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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
CEGConstellation Energy Corp
Recent Activity
New Position
0.5%
$1.48M
6,614 shares@ $223.72 avg price
AMTAmerican Tower Corp New
Recent Activity
New Position
0.5%
$1.478M
8,061 shares@ $183.41 avg price
FFord Mtr Co
Recent Activity
New Position
0.5%
$1.475M
149,011 shares@ $9.91 avg price
HPQHp Inc
Recent Activity
New Position
0.5%
$1.475M
45,206 shares@ $32.64 avg price
FNFFidelity National Financial
Recent Activity
New Position
0.5%
$1.469M
26,173 shares@ $56.14 avg price
USBUs Bancorp Del
Recent Activity
New Position
0.49%
$1.46M
30,535 shares@ $47.83 avg price
HBANHuntington Bancshares Inc
Recent Activity
New Position
0.49%
$1.46M
89,746 shares@ $16.27 avg price
RFRegions Financial Corp New
Recent Activity
New Position
0.49%
$1.452M
61,721 shares@ $23.53 avg price
FITBFifth Third Bancorp
Recent Activity
New Position
0.49%
$1.451M
34,317 shares@ $42.29 avg price
PCARPaccar Inc
Recent Activity
New Position
0.49%
$1.445M
13,893 shares@ $104.03 avg price