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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
TPLTexas Pacific Land Corporati
Recent Activity
New Position
0.66%
$1.956M
1,769 shares@ $1105.96 avg price
FICOFair Isaac Corp
Recent Activity
New Position
0.65%
$1.935M
972 shares@ $1990.94 avg price
ZZillow Group Inc
Recent Activity
New Position
0.65%
$1.932M
26,096 shares@ $74.06 avg price
CVNACarvana Co
Recent Activity
New Position
0.58%
$1.731M
8,514 shares@ $203.36 avg price
CAGConagra Brands Inc
Recent Activity
New Position
0.54%
$1.593M
57,418 shares@ $27.76 avg price
CTRACoterra Energy Inc
Recent Activity
New Position
0.53%
$1.577M
61,751 shares@ $25.55 avg price
METMetlife Inc
Recent Activity
New Position
0.53%
$1.563M
19,094 shares@ $81.89 avg price
MSMorgan Stanley
Recent Activity
New Position
0.52%
$1.544M
12,283 shares@ $125.73 avg price
STTState Str Corp
Recent Activity
New Position
0.52%
$1.53M
15,585 shares@ $98.16 avg price
PRUPrudential Finl Inc
Recent Activity
New Position
0.52%
$1.529M
12,897 shares@ $118.53 avg price