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Filers›Asset Manager›Donoghue Forlines LLC
DOSSIER · 13F-HR · Q1 2026

Donoghue Forlines LLC

Donoghue Forlines's asset manager based in Stamford, CT — $361M in tracked AUM across 118 positions as of Q1 2026.

DF
Donoghue Forlines·Stamford, CT·Asset Manager
CIK 0001702435 · last filed Mar 31, 2026
Total AUM
$361M
▲ 9.5%
vs prior
Holdings
118
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Donoghue
haiku-4-5 · 118 positions indexed
Sector mix
  • Tech25%
  • Financials16%
  • Health Care6%
  • Cons. Disc.9%
  • Industrials12%
  • Other32%
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