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Portfolio (Quarterly) Guide ↗

Donoghue Forlines LLC

· CIK 0001702435
13F Portfolio $361M AUM 118 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 48 New 39 Added 31 Reduced 43 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 STLD STEEL DYNAMICS INC Basic Materials 13,384 $2.3M 0.70% SOLD
22 TJX TJX COS INC NEW Consumer Cyclical 14,721 $2.3M 0.70% SOLD
23 CMI CUMMINS INC Industrials 4,364 $2.2M 0.69% SOLD
24 MRVL MARVELL TECHNOLOGY INC Technology 24,786 $2.1M 0.65% SOLD
25 VRT VERTIV HOLDINGS CO Industrials 12,606 $2.0M 0.63% SOLD
26 BE BLOOM ENERGY CORP Industrials 22,627 $2.0M 0.61% SOLD
27 NVDA NVIDIA CORPORATION Technology 8,559 $1.6M 0.49% SOLD
28 LHX L3HARRIS TECHNOLOGIES INC Industrials 5,201 $1.5M 0.47% SOLD
29 PKG PACKAGING CORP AMER Consumer Cyclical 7,334 $1.5M 0.47% SOLD
30 CF CF INDS HLDGS INC Basic Materials 19,525 $1.5M 0.47% SOLD
31 NTRS NORTHERN TR CORP Financial Services 10,813 $1.5M 0.46% SOLD
32 CAG CONAGRA BRANDS INC Consumer Defensive 85,203 $1.5M 0.46% SOLD
33 SNA SNAP ON INC Industrials 4,265 $1.5M 0.45% SOLD
34 F FORD MTR CO Consumer Cyclical 110,907 $1.5M 0.45% SOLD
35 PCAR PACCAR INC Industrials 13,268 $1.5M 0.45% SOLD
36 COP CONOCOPHILLIPS Energy 15,359 $1.4M 0.45% SOLD
37 BBY BEST BUY INC Consumer Cyclical 20,045 $1.3M 0.41% SOLD
38 PLTR PALANTIR TECHNOLOGIES INC Technology 1,926 $342K 0.11% SOLD
39 TMO THERMO FISHER SCIENTIFIC INC Healthcare 522 $302K 0.09% SOLD
40 AXP AMERICAN EXPRESS CO Financial Services 771 $285K 0.09% SOLD
Page 2 of 3  ·  43 positions
Sector Allocation
Technology 23.4%
Financial Services 20.8%
Healthcare 12.3%
Industrials 11.1%
Communication Services 8.7%
Consumer Defensive 6.8%
Energy 6.1%
Utilities 4.4%
Real Estate 3.2%
Consumer Cyclical 3.0%