13F-HR 1 submission.txt Form 13F Holdings Report -- Submission Type 13F-HR The following submission of Form 13F Holdings Report (submission type 13F-HR) includes the submission Page 1 data Fields, attached header, Cover Page, Summary Page, and Information Table. Main Page (1) TYPE 13F-HR PERIOD 06/30/2007 CIK 0000936936 CCC isgr$w6g SUBMISSION/CONTACT NAME Neva A. Mason PHONE 310-824-6414 Attached Documents Page (2) FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2007 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Doheny Asset Management LLC Address: 10877 Wilshire Blvd. Suite 1406 Los Angeles, CA 90024 13F File Number: 801-43726 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this submission. Person Signing this Report on Behalf of Reporting Manager: Name: William H. Doheny, Jr. Title: Managing Member Phone: 310-209-5500 Signature, Place, and Date of Signing: William H. Doheny, Jr. Los Angeles, CA July 27, 2007 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: none FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 105 Form 13F Information Table Value Total: $290,813,000 List of Other Included Managers: none FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 3M Co (fmly Minnesota Mining & COM 88579Y101 1753 20200 SH SOLE 20200 ALLSCRIPTS HEALTHCARE SOLUTION COM 01988P108 7845 307880 SH SOLE 307880 AMERICAN INTERNATIONAL GROUP COM 026874107 529 7550 SH SOLE 7550 AMGEN INC. COM 031162100 247 4475 SH SOLE 4475 ANALOG DEVICES COM 032654105 2845 75575 SH SOLE 75575 APPLE COMPUTER INC. COM 037833100 261 2140 SH SOLE 2140 APPLIED BIOSYSTEMS GROUP - APP COM 038020103 1484 48600 SH SOLE 48600 ARTES MEDICAL INC COM 04301Q100 3796 475650 SH SOLE 475650 BANK OF AMERICA CORP COM 060505104 7455 152492 SH SOLE 152492 BELDEN CDT INC COM 077454106 5608 101310 SH SOLE 101310 BERKSHIRE HATHAWAY INC - CL A COM 084670108 219 2 SH SOLE 2 BJ'S RESTAURANTS INC COM 09180C106 2974 150650 SH SOLE 150650 BLACK & DECKER CORP COM 091797100 206 2330 SH SOLE 2330 BOEING CO COM 097023105 349 3625 SH SOLE 3625 BP P.L.C. ADR (fmly BP Amoco P COM 055622104 3056 42367 SH SOLE 42367 BRISTOL MYERS SQUIBB COM COM 110122108 405 12840 SH SOLE 12840 BROADCOM CORP-CL A COM 111320107 298 10190 SH SOLE 10190 CADENCE FINCL CORP (fmly NBC C COM 12738A101 746 38300 SH SOLE 38300 CAPITAL ONE FINANCIAL CORP COM 14040H105 1101 14040 SH SOLE 14040 CHECK POINT SOFTWARE TECH COM M22465104 4699 206000 SH SOLE 206000 CHEVRON CORP (fmly ChevronTexa COM 166764100 7004 83144 SH SOLE 83144 CISCO SYSTEMS COM 17275R102 1668 59875 SH SOLE 59875 CITIGROUP INC COM 172967101 4407 85927 SH SOLE 85927 COCA COLA COMPANY COM 191216100 982 18775 SH SOLE 18775 COLONIAL BANCGROUP INC COM 195493309 624 25000 SH SOLE 25000 COMCAST CORP - CLASS A COM 20030N101 1656 58883 SH SOLE 58883 CONOCOPHILLIPS COM 20825C104 229 2922 SH SOLE 2922 CONSOLIDATED GRAPHICS INC COM 209341106 8255 119150 SH SOLE 119150 COUNTRYWIDE FINANCIAL CORP COM 222372104 256 7051 SH SOLE 7051 CROWN MEDIA HOLDINGS - CL A COM 228411104 8492 1179450 SH SOLE 1179450 CYTYC CORPORATION COM 232946103 2994 69445 SH SOLE 69445 DISNEY WALT CO DEL COM COM 254687106 417 12212 SH SOLE 12212 DUKE ENERGY CORP-NEW COM 26441C105 3801 207725 SH SOLE 207725 EL PASO CORP COM 28336L109 3503 203300 SH SOLE 203300 ELECTRONIC ARTS INC. COM 285512109 5780 122155 SH SOLE 122155 ELIZABETH ARDEN INC COM 28660g106 2555 105300 SH SOLE 105300 ESPEED INC - CLASS A COM 296643109 8492 982925 SH SOLE 982925 EXPEDIA INC - CLASS A COM 302125109 239 8150 SH SOLE 8150 EXXON MOBIL CORPORATION COM 30231G102 4265 50845 SH SOLE 50845 FREEPORT-McMORAN COPPER - B COM 35671D857 238 2875 SH SOLE 2875 GENENTECH COM 368710406 5960 78775 SH SOLE 78775 GENERAL ELECTRIC CO COM COM 369604103 7276 190080 SH SOLE 190080 GILEAD SCIENCES INC. COM 375558103 