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Jack Alexander Earp

@Donoghue Forlines Llc

Latest period2024 - Q4ReportedManaged Assets$298.995MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PLTRPalantir Technologies Inc
Recent Activity
Increased 47.82%
0.75%
$2.228M
29,461 shares@ $75.63 avg price
MNSTMonster Beverage Corp New
Recent Activity
New Position
0.73%
$2.155M
41,007 shares@ $52.57 avg price
FIFiserv Inc
Recent Activity
New Position
0.72%
$2.152M
10,474 shares@ $205.42 avg price
GLWCorning Inc
Recent Activity
New Position
0.72%
$2.132M
44,855 shares@ $47.53 avg price
KRKroger Co
Recent Activity
New Position
0.72%
$2.13M
34,835 shares@ $61.15 avg price
LPLALpl Finl Hldgs Inc
Recent Activity
New Position
0.71%
$2.11M
6,463 shares@ $326.51 avg price
GWREGuidewire Software Inc
Recent Activity
New Position
0.71%
$2.11M
12,516 shares@ $168.58 avg price
WELLWelltower Inc
Recent Activity
New Position
0.71%
$2.094M
16,615 shares@ $126.03 avg price
EXPEExpedia Group Inc
Recent Activity
Increased 368.15%
0.7%
$2.092M
11,226 shares@ $186.34 avg price
IBKRInteractive Brokers Group In
Recent Activity
New Position
0.7%
$2.088M
11,817 shares@ $176.67 avg price