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CIK: 0001702435
Total reported value
$386.7M
$386.7M
102 檔
29.1%
As reported in its official Q1 2025 Form 13F filing, Donoghue Forlines LLC's tracked investment portfolio stood at $386.7M with 102 total positions.
In Q1 2025, Donoghue Forlines LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 10.10% | +8.35% | NEW | |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 8.95% | — | — | |
| 3 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 7.63% | +5.62% | NEW | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.47% | — | — | |
| 5 | CLOX | Eldridge Aaa Clo ETF | ETF-Other | 4.47% | — | — | |
| 6 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 3.13% | — | — | |
| 7 | T | At&t Inc | Stock-Comm Services | 1.29% | -0.09% | -8.31% | |
| 8 | C | Citigroup Inc | Stock-Financials | 1.23% | -0.03% | +152.55% | |
| 9 | CME | Cme Group Inc | Stock-Financials | 1.21% | -0.32% | — | |
| 10 | NRG | Nrg Energy Inc | Stock-Utilities | 1.21% | +0.09% | +146.31% | |
| 11 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.18% | -0.70% | EXIT | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.16% | +0.06% | +93.79% | |
| 13 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.85% | +5.43% | NEW | |
| 14 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.78% | — | — | |
| 15 | EQT | Eqt CORP | Stock-Energy | 0.78% | — | — | |
| 16 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.77% | +0.60% | NEW | |
| 17 | VRSN | Verisign Inc | Stock-Tech | 0.77% | — | — | |
| 18 | LNG | Cheniere Energy Inc | Stock-Energy | 0.77% | — | — | |
| 19 | AZO | Autozone Inc | Stock-Consumer Disc | 0.77% | — | — | |
| 20 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.76% | — | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | — | — | |
| 22 | RSG | Republic Services Inc | Stock-Industrials | 0.75% | — | — | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.75% | — | +18.66% | |
| 24 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.75% | — | — | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | — | — | |
| 26 | WELL | Welltower Inc | Stock-Real Estate | 0.74% | -0.21% | EXIT | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 0.74% | -0.23% | EXIT | |
| 28 | LIN | Linde plc | Stock-Materials | 0.74% | — | — | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.29% | EXIT | |
| 30 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.73% | -0.65% | EXIT | |
| 31 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.73% | — | — | |
| 32 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.73% | — | +9.14% | |
| 33 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.73% | — | — | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.73% | — | — | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | +1.00% | NEW | |
| 36 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.73% | — | — | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.73% | — | — | |
| 38 | JBL | Jabil Inc | Stock-Tech | 0.72% | — | — | |
| 39 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.72% | — | — | |
| 40 | EQH | Equitable Holdings Inc | Stock-Financials | 0.72% | — | — | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.72% | — | -8.63% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | -0.34% | EXIT | |
| 43 | FFIV | F5 Inc | Stock-Tech | 0.71% | +0.83% | NEW | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.71% | — | — | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.71% | +0.01% | +35.13% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.71% | — | — | |
| 47 | ECL | Ecolab Inc | Stock-Materials | 0.71% | — | — | |
| 48 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.70% | -0.89% | EXIT | |
| 49 | FTNT | Fortinet Inc | Stock-Tech | 0.70% | +0.86% | NEW | |
| 50 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.70% | -0.69% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPHY | Ss Spdr P High Yield ETF | — | NEW | New buy |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | — | NEW | New buy |
| 3 | SRLN | Ss Blackstone Sr Loan ETF | — | NEW | New buy |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 5 | CLOX | Eldridge Aaa Clo ETF | — | NEW | New buy |
| 6 | CLOZ | Eldridge Bbb-b Clo ETF | — | NEW | New buy |
| 7 | T | At&t Inc | — | NEW | New buy |
| 8 | C | Citigroup Inc | — | NEW | New buy |
| 9 | CME | Cme Group Inc | — | NEW | New buy |
| 10 | NRG | Nrg Energy Inc | — | NEW | New buy |
| 11 | SPG | Simon Property Group Inc | — | NEW | New buy |
| 12 | ABBV | Abbvie Inc | — | NEW | New buy |
| 13 | BKLN | Invesco Senior Loan ETF | — | NEW | New buy |
| 14 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 15 | EQT | Eqt CORP | — | NEW | New buy |
| 16 | FOXA | Fox CORP - Class A | — | NEW | New buy |
| 17 | VRSN | Verisign Inc | — | NEW | New buy |
| 18 | LNG | Cheniere Energy Inc | — | NEW | New buy |
| 19 | AZO | Autozone Inc | — | NEW | New buy |
| 20 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 21 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 22 | RSG | Republic Services Inc | — | NEW | New buy |
| 23 | PM | Philip Morris International | — | NEW | New buy |
| 24 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 25 | MA | Mastercard Inc - A | — | NEW | New buy |
| 26 | WELL | Welltower Inc | — | NEW | New buy |
| 27 | RTX | Rtx CORP | — | NEW | New buy |
| 28 | LIN | Linde plc | — | NEW | New buy |
| 29 | WMT | Walmart Inc | — | NEW | New buy |
| 30 | TDY | Teledyne Technologies Inc | — | NEW | New buy |
| 31 | RBLX | Roblox CORP -class A | — | NEW | New buy |
| 32 | LPLA | Lpl Financial Holdings Inc | — | NEW | New buy |
| 33 | SSNC | Ss&c Technologies Holdings | — | NEW | New buy |
| 34 | KO | Coca-cola Co/the | — | NEW | New buy |
| 35 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 36 | YUM | Yum! Brands Inc | — | NEW | New buy |
| 37 | ABT | Abbott Laboratories | — | NEW | New buy |
| 38 | JBL | Jabil Inc | — | NEW | New buy |
| 39 | HWM | Howmet Aerospace Inc | — | NEW | New buy |
| 40 | EQH | Equitable Holdings Inc | — | NEW | New buy |
| 41 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 42 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 43 | FFIV | F5 Inc | — | NEW | New buy |
| 44 | KLAC | Kla CORP | — | NEW | New buy |
| 45 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 46 | SBUX | Starbucks CORP | — | NEW | New buy |
| 47 | ECL | Ecolab Inc | — | NEW | New buy |
| 48 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 49 | FTNT | Fortinet Inc | — | NEW | New buy |
| 50 | TPR | Tapestry Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Donoghue Forlines LLC reported a total U.S. public equity portfolio value of $386.7M across 102 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPHY, SPTI, SRLN) accounted for 29.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPHY
市值: $31.9M
During Q1 2025, Donoghue Forlines LLC's top holdings by market value included SPHY (10.1%)、SPTI (8.9%)、SRLN (7.6%). The largest single position, SPHY, represented 10.1% of total portfolio value.
In Q1 2025, Donoghue Forlines LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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