Jack Alexander Earp

@Donoghue Forlines Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$298.995M

Total holdings99

Assets growth rate-14.76%

Assets growth rate (2-Q avg)-7.54%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Donoghue Forlines Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of Donoghue Forlines Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 298.995M in assets, with a quarterly growth rate of -14.76% and a 2-quarter average growth rate of -7.54%. The portfolio is managed by Jack Alexander Earp, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NOWServicenow Inc Recent Activity Decreased -40.25%	0.66%	$1.973M 1,861 shares@ $1060.12 avg price	Decreased -40.25%
VRTVertiv Holdings Co Recent Activity Decreased -26.75%	0.65%	$1.929M 16,980 shares@ $113.62 avg price	Decreased -26.75%
SPGSimon Ppty Group Inc New Recent Activity Decreased -59.48%	0.52%	$1.542M 8,952 shares@ $172.22 avg price	Decreased -59.48%
WMBWilliams Cos Inc Recent Activity Decreased -64.66%	0.51%	$1.509M 27,881 shares@ $54.13 avg price	Decreased -64.66%
AMGNAmgen Inc Recent Activity Decreased -48.6%	0.5%	$1.472M 5,648 shares@ $260.65 avg price	Decreased -48.6%
NRGNrg Energy Inc Recent Activity Decreased -49.54%	0.5%	$1.468M 16,275 shares@ $90.23 avg price	Decreased -49.54%
IBMInternational Business Machs Recent Activity Decreased -64.13%	0.5%	$1.468M 6,676 shares@ $219.83 avg price	Decreased -64.13%