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Donoghue Forlines LLC
CIK:0001702435
Investment Adviser
$351M AUM
102 holdings
Boston, MA, USA
Donoghue Forlines LLC is a Boston-based tactical investment firm that has specialized in active risk-managed portfolios since 1986. It offers investment strategies through its Global Tactical Fundamental Portfolios and Rules-Based product series.
Latest 13F Filing Activity
Donoghue Forlines LLC filed their most recent 13F report on Jun 30, 2025 disclosing 101 equity positions with a total 13F market value of $351M. The fund increased holdings in J P Morgan Exchange Traded F, SPDR Series Trust, Invesco Exch Traded FD TR II among other positions. Donoghue Forlines LLC reduced exposure to SPDR Ser TR, Janus Detroit STR TR, Series Portfolios TR among others.
Top Buys
Top Holdings
Equity Positions (101)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SRLN | SSGA ACTIVE ETF TR | 9.28% | $32.5M | 782,022 | $41.71 | $41.59 | +$8.5M |
S SPHY | SPDR SERIES TRUST | 8.48% | $29.7M | 1,249,580 | $23.36 | $23.80 | -$2.1M |
J JPST | J P MORGAN EXCHANGE TRADED F | 7.71% | $27.0M | 533,117 | $50.68 | $50.68 | +$27.0M |
B BIL | SPDR SERIES TRUST | 7.70% | $27.0M | 294,166 | $91.73 | $91.73 | +$27.0M |
B BKLN | INVESCO EXCH TRADED FD TR II | 4.55% | $15.9M | 762,130 | $20.88 | $20.92 | +$13.3M |
Industry Allocation
STATE COMMERCIAL BANKS
+3.7%
PHARMACEUTICAL PREPARATIONS
+3.7%
SERVICES-PREPACKAGED SOFTWARE
+3.0%
NATIONAL COMMERCIAL BANKS
+3.0%
SEMICONDUCTORS & RELATED DEVICES
+2.6%
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