Doman 13F annual report
Doman is an investment fund managing more than $110 million ran by Mark Doman. There are currently 64 companies in Mr. Doman’s portfolio. The largest investments include Apple Inc and Meta Platforms Inc, together worth $10.6 million.
$110 million Assets Under Management (AUM)
As of 7th March 2022, Doman’s top holding is 32,689 shares of Apple Inc currently worth over $5.81 million and making up 5.3% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Doman owns more than approximately 0.1% of the company.
In addition, the fund holds 14,385 shares of Meta Platforms Inc worth $4.84 million, whose value fell 50.2% in the past six months.
The third-largest holding is Alphabet Inc worth $4.07 million and the next is Ishares Tr worth $8.86 million, with 122,322 shares owned.
Currently, Doman's portfolio is worth at least $110 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Doman
The Doman office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Mark Doman serves as the Chief Executive Officer at Doman.
Recent trades
In the most recent 13F filing, Doman revealed that it had opened a new position in Apple Inc and bought 32,689 shares worth $5.81 million.
One of the smallest hedge funds
The two most similar investment funds to Doman are Mcalister, Sweet & Associates and Options Solutions. They manage $110 million and $110 million respectively.
Mark Doman investment strategy
Doman’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Technology — making up 15.8% of
the total portfolio value.
The fund focuses on investments in the United States as
62.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
67% of the total holdings value.
On the other hand, small-cap stocks make up only 4.7% of the portfolio.
The average market cap of the portfolio companies is close to $287 billion.
The complete list of Doman trades based on 13F SEC filings
These positions were updated on March 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
Opened
32,689
|
$5,805,000 | 5.27% |
| Meta Platforms Inc |
Opened
14,385
|
$4,838,000 | 4.39% |
| Alphabet Inc |
Opened
1,404
|
$4,067,000 | 3.69% |
| Ishares Tr |
Opened
122,322
|
$8,859,000 | 8.05% |
| Berkshire Hathaway Inc. |
Opened
11,191
|
$3,346,000 | 3.04% |
| Mastercard Incorporated |
Opened
8,994
|
$3,232,000 | 2.94% |
| Mcdonalds Corp |
Opened
11,103
|
$2,976,000 | 2.70% |
| Home Depot, Inc. |
Opened
7,091
|
$2,943,000 | 2.67% |
| Johnson & Johnson |
Opened
16,980
|
$2,905,000 | 2.64% |
| Comcast Corp New |
Opened
54,531
|
$2,745,000 | 2.49% |
| Cisco Sys Inc |
Opened
41,299
|
$2,617,000 | 2.38% |
| Goldman Sachs Group, Inc. |
Opened
6,686
|
$2,558,000 | 2.32% |
| Ishares Inc |
Opened
51,155
|
$3,371,000 | 3.06% |
| Dollar Gen Corp New |
Opened
9,923
|
$2,340,000 | 2.13% |
| Target Corp |
Opened
9,983
|
$2,310,000 | 2.10% |
| Disney Walt Co |
Opened
14,103
|
$2,184,000 | 1.98% |
| Tyson Foods, Inc. |
Opened
24,221
|
$2,111,000 | 1.92% |
| Glaxosmithkline plc |
Opened
47,767
|
$2,107,000 | 1.91% |
| JPMorgan Chase & Co. |
Opened
12,578
|
$1,992,000 | 1.81% |
| Humana Inc. |
Opened
4,266
|
$1,979,000 | 1.80% |
| NextEra Energy Inc |
Opened
19,379
|
$1,809,000 | 1.64% |
| Verisign Inc. |
Opened
6,908
|
$1,753,000 | 1.59% |
| Chevron Corp. |
Opened
14,911
|
$1,750,000 | 1.59% |
| Asml Holding N V |
Opened
2,072
|
$1,650,000 | 1.50% |
| Canadian Pac Ry Ltd |
Opened
22,849
|
$1,644,000 | 1.49% |
| Fedex Corp |
Opened
6,338
|
$1,639,000 | 1.49% |
| Valero Energy Corp. |
Opened
21,536
|
$1,618,000 | 1.47% |
| Gilead Sciences, Inc. |
Opened
22,170
|
$1,610,000 | 1.46% |
| Analog Devices Inc. |
Opened
8,838
|
$1,553,000 | 1.41% |
| Intel Corp. |
Opened
29,799
|
$1,535,000 | 1.39% |
| Amazon.com Inc. |
Opened
456
|
$1,520,000 | 1.38% |
| Oracle Corp. |
Opened
17,170
|
$1,497,000 | 1.36% |
| Colgate-Palmolive Co. |
Opened
17,417
|
$1,486,000 | 1.35% |
| Exelon Corp. |
Opened
25,056
|
$1,447,000 | 1.31% |
| Tjx Cos Inc New |
Opened
18,635
|
$1,415,000 | 1.29% |
| 3M Co. |
Opened
7,638
|
$1,357,000 | 1.23% |
| Sanofi |
Opened
27,061
|
$1,356,000 | 1.23% |
| Globe Life Inc. |
Opened
14,093
|
$1,321,000 | 1.20% |
| Abbott Labs |
Opened
8,622
|
$1,214,000 | 1.10% |
| Microchip Technology, Inc. |
Opened
13,940
|
$1,214,000 | 1.10% |
| Coinbase Global Inc |
Opened
4,550
|
$1,148,000 | 1.04% |
| MetLife, Inc. |
Opened
18,047
|
$1,128,000 | 1.02% |
| Clorox Co. |
Opened
6,454
|
$1,125,000 | 1.02% |
| Honeywell International Inc |
Opened
4,978
|
$1,038,000 | 0.94% |
| Raytheon Technologies Corporation |
Opened
11,830
|
$1,018,000 | 0.92% |
| Exact Sciences Corp. |
Opened
10,743
|
$836,000 | 0.76% |
| Medtronic Plc |
Opened
7,975
|
$825,000 | 0.75% |
| Advance Auto Parts Inc |
Opened
3,379
|
$811,000 | 0.74% |
| TotalEnergies SE |
Opened
16,311
|
$807,000 | 0.73% |
| Citigroup Inc |
Opened
12,434
|
$751,000 | 0.68% |
| Phillips 66 |
Opened
8,464
|
$613,000 | 0.56% |
| Select Sector Spdr Tr |
Opened
16,540
|
$727,000 | 0.66% |
| First Tr Exchange-traded Fd |
Opened
6,987
|
$400,000 | 0.36% |
| Spdr Index Shs Fds |
Opened
8,542
|
$399,000 | 0.36% |
| Microsoft Corporation |
Opened
1,185
|
$399,000 | 0.36% |
| VanEck ETF Trust |
Opened
18,522
|
$393,000 | 0.36% |
| Walmart Inc |
Opened
2,646
|
$383,000 | 0.35% |
| Spotify Technology S.A. |
Opened
1,289
|
$302,000 | 0.27% |
| American Express Co. |
Opened
1,628
|
$266,000 | 0.24% |
| Vanguard Specialized Funds |
Opened
1,414
|
$243,000 | 0.22% |
| Nike, Inc. |
Opened
1,456
|
$243,000 | 0.22% |
| Spdr S&p Midcap 400 Etf Tr |
Opened
424
|
$220,000 | 0.20% |
| Netapp Inc |
Opened
2,193
|
$202,000 | 0.18% |
| Pennantpark Floating Rate Ca |
Opened
10,627
|
$136,000 | 0.12% |
| No transactions found | |||
| Showing first 500 out of 64 holdings | |||
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