Donoghue Forlines LLC

data from 30/09/2025

Capitalization

$ 324.531 M -7.44 %

Average holding period

4 ans

Performance

$ 138.498 M 36.18 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Donoghue Forlines LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BIL SPDR SERIES TRUST 10.23% 33.203 M $ 361883 2025/06/30 5.883 K $ 0.02 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 10.22% 33.174 M $ 653942 2024/09/30 26.655 K $ 0.10 %
2025/09/30 SRLN SSGA ACTIVE ETF TR 7.97% 25.879 M $ 622379 2023/06/30 -7.820 K $ -0.02 %
2025/09/30 BKLN INVESCO EXCH TRADED FD TR II 7.45% 24.163 M $ 1154448 2025/03/31 7.621 K $ 0.05 %
2025/09/30 SPHY SPDR SERIES TRUST 3.07% 9.950 M $ 415612 2023/12/31 174.941 K $ 0.59 %
2025/09/30 BGT BLACKROCK FLOATING RATE INC 2.78% 9.012 M $ 939719 2025/09/30 0.000 $ 0.00 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 1.38% 4.475 M $ 18956 2025/03/31 3.028 M $ 63.56 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.19% 3.860 M $ 20816 2019/06/30 309.972 K $ 21.39 %
2025/09/30 C CITIGROUP INC 1.18% 3.828 M $ 37715 2024/12/31 307.911 K $ 19.24 %
2025/09/30 CFG CITIZENS FINL GROUP INC 1.16% 3.755 M $ 70637 2024/12/31 299.244 K $ 18.79 %
2025/09/30 MO ALTRIA GROUP INC 1.12% 3.650 M $ 55255 2024/12/31 182.725 K $ 12.67 %
2025/09/30 CVX CHEVRON CORP NEW 1.11% 3.601 M $ 23186 2021/12/31 123.093 K $ 8.45 %
2025/09/30 VST VISTRA CORP 1.06% 3.427 M $ 17493 2024/12/31 18.637 K $ 1.09 %
2025/09/30 SNPS SYNOPSYS INC 0.85% 2.760 M $ 5594 2025/09/30 0.000 $ 0.00 %
2025/09/30 WDC WESTERN DIGITAL CORP 0.85% 2.743 M $ 22851 2025/09/30 0.000 $ 0.00 %
2025/09/30 LRCX LAM RESEARCH CORP 0.84% 2.714 M $ 20267 2025/09/30 0.000 $ 0.00 %
2025/09/30 EA ELECTRONIC ARTS INC 0.79% 2.572 M $ 12754 2025/06/30 768.600 K $ 26.30 %
2025/09/30 TER TERADYNE INC 0.78% 2.537 M $ 18431 2025/09/30 0.000 $ 0.00 %
2025/09/30 AAPL APPLE INC 0.75% 2.438 M $ 9575 2025/09/30 0.000 $ 0.00 %
2025/09/30 GLW CORNING INC 0.73% 2.377 M $ 28980 2025/09/30 0.000 $ 0.00 %
2025/09/30 IOO ISHARES TR 0.73% 2.354 M $ 19610 2025/06/30 267.668 K $ 11.32 %
2025/09/30 NEM NEWMONT CORP 0.72% 2.335 M $ 27695 2024/12/31 1.321 M $ 44.71 %
2025/09/30 NVDA NVIDIA CORPORATION 0.71% 2.312 M $ 12390 2025/09/30 0.000 $ 0.00 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.70% 2.275 M $ 20880 2025/09/30 0.000 $ 0.00 %
2025/09/30 TEL TE CONNECTIVITY PLC 0.70% 2.266 M $ 10323 2025/09/30 0.000 $ 0.00 %
2025/09/30 RBLX ROBLOX CORP 0.70% 2.265 M $ 16350 2024/09/30 936.425 K $ 31.67 %
2025/09/30 CMI CUMMINS INC 0.70% 2.263 M $ 5357 2025/09/30 0.000 $ 0.00 %
2025/09/30 APH AMPHENOL CORP NEW 0.70% 2.262 M $ 18279 2025/06/30 725.975 K $ 25.32 %
2025/09/30 BKR BAKER HUGHES COMPANY 0.69% 2.255 M $ 46282 2025/09/30 0.000 $ 0.00 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.69% 2.253 M $ 6415 2025/06/30 379.238 K $ 13.99 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.69% 2.250 M $ 2825 2025/09/30 0.000 $ 0.00 %
