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Donoghue Forlines LLC

Q4 2023 · 13F-HR

Donoghue Forlines LLCholdings as filed

Filed 2024-02-07 · accession 0001172661-24-000533

$319.2M
Reported value
214
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R606SPHYSPDR SER TR$28.4M8.90%1,214,790CommonSOLE
78468R200FLRNSPDR SER TR$22.2M6.97%727,088CommonSOLE
78468R663BILSPDR SER TR$22.2M6.96%243,246CommonSOLE
89628W708ABLDTRIMTABS ETF TR$9.9M3.11%343,431CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$9.6M3.02%230,027CommonSOLE
46435U853USHYISHARES TR$6.5M2.02%177,716CommonSOLE
464288513HYGISHARES TR$5.8M1.81%74,791CommonSOLE
89628W302ABFLTRIMTABS ETF TR$4.9M1.54%86,953CommonSOLE
89628W500ABOTTRIMTABS ETF TR$4.9M1.53%175,768CommonSOLE
233051432HYLBDBX ETF TR$4.6M1.45%130,111CommonSOLE
78468R622JNKSPDR SER TR$3.8M1.18%39,912CommonSOLE
46434V407SHYGISHARES TR$3.3M1.05%79,048CommonSOLE
88636J709TIDAL TR II$3.3M1.03%160,355CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.1M0.97%6,225CommonSOLE
30303M102METAMETA PLATFORMS INC$3.0M0.93%8,349CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$2.9M0.92%15,259CommonSOLE
11135F101AVGOBROADCOM INC$2.9M0.92%2,629CommonSOLE
037833100AAPLAPPLE INC$2.6M0.82%13,581CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$2.6M0.82%123,123CommonSOLE
46435G474FALNISHARES TR$2.5M0.79%95,293CommonSOLE
78468R408SJNKSPDR SER TR$2.5M0.79%100,043CommonSOLE
651587107NEUNEWMARKET CORP$2.4M0.76%4,437CommonSOLE
92189F437ANGLVANECK ETF TRUST$2.4M0.74%82,489CommonSOLE
00724F101ADBEADOBE INC$2.2M0.69%3,703CommonSOLE
92840M102VSTVISTRA CORP$2.1M0.66%54,932CommonSOLE
02079K305GOOGLALPHABET INC$2.1M0.65%14,886CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.1M0.65%10,031CommonSOLE
038222105AMATAPPLIED MATLS INC$2.0M0.64%12,598CommonSOLE
81762P102NOWSERVICENOW INC$2.0M0.64%2,874CommonSOLE
56585A102MPCMARATHON PETE CORP$1.9M0.61%13,022CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.9M0.59%7,392CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1.9M0.58%10,691CommonSOLE
98980G102ZSZSCALER INC$1.8M0.57%8,263CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.8M0.56%6,607CommonSOLE
98138H101WDAYWORKDAY INC$1.8M0.56%6,462CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1.7M0.54%11,427CommonSOLE
871607107SNPSSYNOPSYS INC$1.7M0.54%3,360CommonSOLE
89628W401ABLGTRIMTABS ETF TR$1.7M0.53%57,533CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$1.7M0.52%9,943CommonSOLE
58933Y105MRKMERCK & CO INC$1.6M0.50%14,746CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.6M0.50%12,411CommonSOLE
03831W108APPAPPLOVIN CORP$1.6M0.50%40,313CommonSOLE
45168D104IDXXIDEXX LABS INC$1.6M0.50%2,862CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$1.6M0.49%10,868CommonSOLE
08265T208BSYBENTLEY SYS INC$1.5M0.48%29,542CommonSOLE
21874C102CNMCORE & MAIN INC$1.5M0.48%38,068CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$1.5M0.47%4,926CommonSOLE
82452J109FOURSHIFT4 PMTS INC$1.5M0.47%20,261CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.5M0.47%9,544CommonSOLE
26969P108EXPEAGLE MATLS INC$1.5M0.47%7,367CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$1.5M0.47%6,913CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.5M0.47%2,254CommonSOLE
149123101CATCATERPILLAR INC$1.5M0.46%4,989CommonSOLE
88033G407THCTENET HEALTHCARE CORP$1.5M0.46%19,326CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$1.5M0.46%1,862CommonSOLE
46284V101IRMIRON MTN INC DEL$1.5M0.46%20,816CommonSOLE
969904101WSMWILLIAMS SONOMA INC$1.4M0.45%7,116CommonSOLE
615369105MCOMOODYS CORP$1.4M0.45%3,654CommonSOLE
872540109TJXTJX COS INC NEW$1.4M0.44%15,135CommonSOLE
17275R102CSCOCISCO SYS INC$1.4M0.44%28,098CommonSOLE
747525103QCOMQUALCOMM INC$1.4M0.44%9,765CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.4M0.44%31,838CommonSOLE
23918K108DVADAVITA INC$1.4M0.43%13,144CommonSOLE
928881101VNTVONTIER CORPORATION$1.4M0.43%39,538CommonSOLE
705573103PEGAPEGASYSTEMS INC$1.4M0.43%27,946CommonSOLE
92826C839VVISA INC$1.4M0.42%5,196CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1.3M0.42%2,007CommonSOLE
88579Y101MMM3M CO$1.3M0.42%12,144CommonSOLE
594918104MSFTMICROSOFT CORP$1.3M0.41%3,520CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$1.3M0.41%3,647CommonSOLE
532457108LLYELI LILLY & CO$1.3M0.41%2,254CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.3M0.41%13,810CommonSOLE
