DOHJ, LLC
CIK: 0001801881SEC EDGAR →
Portfolio Value
$344.2M
Holdings
144
As of
Q2 2025
New Positions
26
Closed Positions
30
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 305,284 | $31.6M | 9.18% |
| 2 | ISHARES TR | 143,048 | $16.7M | 4.85% |
| 3 | ISHARES TR | 183,380 | $15.2M | 4.41% |
| 4 | ISHARES TR | 187,450 | $14.4M | 4.18% |
| 5 | ISHARES TR | 93,113 | $12.3M | 3.56% |
| 6 | ISHARES TR | 129,231 | $11.9M | 3.47% |
| 7 | ISHARES TR | 191,789 | $9.0M | 2.61% |
| 8 | ISHARES TR | 73,506 | $7.2M | 2.09% |
| 9 | MICROSOFT CORP | 17,885 | $6.7M | 1.95% |
| 10 | VANECK ETF TRUST | 389,766 | $6.6M | 1.92% |
Quarterly Changes
New Positions (26)
$3.7M · 7K shares
$1.4M · 13K shares
$894K · 17K shares
$803K · 4K shares
$775K · 1K shares
$721K · 5K shares
$698K · 1K shares
$610K · 5K shares
$587K · 4K shares
$578K · 9K shares
$577K · 4K shares
$569K · 6K shares
$455K · 4K shares
$425K · 1K shares
$423K · 3K shares
$422K · 857 shares
$411K · 3K shares
$403K · 3K shares
$401K · 1K shares
$395K · 3K shares
$314K · 1K shares
$310K · 691 shares
$294K · 682 shares
$281K · 4K shares
$279K · 2K shares
$233K · 730 shares
Closed Positions (30)
$4.0M · 149K shares
$3.2M · 63K shares
$3.1M · 31K shares
$2.8M · 34K shares
$2.1M · 36K shares
$2.1M · 84K shares
$1.4M · 28K shares
$1.4M · 28K shares
$1.3M · 14K shares
$1.1M · 8K shares
$1.0M · 4K shares
$974K · 1K shares
$948K · 22K shares
$868K · 4K shares
$830K · 7K shares
$745K · 382 shares
$711K · 7K shares
$672K · 1K shares
$549K · 19K shares
$500K · 11K shares
$492K · 3K shares
$379K · 2K shares
$377K · 2K shares
$364K · 2K shares
$346K · 4K shares
$314K · 3K shares
$299K · 15K shares
$296K · 4K shares
$283K · 11K shares
$216K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 73 | $222.7M | 64.7% |
| Unknown | 9 | $40.4M | 11.7% |
| Technology | 15 | $27.2M | 7.9% |
| Consumer Cyclical | 8 | $12.1M | 3.5% |
| Healthcare | 12 | $11.6M | 3.4% |
| Consumer Defensive | 6 | $10.6M | 3.1% |
| Industrials | 10 | $9.3M | 2.7% |
| Communication Services | 4 | $7.0M | 2.0% |
| Energy | 2 | $1.6M | 0.5% |
| Basic Materials | 3 | $998K | 0.3% |
| Utilities | 1 | $487K | 0.1% |
| Real Estate | 1 | $309K | 0.1% |