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DOHENY ASSET MANAGEMENT /CA

Q2 2025 · 13F-HR

DOHENY ASSET MANAGEMENT /CAholdings as filed

Filed 2025-08-14 · accession 0000936936-25-000005

$142,730
Reported value
66
Positions
2025-06-30
Period end
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The Brief · DOHENY ASSET MANAGEMENT /CA · Q2 2025

AI · grounded in 13F

DOHENY ASSET MANAGEMENT /CA established a new position in NVIDIA CORP with a $15,949 investment. The fund also opened new stakes in AAPL for $13,816 and BROADCOM INC for $12,123. Additional new positions include VISTRA CORP at $8,004 and EXXON MOBIL CORP at $6,006.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066g104NVIDIA CORP$15,94911.2%100,950CommonNONE
037833100AAPLAPPLE INC$13,8169.68%67,337CommonNONE
11135f101BROADCOM INC$12,1238.49%43,978CommonNONE
92840m102VISTRA CORP$8,0045.61%41,297CommonNONE
30231g102EXXON MOBIL CORP$6,0064.21%55,713CommonNONE
02079k107ALPHABET INC CLASS C$5,9944.20%33,791CommonNONE
22160k105COSTCO WHSL CORP NEW$4,1872.93%4,230CommonNONE
023135106AMZNAMAZON.COM INC$3,9102.74%17,821CommonNONE
718172109PMPHILIP MORRIS INTL INC$3,6522.56%20,051CommonNONE
02079k305ALPHABET INC CLASS A$3,5152.46%19,946CommonNONE
00287y109ABBVIE INC$3,2172.25%17,333CommonNONE
025816109AXPAMERICAN EXPRESS CO$3,1452.20%9,861CommonNONE
594918104MSFTMICROSOFT CORP$3,1342.20%6,301CommonNONE
532457108LLYELI LILLY AND CO$3,1032.17%3,981CommonNONE
25278x109DIAMONDBACK ENERGY INC$3,0082.11%21,890CommonNONE
29250n105ENBRIDGE INC F$2,9622.08%65,368CommonNONE
747525103QCOMQUALCOMM INC$2,5931.82%16,284CommonNONE
911312106UPSUNITED PARCEL SVC INC CLASS B$2,4621.72%24,394CommonNONE
26875p101EOG RES INC$2,4511.72%20,492CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$2,2181.55%4,565CommonNONE
g29183103EATON CORP PLC F$2,1581.51%6,044CommonNONE
85254j102STAG INDL INC REIT$2,1521.51%59,316CommonNONE
293594107ENVXENOVIX CORP$1,9311.35%186,765CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC$1,7771.25%25,256CommonNONE
78463v107SPDR GOLD SHARES ETF$1,7281.21%5,670CommonNONE
008474108AEMAGNICO EAGLE MINES LTD F$1,5621.09%13,134CommonNONE
166764100CVXCHEVRON CORP NEW$1,4341.00%10,013CommonNONE
872590104TMUST-MOBILE US INC$1,3840.97%5,810CommonNONE
882508104TXNTEXAS INSTRS INC$1,3740.96%6,617CommonNONE
35953c106FTAI INFRASTRUCTURE INC$1,3580.95%220,160CommonNONE
78462f103SPDR S&P 500 ETF$1,2360.87%2,000CommonNONE
46625h100JPMORGAN CHASE & CO$1,1670.82%4,024CommonNONE
478160104JNJJOHNSON & JOHNSON$1,0840.76%7,094CommonNONE
22788c105CROWDSTRIKE HLDGS INC CLASS A$1,0190.71%2,000CommonNONE
007903107AMDADVANCED MICRO DEVIC$9660.68%6,808CommonNONE
58933y105MERCK & CO. INC.$9610.67%12,140CommonNONE
30303m102META PLATFORMS INC CLASS A$9570.67%1,297CommonNONE
g7738w106SFL CORP LTD F$9420.66%113,050CommonNONE
713448108PEPPEPSICO INC$8550.60%6,479CommonNONE
78349d107RXSIGHT INC$8420.59%64,790CommonNONE
459200101IBMIBM CORP$7860.55%2,665CommonNONE
559663109MGYMAGNOLIA OIL & GAS CORP CLASS$7700.54%34,250CommonNONE
294429105EFXEQUIFAX INC$6480.45%2,500CommonNONE
03957w106ARCHROCK INC$6430.45%25,900CommonNONE
718546104PSXPHILLIPS 66$6420.45%5,379CommonNONE
369550108GDGENERAL DYNAMICS CORP$5800.41%1,990CommonNONE
26441c204DUKE ENERGY CORP NEW$5370.38%4,553CommonNONE
88160r101TESLA INC$5060.35%1,593CommonNONE
13321l108CAMECO CORP F$4730.33%6,375CommonNONE
438516106HONHONEYWELL INTL INC$4630.32%1,990CommonNONE
75513e101RTX CORP$4220.30%2,888CommonNONE
191216100KOTHE COCA-COLA CO$4070.29%5,758CommonNONE
617446448MSMORGAN STANLEY$3550.25%2,523CommonNONE
031162100AMGNAMGEN INC$3490.24%1,250CommonNONE
529043101LXPUSDLXP INDUSTRIAL TRUST REI REIT$2880.20%34,850CommonNONE
14040h105CAPITAL ONE FINL CORP$2870.20%1,349CommonNONE
654106103NKENIKE INC CLASS B$2830.20%3,989CommonNONE
57636q104MASTERCARD INC CLASS A$2810.20%500CommonNONE
149123101CATCATERPILLAR INC$2430.17%627CommonNONE
002824100ABTABBOTT LABS$2330.16%1,715CommonNONE
92826c839VISA INC CLASS A$2280.16%643CommonNONE
09260d107BLACKSTONE INC$2170.15%1,450CommonNONE
609207105MDLZMONDELEZ INTL INC CLASS A$2120.15%3,150CommonNONE
g54950103LINDE PLC F$2110.15%450CommonNONE
29476L107EQREQUITY RESIDENTIAL$2020.14%3,000CommonNONE
87911l108ABRDN WORLD HEALTHCARE C$1280.09%12,500CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.