74164M108PRIPRIMERICA INC$1.3M0.41%6,366CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$1.3M0.41%13,802CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$1.3M0.40%908CommonSOLE
38526M106LOPEGRAND CANYON ED INC$1.3M0.40%9,756CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.3M0.40%8,687CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.39%7,642CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.2M0.39%7,321CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.2M0.37%14,535CommonSOLE
780259305SHELSHELL PLC$1.1M0.35%17,098CommonSOLE
088606108BHPBHP GROUP LTD$1.1M0.35%16,442CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.1M0.35%11,189CommonSOLE
553530106MSMMSC INDL DIRECT INC$1.1M0.35%10,951CommonSOLE
166764100CVXCHEVRON CORP NEW$1.0M0.32%6,907CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.0M0.32%11,413CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1.0M0.32%17,687CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$945,2210.30%10,982CommonSOLE
00287Y109ABBVABBVIE INC$945,1620.30%6,099CommonSOLE
20825C104COPCONOCOPHILLIPS$931,3460.29%8,024CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$899,7180.28%56,338CommonSOLE
767204100RIORIO TINTO PLC$856,5880.27%11,504CommonSOLE
74460D109PSAPUBLIC STORAGE$848,8150.27%2,783CommonSOLE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$837,7110.26%54,824CommonSOLE
055622104BPBP PLC$821,3510.26%23,202CommonSOLE
29273V100ETENERGY TRANSFER L P$772,6070.24%55,986CommonSOLE
980228308WDSWOODSIDE ENERGY GROUP LTD$772,2530.24%36,617CommonSOLE
260557103DOWDOW INC$765,4020.24%13,957CommonSOLE
200340107CMACOMERICA INC$757,5650.24%13,574CommonSOLE
55336V100MPLXMPLX LP$753,3110.24%20,515CommonSOLE
461202103INTUINTUIT$742,5360.23%1,188CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$738,3530.23%28,021CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$735,3210.23%6,542CommonSOLE
311900104FASTFASTENAL CO$726,3310.23%11,214CommonSOLE
92556V106VTRSVIATRIS INC$719,2740.23%66,415CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$718,1630.22%18,805CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$714,6040.22%5,450CommonSOLE
68268W103OMFONEMAIN HLDGS INC$709,2180.22%14,415CommonSOLE
831865209AOSSMITH A O CORP$708,1600.22%8,590CommonSOLE
682680103OKEONEOK INC NEW$700,5850.22%9,977CommonSOLE
125523100CITHE CIGNA GROUP$695,0230.22%2,321CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$692,4930.22%39,257CommonSOLE
723787107PXDEURPIONEER NAT RES CO$682,7360.21%3,036CommonSOLE
03750L109AIRCUSDAPARTMENT INCOME REIT CORP$679,3190.21%19,560CommonSOLE
086516101BBYBEST BUY INC$677,5920.21%8,656CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$672,3010.21%4,289CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$671,8790.21%6,193CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$668,9900.21%24,389CommonSOLE
146229109CRICARTERS INC$668,4680.21%8,926CommonSOLE
025816109AXPAMERICAN EXPRESS CO$667,8670.21%3,565CommonSOLE
907818108UNPUNION PAC CORP$666,1210.21%2,712CommonSOLE
649445103NYCBEURNEW YORK CMNTY BANCORP INC$662,9040.21%64,800CommonSOLE
64110L106NFLXNETFLIX INC$660,2090.21%1,356CommonSOLE
770323103RHIROBERT HALF INC.$654,0370.20%7,439CommonSOLE
969457100WMBWILLIAMS COS INC$653,8640.20%18,773CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$648,5450.20%4,182CommonSOLE
487836108KKELLANOVA$647,8290.20%11,587CommonSOLE
278642103EBAYEBAY INC.$647,6260.20%14,847CommonSOLE
91913Y100VLOVALERO ENERGY CORP$631,4100.20%4,857CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$631,2780.20%4,015CommonSOLE
668771108GENGEN DIGITAL INC$630,4250.20%27,626CommonSOLE
959802109WUWESTERN UN CO$629,4000.20%52,802CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$623,7900.20%10,447CommonSOLE
G0250X107AMCRAMCOR PLC$619,1960.19%64,232CommonSOLE
925652109VICIVICI PPTYS INC$618,0890.19%19,388CommonSOLE
713448108PEPPEPSICO INC$614,4810.19%3,618CommonSOLE
191216100KOCOCA COLA CO$613,8740.19%10,417CommonSOLE
031162100AMGNAMGEN INC$610,0260.19%2,118CommonSOLE
03743Q108APAAPA CORPORATION$607,0540.19%16,919CommonSOLE
427866108HSYHERSHEY CO$603,8790.19%3,239CommonSOLE
26875P101EOGEOG RES INC$602,4520.19%4,981CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$600,1260.19%9,814CommonSOLE
29446M102EQNREQUINOR ASA$599,9260.19%18,961CommonSOLE
036752103ELVELEVANCE HEALTH INC$599,3530.19%1,271CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$599,0530.19%15,890CommonSOLE
