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Donoghue Forlines LLC

Q1 2024 · 13F-HR

Donoghue Forlines LLCholdings as filed

Filed 2024-05-07 · accession 0001172661-24-002051

$351.1M
Reported value
218
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R606SPHYSPDR SER TR$31.1M8.85%1,323,931CommonSOLE
78464A649SPABSPDR SER TR$26.0M7.40%1,027,050CommonSOLE
78464A672SPTISPDR SER TR$25.9M7.38%919,919CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$15.2M4.34%362,120CommonSOLE
78468R622JNKSPDR SER TR$6.3M1.78%65,771CommonSOLE
46435U853USHYISHARES TR$5.9M1.68%161,290CommonSOLE
464288513HYGISHARES TR$5.8M1.66%75,111CommonSOLE
89628W708ABLDTRIMTABS ETF TR$5.8M1.66%189,542CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$4.9M1.39%230,427CommonSOLE
89628W500ABOTTRIMTABS ETF TR$4.8M1.36%156,368CommonSOLE
89628W302ABFLTRIMTABS ETF TR$3.9M1.11%63,994CommonSOLE
30303M102METAMETA PLATFORMS INC$3.8M1.08%7,785CommonSOLE
11135F101AVGOBROADCOM INC$3.4M0.97%2,582CommonSOLE
037833100AAPLAPPLE INC$3.4M0.96%19,705CommonSOLE
88636J709TIDAL TR II$3.3M0.95%172,559CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.2M0.91%16,791CommonSOLE
233051432HYLBDBX ETF TR$2.9M0.83%81,681CommonSOLE
92840M102VSTVISTRA CORP$2.8M0.80%40,562CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$2.8M0.79%198,477CommonSOLE
46434V407SHYGISHARES TR$2.7M0.78%64,333CommonSOLE
64110L106NFLXNETFLIX INC$2.6M0.75%4,350CommonSOLE
038222105AMATAPPLIED MATLS INC$2.5M0.72%12,179CommonSOLE
81762P102NOWSERVICENOW INC$2.5M0.71%3,258CommonSOLE
00724F101ADBEADOBE INC$2.5M0.70%4,895CommonSOLE
25809K105DASHDOORDASH INC$2.3M0.65%16,679CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$2.3M0.65%28,118CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.3M0.65%7,375CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.2M0.63%10,870CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.2M0.63%6,925CommonSOLE
03831W108APPAPPLOVIN CORP$2.2M0.62%31,604CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.2M0.62%8,195CommonSOLE
78468R408SJNKSPDR SER TR$2.1M0.59%82,596CommonSOLE
46435G474FALNISHARES TR$2.1M0.59%76,609CommonSOLE
58933Y105MRKMERCK & CO INC$2.0M0.58%15,372CommonSOLE
651587107NEUNEWMARKET CORP$2.0M0.56%3,115CommonSOLE
92189F437ANGLVANECK ETF TRUST$1.9M0.55%66,754CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.9M0.54%12,082CommonSOLE
231021106CMICUMMINS INC$1.9M0.54%6,448CommonSOLE
21874C102CNMCORE & MAIN INC$1.9M0.54%33,125CommonSOLE
56585A102MPCMARATHON PETE CORP$1.9M0.54%9,341CommonSOLE
74624M102PPURE STORAGE INC$1.9M0.53%36,034CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$1.9M0.53%7,437CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.8M0.51%1,996CommonSOLE
88033G407THCTENET HEALTHCARE CORP$1.8M0.51%17,001CommonSOLE
219948106CPAYCORPAY INC$1.7M0.50%5,661CommonSOLE
172908105CTASCINTAS CORP$1.7M0.49%2,512CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$1.7M0.49%16,301CommonSOLE
23918K108DVADAVITA INC$1.7M0.49%12,452CommonSOLE
747525103QCOMQUALCOMM INC$1.7M0.49%10,127CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$1.7M0.48%8,102CommonSOLE
928881101VNTVONTIER CORPORATION$1.7M0.48%36,783CommonSOLE
17275R102CSCOCISCO SYS INC$1.7M0.47%33,343CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1.7M0.47%1,763CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$1.6M0.47%4,014CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$1.6M0.47%19,437CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$1.6M0.47%1,004CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$1.6M0.47%1,686CommonSOLE
98980G102ZSZSCALER INC$1.6M0.46%8,437CommonSOLE
89628W401ABLGTRIMTABS ETF TR$1.6M0.46%54,247CommonSOLE
872540109TJXTJX COS INC NEW$1.6M0.46%15,947CommonSOLE
46284V101IRMIRON MTN INC DEL$1.6M0.46%20,127CommonSOLE
023135106AMZNAMAZON COM INC$1.6M0.46%8,944CommonSOLE
594918104MSFTMICROSOFT CORP$1.6M0.46%3,822CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$1.6M0.46%3,978CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$1.6M0.46%3,060CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.6M0.46%36,897CommonSOLE
626755102MUSAMURPHY USA INC$1.6M0.45%3,791CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.6M0.45%3,757CommonSOLE
92826C839VVISA INC$1.6M0.44%5,594CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.6M0.44%2,123CommonSOLE
149123101CATCATERPILLAR INC$1.5M0.44%4,218CommonSOLE
22266T109CPNGCOUPANG INC$1.5M0.43%85,366CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$1.5M0.43%8,235CommonSOLE
