Doman Group, LLC
Filing Date
Dec 31, 2021
Global Rank
#4,880
/ 6,772
Top Industry
Drug Manufacturers - General
6.8%
3Y Alpha vs SPY
-2.3%
Period ended 4 years ago
Filed Mar 14, 2022 · 4y
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.3%
SPY
+76.3%
Annualised alpha
-2.3%
Max drawdown
−17.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
53 positions · as of Dec 31, 2021Top Position
6.6%
of portfolio value
Top 5
24.0%
of portfolio value
Top 10
40.1%
of portfolio value
HHI
283
Diversified
Sector Breakdown
As of Dec 31, 2021| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 22.5% | $19,625,822 |
| Technology | 20.9% | $18,224,079 |
| Communication Services | 11.2% | $9,798,384 |
| Consumer Defensive | 10.9% | $9,501,009 |
| Healthcare | 10.4% | $9,062,573 |
| Consumer Cyclical | 9.7% | $8,463,232 |
| Industrials | 5.5% | $4,770,032 |
| Energy | 4.6% | $3,980,674 |
| Utilities | 3.3% | $2,841,487 |
| Unclassified | 1.2% | $1,055,623 |
53 positions ·
$87,322,915 total
· as of Dec 31, 2021
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 53 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 32,689 | $5,804,585 | 6.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 14,385 | $4,838,394 | 5.54% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
First | 261,056 | $3,748,764 | 4.29% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 11,191 | $3,346,109 | 3.83% | |
| MA |
Mastercard Inc
Financial Services
|
First | 8,994 | $3,231,724 | 3.70% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 11,103 | $2,976,381 | 3.41% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 7,091 | $2,942,835 | 3.37% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 16,980 | $2,904,768 | 3.33% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 41,299 | $2,617,117 | 3.00% | |
| CMCSA |
Comcast Corp
Communication Services
|
First | 54,531 | $2,572,205 | 2.95% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 6,686 | $2,557,729 | 2.93% | |
| DG |
Dollar General Corp
Consumer Defensive
|
First | 9,923 | $2,340,141 | 2.68% | |
| TGT |
Target Corp
Consumer Defensive
|
First | 9,983 | $2,310,465 | 2.65% | |
| DIS |
Walt Disney Co
Communication Services
|
First | 14,103 | $2,184,413 | 2.50% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
First | 24,221 | $2,111,102 | 2.42% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 12,578 | $1,991,726 | 2.28% | |
| HUM |
Humana Inc
Healthcare
|
First | 4,266 | $1,978,826 | 2.27% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 19,379 | $1,809,223 | 2.07% | |
| VRSN |
Verisign Inc/Ca
Technology
|
First | 6,908 | $1,753,388 | 2.01% | |
| CVX |
Chevron Corp
Energy
|
First | 14,911 | $1,749,805 | 2.00% | |
| ASML |
Asml Holding NV
Technology
|
First | 2,072 | $1,649,602 | 1.89% | |
| FDX |
Fedex Corp
Industrials
|
First | 6,338 | $1,639,260 | 1.88% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
First | 21,536 | $1,617,568 | 1.85% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
First | 22,170 | $1,609,763 | 1.84% | |
| ADI |
Analog Devices Inc
Technology
|
First | 8,838 | $1,553,455 | 1.78% | |
| INTC |
Intel Corp
Technology
|
First | 29,799 | $1,534,648 | 1.76% | |
| ORCL |
Oracle Corp
Technology
|
First | 17,170 | $1,497,395 | 1.71% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
First | 17,417 | $1,486,366 | 1.70% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
First | 18,635 | $1,414,769 | 1.62% | |
| SNY |
Sanofi
Healthcare
|
First | 27,061 | $1,355,756 | 1.55% | |
| GL |
Globe Life Inc.
Financial Services
|
First | 14,093 | $1,320,795 | 1.51% | |
| MCHP |
Microchip Technology Inc
Technology
|
First | 13,940 | $1,213,616 | 1.39% | |
| ABT |
Abbott Laboratories
Healthcare
|
First | 8,622 | $1,213,460 | 1.39% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
First | 4,550 | $1,148,283 | 1.31% | |
| MMM |
3M Co
Industrials
|
First | 7,638 | $1,134,396 | 1.30% | |
| MET |
Metlife Inc
Financial Services
|
First | 18,047 | $1,127,757 | 1.29% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
First | 6,454 | $1,125,319 | 1.29% | |
| EXC |
Exelon Corp
Utilities
|
First | 25,056 | $1,032,264 | 1.18% | |
| RTX |
RTX Corp
Industrials
|
First | 11,830 | $1,018,089 | 1.17% | |
| HON |
Honeywell International Inc
Industrials
|
First | 4,978 | $978,287 | 1.12% | |
| EXAS |
EXACT SCIENCES CORP
|
First | 10,743 | $836,127 | 0.96% | |
| AAP |
Advance Auto Parts Inc
Consumer Cyclical
|
First | 3,379 | $810,554 | 0.93% | |
| C |
Citigroup Inc
Financial Services
|
First | 12,434 | $750,889 | 0.86% | |
| PSX |
Phillips 66
Energy
|
First | 8,464 | $613,301 | 0.70% | |
| MSFT |
Microsoft Corp
Technology
|
First | 1,185 | $398,539 | 0.46% | |
| AXP |
American Express Co
Financial Services
|
First | 1,628 | $266,340 | 0.31% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
First | 1,456 | $242,671 | 0.28% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
First | 424 | $219,496 | 0.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 1,404 | $203,372 | 0.23% | |
| NTAP |
NetApp, Inc.
Technology
|
First | 2,193 | $201,734 | 0.23% |