202 5200 SH SOLE 5200 GOLDMAN SACHS GROUP INC. COM 38141G104 7792 35950 SH SOLE 35950 H3 ENTERPRISES INC COM 404369100 2 11000 SH SOLE 11000 HALLIBURTON CO. COM 406216101 10375 300720 SH SOLE 300720 HARLEYSVILLE NATIONAL CORP COM 412850109 685 42480 SH SOLE 42480 HESS CORP (fmly Amerada Hess C COM 42809H107 318 5390 SH SOLE 5390 IAC/INTERACTIVE CORP-NEW-(a/o COM 44919p102 282 8150 SH SOLE 8150 INTEL CORP COM COM 458140100 1856 78200 SH SOLE 78200 INTERNATIONAL BUSINESS MACHINE COM 459200101 1142 10855 SH SOLE 10855 INTERNATIONAL GAME TECHNOLOGY COM 459902102 4617 116290 SH SOLE 116290 ISHARES MSCI EAFE INDEX FUND COM 464287465 518 6410 SH SOLE 6410 ISHARES MSCI EMERGING MARKET I COM 464287234 316 2400 SH SOLE 2400 JOHNSON & JOHNSON COM COM 478160104 5143 83467 SH SOLE 83467 KEYCORP COM 493267108 2590 75430 SH SOLE 75430 KIMBERLY CLARK COM 494368103 486 7270 SH SOLE 7270 KNIGHTSBRIDGE TANKERS LTD COM G5299G106 3583 117450 SH SOLE 117450 L-3 COMMUNICATONS HOLDINGS COM 502424104 209 2150 SH SOLE 2150 LEHMAN BROS HOLDING INC. COM 524908100 5879 77565 SH SOLE 77565 LEXINGTON CORPORATE PPTYS TR COM 529043101 3112 149625 SH SOLE 149625 LILLY ELI & CO COM COM 532457108 461 8250 SH SOLE 8250 LIONS GATE ENTERTAINMENT CORP COM 535919203 6461 585735 SH SOLE 585735 MACERICH COMPANY COM 554382101 223 2700 SH SOLE 2700 MEDECISION INC COM 58406P102 2951 592475 SH SOLE 592475 MERCK & CO INC COM COM 589331107 1494 30010 SH SOLE 30010 MERRILL LYNCH & CO COM 590188108 1621 19400 SH SOLE 19400 MICROCHIP TECHNOLOGY INC COM 595017104 5094 137537 SH SOLE 137537 MICROSOFT COM 594918104 348 11800 SH SOLE 11800 MORGAN STANLEY COM 617446448 510 6077 SH SOLE 6077 NATIONAL CITY CORP COM 635405103 973 29200 SH SOLE 29200 NIKE INC CL B COM 654106103 4381 75165 SH SOLE 75165 NORTHROP GRUMMAN CORP COM 666807102 3874 49750 SH SOLE 49750 NUSTAR ENERGY LP COM 67058H102 1051 15346 SH SOLE 15346 PACKETEER INC. COM 695210104 1757 225000 SH SOLE 225000 PENN REAL ESTATE INV TR COM 709102107 568 12819 SH SOLE 12819 PEOPLE'S UNITED FINANCIAL INC. COM 712704105 3530 199107 SH SOLE 199107 PEPSICO INC COM COM 713448108 1107 17075 SH SOLE 17075 PNC FINANCIAL SERVICES GROUP COM 693475105 2835 39600 SH SOLE 39600 PORTFOLIO RECOVERY ASSOCIATE COM 73640Q105 3586 59754 SH SOLE 59754 PRAXAIR, INC. COM 74005P104 288 4000 SH SOLE 4000 PRESIDENTIAL LIFE CORP COM 740884101 305 15500 SH SOLE 15500 PROCTER & GAMBLE CO. COM 742718109 1728 28236 SH SOLE 28236 PROLOGIS (fmly Prologis Trust) COM 743410102 347 6100 SH SOLE 6100 QUALITY SYSTEMS INC COM 747582104 3594 94650 SH SOLE 94650 REDWOOD TRUST INC COM 758075402 6809 140750 SH SOLE 140750 REGIONS FINANCIAL CORP (New) COM 7591EP100 534 16135 SH SOLE 16135 SANDERS MORRIS HARRIS GRP INC COM 80000Q104 4433 380800 SH SOLE 380800 SARA LEE COM 803111103 4301 247175 SH SOLE 247175 SCHLUMBERGER LTD COM COM 806857108 2932 34520 SH SOLE 34520 SHIP FINANCE INTL LTD COM G81075106 8758 295075 SH SOLE 295075 SPECTRA ENERGY CORP COM 847560109 3346 128887 SH SOLE 128887 STARBUCKS CORP COM 855244109 1340 51050 SH SOLE 51050 SYMANTEC CORP COM 871503108 4470 221275 SH SOLE 221275 TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 13244 663180 SH SOLE 663180 TEVA PHARMACEUTICAL-SP ADR COM 881624209 9442 228894 SH SOLE 228894 TEXAS INSTRUMENTS INC. COM 882508104 1269 33715 SH SOLE 33715 TRANSTEXAS GAS CORP - CLASS A COM 893895201 0 45179 SH SOLE 45179 US BANCORP - NEW COM 902973304 1509 45800 SH SOLE 45800 WELLS FARGO COMPANY COM 949746101 372 10588 SH SOLE 10588 WRIGLEY (WM.) JR CO COM 982526105 366 6615 SH SOLE 6615 WYETH (formerly American Home COM 983024100 2507 43730 SH SOLE 43730 XILINX INC COM 983919101 1086 40575 SH SOLE 40575 ZIONS BANCORP COM 989701107 369 4800 SH SOLE 4800 INDYMAC CAP TR I PFD 6.00 % PFD 456607209 562 10750 SH SOLE 10750