Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Donoghue Forlines LLC (CIK 1702435) reported $361.4M across 118 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTS ($43.0M, 11.91%), BIL ($31.5M, 8.71%), XFIV ($26.7M, 7.38%), SHY ($7.0M, 1.93%), VGSH ($7.0M, 1.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTS | SPDR SERIES TRUST | $43.0M | 11.91% | 1.5M | New |
| 2 | BIL | SPDR SERIES TRUST | $31.5M | 8.71% | 343,455 | New |
| 3 | XFIV | BONDBLOXX ETF TRUST | $26.7M | 7.38% | 542,573 | Trimmed |
| 4 | SHY | ISHARES TR | $7.0M | 1.93% | 84,477 | New |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | $7.0M | 1.93% | 119,000 | New |
| 6 | BMY | BRISTOL-MYERS SQUIBB CO | $5.1M | 1.40% | 83,403 | Added |
| 7 | GPKIX | NORTHERN LIGHTS FD TR | $4.8M | 1.33% | 197,040 | Added |
| 8 | XTRE | BONDBLOXX ETF TRUST | $4.6M | 1.28% | 93,349 | New |
| 9 | MTB | M & T BK CORP | $4.3M | 1.19% | 20,762 | Added |
| 10 | PFG | PRINCIPAL FINANCIAL GROUP IN | $4.3M | 1.19% | 47,843 | Added |
| 11 | KEY | KEYCORP | $4.3M | 1.19% | 214,760 | Added |
| 12 | EIX | EDISON INTL | $4.3M | 1.19% | 58,994 | New |
| 13 | TGT | TARGET CORP | $4.3M | 1.19% | 35,528 | New |
| 14 | VZ | VERIZON COMMUNICATIONS INC | $4.2M | 1.16% | 83,283 | Added |
| 15 | XOM | EXXON MOBIL CORP | $4.1M | 1.14% | 24,266 | Added |
| 16 | CMCSA | COMCAST CORP NEW | $4.0M | 1.10% | 138,031 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $3.7M | 1.02% | 15,014 | Trimmed |
| 18 | MRK | MERCK & CO INC | $3.6M | 0.99% | 29,649 | Added |
| 19 | LRCX | LAM RESEARCH CORP | $3.4M | 0.93% | 15,709 | Added |
| 20 | ADI | ANALOG DEVICES INC | $3.3M | 0.93% | 10,519 | New |
| 21 | AMAT | APPLIED MATLS INC | $3.4M | 0.93% | 9,805 | Added |
| 22 | GILD | GILEAD SCIENCES INC | $3.2M | 0.89% | 23,126 | New |
| 23 | LMT | LOCKHEED MARTIN CORP | $3.1M | 0.86% | 5,161 | Added |
| 24 | CIEN | CIENA CORP | $2.9M | 0.81% | 7,515 | Trimmed |
| 25 | MU | MICRON TECHNOLOGY INC | $2.9M | 0.80% | 8,533 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31