DOHJ, LLC

CIK

1801881

Location

SEATTLE, WA

Portfolio Value

Small $375,858,278

Diversification

Highly concentrated

Filing Date

Global Rank

#3,876 / 8,120 ▼ 533 · as of Jun 2025

Top Industry

Semiconductors 10.0%

3Y Alpha vs SPY

+6.4%

Period ended 1 year ago

Filed Jul 23, 2025 · 1y

22 quarters · since Mar 2020

Clone Performance

Sep 2023–Jan 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+75.6%

SPY

+55.5%

Annualised alpha

+6.4%

Max drawdown

−14.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 9 quarters.DOHJ, LLC has stopped filing, so the simulation ends in Jan 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

99 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

53.8%

−2.5 pts

Top 5

62.6%

−5.9 pts

Top 10

71.3%

−4.6 pts

HHI

2,949

Highly concentrated−284

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	69.9%	$262,904,143	23
Technology	9.5%	$35,803,690	16
Financial Services	4.8%	$18,084,355	11
Consumer Cyclical	3.7%	$13,742,336	8
Healthcare	3.2%	$11,875,565	13
Industrials	2.8%	$10,677,466	10
Consumer Defensive	2.8%	$10,339,851	6
Communication Services	2.3%	$8,515,556	4
Energy	0.4%	$1,587,183	2
Basic Materials	0.3%	$1,091,314	3
Utilities	0.2%	$916,939	2
Real Estate	0.1%	$319,880	1

