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Doheny Asset Management /ca

CIK:0000936936
Investment Adviser
$5M AUM
66 holdings
Los Angeles, CA, United States
Founded:1993
2 employees
Latest filing:Jun 30, 2025

Doheny Asset Management is an independent investment counseling firm headquartered in Los Angeles, California. Founded in 1993, the firm offers personalized financial planning and investment management services to private clients, foundations, endowments, and pension plans. Doheny emphasizes delivering a higher level of personal client service, with a team that has over 50 years of combined expertise. The firm serves clients by providing strategic financial guidance and customized portfolio solutions.

Investment Strategy

Doheny Asset Management combines top-down macroeconomic analysis with bottom-up company valuation to uncover attractive investment opportunities. The firm tailors portfolios to individual client goals, balancing growth, value, and income strategies according to risk tolerance. As an independent advisor, Doheny prioritizes transparency, open communication, and conflict-free advice, aiming to achieve long-term financial security and success for its clients through bespoke solutions and direct portfolio manager relationships.

Top Buys
N
NVDANVIDIA CORP
+$4.9M
A
AVGOBROADCOM INC
+$4.8M
V
VSTVISTRA CORP
+$3.1M
E
ETNEATON CORP PLC F
+$1.9M
A
AEMAGNICO EAGLE MINES LTD F
+$1.6M
Top Sells
C
CRMSalesforce Inc.
-$1.8M
S
SFLSFL CORP LTD F
-$1.4M
A
AAPLAPPLE INC
-$1.2M
R
RXSTRXSIGHT INC
-$960.0K
X
XOMEXXON MOBIL CORP
-$662.0K

Top Holdings

N
NVDANVIDIA CORP
+11.2%$15.9M
A
AAPLAPPLE INC
+9.7%$13.8M
A
AVGOBROADCOM INC
+8.5%$12.1M
V
VSTVISTRA CORP
+5.6%$8.0M
X
XOMEXXON MOBIL CORP
+4.2%$6.0M

Equity Positions (66)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORP11.17%$15.9M100,950$29.42$157.99+$4.9M
A
AAPL
APPLE INC9.68%$13.8M67,337$144.72$205.17-$1.2M
A
AVGO
BROADCOM INC8.49%$12.1M43,978$59.75$275.65+$4.8M
V
VST
VISTRA CORP5.61%$8.0M41,297$105.76$193.81+$3.1M
X
XOM
EXXON MOBIL CORP4.21%$6.0M55,713$107.82$107.80-$662.0K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+22.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+11.5%
ELECTRONIC COMPUTERS
+9.7%
PHARMACEUTICAL PREPARATIONS
+6.0%
PETROLEUM REFINING
+5.7%