127097103CTRACOTERRA ENERGY INC$589,7420.18%23,109CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$587,7090.18%11,909CommonSOLE
125269100CFCF INDS HLDGS INC$586,1540.18%7,373CommonSOLE
229663109CUBECUBESMART$581,7390.18%12,551CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$575,9580.18%1,094CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$569,6460.18%1,400CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$552,0150.17%1,872CommonSOLE
26874R108EENI S P A$550,9620.17%16,200CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$544,5630.17%4,050CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$543,4760.17%10,592CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$541,5730.17%18,509CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$532,9940.17%5,015CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$507,5350.16%7,195CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$505,9800.16%33,398CommonSOLE
693506107PPGPPG INDS INC$484,3920.15%3,239CommonSOLE
565849106MRO*MARATHON OIL CORP$476,4110.15%19,719CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$460,5940.14%7,225CommonSOLE
257651109DCIDONALDSON INC$459,6720.14%7,034CommonSOLE
680665205OLNOLIN CORP$456,5790.14%8,463CommonSOLE
482480100KLACKLA CORP$442,3690.14%761CommonSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$439,9390.14%43,216CommonSOLE
052769106ADSKAUTODESK INC$439,2380.14%1,804CommonSOLE
749685103RPMRPM INTL INC$429,8870.13%3,851CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$429,3530.13%9,478CommonSOLE
29336T1000E41ENLINK MIDSTREAM LLC$423,2290.13%34,805CommonSOLE
224441105CXTCRANE NXT CO$418,2790.13%7,355CommonSOLE
128030202CALMCAL MAINE FOODS INC$413,8390.13%7,211CommonSOLE
45781V101IIPRINNOVATIVE INDL PPTYS INC$401,1630.13%3,979CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$397,9720.12%5,820CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$397,7450.12%24,937CommonSOLE
34959E109FTNTFORTINET INC$396,0140.12%6,766CommonSOLE
049468101TEAMATLASSIAN CORPORATION$394,1340.12%1,657CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$393,8300.12%31,431CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$391,5290.12%16,920CommonSOLE
759509102RSRELIANCE STEEL & ALUMINUM CO$370,8560.12%1,326CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$365,4700.11%4,585CommonSOLE
034164103ANDEANDERSONS INC$356,1730.11%6,190CommonSOLE
23804L103DDOGDATADOG INC$352,4880.11%2,904CommonSOLE
489170100KMTKENNAMETAL INC$350,6150.11%13,595CommonSOLE
871332102SLVMSYLVAMO CORP$350,4000.11%7,135CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$350,3480.11%1,119CommonSOLE
285512109EAELECTRONIC ARTS INC$333,2690.10%2,436CommonSOLE
61945C103MOSMOSAIC CO NEW$332,6460.10%9,310CommonSOLE
01877R108ARLPALLIANCE RESOURCE PARTNERS L$323,0160.10%15,251CommonSOLE
88339J105TTDTHE TRADE DESK INC$313,3140.10%4,354CommonSOLE
887389104TKRTIMKEN CO$310,0200.10%3,868CommonSOLE
922475108VEEVVEEVA SYS INC$299,9460.09%1,558CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$296,9680.09%2,136CommonSOLE
349853101FWRDUSDFORWARD AIR CORP$291,6540.09%4,639CommonSOLE
67058H102NSUSDNUSTAR ENERGY LP$286,9430.09%15,361CommonSOLE
428103105HESMHESS MIDSTREAM LP$283,6260.09%8,967CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$282,3130.09%5,163CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$278,8920.09%16,243CommonSOLE
72352L106PINSPINTEREST INC$263,3170.08%7,109CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$260,1120.08%1,635CommonSOLE
29355A107ENPHENPHASE ENERGY INC$258,0690.08%1,953CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$249,0660.08%909CommonSOLE
40434L105HPQHP INC$242,9470.08%8,074CommonSOLE
89151E109TTENTOTALENERGIES SE$242,9050.08%3,605CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$240,8040.08%2,142CommonSOLE
69370C100PTCPTC INC$239,3450.07%1,368CommonSOLE
92343E102VRSNVERISIGN INC$239,3260.07%1,162CommonSOLE
89628W609ABXBTRIMTABS ETF TR$234,8300.07%11,177CommonSOLE
256163106DOCUDOCUSIGN INC$234,1140.07%3,938CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$233,7080.07%3,250CommonSOLE
380237107GDDYGODADDY INC$222,1930.07%2,093CommonSOLE
268150109DTDYNATRACE INC$211,4320.07%3,866CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$203,9640.06%1,548CommonSOLE
67059N108NTNXNUTANIX INC$203,7320.06%4,272CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.