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Showing Q2 2025 data
DOHJ, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
DOHJ, LLC
โขCIK: 1801881โขFiling: Q2 2025
DOHJ, LLC manages $344M across a diversified portfolio of 144 positions. The fund exhibits significant concentration in select names, notably holding MUB at $31.6M and ESGU at $16.7M. Further top holdings include ESGD ($15.2M), IEFA ($14.4M), and IWL ($12.3M). This allocation suggests a tactical, concentrated approach targeting specific sector and asset class opportunities.
Total AUM
$344.2M
QoQ Performance
-21.4%
Positions
100
Top 10 Concentration
38.2%
Latest Filing
Q2 2025
Top Holdings Allocation
MUB
MUB9.2%
ESGU4.8%
ESGD4.4%
IEFA4.2%
IWL3.6%
MBB3.5%
EAGG2.6%
AGG2.1%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other75.8%
Technology8.6%
Consumer4.6%
Financial4.1%
Healthcare2.3%
ETF1.4%
Industrial1.3%
Consumer Staples0.8%
๐ช Exited Positionssold since Q1 2025
+25 more exited positions
Changes from Q1 2025
NEW26 new positions
โ44 increased
โ71 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023