MondegarAI
Donoghue Forlines LLC

Q1 2025 · 13F-HR

Donoghue Forlines LLCholdings as filed

Filed 2025-05-12 · accession 0001172661-25-001649

$315.5M
Reported value
102
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R606SPHYSPDR SER TR$31.9M10.1%1,360,977CommonSOLE
78464A672SPTISPDR SER TR$28.2M8.95%988,393CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$24.1M7.63%585,077CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$14.1M4.47%278,290CommonSOLE
81752T486CLOXSERIES PORTFOLIOS TR$14.1M4.47%552,435CommonSOLE
81752T528CLOZSERIES PORTFOLIOS TR$9.9M3.13%371,741CommonSOLE
00206R102TAT&T INC$4.1M1.29%144,146CommonSOLE
172967424CCITIGROUP INC$3.9M1.23%54,544CommonSOLE
12572Q105CMECME GROUP INC$3.8M1.21%14,437CommonSOLE
629377508NRGNRG ENERGY INC$3.8M1.21%40,087CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$3.7M1.18%22,350CommonSOLE
00287Y109ABBVABBVIE INC$3.7M1.16%17,484CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$2.7M0.85%128,827CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.5M0.78%1,718CommonSOLE
26884L109EQTEQT CORP$2.5M0.78%45,995CommonSOLE
35137L105FOXAFOX CORP$2.4M0.77%43,048CommonSOLE
92343E102VRSNVERISIGN INC$2.4M0.77%9,556CommonSOLE
16411R208LNGCHENIERE ENERGY INC$2.4M0.77%10,464CommonSOLE
053332102AZOAUTOZONE INC$2.4M0.77%635CommonSOLE
770700102HOODROBINHOOD MKTS INC$2.4M0.76%57,848CommonSOLE
92826C839VVISA INC$2.4M0.75%6,764CommonSOLE
760759100RSGREPUBLIC SVCS INC$2.4M0.75%9,763CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.4M0.75%14,880CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2.4M0.75%23,351CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.4M0.74%4,288CommonSOLE
95040Q104WELLWELLTOWER INC$2.3M0.74%15,281CommonSOLE
75513E101RTXRTX CORPORATION$2.3M0.74%17,595CommonSOLE
G54950103LINLINDE PLC$2.3M0.74%4,990CommonSOLE
931142103WMTWALMART INC$2.3M0.74%26,428CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$2.3M0.73%4,639CommonSOLE
771049103RBLXROBLOX CORP$2.3M0.73%39,597CommonSOLE
50212V100LPLALPL FINL HLDGS INC$2.3M0.73%7,054CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$2.3M0.73%27,616CommonSOLE
191216100KOCOCA COLA CO$2.3M0.73%32,195CommonSOLE
17275R102CSCOCISCO SYS INC$2.3M0.73%37,245CommonSOLE
988498101YUMYUM BRANDS INC$2.3M0.73%14,583CommonSOLE
002824100ABTABBOTT LABS$2.3M0.73%17,283CommonSOLE
466313103JBLJABIL INC$2.3M0.72%16,789CommonSOLE
443201108HWMHOWMET AEROSPACE INC$2.3M0.72%17,599CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$2.3M0.72%43,779CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.3M0.72%26,920CommonSOLE
532457108LLYELI LILLY & CO$2.3M0.72%2,737CommonSOLE
315616102FFIVF5 INC$2.3M0.71%8,462CommonSOLE
482480100KLACKLA CORP$2.2M0.71%3,306CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.2M0.71%9,021CommonSOLE
855244109SBUXSTARBUCKS CORP$2.2M0.71%22,815CommonSOLE
278865100ECLECOLAB INC$2.2M0.71%8,823CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.2M0.70%19,758CommonSOLE
34959E109FTNTFORTINET INC$2.2M0.70%22,993CommonSOLE
876030107TPRTAPESTRY INC$2.2M0.70%31,407CommonSOLE
90138F102TWLOTWILIO INC$2.1M0.68%21,899CommonSOLE
53656G498MAGSLISTED FD TR$2.1M0.68%46,574CommonSOLE
18915M107NETCLOUDFLARE INC$2.1M0.67%18,856CommonSOLE
049468101TEAMATLASSIAN CORPORATION$2.1M0.67%9,943CommonSOLE
72352L106PINSPINTEREST INC$2.1M0.66%67,661CommonSOLE
30303M102METAMETA PLATFORMS INC$2.1M0.66%3,632CommonSOLE
11135F101AVGOBROADCOM INC$1.9M0.62%11,592CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$1.8M0.58%53,020CommonSOLE
166764100CVXCHEVRON CORP NEW$1.6M0.51%9,530CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.6M0.50%13,329CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.6M0.50%54,851CommonSOLE
682680103OKEONEOK INC NEW$1.6M0.49%15,645CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.5M0.49%34,156CommonSOLE
704326107PAYXPAYCHEX INC$1.5M0.49%10,035CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$1.5M0.49%23,595CommonSOLE
460146103IPINTERNATIONAL PAPER CO$1.5M0.49%28,735CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.5M0.49%13,714CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.5M0.48%41,334CommonSOLE
345370860FFORD MTR CO$1.5M0.48%151,687CommonSOLE
126650100CVSCVS HEALTH CORP$1.5M0.48%22,443CommonSOLE
857477103STTSTATE STR CORP$1.5M0.48%16,962CommonSOLE
55261F104MTBM & T BK CORP$1.5M0.48%8,453CommonSOLE
02209S103MOALTRIA GROUP INC$1.5M0.48%25,172CommonSOLE
833034101SNASNAP ON INC$1.5M0.48%4,467CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$1.5M0.48%99,993CommonSOLE
205887102CAGCONAGRA BRANDS INC$1.5M0.47%56,146CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$1.5M0.47%17,736CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.5M0.47%8,507CommonSOLE
617446448MSMORGAN STANLEY$1.5M0.47%12,758CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.5M0.47%24,328CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.5M0.47%8,934CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.5M0.47%37,760CommonSOLE
925652109VICIVICI PPTYS INC$1.5M0.47%45,341CommonSOLE
59156R108METMETLIFE INC$1.5M0.47%18,370CommonSOLE
086516101BBYBEST BUY INC$1.5M0.47%20,031CommonSOLE
902973304USBUS BANCORP DEL$1.5M0.47%34,906CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$1.5M0.47%35,942CommonSOLE
125269100CFCF INDS HLDGS INC$1.5M0.46%18,722CommonSOLE
665859104NTRSNORTHERN TR CORP$1.5M0.46%14,811CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.5M0.46%6,961CommonSOLE
031162100AMGNAMGEN INC$1.5M0.46%4,656CommonSOLE
718546104PSXPHILLIPS 66$1.4M0.46%11,736CommonSOLE
717081103PFEPFIZER INC$1.4M0.45%56,592CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$1.4M0.45%15,597CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.4M0.45%15,905CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.4M0.45%16,773CommonSOLE
40434L105HPQHP INC$1.4M0.45%51,108CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.4M0.45%19,954CommonSOLE
92840M102VSTVISTRA CORP$1.4M0.44%11,930CommonSOLE
58933Y105MRKMERCK & CO INC$1.4M0.44%15,586CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.4M0.44%12,623CommonSOLE
693718108PCARPACCAR INC$1.4M0.44%14,220CommonSOLE

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.