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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
LIILennox Intl Inc
Recent Activity
Exited
0%
$1.537M
2,543 shares@ $604.29 avg price
NVDANvidia Corporation
Recent Activity
Exited
0%
$1.529M
12,592 shares@ $121.44 avg price
AFLAflac Inc
Recent Activity
Exited
0%
$1.523M
13,619 shares@ $111.8 avg price
PGRProgressive Corp
Recent Activity
Exited
0%
$1.512M
5,960 shares@ $253.77 avg price
TJXTjx Cos Inc New
Recent Activity
Exited
0%
$1.507M
12,817 shares@ $117.54 avg price
THCTenet Healthcare Corp
Recent Activity
Exited
0%
$1.506M
9,064 shares@ $166.21 avg price
KOCoca Cola Co
Recent Activity
Exited
0%
$1.49M
20,741 shares@ $71.86 avg price
ACGLArch Cap Group Ltd
Recent Activity
Exited
0%
$1.487M
13,291 shares@ $111.88 avg price
CRUSCirrus Logic Inc
Recent Activity
Exited
0%
$1.486M
11,964 shares@ $124.21 avg price
PPCPilgrims Pride Corp
Recent Activity
Exited
0%
$1.486M
32,268 shares@ $46.05 avg price