45168D104IDXXIDEXX LABS INC$1.5M0.42%2,746CommonSOLE
466313103JBLJABIL INC$1.5M0.42%10,972CommonSOLE
88579Y101MMM3M CO$1.5M0.42%13,772CommonSOLE
969457100WMBWILLIAMS COS INC$1.4M0.39%35,529CommonSOLE
311900104FASTFASTENAL CO$1.4M0.39%17,785CommonSOLE
00287Y109ABBVABBVIE INC$1.4M0.39%7,497CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.3M0.38%12,964CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.3M0.37%17,764CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$1.2M0.34%10,120CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.2M0.33%12,934CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.2M0.33%9,902CommonSOLE
780259305SHELSHELL PLC$1.0M0.29%15,386CommonSOLE
553530106MSMMSC INDL DIRECT INC$1.0M0.29%10,565CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$1.0M0.29%9,489CommonSOLE
088606108BHPBHP GROUP LTD$993,1910.28%17,216CommonSOLE
166764100CVXCHEVRON CORP NEW$973,2560.28%6,170CommonSOLE
461202103INTUINTUIT$953,5500.27%1,467CommonSOLE
89151E109TTENTOTALENERGIES SE$943,5900.27%13,709CommonSOLE
418056107HASHASBRO INC$915,1150.26%16,191CommonSOLE
055622104BPBP PLC$881,1090.25%23,384CommonSOLE
29446M102EQNREQUINOR ASA$873,0420.25%32,299CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$821,8680.23%10,675CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$795,5980.23%2,965CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$785,4670.22%14,484CommonSOLE
29273V100ETENERGY TRANSFER L P$774,5140.22%49,238CommonSOLE
91913Y100VLOVALERO ENERGY CORP$760,2530.22%4,454CommonSOLE
55336V100MPLXMPLX LP$758,0130.22%18,239CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$742,0760.21%4,742CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$734,2020.21%48,271CommonSOLE
980228308WDSWOODSIDE ENERGY GROUP LTD$716,3840.20%35,873CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$714,0190.20%2,513CommonSOLE
200340107CMACOMERICA INC$706,0170.20%12,839CommonSOLE
26875P101EOGEOG RES INC$703,2480.20%5,501CommonSOLE
74460D109PSAPUBLIC STORAGE$703,1050.20%2,424CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$701,4680.20%38,248CommonSOLE
260557103DOWDOW INC$700,6630.20%12,095CommonSOLE
767204100RIORIO TINTO PLC$700,1840.20%10,985CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$698,5390.20%3,198CommonSOLE
125523100CITHE CIGNA GROUP$682,4340.19%1,879CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$681,7670.19%4,579CommonSOLE
68268W103OMFONEMAIN HLDGS INC$681,1830.19%13,333CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$680,9230.19%5,585CommonSOLE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$680,7510.19%45,688CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$676,8930.19%9,125CommonSOLE
03750L109AIRCUSDAPARTMENT INCOME REIT CORP$674,3040.19%20,767CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$673,1190.19%4,932CommonSOLE
001055102AFLAFLAC INC$669,7080.19%7,800CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$669,1370.19%10,296CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$668,4270.19%3,373CommonSOLE
713448108PEPPEPSICO INC$666,6130.19%3,809CommonSOLE
682680103OKEONEOK INC NEW$664,7700.19%8,292CommonSOLE
G0250X107AMCRAMCOR PLC$661,0970.19%69,516CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$660,3660.19%15,738CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$657,8820.19%15,257CommonSOLE
668771108GENGEN DIGITAL INC$656,5220.19%29,309CommonSOLE
670837103OGEOGE ENERGY CORP$656,2960.19%19,134CommonSOLE
025816109AXPAMERICAN EXPRESS CO$655,5200.19%2,879CommonSOLE
487836108KKELLANOVA$654,3090.19%11,421CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$653,2440.19%5,803CommonSOLE
427866108HSYHERSHEY CO$651,5750.19%3,350CommonSOLE
26874R108EENI S P A$651,4650.19%20,538CommonSOLE
871607107SNPSSYNOPSYS INC$650,3670.19%1,138CommonSOLE
191216100KOCOCA COLA CO$644,6540.18%10,537CommonSOLE
086516101BBYBEST BUY INC$642,8690.18%7,837CommonSOLE
835495102SONSONOCO PRODS CO$642,7180.18%11,112CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$641,2010.18%21,974CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$632,7210.18%1,279CommonSOLE
91912E105VALEVALE S A$632,4540.18%51,883CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$631,0830.18%4,246CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$630,3900.18%20,757CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$628,0960.18%2,515CommonSOLE
693506107PPGPPG INDS INC$619,3030.18%4,274CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$616,6160.18%3,689CommonSOLE
