DOHJ, LLC
CIK 1801881 · View on SEC EDGAR ↗
- Portfolio value
- $344.2M
- Positions
- 144
- As of
- June 30, 2025 Data as of Q2 2025
#4,775 of 9,443 by 13F value · top 50.6%
Portfolio value QoQ: -21.4% 13F does not disclose cash
- Top 10 holdings weight
- 38.21%
- Top 25 holdings weight
- 60.43%
- Positions above 1%
- 30
- Effective number of positions
- 41.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2025: 15.69% Est. buys $61,333,259 · sells $142,795,589
- New positions
- 26
- Increased
- 44
- Decreased
- 71
- Closed
- 30
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
7.9%
Retail
4.0%
Healthcare
3.6%
Industrials
3.1%
Financial Services
2.1%
Communication Services
1.8%
Financials
1.7%
Consumer Staples
1.1%
Consumer Discretionary
0.8%
Consumer products
0.6%
Energy
0.5%
Telecommunication
0.3%
Utilities
0.3%
Materials
0.2%
Real Estate
0.1%
Other/Unmapped
72.1%
Full portfolio 144 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| MUB | $31,593,884 | 9.18% | 305,284 | $-1,957,630 | Down ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $16,683,703 | 4.85% | 143,048 | $-2,508,093 | Down ×2 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $15,167,330 | 4.41% | 183,380 | $856,199 | Up ×2 | ||
| IEFA | $14,396,173 | 4.18% | 187,450 | $-2,364,859 | Down ×2 | ||
| IWL | $12,262,920 | 3.56% | 93,113 | $-13,773,311 | Down ×2 | ||
| MBB iShares MBS ETF | $11,938,355 | 3.47% | 129,231 | $5,828,325 | Up ×2 | ||
| EAGG | $8,979,568 | 2.61% | 191,789 | $-587,974 | Down ×2 | ||
| AGG | $7,181,579 | 2.09% | 73,506 | $1,642,646 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $6,695,826 | 1.95% | 17,885 | $-294,895 | Down ×1 | ||
| SMB | $6,598,736 | 1.92% | 389,766 | $356,378 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6,588,514 | 1.91% | 36,481 | $-837,427 | Down ×1 | ||
| SCHF | $6,562,385 | 1.91% | 326,812 | $5,873,210 | Up ×1 | ||
| SPEM | $6,247,298 | 1.82% | 161,262 | $-152,813 | Down ×2 | ||
| QUAL | $6,070,704 | 1.76% | 37,091 | $2,521,811 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $6,055,204 | 1.76% | 13,321 | $-4,748,741 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $5,634,104 | 1.64% | 54,854 | $356,988 | Up ×1 | ||
| BND Vanguard Total Bond Market ETF | $5,379,082 | 1.56% | 74,164 | $3,534,530 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $4,925,677 | 1.43% | 24,075 | $-320,157 | Up ×2 | ||
| IJH | $4,387,880 | 1.27% | 78,848 | $-416,036 | Down ×2 | ||
| FMB First Trust Managed Municipal ETF | $4,213,982 | 1.22% | 85,286 | $3,347,223 | Up ×1 | ||
| ITOT | $4,180,382 | 1.21% | 35,788 | $-23,079,672 | Down ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $4,145,882 | 1.20% | 120,450 | $-220,399 | Down ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $4,102,685 | 1.19% | 4,204 | $721,586 | Up ×1 | ||
| EFV | $4,083,406 | 1.19% | 68,422 | $374,685 | Up ×2 | ||
| IUSB iShares Core Universal USD Bond ETF | $3,922,942 | 1.14% | 86,237 | $-3,372,138 | Down ×2 | ||
| BRKB | $3,692,834 | 1.07% | 7,010 | $300,405 | Up ×2 | ||
| VOO | $3,689,148 | 1.07% | 7,497 | Up ×1 | |||
