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Jack Alexander Earp

Donoghue Forlines Llc

Assets Managed
$361.382M
Holdings
118
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
11.75%(2Q avg: 5.7%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Donoghue Forlines Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 118 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 361.382M in assets, with a quarterly growth rate of 11.75% and a 2-quarter average growth rate of 5.7%. The portfolio is managed by Jack Alexander Earp, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
New Position
11.91%
$43.031M
1.475M shares@ $29.19 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
New Position
8.71%
$31.474M
343,455 shares@ $91.64 avg price
XFIV
Bondbloxx Bbg 5 Yr Us Treas
Recent Activity
Decreased -18.27%
7.39%
$26.673M
542,573 shares@ $49.17 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
New Position
1.94%
$6.975M
84,477 shares@ $82.58 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
New Position
1.93%
$6.966M
119,000 shares@ $58.54 avg price
BMY
Bristol-myers Squibb Co
Recent Activity
Increased 187.37%
1.4%
$5.058M
83,403 shares@ $60.66 avg price
DFTT
Df Tactical 30 Etf
Recent Activity
Increased 113.46%
1.34%
$4.824M
197,040 shares@ $24.49 avg price
XTRE
Bondbloxx Bbg 3y Us Tsy Etf
Recent Activity
New Position
1.28%
$4.622M
93,349 shares@ $49.52 avg price
EIX
Edison International
Recent Activity
New Position
1.2%
$4.317M
58,994 shares@ $73.19 avg price
PFG
Principal Financial Group
Recent Activity
Increased 190.46%
1.2%
$4.311M
47,843 shares@ $90.12 avg price

1-10 of 118