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CIK: 0001702435
Total reported value
$386.7M
$386.7M
113 檔
31.3%
During the Q4 2025 filing period, Donoghue Forlines LLC (CIK: 0001702435) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $386.7M across 113 reported positions.
In Q4 2025, Donoghue Forlines LLC displayed an active expansion posture, initiating 31 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 10.16% | -1.28% | — | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 10.13% | — | — | |
| 3 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 7.94% | +8.35% | NEW | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 7.48% | +5.62% | NEW | |
| 5 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.72% | +5.43% | NEW | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | -1.02% | EXIT | |
| 7 | MS | Morgan Stanley | Stock-Financials | 1.25% | +0.99% | NEW | |
| 8 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.19% | -0.70% | EXIT | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.14% | — | +41.87% | |
| 10 | NRG | Nrg Energy Inc | Stock-Utilities | 1.11% | +0.09% | +143.43% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.86% | +21.78% | |
| 12 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.08% | +1.15% | NEW | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | -0.34% | EXIT | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | — | — | |
| 15 | MU | Micron Technology Inc | Stock-Tech | 0.88% | +0.65% | — | |
| 16 | LRCX | Lam Research CORP | Stock-Tech | 0.81% | -0.62% | -24.03% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.48% | NEW | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.80% | +0.76% | +3.68% | |
| 19 | KLAC | Kla CORP | Stock-Tech | 0.78% | — | — | |
| 20 | APH | Amphenol Corp-cl A | Stock-Tech | 0.78% | -0.21% | EXIT | |
| 21 | WELL | Welltower Inc | Stock-Real Estate | 0.77% | -0.21% | EXIT | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 0.77% | +0.01% | — | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.75% | +0.02% | — | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 0.75% | -0.60% | — | |
| 25 | CIEN | Ciena CORP | Stock-Tech | 0.75% | -0.81% | EXIT | |
| 26 | WRB | Wr Berkley CORP | Stock-Financials | 0.75% | +0.01% | — | |
| 27 | CB | Chubb Limited | Stock-Financials | 0.75% | -0.71% | EXIT | |
| 28 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.74% | +0.93% | NEW | |
| 29 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.74% | +0.82% | NEW | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.73% | +0.68% | NEW | |
| 31 | L | Loews CORP | Stock-Financials | 0.73% | — | — | |
| 32 | SNDK | Sandisk CORP | Stock-Tech | 0.72% | +0.40% | — | |
| 33 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.72% | +0.60% | NEW | |
| 34 | DFTT | Df Tactical 30 ETF | ETF-Other | 0.72% | +0.25% | — | |
| 35 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.71% | -0.70% | EXIT | |
| 36 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.71% | -0.74% | EXIT | |
| 37 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.71% | — | — | |
| 38 | EA | Electronic Arts Inc | Stock-Comm Services | 0.71% | +0.79% | NEW | |
| 39 | EXK | Exact Sciences CORP | Stock-Materials | 0.71% | — | — | |
| 40 | FSLR | First Solar Inc | Stock-Tech | 0.71% | +0.74% | NEW | |
| 41 | COR | Cencora Inc | Stock-Healthcare | 0.70% | — | — | |
| 42 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.70% | — | — | |
| 43 | STLD | Steel Dynamics Inc | Stock-Materials | 0.70% | — | — | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.70% | — | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.29% | EXIT | |
| 46 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.69% | -0.70% | EXIT | |
| 47 | CMI | Cummins Inc | Stock-Industrials | 0.69% | — | -18.54% | |
| 48 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.68% | -0.03% | — | |