| V Visa Inc. | $3,667,052 | 1.07% | 10,967 | $-868,802 | Down ×2 | ||
| IVE | $3,553,526 | 1.03% | 19,800 | $1,418,246 | Up ×2 | ||
| IWR | $3,440,506 | 1.00% | 42,096 | $3,209,456 | Up ×1 | ||
| QLTA | $3,351,215 | 0.97% | 71,607 | $2,700,862 | Up ×1 | ||
| XJH | $3,222,042 | 0.94% | 86,289 | $866,646 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3,194,086 | 0.93% | 20,561 | $-164,926 | Down ×1 | ||
| DSI | $3,027,072 | 0.88% | 30,860 | $-2,093,259 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2,767,721 | 0.80% | 11,490 | $331,980 | Up ×2 | ||
| WM Waste Management, Inc. Common Stock | $2,679,813 | 0.78% | 11,721 | $-88,382 | Down ×1 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $2,641,985 | 0.77% | 116,644 | $-1,370,390 | Down ×2 | ||
| ESML | $2,547,009 | 0.74% | 69,762 | $313,668 | Up ×2 | ||
| PZA | $2,289,998 | 0.67% | 102,232 | $1,927,209 | Up ×1 | ||
| INTU Intuit Inc. - Common Stock | $2,215,259 | 0.64% | 3,717 | $-219,237 | Down ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $2,199,940 | 0.64% | 30,013 | $-30,792 | Down ×1 | ||
| IJR | $2,191,556 | 0.64% | 22,388 | $-208,887 | Down ×2 | ||
| DE Deere & Company Common Stock | $2,174,369 | 0.63% | 4,764 | $-95,712 | Down ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $2,163,287 | 0.63% | 41,562 | $77,666 | Up ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $2,130,274 | 0.62% | 4,978 | $-507,384 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $2,111,835 | 0.61% | 5,925 | $-192,528 | Down ×2 | ||
| JNJ Johnson & Johnson Common Stock | $2,109,180 | 0.61% | 13,574 | $-260,906 | Down ×1 | ||
| VFLO VictoryShares Free Cash Flow ETF | $2,070,874 | 0.60% | 64,373 | $1,810,106 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $2,055,172 | 0.60% | 12,401 | $588,800 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $2,006,154 | 0.58% | 3,856 | $-568,531 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $1,859,667 | 0.54% | 47,991 | $-326,851 | Down ×2 | ||
| VB | $1,855,925 | 0.54% | 8,820 | $1,575,747 | Up ×1 | ||
| ADBE Adobe Inc. - Common Stock | $1,758,668 | 0.51% | 4,997 | $-1,077,837 | Down ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $1,736,922 | 0.50% | 21,010 | $-1,849,286 | Down ×1 | ||
| AMGN Amgen Inc. - Common Stock | $1,657,123 | 0.48% | 5,963 | $495,970 | Up ×2 | ||
| USMV | $1,485,438 | 0.43% | 16,437 | $-75,653 | Down ×2 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $1,483,927 | 0.43% | 22,777 | $-24,277 | Down ×2 | ||
| DGRO | $1,479,975 | 0.43% | 25,178 | $-131,512 | Down ×2 | ||
| SUB | $1,375,473 | 0.40% | 13,077 | Up ×1 | |||
| STZ Constellation Brands, Inc. Common Stock | $1,296,740 | 0.38% | 6,924 | $9,096 | Down ×1 | ||
| DMXF iShares ESG Advanced MSCI EAFE ETF | $1,278,377 | 0.37% | 18,783 | $-769,450 | Down ×1 | ||
| IAU | $1,253,333 | 0.36% | 20,176 | $17,517 | Down ×1 | ||
| SPGI S&P Global Inc. Common Stock | $1,245,253 | 0.36% | 2,648 | $-1,284,868 | Down ×2 | ||
