CIK: 0001913771
Total reported value
$113.8M
Reporting period: 2021-12-31 · Number of holdings: 80
Doman Group, LLC disclosed 80 holdings in its latest 13F filing for the period ending 2021-12-31, with total reported value of $113.8M and a quarterly turnover rate of 0.0%.
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Doman Group, LLC's disclosed holdings carry a Herfindahl concentration index of 0.021 — mathematically equivalent to about 48 equally-sized positions, close to its 80 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.81), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
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No holding changes this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend | |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 5.10% | — | — | — | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.25% | — | — | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.57% | — | — | — | |
| 4 | PHYS | Sprott Physical Gold Trust | Stock-Other | 3.29% | — | — | — | |
| 5 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 3.03% | — | — | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.94% | — | — | — | |
| 7 | MA | Mastercard INC - A | Stock-Financials | 2.84% | — | — | — | |
| 8 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.61% | — | — | — | |
| 9 | HD | Home Depot INC | Stock-Consumer Disc | 2.59% | — | — | — | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.55% | — | — | — | |
| 11 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.41% | — | — | — | |
| 12 | CSCO | Cisco Systems INC | Stock-Tech | 2.30% | — | — | — | |
| 13 | GS | Goldman Sachs Group INC | Stock-Financials | 2.25% | — | — | — | |
| 14 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.08% | — | — | — | |
| 15 | DG | Dollar General CORP | Stock-Consumer Staples | 2.06% | — | — | — | |
| 16 | TGT | Target CORP | Stock-Consumer Disc | 2.03% | — | — | — | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.92% | — | — | — | |
| 18 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 1.85% | — | — | — | |
| 19 | GSK | GSK plc ADRhedged | Stock-Healthcare | 1.85% | — | — | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | — | — | — | |
| 21 | HUM | Humana INC | Stock-Healthcare | 1.74% | — | — | — | |
| 22 | NEE | Nextera Energy INC | Stock-Utilities | 1.59% | — | — | — | |
| 23 | VRSN | Verisign INC | Stock-Tech | 1.54% | — | — | — | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.54% | — | — | — | |
| 25 | ASML | ASML Holding N.V. | Stock-Tech | 1.45% | — | — | — | |
| 26 | CP | Canadian Pacific Kansa F | Stock-Industrials | 1.44% | — | — | — | |
| 27 | FDX | Fedex CORP | Stock-Industrials | 1.44% | — | — | — | |
| 28 | VLO | Valero Energy CORP | Stock-Energy | 1.42% | — | — | — | |
| 29 | GILD | Gilead Sciences INC | Stock-Healthcare | 1.41% | — | — | — | |
| 30 | ADI | Analog Devices INC | Stock-Tech | 1.36% | — | — | — | |
| 31 | INTC | Intel CORP | Stock-Tech | 1.35% | — | — | — | |
| 32 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.34% | — | — | — | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 1.32% | — | — | — | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.31% | — | — | — | |
| 35 | EXC | Exelon CORP | Stock-Utilities | 1.27% | — | — | — | |
| 36 | TJX | Tjx Companies INC | Stock-Consumer Disc | 1.24% | — | — | — | |
| 37 | MMM | 3m Co | Stock-Industrials | 1.19% | — | — | — | |
| 38 | SNY | Sanofi-adr | Stock-Healthcare | 1.19% | — | — | — | |
| 39 | GL | Globe Life INC | Stock-Financials | 1.16% | — | — | — | |
| 40 | MCHP | Microchip Technology INC | Stock-Tech | 1.07% | — | — | — | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 1.07% | — | — | — | |
| 42 | COIN | Coinbase Global INC -class A | Stock-Financials | 1.01% | — | — | — | |
| 43 | MET | Metlife INC | Stock-Financials | 0.99% | — | — | — | |
| 44 | CLX | Clorox Company | Stock-Consumer Staples | 0.99% | — | — | — | |
| 45 | HON | Honeywell International INC | Stock-Industrials | 0.91% | — | — | — | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.89% | — | — | — | |
| 47 | INDA | Ishares Msci India ETF | ETF-Other | 0.76% | — | — | — | |
| 48 | EXK | Exact Sciences CORP | Stock-Materials | 0.73% | — | — | — | |
| 49 | MDT | Medtronic plc | Stock-Healthcare | 0.72% | — | — | — | |
| 50 | AAP | Advance Auto Parts INC | Stock-Consumer Disc | 0.71% | — | — | — |
Not enough priced holdings yet to compute performance
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2021-12-31 | 80 | $113.8M | 0 |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2021-12-31 | 2022-03-14 | 13F-HR | View on EDGAR |
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