92556V106VTRSVIATRIS INC$611,2680.17%51,195CommonSOLE
907818108UNPUNION PAC CORP$610,6440.17%2,483CommonSOLE
91879Q109MTNVAIL RESORTS INC$609,6630.17%2,736CommonSOLE
052769106ADSKAUTODESK INC$581,2570.17%2,232CommonSOLE
565849106MRO*MARATHON OIL CORP$550,6180.16%19,429CommonSOLE
749685103RPMRPM INTL INC$545,2670.16%4,584CommonSOLE
98138H101WDAYWORKDAY INC$543,5910.15%1,993CommonSOLE
34959E109FTNTFORTINET INC$542,1080.15%7,936CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$538,2290.15%5,977CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$537,5110.15%10,883CommonSOLE
127097103CTRACOTERRA ENERGY INC$535,9650.15%19,224CommonSOLE
925652109VICIVICI PPTYS INC$532,1690.15%17,864CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$527,3070.15%1,810CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$524,0000.15%11,374CommonSOLE
942622200WSOWATSCO INC$516,2040.15%1,195CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$509,7510.15%14,339CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$503,2870.14%28,661CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$501,2320.14%1,412CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$493,0300.14%3,747CommonSOLE
229663109CUBECUBESMART$491,8130.14%10,876CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$484,7060.14%21,065CommonSOLE
H11356104BGBUNGE GLOBAL SA$481,7410.14%4,699CommonSOLE
29336T1000E41ENLINK MIDSTREAM LLC$477,4140.14%35,001CommonSOLE
831865209AOSSMITH A O CORP$471,7230.13%5,273CommonSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$469,6120.13%37,599CommonSOLE
690742101OCOWENS CORNING NEW$466,0390.13%2,794CommonSOLE
23804L103DDOGDATADOG INC$463,5000.13%3,750CommonSOLE
257651109DCIDONALDSON INC$463,2400.13%6,203CommonSOLE
88339J105TTDTHE TRADE DESK INC$463,0640.13%5,297CommonSOLE
680665205OLNOLIN CORP$455,0530.13%7,739CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$451,0580.13%7,004CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$446,4210.13%5,985CommonSOLE
922475108VEEVVEEVA SYS INC$444,3810.13%1,918CommonSOLE
285512109EAELECTRONIC ARTS INC$439,0050.13%3,309CommonSOLE
049468101TEAMATLASSIAN CORPORATION$424,3640.12%2,175CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$414,3080.12%3,203CommonSOLE
457187102INGRINGREDION INC$410,0270.12%3,509CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$402,1900.11%2,764CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$401,2180.11%2,251CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$386,2070.11%21,162CommonSOLE
64110D104NTAPNETAPP INC$371,5940.11%3,540CommonSOLE
23345M107DTMDT MIDSTREAM INC$371,4880.11%6,080CommonSOLE
981811102WORWORTHINGTON ENTERPRISES INC$366,1610.10%5,884CommonSOLE
67058H102NSUSDNUSTAR ENERGY LP$364,6640.10%15,671CommonSOLE
02215L209KNTKKINETIK HOLDINGS INC$359,2290.10%9,010CommonSOLE
871332102SLVMSYLVAMO CORP$357,7220.10%5,794CommonSOLE
128030202CALMCAL MAINE FOODS INC$356,7490.10%6,062CommonSOLE
63633D104NHINATIONAL HEALTH INVS INC$353,8590.10%5,632CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$338,2500.10%2,163CommonSOLE
72352L106PINSPINTEREST INC$336,2300.10%9,698CommonSOLE
044186104ASHASHLAND INC$336,1210.10%3,452CommonSOLE
034164103ANDEANDERSONS INC$331,7130.09%5,782CommonSOLE
45781V101IIPRINNOVATIVE INDL PPTYS INC$331,3280.09%3,200CommonSOLE
69370C100PTCPTC INC$325,1660.09%1,721CommonSOLE
624758108MWAMUELLER WTR PRODS INC$321,3010.09%19,969CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$305,4620.09%2,820CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$303,1880.09%2,201CommonSOLE
67059N108NTNXNUTANIX INC$299,4040.09%4,851CommonSOLE
489170100KMTKENNAMETAL INC$298,3570.08%11,963CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$285,9280.08%4,374CommonSOLE
29355A107ENPHENPHASE ENERGY INC$278,6170.08%2,303CommonSOLE
189054109CLXCLOROX CO DEL$275,1390.08%1,797CommonSOLE
565394103CARTMAPLEBEAR INC$261,8880.07%7,023CommonSOLE
08265T208BSYBENTLEY SYS INC$260,2120.07%4,983CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$255,2900.07%1,851CommonSOLE
89628W609ABXBTRIMTABS ETF TR$252,2560.07%11,938CommonSOLE
268150109DTDYNATRACE INC$247,5250.07%5,330CommonSOLE
315616102FFIVF5 INC$225,8020.06%1,191CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$215,5120.06%1,254CommonSOLE
29786A106ETSYETSY INC$215,0940.06%3,130CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$214,8860.06%5,923CommonSOLE
G02602103DOXAMDOCS LTD$204,0550.06%2,258CommonSOLE

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.