| TLH | $1,231,981 | 0.36% | 12,271 | $-764,427 | Down ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $1,150,217 | 0.33% | 16,378 | $-2,782,963 | Down ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $1,139,740 | 0.33% | 10,615 | $-116,065 | Up ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1,062,502 | 0.31% | 7,400 | $356,057 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $1,059,572 | 0.31% | 5,989 | $165,433 | Up ×1 | ||
| BIIB Biogen Inc. - Common Stock | $1,046,131 | 0.30% | 8,853 | $-129,566 | Up ×1 | ||
| IGEB | $1,037,100 | 0.30% | 23,453 | $-2,711,468 | Down ×1 | ||
| LCTU | $997,485 | 0.29% | 17,151 | $-6,722 | Up ×2 | ||
| CTAS Cintas Corporation - Common Stock | $995,800 | 0.29% | 4,795 | $-18,806 | Down ×2 | ||
| SPY SPY | $993,182 | 0.29% | 1,855 | $-15,984,667 | Down ×2 | ||
| ESGV | $992,641 | 0.29% | 10,578 | $-14,092,848 | Down ×1 | ||
| GE GE Aerospace Common Stock | $974,901 | 0.28% | 5,034 | $-875,282 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $971,530 | 0.28% | 3,875 | $-13,965 | Up ×2 | ||
| LLY Eli Lilly and Company Common Stock | $955,534 | 0.28% | 1,152 | $696,156 | Up ×1 | ||
| USXF iShares ESG Advanced MSCI USA ETF | $952,401 | 0.28% | 21,231 | $-782,264 | Down ×2 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $913,315 | 0.27% | 3,522 | $-32,320 | Down ×2 | ||
| BINC | $894,361 | 0.26% | 17,242 | Up ×1 | |||
| EUSB | $878,365 | 0.26% | 20,508 | $-5,651 | Up ×1 | ||
| SNPS Synopsys, Inc. - Common Stock | $878,121 | 0.26% | 2,080 | $-938,488 | Down ×1 | ||
| VO | $876,600 | 0.25% | 3,516 | $-43,374 | Down ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $849,467 | 0.25% | 9,732 | $-128,569 | Down ×2 | ||
| HON Honeywell International Inc. - Common Stock | $802,845 | 0.23% | 4,069 | Up ×1 | |||
| ABBV AbbVie Inc. Common Stock | $801,924 | 0.23% | 4,529 | $132,641 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $792,104 | 0.23% | 1,495 | $-575,866 | Down ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $774,875 | 0.23% | 1,464 | Up ×1 | |||
| VEA | $744,314 | 0.22% | 14,411 | $11,562 | Down ×2 | ||
| NOW ServiceNow, Inc. Common Stock | $726,554 | 0.21% | 894 | $-166,715 | Down ×2 | ||
| CRBN | $723,174 | 0.21% | 3,870 | $-26,018 | Down ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $721,204 | 0.21% | 4,740 | Up ×1 | |||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $709,939 | 0.21% | 1,208 | $336,576 | Up ×2 | ||
| PH Parker-Hannifin Corporation Common Stock | $698,134 | 0.20% | 1,202 | Up ×1 | |||
| A Agilent Technologies, Inc. Common Stock | $690,980 | 0.20% | 6,581 | $7,483 | Up ×2 | ||
| MET MetLife, Inc. Common Stock | $654,419 | 0.19% | 8,815 | $-86,020 | Down ×1 | ||
| NKE Nike, Inc. Common Stock | $650,667 | 0.19% | 11,338 | $14,150 | Up ×2 | ||
| PPA | $609,649 | 0.18% | 5,251 | Up ×1 | |||
| RSP | $586,801 | 0.17% | 3,559 | Up ×1 | |||
| JTEK JPMorgan U.S. Tech Leaders ETF | $578,043 | 0.17% | 8,817 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VOO | $3,689,148 | 7,497 | 1.07% |
| SUB | $1,375,473 | 13,077 | 0.40% |
| BINC | $894,361 | 17,242 | 0.26% |
| HON | $802,845 | 4,069 | 0.23% |
| GS | $774,875 | 1,464 | 0.23% |
