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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
NUNu Hldgs Ltd
Recent Activity
Exited
0%
$1.371M
100,408 shares@ $13.65 avg price
CATCaterpillar Inc
Recent Activity
Exited
0%
$1.361M
3,481 shares@ $391.13 avg price
KSSKohls Corp
Recent Activity
Exited
0%
$1.349M
63,911 shares@ $21.1 avg price
XOMExxon Mobil Corp
Recent Activity
Exited
0%
$1.325M
11,304 shares@ $117.23 avg price
DKSDicks Sporting Goods Inc
Recent Activity
Exited
0%
$1.324M
6,344 shares@ $208.71 avg price
CWENClearway Energy Inc
Recent Activity
Exited
0%
$1.313M
42,782 shares@ $30.69 avg price
BHPBhp Group Ltd
Recent Activity
Exited
0%
$1.308M
21,055 shares@ $62.11 avg price
SEESealed Air Corp New
Recent Activity
Exited
0%
$1.287M
35,450 shares@ $36.3 avg price
DRIDarden Restaurants Inc
Recent Activity
Exited
0%
$1.285M
7,832 shares@ $164.13 avg price
WENWendys Co
Recent Activity
Exited
0%
$1.283M
73,213 shares@ $17.53 avg price