2025/09/30 SOFI SOFI TECHNOLOGIES INC 0.69% 2.248 M $ 85085 2025/09/30 0.000 $ 0.00 %
2025/09/30 IQV IQVIA HLDGS INC 0.69% 2.243 M $ 11810 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOGL ALPHABET INC 0.69% 2.225 M $ 9151 2025/09/30 0.000 $ 0.00 %
2025/09/30 EME EMCOR GROUP INC 0.68% 2.221 M $ 3419 2025/09/30 0.000 $ 0.00 %
2025/09/30 FAST FASTENAL CO 0.68% 2.220 M $ 45269 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.68% 2.208 M $ 13645 2025/09/30 0.000 $ 0.00 %
2025/09/30 URI UNITED RENTALS INC 0.68% 2.191 M $ 2295 2025/09/30 0.000 $ 0.00 %
2025/09/30 HPE HEWLETT PACKARD ENTERPRISE C 0.67% 2.182 M $ 88852 2025/09/30 0.000 $ 0.00 %
2025/09/30 EXPE EXPEDIA GROUP INC 0.66% 2.154 M $ 10077 2025/09/30 0.000 $ 0.00 %
2025/09/30 LVS LAS VEGAS SANDS CORP 0.66% 2.143 M $ 39847 2025/09/30 0.000 $ 0.00 %
2025/09/30 INCY INCYTE CORP 0.66% 2.135 M $ 25177 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSCO TRACTOR SUPPLY CO 0.65% 2.113 M $ 37151 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADM ARCHER DANIELS MIDLAND CO 0.65% 2.113 M $ 35362 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALNY ALNYLAM PHARMACEUTICALS INC 0.65% 2.110 M $ 4627 2025/09/30 0.000 $ 0.00 %
2025/09/30 ANET ARISTA NETWORKS INC 0.65% 2.104 M $ 14439 2025/09/30 0.000 $ 0.00 %
2025/09/30 CBRE CBRE GROUP INC 0.65% 2.104 M $ 13353 2025/09/30 0.000 $ 0.00 %
2025/09/30 HUM HUMANA INC 0.64% 2.065 M $ 7938 2025/09/30 0.000 $ 0.00 %
2025/09/30 SYF SYNCHRONY FINANCIAL 0.64% 2.064 M $ 29055 2025/09/30 0.000 $ 0.00 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 0.64% 2.061 M $ 4508 2025/09/30 0.000 $ 0.00 %
2025/09/30 RCL ROYAL CARIBBEAN GROUP 0.63% 2.058 M $ 6359 2025/09/30 0.000 $ 0.00 %
2025/09/30 CCL CARNIVAL CORP 0.62% 2.002 M $ 69250 2025/09/30 0.000 $ 0.00 %
2025/09/30 PINS PINTEREST INC 0.61% 1.980 M $ 61534 2023/09/30 0.000 $ 0.00 %
2025/09/30 AVGO BROADCOM INC 0.60% 1.951 M $ 5914 2020/12/31 579.822 K $ 19.68 %
2025/09/30 CRDO CREDO TECHNOLOGY GROUP HOLDI 0.59% 1.928 M $ 13244 2025/09/30 0.000 $ 0.00 %
2025/09/30 RDDT REDDIT INC 0.59% 1.928 M $ 8384 2025/09/30 0.000 $ 0.00 %
2025/09/30 AFRM AFFIRM HLDGS INC 0.58% 1.870 M $ 25586 2025/09/30 0.000 $ 0.00 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.51% 1.649 M $ 5398 2025/03/31 923.760 K $ 21.75 %
2025/09/30 ABBV ABBVIE INC 0.50% 1.627 M $ 7029 2020/12/31 353.262 K $ 24.74 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.49% 1.600 M $ 3205 2025/09/30 0.000 $ 0.00 %
2025/09/30 SNA SNAP ON INC 0.49% 1.590 M $ 4587 2024/12/31 162.362 K $ 11.36 %
2025/09/30 NTRS NORTHERN TR CORP 0.49% 1.576 M $ 11712 2024/12/31 106.114 K $ 6.16 %
2025/09/30 STT STATE STR CORP 0.48% 1.558 M $ 13432 2024/12/31 146.423 K $ 9.09 %
2025/09/30 F FORD MTR CO 0.48% 1.558 M $ 130250 2024/12/31 153.405 K $ 10.23 %
2025/09/30 SPG SIMON PPTY GROUP INC NEW 0.48% 1.558 M $ 8300 2021/03/31 248.217 K $ 16.74 %