| 49 | TER | Teradyne Inc | Stock-Tech | 0.67% | -0.69% | EXIT | |
| 50 | WDC | Western Digital CORP | Stock-Tech | 0.67% | +0.55% | -44.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPHY | Ss Spdr P High Yield ETF | +4.9% | +160.98% | Add |
| 2 | MS | Morgan Stanley | +0.8% | +134.44% | Add |
| 3 | SPG | Simon Property Group Inc | +0.7% | +150.59% | Add |
| 4 | CFG | Citizens Financial Group | -0.7% | -63.97% | Trim |
| 5 | BKLN | Invesco Senior Loan ETF | -5.7% | -77.02% | Trim |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | EXIT | Sold out |
| 7 | JPST | Jpmorgan Ultra-short Income | — | EXIT | Sold out |
| 8 | XFIV | Bondbloxx Bbg 5 Yr US Treas | — | NEW | New buy |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | — | NEW | New buy |
| 10 | BGT | Blackrock Fltng Rt Inc Tr | — | EXIT | Sold out |
| 11 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 12 | TSLA | Tesla Inc | — | NEW | New buy |
| 13 | MU | Micron Technology Inc | — | NEW | New buy |
| 14 | SNPS | Synopsys Inc | — | EXIT | Sold out |
| 15 | KLAC | Kla CORP | — | NEW | New buy |
| 16 | WELL | Welltower Inc | — | NEW | New buy |
| 17 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 18 | CAT | Caterpillar Inc | — | NEW | New buy |
| 19 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 20 | CIEN | Ciena CORP | — | NEW | New buy |
| 21 | WRB | Wr Berkley CORP | — | NEW | New buy |
| 22 | CB | Chubb Limited | — | NEW | New buy |
| 23 | TTWO | Take-two Interactive Softwre | — | NEW | New buy |
| 24 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 25 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 26 | IOO | Ishares Global 100 ETF | — | EXIT | Sold out |
| 27 | L | Loews CORP | — | NEW | New buy |
| 28 | SNDK | Sandisk CORP | — | NEW | New buy |
| 29 | NEM | Newmont CORP | — | EXIT | Sold out |
| 30 | FOXA | Fox CORP - Class A | — | NEW | New buy |
| 31 | DFTT | Df Tactical 30 ETF | — | NEW | New buy |
| 32 | CBOE | Cboe Global Markets Inc | — | NEW | New buy |
| 33 | LITE | Lumentum Holdings Inc | — | NEW | New buy |
| 34 | CINF | Cincinnati Financial CORP | — | NEW | New buy |
| 35 | EXK | Exact Sciences CORP | — | NEW | New buy |
| 36 | FSLR | First Solar Inc | — | NEW | New buy |
| 37 | BNY | Bank Of New York Mellon CORP | — | EXIT | Sold out |
| 38 | COR | Cencora Inc | — | NEW | New buy |
| 39 | ROST | Ross Stores Inc | — | NEW | New buy |
| 40 | STLD | Steel Dynamics Inc | — | NEW | New buy |
| 41 | TEL | TE Connectivity plc | — | EXIT | Sold out |
| 42 | RBLX | Roblox CORP -class A | — | EXIT | Sold out |
| 43 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 44 | WMT | Walmart Inc | — | NEW | New buy |
| 45 | BKR | Baker Hughes Co | — | EXIT | Sold out |
| 46 | CDNS | Cadence Design Sys Inc | — | EXIT | Sold out |
| 47 | SOFI | Sofi Technologies Inc | — | EXIT | Sold out |
| 48 | IQV | Iqvia Holdings Inc | — | EXIT | Sold out |
| 49 | WBD | Warner Bros Discovery Inc | — | NEW | New buy |
| 50 | EME | Emcor Group Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Donoghue Forlines LLC reported a total U.S. public equity portfolio value of $386.7M across 113 disclosed positions in Q4 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 XFIV, SPAB, SPHY) accounted for 31.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
XFIV
市值: $32.8M
Top Position Liquidated / Trimmed
BIL
前期市值: $33.2M
During Q4 2025, Donoghue Forlines LLC's top holdings by market value included XFIV (10.2%)、SPAB (10.1%)、SPHY (7.9%). The largest single position, XFIV, represented 10.2% of total portfolio value.
In Q4 2025, Donoghue Forlines LLC made 50 total portfolio adjustments, initiating 31 new buys, adding to 3 positions, trimming 2 holdings, and fully liquidating 14 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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