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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
CMECme Group Inc
Recent Activity
Exited
0%
$1.267M
5,742 shares@ $220.65 avg price
COFCapital One Finl Corp
Recent Activity
Exited
0%
$1.263M
8,432 shares@ $149.73 avg price
TGTTarget Corp
Recent Activity
Exited
0%
$1.257M
8,064 shares@ $155.86 avg price
BRBroadridge Finl Solutions In
Recent Activity
Exited
0%
$1.252M
5,821 shares@ $215.04 avg price
AFGAmerican Finl Group Inc Ohio
Recent Activity
Exited
0%
$1.248M
9,271 shares@ $134.61 avg price
ABTAbbott Labs
Recent Activity
Exited
0%
$1.247M
10,938 shares@ $114.01 avg price
LNWLight & Wonder Inc
Recent Activity
Exited
0%
$1.242M
13,686 shares@ $90.74 avg price
HSYHershey Co
Recent Activity
Exited
0%
$1.23M
6,416 shares@ $191.78 avg price
AMCRAmcor Plc
Recent Activity
Exited
0%
$1.227M
108,322 shares@ $11.33 avg price
CRICarters Inc
Recent Activity
Exited
0%
$1.222M
18,801 shares@ $64.99 avg price