13F Insight
DOSSIER · 13F-HR · Q1 2026

Donoghue Forlines LLC

$361M in tracked AUM across 118 positions as of Q1 2026.

DF
CIK 0001702435 · last filed Mar 31, 2026
Total AUM
$361M
as of Q1 2026
Holdings
118
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Donoghue Forlines LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPTS
SPDR SERIES TRUST
$43M1.5M11.9%02
BIL
SPDR SERIES TRUST
$31M343K8.7%03
XFIV
BONDBLOXX ETF TRUST
$27M543K7.4%04
SHY
ISHARES TR
$7M84K1.9%05
VGSH
VANGUARD SCOTTSDALE FDS
$7M119K1.9%06
BMY
BRISTOL-MYERS SQUIBB CO
$5M83K1.4%07
DFTT
NORTHERN LIGHTS FD TR
$5M197K1.3%08
XTRE
BONDBLOXX ETF TRUST
$5M93K1.3%09
EIX
EDISON INTL
$4M59K1.2%10
PFG
PRINCIPAL FINANCIAL GROUP IN
$4M48K1.2%

Filing history

2026Q1Mar 31
$361M▲ 11.7%
118 positionsView →2025Q4Dec 31
$323M▼ 0.3%
113 positionsView →2025Q3Sep 30
$325M▼ 7.4%
100 positionsView →2025Q2Jun 30
$351M▲ 11.1%
102 positionsLocked2025Q1Mar 31
$315M▲ 5.5%
102 positionsLocked2024Q4Dec 31
$299M▼ 14.8%
99 positionsLocked2024Q3Sep 30
$351M▼ 0.3%
226 positionsLocked2024Q2Jun 30
$352M▲ 0.3%
220 positionsLocked2024Q1Mar 31
$351M▲ 10.0%
218 positionsLocked2023Q4Dec 31
$319M▲ 13.6%
214 positionsLocked2023Q3Sep 30
$281M▼ 12.1%
218 positionsLocked2023Q2Jun 30
$320M▲ 15.1%
236 positionsLocked
Showing 12 of 34