Stock Taper 
DOHENY ASSET MANAGEMENT /CA
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Linde plc | LIN | 400 | $208K |
 Mastercard Incorporated | MA | 500 | $257K |
 Visa Inc. | V | 635 | $218K |
 Caterpillar Inc. | CAT | 677 | $721K |
 Honeywell International Inc. | HON | 995 | $223K |
 Amgen Inc. | AMGN | 1.22K | $440K |
 Meta Platforms, Inc. | META | 1.3K | $731K |
 Capital One Financial Corporation | COF | 1.35K | $271K |
 T-Mobile US, Inc. | TMUS | 1.37K | $230K |
 Tesla, Inc. | TSLA | 1.4K | $587K |
 General Dynamics Corporation | GD | 1.99K | $705K |
 PepsiCo, Inc. | PEP | 2.43K | $329K |
 Morgan Stanley | MS | 2.47K | $517K |
 Equifax Inc. | EFX | 2.5K | $397K |
 International Business Machines Corporation | IBM | 2.65K | $744K |
 RTX Corporation | RTX | 2.89K | $548K |
| ER EQUITY RESIDENTIAL | EQR | 3K | $204K |
 Intel Corp. | INTC | 3.04K | $424K |
 Bristol-Myers Squibb Company | BMY | 3.6K | $207K |
 Costco Wholesale Corporation | COST | 3.83K | $3.58M |