13F Filings History of Donoghue Forlines LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$323,398,899
Signature - Title
Jack Alexander Earp - CCO
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Donoghue Forlines LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Donoghue Forlines LLC reported 113 stock holdings with total value $323,398,899 as of Q4 2025. Top holdings included XFIV, SPAB, SPHY, SRLN, and BKLN.

Notify me when Donoghue Forlines LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 113 $323,398,899 +$177,900,055 -$185,744,519 -$7,844,464 XFIV, SPAB, SPHY, SRLN, BKLN 13F-HR 05 Feb 2026, 11:12
Q3 2025 100 $324,530,961 +$125,687,649 -$165,044,758 -$39,357,109 BIL, JPST, SRLN, BKLN, SPHY 13F-HR 29 Oct 2025, 09:30
Q2 2025 102 $350,614,270 +$197,794,687 -$177,927,178 +$19,867,509 SRLN, SPHY, JPST, BIL, BKLN 13F-HR 08 Aug 2025, 13:26
Q1 2025 102 $315,498,375 +$184,429,850 -$170,860,116 +$13,569,734 SPHY, SPTI, SRLN, JAAA, CLOX 13F-HR 12 May 2025, 10:09
Q4 2024 99 $298,994,915 +$196,166,583 -$251,789,929 -$55,623,346 SPHY, JPST, SPTL, SRLN, CSCO 13F-HR 17 Jan 2025, 16:25
Q3 2024 226 $350,808,379 +$141,229,113 -$151,302,966 -$10,073,853 SPHY, JPST, BIL, SRLN, JNK 13F-HR 13 Nov 2024, 10:30
Q2 2024 220 $351,950,158 +$82,509,554 -$81,333,129 +$1,176,425 SPHY, SPTI, SPAB, SRLN, BKLN 13F-HR 06 Aug 2024, 09:10
Q1 2024 218 $351,050,980 +$126,970,820 -$115,710,873 +$11,259,947 SPHY, SPAB, SPTI, SRLN, JNK 13F-HR 07 May 2024, 16:47
Q4 2023 214 $319,215,104 +$130,749,362 -$108,595,115 +$22,154,247 SPHY, FLRN, BIL, DFRA, SRLN 13F-HR 07 Feb 2024, 16:57
Q3 2023 218 $280,972,819 +$136,910,187 -$174,092,748 -$37,182,561 FLRN, SPTL, DFRA, GOVT, SRLN 13F-HR 06 Nov 2023, 14:37
Q2 2023 236 $319,746,650 +$129,326,685 -$94,285,741 +$35,040,944 SJNK, BKLN, SRLN, JNK, USHY 13F-HR 07 Aug 2023, 10:44
Q1 2023 215 $277,691,112 +$102,667,758 -$114,608,335 -$11,940,577 JNK, SHY, VGSH, DFRA, SCHO 13F-HR 08 May 2023, 10:18
Q4 2022 222 $282,724,589 +$105,600,113 -$109,323,376 -$3,723,263 IEI, SHY, DFRA, VGSH, GOVT 13F-HR 08 Feb 2023, 11:52
Q3 2022 235 $277,064,000 +$71,401,807 -$164,051,948 -$92,650,141 SHY, VGSH, IEI, SCHO, SPTS 13F-HR 07 Nov 2022, 16:14
Q2 2022 257 $382,437,000 +$66,830,049 -$96,110,148 -$29,280,099 DFNV, VGSH, IEI, SHY, DFRA 13F-HR 08 Aug 2022, 10:22
Q1 2022 255 $461,476,000 +$205,776,462 -$316,451,228 -$110,674,766 DFNV, IEI, TTAC, DFRA, VGSH 13F-HR 16 May 2022, 12:46
Q4 2021 256 $591,577,000 +$214,917,863 -$151,432,615 +$63,485,248 SHYG, BKLN, SRLN, FTSL, USHY 13F-HR 11 Feb 2022, 13:08
Q3 2021 199 $516,388,000 +$121,966,393 -$137,969,122 -$16,002,729 SHYG, PSK, DFNV, USHY, HYLB 13F-HR 15 Nov 2021, 14:00
Q2 2021 198 $535,141,000 +$174,293,934 -$170,923,943 +$3,369,991 SHYG, PSK, HYG, USHY, HYLB 13F-HR 16 Aug 2021, 13:57
Q1 2021 208 $515,091,000 +$205,819,088 -$215,683,310 -$9,864,222 SHYG, PSK, HYG, HYLB, QUAL 13F-HR 14 May 2021, 13:53
Q4 2020 246 $517,598,000 +$342,374,098 -$210,316,182 +$132,057,916 SHYG, HYG, PSK, HYLB, JNK 13F-HR 09 Feb 2021, 15:21
Q3 2020 117 $364,856,000 +$131,737,267 -$156,471,565 -$24,734,298 JPST, LQD, SHYG, QUAL, IBB 13F-HR 16 Nov 2020, 12:30
Q2 2020 62 $383,284,000 +$229,681,726 -$296,277,767 -$66,596,041 JPST, SHY, LQD, QUAL, SCHO 13F-HR 10 Aug 2020, 12:51
Q1 2020 59 $443,513,000 +$323,442,436 -$452,293,508 -$128,851,072 BIL, SHY, VGSH, SCHO, NEAR 13F-HR 12 May 2020, 11:02
Q4 2019 151 $644,922,000 +$308,756,872 -$383,180,265 -$74,423,393 NEAR, EMB, SHYG, PFF, VLUE 13F-HR 27 Jan 2020, 15:59
Q3 2019 155 $702,540,000 +$142,452,160 -$289,961,435 -$147,509,275 NEAR, QUAL, EMB, PFF, SHYG 13F-HR 29 Oct 2019, 15:24
Q2 2019 159 $854,517,000 +$517,399,972 -$677,278,545 -$159,878,573 NEAR, QUAL, PFF, SHYG, SUB 13F-HR 23 Jul 2019, 16:47
Q1 2019 123 $1,005,296,000 +$323,387,654 -$456,837,378 -$133,449,724 SHY, NEAR, SCHO, VGSH, SUB 13F-HR 12 Apr 2019, 17:28
Q4 2018 31 $1,113,439,000 +$910,664,237 -$1,065,459,230 -$154,794,993 SHY, SCHO, VGSH, NEAR, PFF 13F-HR 24 Jan 2019, 16:12
Q3 2018 170 $1,282,061,000 +$419,280,461 -$376,321,310 +$42,959,151 IJS, IHI, EMB, IEF, NEAR 13F-HR 26 Oct 2018, 15:15
Q2 2018 151 $1,210,255,000 +$275,669,678 -$232,715,790 +$42,953,888 SHY, EMB, PFF, IEMG, XLE 13F-HR 26 Jul 2018, 14:59
Q1 2018 142 $1,152,881,000 +$219,068,648 -$344,958,703 -$125,890,055 SHY, KSS, TGT, STX, IEMG 13F-HR 03 May 2018, 16:12
Q4 2017 113 $1,320,442,000 +$777,725,518 -$424,020,730 +$353,704,788 IEMG, EMB, PFF, HYG, XLF 13F-HR 13 Feb 2018, 14:42
Q3 2017 84 $948,844,000 +$174,101,958 -$131,072,360 +$43,029,598 SHY, TROW, T, VLO, LYB 13F-HR 14 Nov 2017, 09:13
Q2 2017 87 $881,254,000 $0 $0 $0 SHY, KO, PPL, SPLS, NAVI 13F-HR 12 Sep 2017, 09:29