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	+291,970	326,812	$7,222,545
BAB	Invesco Taxable Municipal Bond ETF	+86,486	102,232	$2,288,974
FCAL	First Trust California Municipal High income ETF	+68,096	85,286	$4,248,948
ABI	VictoryShares Pioneer Asset-Based Income ETF	+65,576	73,183	$3,666,411
BIV	Vanguard Intermediate-Term Bond ETF	+49,051	74,164	$5,460,695
AFK	VanEck Africa Index ETF	+25,462	389,766	$6,727,361
VB	Vanguard Morningstar Small-Cap ETF	+15,013	19,833	$6,594,653
NVDA	Nvidia Corp	+6,163	54,854	$8,666,383
PG	PROCTER & GAMBLE Co	+3,797	12,401	$1,975,727
AMAT	Applied Materials Inc /De	+2,532	7,400	$1,354,718
AMGN	Amgen Inc	+2,236	5,963	$1,664,929
JPM	Jpmorgan Chase & Co	+1,560	11,490	$3,331,065
ABBV	AbbVie Inc.	+1,335	4,529	$840,672
NKE	NIKE, Inc.	+1,311	11,338	$805,451
LLY	ELI LILLY & Co	+838	1,152	$898,018
A	Agilent Technologies, Inc.	+738	6,581	$776,623
AVGO	Broadcom Inc.	+649	5,989	$1,650,867
BRK-B	Berkshire Hathaway Inc	+640	7,010	$3,405,247
COST	Costco Wholesale Corp /New	+629	4,204	$4,161,707
REGN	Regeneron Pharmaceuticals, Inc.	+619	1,208	$634,200
AAPL	Apple Inc.	+459	24,075	$4,939,467
BIIB	Biogen Inc.	+261	8,853	$1,111,848
TSLA	Tesla, Inc.	+72	3,875	$1,230,932
XOM	ExxonMobil Holdings Corp	+56	10,615	$1,144,297
FAST	Fastenal Co	+47	5,252	$220,584
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−754,345	2,477,386	$202,341,039
EDV	Vanguard World Funds Extended Duration ETF	−179,606	10,578	$1,159,771
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−84,566	4,170	$397,484
SPY	Spdr S&P 500 ETF Trust	−28,496	1,855	$1,146,111
BAI	iShares A.I. Innovation and Tech Active ETF	−27,442	17,151	$1,153,782
DIA	Spdr Dow Jones Industrial Average ETF Trust	−19,245	713	$314,183
QQQ	Invesco Qqq Trust, Series 1	−9,719	13,321	$7,348,396
APTV	Aptiv PLC	−6,397	10,511	$717,060
PANW	Palo Alto Networks Inc	−4,919	1,940	$397,001
IQV	Iqvia Holdings Inc.	−4,626	3,870	$609,873
BAC	Bank Of America Corp /De/	−4,406	47,991	$2,270,934
GE	General Electric Co	−4,210	5,034	$1,295,701
CRM	Salesforce, Inc.	−3,511	1,250	$340,862
DHR	Danaher Corp /De/	−2,986	1,824	$360,312
AMZN	Amazon Com Inc	−2,549	36,481	$8,003,566
ADBE	Adobe Inc.	−2,399	4,997	$1,933,239
SPGI	S&P Global Inc.	−2,332	2,648	$1,396,264
SNPS	Synopsys Inc	−2,156	2,080	$1,066,374
V	Visa Inc.	−1,976	10,967	$3,893,833
CWI	State Street SPDR MSCI ACWI ex-US ETF	−1,301	161,262	$6,892,337
GOOGL	Alphabet Inc.	−1,160	20,561	$3,623,465
KO	Coca Cola Co	−1,134	30,013	$2,123,419
MA	Mastercard Inc	−1,001	1,495	$840,100
IAU	Ishares Gold Trust	−784	20,176	$1,258,175
MSFT	Microsoft Corp	−738	17,885	$8,896,177
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
GS	Goldman Sachs Group Inc	1,464	$1,036,146
TXN	Texas Instruments Inc	4,740	$984,118
HON	Honeywell International Inc	4,069	$947,588
BCLO	iShares BBB-B CLO Active ETF	17,242	$911,067
PH	Parker-Hannifin Corp	1,202	$839,560
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	8,817	$744,683
ORCL	Oracle Corp	3,132	$684,749
WMT	Walmart Inc.	5,995	$586,191
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	4,249	$572,722
RTX	RTX Corp	3,781	$552,101
SYK	Stryker Corp	1,191	$471,195
APO	Apollo Global Management, Inc.	3,185	$451,855
CVX	Chevron Corp	3,093	$442,886
CB	Chubb Ltd	1,408	$407,925
VRTX	Vertex Pharmaceuticals Inc / Ma	857	$381,536
PEP	Pepsico Inc	2,775	$366,411
ECL	Ecolab Inc.	1,319	$355,391
MCO	Moodys Corp /De/	682	$342,084
LIN	Linde PLC	691	$324,203
IR	Ingersoll Rand Inc.	3,835	$318,995
MCD	Mcdonalds Corp	730	$213,284
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
BKF	iShares MSCI BIC ETF	19,031	$1,566,685
WDAY	Workday, Inc.	4,368	$1,020,059
ASML	Asml Holding NV	1,470	$974,066
FISV	Fiserv Inc	3,929	$867,641
PDD	PDD Holdings Inc.	7,014	$830,106
MELI	Mercadolibre Inc	382	$745,232
COP	Conocophillips	6,770	$710,985
TMO	Thermo Fisher Scientific Inc.	1,350	$671,760
MGM	MGM Resorts International	18,533	$549,318
ICE	Intercontinental Exchange, Inc.	2,852	$491,970
ZTS	Zoetis Inc.	2,304	$379,353
NXPI	NXP Semiconductors N.V.	1,981	$376,508
PTC	Ptc Inc.	2,352	$364,442
AKAM	Akamai Technologies Inc	4,295	$345,747
IVZ	Invesco Ltd.	14,847	$299,463
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	2,142	$215,720
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