2025/09/30 MET METLIFE INC 0.48% 1.546 M $ 18769 2024/12/31 36.400 K $ 2.42 %
2025/09/30 CME CME GROUP INC 0.48% 1.545 M $ 5720 2024/09/30 -84.083 K $ -1.97 %
2025/09/30 PFE PFIZER INC 0.48% 1.543 M $ 60539 2025/03/31 74.608 K $ 5.12 %
2025/09/30 PFG PRINCIPAL FINANCIAL GROUP IN 0.47% 1.540 M $ 18569 2025/03/31 67.003 K $ 4.38 %
2025/09/30 MS MORGAN STANLEY 0.47% 1.539 M $ 9684 2024/12/31 202.303 K $ 12.85 %
2025/09/30 PSX PHILLIPS 66 0.47% 1.539 M $ 11316 2024/12/31 203.632 K $ 14.02 %
2025/09/30 CF CF INDS HLDGS INC 0.47% 1.535 M $ 17117 2025/03/31 -35.580 K $ -2.50 %
2025/09/30 MDT MEDTRONIC PLC 0.47% 1.534 M $ 16111 2024/12/31 135.019 K $ 9.26 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.47% 1.529 M $ 4647 2024/12/31 31.796 K $ 1.96 %
2025/09/30 PKG PACKAGING CORP AMER 0.47% 1.521 M $ 6980 2024/12/31 224.726 K $ 15.64 %
2025/09/30 CVS CVS HEALTH CORP 0.47% 1.516 M $ 20114 2024/12/31 143.699 K $ 9.29 %
2025/09/30 FNF FIDELITY NATIONAL FINANCIAL 0.47% 1.513 M $ 25013 2024/12/31 117.301 K $ 7.90 %
2025/09/30 AMGN AMGEN INC 0.46% 1.506 M $ 5338 2024/09/30 15.093 K $ 1.07 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.46% 1.502 M $ 34184 2022/03/31 22.897 K $ 1.57 %
2025/09/30 NRG NRG ENERGY INC 0.46% 1.495 M $ 9232 2024/06/30 38.387 K $ 0.85 %
2025/09/30 COP CONOCOPHILLIPS 0.46% 1.491 M $ 15763 2025/06/30 76.528 K $ 5.40 %
2025/09/30 XOM EXXON MOBIL CORP 0.46% 1.490 M $ 13215 2021/12/31 66.691 K $ 4.59 %
2025/09/30 MRK MERCK & CO INC 0.46% 1.485 M $ 17699 2025/03/31 87.486 K $ 6.03 %
2025/09/30 MTB M & T BK CORP 0.46% 1.483 M $ 7504 2025/03/31 28.978 K $ 1.87 %
2025/09/30 PCAR PACCAR INC 0.46% 1.482 M $ 15075 2024/12/31 51.155 K $ 3.43 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.46% 1.480 M $ 7368 2024/12/31 120.258 K $ 7.78 %
2025/09/30 OKE ONEOK INC NEW 0.46% 1.480 M $ 20279 2021/09/30 -153.896 K $ -10.61 %
2025/09/30 BBY BEST BUY INC 0.45% 1.468 M $ 19412 2022/06/30 172.143 K $ 12.65 %
2025/09/30 VICI VICI PPTYS INC 0.45% 1.463 M $ 44871 2023/09/30 453.000 $ 0.03 %
2025/09/30 USB US BANCORP DEL 0.45% 1.461 M $ 30236 2024/12/31 102.659 K $ 6.81 %
2025/09/30 FITB FIFTH THIRD BANCORP 0.45% 1.456 M $ 32688 2024/12/31 128.704 K $ 8.32 %
2025/09/30 HBAN HUNTINGTON BANCSHARES INC 0.45% 1.455 M $ 84248 2024/12/31 46.703 K $ 3.04 %
2025/09/30 KEY KEYCORP 0.45% 1.446 M $ 77379 2025/06/30 115.277 K $ 7.29 %
2025/09/30 T AT&T INC 0.44% 1.439 M $ 50962 2024/12/31 -36.409 K $ -2.42 %
2025/09/30 TROW PRICE T ROWE GROUP INC 0.44% 1.432 M $ 13949 2024/03/31 95.102 K $ 6.36 %
2025/09/30 HPQ HP INC 0.44% 1.428 M $ 52446 2024/12/31 164.424 K $ 11.32 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.44% 1.422 M $ 31539 2019/06/30 -34.958 K $ -2.57 %
2025/09/30 PAYX PAYCHEX INC 0.44% 1.417 M $ 11177 2024/09/30 -178.865 K $ -12.86 %
2025/09/30 CAG CONAGRA BRANDS INC 0.43% 1.407 M $ 76844 2024/12/31 -142.259 K $ -10.55 %
2025/09/30 CMCSA COMCAST CORP NEW 0.43% 1.396 M $ 44418 2024/12/31 -178.806 K $ -11.96 %