Donoghue Forlines LLC

CIK: 0001702435Latest portfolio: $323.4M · Q4 2025

Holdings

113

Total Value

$323.4M

New Positions

113

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
XFIVBONDBLOXX ETF TRUST
663,905$32.8M10.16%NEW
2
SPABSPDR SERIES TRUST
1,272,713$32.8M10.13%NEW
3
SPHYSPDR SERIES TRUST
1,084,667$25.7M7.94%NEW
4
SRLNSSGA ACTIVE ETF TR
586,350$24.2M7.48%NEW
5
BKLNINVESCO EXCH TRADED FD TR II
265,264$5.6M1.72%NEW
6
JNJJOHNSON & JOHNSON
20,178$4.2M1.29%NEW
7
DWDMORGAN STANLEY
22,703$4.0M1.25%NEW
8
SPGSIMON PPTY GROUP INC NEW
20,799$3.9M1.19%NEW
9
AAPLAPPLE INC
13,584$3.7M1.14%NEW
10
NRANRG ENERGY INC
22,473$3.6M1.11%NEW
11
GOOGLALPHABET INC
11,144$3.5M1.08%NEW
12
STXSEAGATE TECHNOLOGY HLDNGS PL
12,643$3.5M1.08%NEW
13
LLYELI LILLY & CO
2,833$3.0M0.94%NEW
14
TSLATESLA INC
6,494$2.9M0.90%NEW
15
MUMICRON TECHNOLOGY INC
9,925$2.8M0.88%NEW
16
LRCXLAM RESEARCH CORP
15,396$2.6M0.81%NEW
17
AVGOBROADCOM INC
7,562$2.6M0.81%NEW
18
GSGOLDMAN SACHS GROUP INC
2,929$2.6M0.80%NEW
19
KLACKLA CORP
2,077$2.5M0.78%NEW
20
APHAMPHENOL CORP NEW
18,590$2.5M0.78%NEW
21
WELLWELLTOWER INC
13,423$2.5M0.77%NEW
22
IBMINTERNATIONAL BUSINESS MACHS
8,366$2.5M0.77%NEW
23
CATCATERPILLAR INC
4,245$2.4M0.75%NEW
24
AMATAPPLIED MATLS INC
9,423$2.4M0.75%NEW
25
CIENCIENA CORP
10,330$2.4M0.75%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($3.2849327722567427e+101T)
Technology0.0% ($3.6923481283226355e+80T)
Healthcare0.0% ($4.1753044229818704e+33T)
Industrials0.0% ($2.4312227204219663e+32T)
Consumer Cyclical0.0% ($2.92023732271227e+26T)
Communication Services0.0% ($3488238423342301184.0T)
Energy0.0% ($2282216714961495296.0T)
Unknown0.0% ($40303578187.1T)
Consumer Defensive0.0% ($2378225.5T)
Real Estate0.0% ($385.0T)
Utilities0.0% ($14.5T)
Basic Materials0.0% ($22.7B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 5, 2026$323.4M113
Q3 2025Oct 29, 2025$324.5B0
Q2 2025Aug 8, 2025$350.6B102
Q1 2025May 12, 2025$315.5B102

Fund Information

CIK0001702435
Most Recent FilingFeb 5, 2026
Number of Filings4

Donoghue Forlines LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $323.4M across 113 holdings. The largest position is BONDBLOXX ETF TRUST (XFIV), representing 10.2% of the portfolio. Compared to the previous quarter, the fund opened 113 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.