99 tracked positions · $375,858,278 total · filing declares 144 positions · $344,176,272 · as of Jun 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 99 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	2,477,386	-754,345	$202,341,039	−17.8%	53.83%
MSFT	Microsoft Corp Technology	Reduced	17,885	-738	$8,896,177	+27.3%	2.37%
NVDA	Nvidia Corp Technology	Added	54,854	+6,163	$8,666,383	+64.2%	2.31%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	36,481	-2,549	$8,003,566	+7.8%	2.13%
QQQ	Invesco Qqq Trust, Series 1	Reduced	13,321	-9,719	$7,348,396	−32.0%	1.96%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	326,812	+291,970	$7,222,545	+948.0%	1.92%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	161,262	-1,301	$6,892,337	+7.7%	1.83%
AFK	VanEck Africa Index ETF	Added	389,766	+25,462	$6,727,361	+7.7%	1.79%
VB	Vanguard Morningstar Small-Cap ETF	Added	19,833	+15,013	$6,594,653	+1193.0%	1.75%
BIV	Vanguard Intermediate-Term Bond ETF	Added	74,164	+49,051	$5,460,695	+196.0%	1.45%
AAPL	Apple Inc. Technology	Added	24,075	+459	$4,939,467	−5.8%	1.31%
FCAL	First Trust California Municipal High income ETF	Added	85,286	+68,096	$4,248,948	+390.2%	1.13%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,204	+629	$4,161,707	+23.1%	1.11%
V	Visa Inc. Financial Services	Reduced	10,967	-1,976	$3,893,833	−14.2%	1.04%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	73,183	+65,576	$3,666,411	+1306.0%	0.98%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,561	-1,160	$3,623,465	+7.9%	0.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,010	+640	$3,405,247	+0.4%	0.91%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,490	+1,560	$3,331,065	+36.8%	0.89%
INTU	Intuit Inc. Technology	Reduced	3,717	-248	$2,927,620	+20.3%	0.78%
META	Meta Platforms, Inc. Communication Services	Reduced	3,856	-611	$2,846,075	+10.5%	0.76%
WM	Waste Management Inc Industrials	Reduced	11,721	-236	$2,681,999	−3.1%	0.71%
DE	Deere & Co Industrials	Reduced	4,764	-73	$2,422,446	+6.7%	0.64%
BAB	Invesco Taxable Municipal Bond ETF	Added	102,232	+86,486	$2,288,974	+530.9%	0.61%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	47,991	-4,406	$2,270,934	+3.9%	0.60%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,925	-363	$2,172,342	−5.7%	0.58%
KO	Coca Cola Co Consumer Defensive	Reduced	30,013	-1,134	$2,123,419	−4.8%	0.56%
JNJ	Johnson & Johnson Healthcare	Reduced	13,574	-717	$2,073,428	−12.5%	0.55%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	12,401	+3,797	$1,975,727	+34.7%	0.53%
ADBE	Adobe Inc. Technology	Reduced	4,997	-2,399	$1,933,239	−31.8%	0.51%
AMGN	Amgen Inc Healthcare	Added	5,963	+2,236	$1,664,929	+43.4%	0.44%
AVGO	Broadcom Inc. Technology	Added	5,989	+649	$1,650,867	+84.6%	0.44%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4,978	-58	$1,552,986	−41.1%	0.41%
SPGI	S&P Global Inc. Financial Services	Reduced	2,648	-2,332	$1,396,264	−44.8%	0.37%
AMAT	Applied Materials Inc /De Technology	Added	7,400	+2,532	$1,354,718	+91.8%	0.36%
GE	General Electric Co Industrials	Reduced	5,034	-4,210	$1,295,701	−30.0%	0.34%
IAU	Ishares Gold Trust	Reduced	20,176	-784	$1,258,175	+1.8%	0.33%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,875	+72	$1,230,932	+24.9%	0.33%
DIS	Walt Disney Co Communication Services	Reduced	9,732	-177	$1,206,865	+23.4%	0.32%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	10,578	-179,606	$1,159,771	−93.3%	0.31%
BAI	iShares A.I. Innovation and Tech Active ETF	Reduced	17,151	-27,442	$1,153,782	−51.3%	0.31%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,855	-28,496	$1,146,111	−93.2%	0.30%
XOM	ExxonMobil Holdings Corp Energy	Added	10,615	+56	$1,144,297	−8.9%	0.30%
STZ	Constellation Brands, Inc. Consumer Defensive	Reduced	6,924	-92	$1,126,396	−12.5%	0.30%
BIIB	Biogen Inc. Healthcare	Added	8,853	+261	$1,111,848	−5.4%	0.30%
CTAS	Cintas Corp Industrials	Reduced	4,795	-142	$1,068,661	+5.3%	0.28%
SNPS	Synopsys Inc Technology	Reduced	2,080	-2,156	$1,066,374	−41.3%	0.28%
GS	Goldman Sachs Group Inc Financial Services	NEW	1,464	NEW	$1,036,146	NEW	0.28%
TXN	Texas Instruments Inc Technology	NEW	4,740	NEW	$984,118	NEW	0.26%
HON	Honeywell International Inc Industrials	NEW	4,069	NEW	$947,588	NEW	0.25%
NOW	ServiceNow, Inc. Technology	Reduced	894	-228	$919,103	+2.9%	0.24%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.