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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
ITWIllinois Tool Wks Inc
Recent Activity
Exited
0%
$1.723M
6,573 shares@ $262.07 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Exited
0%
$1.704M
21,228 shares@ $80.29 avg price
METAMeta Platforms Inc
Recent Activity
Exited
0%
$1.649M
2,880 shares@ $572.44 avg price
DVADavita Inc
Recent Activity
Exited
0%
$1.633M
9,959 shares@ $163.94 avg price
PSNParsons Corp Del
Recent Activity
Exited
0%
$1.632M
15,744 shares@ $103.69 avg price
DVNDevon Energy Corp New
Recent Activity
Exited
0%
$1.618M
41,370 shares@ $39.12 avg price
TTTrane Technologies Plc
Recent Activity
Exited
0%
$1.616M
4,156 shares@ $388.74 avg price
CSLCarlisle Cos Inc
Recent Activity
Exited
0%
$1.595M
3,547 shares@ $449.75 avg price
FERGFerguson Enterprises Inc
Recent Activity
Exited
0%
$1.587M
7,993 shares@ $198.57 avg price
GWWGrainger W W Inc
Recent Activity
Exited
0%
$1.584M
1,525 shares@ $1038.81 avg price