| TXN | $721,204 | 4,740 | 0.21% |
| PH | $698,134 | 1,202 | 0.20% |
| PPA | $609,649 | 5,251 | 0.18% |
| RSP | $586,801 | 3,559 | 0.17% |
| JTEK | $578,043 | 8,817 | 0.17% |
| XLV | $576,650 | 4,249 | 0.17% |
| WMT | $569,326 | 5,995 | 0.17% |
| RTX | $454,732 | 3,781 | 0.13% |
| SYK | $425,318 | 1,191 | 0.12% |
| CVX | $422,800 | 3,093 | 0.12% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IWL | Trimmed | -96K | -$13.8M |
| MBB | Bought more | +64K | +$5.8M |
| QQQ | Trimmed | -10K | -$4.7M |
| BND | Bought more | +49K | +$3.5M |
| IUSB | Trimmed | -72K | -$3.4M |
| FMB | Bought more | +68K | +$3.3M |
| IXUS | Trimmed | -40K | -$2.8M |
| IGEB | Trimmed | -60K | -$2.7M |
| QUAL | Bought more | +16K | +$2.5M |
| ESGU | Trimmed | -14K | -$2.5M |
7 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| FALN | June 30, 2025 | 149,008 | $3,991,929 | |
| FLOT | June 30, 2025 | 63,291 | $3,231,030 | No longer tracked |
| EFG | June 30, 2025 | 31,453 | $3,145,320 | No longer tracked |
| EFA | June 30, 2025 | 34,458 | $2,816,221 | No longer tracked |
| VSGX | June 30, 2025 | 36,172 | $2,133,405 | No longer tracked |
| HYMB | June 30, 2025 | 84,313 | $2,126,374 | No longer tracked |
| TFLO | June 30, 2025 | 27,700 | $1,403,307 | No longer tracked |
| DYNF | June 30, 2025 | 28,023 | $1,366,414 | No longer tracked |
| IVW | June 30, 2025 | 13,549 | $1,257,782 | No longer tracked |
| IYW | June 30, 2025 | 7,598 | $1,067,092 | No longer tracked |
| WDAY | June 30, 2025 | 4,368 | $1,020,059 | -18.3% |
| ASML | June 30, 2025 | 1,470 | $974,332 | 120.9% |
| SHYG | June 30, 2025 | 22,285 | $947,564 | No longer tracked |
| FISV | June 30, 2025 | 3,929 | $867,641 | -69.4% |
| PDD | June 30, 2025 | 7,014 | $830,107 | -15.1% |
| MRK | March 31, 2025 | 7,984 | $794,290 | 68.6% |
| MELI | June 30, 2025 | 382 | $745,232 | -30.4% |
| COP | June 30, 2025 | 6,770 | $711,017 | 46.2% |
| IYR | March 31, 2025 | 7,557 | $703,246 | No longer tracked |
| TMO | June 30, 2025 | 1,350 | $671,760 | 51.7% |
| TLT | March 31, 2025 | 7,607 | $664,298 | |
| PGX | March 31, 2025 | 52,707 | $607,710 | No longer tracked |
| ANET | March 31, 2025 | 5,078 | $561,271 | 143.6% |
| MGM | June 30, 2025 | 18,533 | $549,327 | 26.3% |
| EEM | June 30, 2025 | 11,433 | $499,621 | No longer tracked |
| ICE | June 30, 2025 | 2,852 | $492,051 | -13.5% |
| XLRE | March 31, 2025 | 11,881 | $483,185 | No longer tracked |
| LRCX | March 31, 2025 | 5,874 | $424,262 | 333.9% |
| ZTS | June 30, 2025 | 2,304 | $379,425 | -50.6% |
| NXPI | June 30, 2025 | 1,981 | $376,509 | 4.4% |
| PTC | June 30, 2025 | 2,352 | $364,442 | -12.1% |
| AKAM | June 30, 2025 | 4,295 | $345,748 | 40.3% |
| LQD | June 30, 2025 | 2,886 | $313,656 | No longer tracked |
| PCY | June 30, 2025 | 14,847 | $299,470 | No longer tracked |
| HYG | June 30, 2025 | 3,752 | $295,988 | No longer tracked |
| SUSB | June 30, 2025 | 11,332 | $283,195 | |
| RTX | March 31, 2025 | 2,145 | $248,188 | 70.3% |
| CSCO | March 31, 2025 | 4,060 | $240,335 | 80.1% |
| FIW | June 30, 2025 | 2,142 | $215,758 | No longer tracked |