Institutions / Donoghue Forlines LLC
Donoghue Forlines LLC
CIK 1702435 · Institution · as of Jun 30, 2026
Portfolio value
$386.69M
Positions
114
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$386.69M+19.6%Positions
114+0.9%Top holdings
Jun 30, 2026View all 114 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $32.29M | 8.4% |
| Bondbloxx ETF Trust | $23.59M | 6.1% |
| Ssga Active ETF Tr | $21.71M | 5.6% |
| Invesco Exch Traded Fd Tr II | $20.99M | 5.4% |
| Alphabet Inc. | $6.20M | 1.6% |
| Northern Lights Fd Tr | $6.12M | 1.6% |
| Unitedhealth Group Inc | $5.72M | 1.5% |
| Micron Technology Inc | $5.59M | 1.4% |
| Advanced Micro Devices Inc | $5.31M | 1.4% |
| Amazon.com Inc | $5.25M | 1.4% |
| Intel Corp | $5.11M | 1.3% |
| State Street Corporation | $4.98M | 1.3% |
| Palo Alto Networks Inc | $4.88M | 1.3% |
| Western Digital Corp | $4.87M | 1.3% |
| Target Corp | $4.84M | 1.3% |
| MetLife Inc | $4.66M | 1.2% |
| Marvell Technology, Inc. | $4.45M | 1.2% |
| Seagate Technology Holdings PLC | $4.43M | 1.1% |
| Astera Labs, Inc. | $4.40M | 1.1% |
| CrowdStrike Holdings, Inc. | $4.39M | 1.1% |
| Sandisk Corp | $4.17M | 1.1% |
| Affirm Holdings Inc Class a | $3.92M | 1.0% |
| Cisco Systems, Inc. | $3.86M | 1.0% |
| The Goldman Sachs Group, Inc. | $3.86M | 1.0% |
| Crown Castle Inc | $3.85M | 1.0% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Exit | 78464A649 Common stock | $-32.77M | -1.3M -100.00% | 0 | medium |
| Q2 2026 as of | Trim | Sandisk Corp Common stock | $-18.21M | -8K -81.38% | 1,833 1.08% of portfolio | medium |
| Q2 2026 as of | Add | 46138G508 Common stock | $15.58M | +765K +288.42% | 1,030,334 5.43% of portfolio | medium |
| Q2 2026 as of | Trim | 09789C838 Common stock | $-8.73M | -179K -27.00% | 484,673 6.10% of portfolio | medium |
| Q2 2026 as of | Trim | Seagate Technology Holdings PLC Common stock | $-7.77M | -8K -63.69% | 4,591 1.15% of portfolio | medium |
| Q2 2026 as of | Add | 78468R606 Common stock | $6.87M | +293K +27.01% | 1,377,655 8.35% of portfolio | medium |
| Q2 2026 as of | Trim | Micron Technology Inc Common stock | $-5.87M | -5K -51.20% | 4,843 1.45% of portfolio | medium |
| Q2 2026 as of | New | Unitedhealth Group Inc Common stock | $5.72M | +14K | 13,767 1.48% of portfolio | medium |
| Q2 2026 as of | Trim | Applied Materials Inc /De Common stock | $-5.53M | -8K -81.19% | 1,772 0.33% of portfolio | medium |
| Q2 2026 as of | Trim | Lam Research Corp Common stock | $-5.48M | -13K -82.11% | 2,754 0.31% of portfolio | medium |