Doman Group, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2021, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2021-12-31, active share 71.6%; sector active share 21.7% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
79 tracked positions · as of Dec 31, 2021Sector Breakdown
As of Dec 31, 2021| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 18.1% | $20,080,403 |
| Technology | 16.4% | $18,224,079 |
| Unclassified | 13.1% | $14,563,188 |
| Communication Services | 12.7% | $14,136,458 |
| Healthcare | 10.8% | $11,953,665 |
| Consumer Cyclical | 8.9% | $9,907,669 |
| Consumer Defensive | 8.8% | $9,756,242 |
| Industrials | 4.6% | $5,052,049 |
| Energy | 3.6% | $3,980,674 |
| Utilities | 2.9% | $3,256,457 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 32,689 | $5,804,585 | 5.23% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 14,385 | $4,838,394 | 4.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 1,404 | $4,067,444 | 3.67% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
First | 261,056 | $3,748,764 | 3.38% | |
| IEUR |
iShares Core MSCI Europe ETF
|
First | 59,367 | $3,452,784 | 3.11% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 11,191 | $3,346,109 | 3.02% | |
| MA |
Mastercard Inc
Financial Services
|
First | 8,994 | $3,231,724 | 2.91% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 11,103 | $2,976,381 | 2.68% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 7,091 | $2,942,835 | 2.65% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 16,980 | $2,904,768 | 2.62% | |
| CMCSA |
Comcast Corp
Communication Services
|
First | 54,531 | $2,744,543 | 2.47% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 41,299 | $2,617,117 | 2.36% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 6,686 | $2,557,729 | 2.31% | |
| EWJ |
iShares MSCI Japan ETF
|
First | 35,309 | $2,364,290 | 2.13% | |
| DG |
Dollar General Corp
Consumer Defensive
|
First | 9,923 | $2,340,141 | 2.11% | |
| TGT |
Target Corp
Consumer Defensive
|
First | 9,983 | $2,310,465 | 2.08% | |
| DIS |
Walt Disney Co
Communication Services
|
First | 14,103 | $2,184,413 | 1.97% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
First | 24,221 | $2,111,102 | 1.90% | |
| GSK |
GSK plc
Healthcare
|
First | 47,767 | $2,066,079 | 1.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 12,578 | $1,991,726 | 1.80% | |
| HUM |
Humana Inc
Healthcare
|
First | 4,266 | $1,978,826 | 1.78% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 19,379 | $1,809,223 | 1.63% | |
| VRSN |
Verisign Inc
Technology
|
First | 6,908 | $1,753,388 | 1.58% | |
| CVX |
Chevron Corp
Energy
|
First | 14,911 | $1,749,805 | 1.58% | |
| ASML |
Asml Holding NV
Technology
|
First | 2,072 | $1,649,602 | 1.49% | |
| FDX |
Fedex Corp
Industrials
|
First | 6,338 | $1,639,260 | 1.48% | |
| VLO |
Valero Energy Corp
Energy
|
First | 21,536 | $1,617,568 | 1.46% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
First | 22,170 | $1,609,763 | 1.45% | |
| ADI |
Analog Devices Inc
Technology
|
First | 8,838 | $1,553,455 | 1.40% | |
| INTC |
Intel Corp
Technology
|
First | 29,799 | $1,534,648 | 1.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 456 | $1,520,459 | 1.37% | |
| ORCL |
Oracle Corp
Technology
|
First | 17,170 | $1,497,395 | 1.35% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
First | 17,417 | $1,486,366 | 1.34% | |
| EXC |
Exelon Corp
Utilities
|
First | 25,056 | $1,447,234 | 1.30% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
First | 18,635 | $1,414,769 | 1.28% | |
| MMM |
3M Co
Industrials
|
First | 7,638 | $1,356,738 | 1.22% | |
| SNY |
Sanofi
Healthcare
|
First | 27,061 | $1,355,756 | 1.22% | |
| GL |
Globe Life Inc.
Financial Services
|
First | 14,093 | $1,320,795 | 1.19% | |
| MCHP |
Microchip Technology Inc
Technology
|
First | 13,940 | $1,213,616 | 1.09% | |
| ABT |
Abbott Laboratories
Healthcare
|
First | 8,622 | $1,213,460 | 1.09% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
First | 4,550 | $1,148,283 | 1.04% | |
| MET |
Metlife Inc
Financial Services
|
First | 18,047 | $1,127,757 | 1.02% | |
| CLX |
Clorox Co
Consumer Defensive
|
First | 6,454 | $1,125,319 | 1.01% | |
| HON |
Honeywell International Inc
Industrials
|
First | 4,978 | $1,037,962 | 0.94% | |
| RTX |
RTX Corp
Industrials
|
First | 11,830 | $1,018,089 | 0.92% | |
| INDA |
iShares MSCI India ETF
|
First | 18,829 | $863,121 | 0.78% | |
|
|
First | 10,743 | $836,000 | 0.75% | ||
| MDT |
Medtronic plc
Healthcare
|
First | 7,975 | $825,013 | 0.74% | |
| AAP |
Advance Auto Parts Inc
Consumer Cyclical
|
First | 3,379 | $810,554 | 0.73% | |
| C |
Citigroup Inc
Financial Services
|
First | 12,434 | $750,889 | 0.68% |
Showing the top 50 of 79 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.