $202 Shares 16,200 Est. Cost $12.03 Unrealized
ACHILLION PHARMACEUTICALS INC 0.1%
Value ($000) $175 Shares 39,000 Est. Cost $4.49 Unrealized
SRC ENERGY INC 0.1%
Value ($000) $110 Shares 11,400 Est. Cost $8.44 Unrealized
Gastar Expl Inc New 0.0%
Value ($000) $88 Shares 100,000 Est. Cost $0.84 Unrealized
TVI CORPORATION NEW 0.0%
Value ($000) $0 Shares 17,500 Est. Cost Unrealized