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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
HONHoneywell Intl Inc
Recent Activity
Exited
0%
$2.155M
10,424 shares@ $206.71 avg price
FASTFastenal Co
Recent Activity
Exited
0%
$2.107M
29,500 shares@ $71.42 avg price
SJNKSpdr Ser Tr
Recent Activity
Exited
0%
$2.101M
81,573 shares@ $25.76 avg price
FALNIshares Tr
Recent Activity
Exited
0%
$2.006M
73,361 shares@ $27.35 avg price
LAMRLamar Advertising Co New
Recent Activity
Exited
0%
$1.99M
14,893 shares@ $133.61 avg price
LYBLyondellbasell Industries N
Recent Activity
Exited
0%
$1.95M
20,335 shares@ $95.91 avg price
RMDResmed Inc
Recent Activity
Exited
0%
$1.914M
7,839 shares@ $244.13 avg price
ANGLVaneck Etf Trust
Recent Activity
Exited
0%
$1.872M
63,660 shares@ $29.42 avg price
MMM3m Co
Recent Activity
Exited
0%
$1.829M
13,382 shares@ $136.7 avg price
PEGAPegasystems Inc
Recent Activity
Exited
0%
$1.778M
24,325 shares@ $73.09 avg price