Fund HoldingsDonoghue Forlines LLC

Total Portfolio Value
$351.05M
Total Bought
$129.69M
Total Sold
$109.49M
Net Transaction
+$20.20M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR SER TR
ST STR AGGRE ETF
01,027,050+1,027,050025,9647.40%+25,964
SPDR SER TR
ST INTER ETF
0919,919+919,919025,9237.38%+25,923
SSGA ACTIVE ETF TR
ST STR BL LN ETF
230,027362,120+132,0939,64515,2494.34%+5,604
SPDR SER TR
ST PORT HIGH ETF
1,214,7901,323,931+109,14128,40231,0598.85%+2,658
SPDR SER TR
ST BLOO HIGH ETF
39,91265,771+25,8593,7816,2611.78%+2,481
ANTERO MIDSTREAM CORP(AM)0198,477+198,47702,7910.79%+2,791
DOORDASH INC(DASH)016,679+16,67902,2970.65%+2,297
VERTIV HOLDINGS CO(VRT)028,118+28,11802,2960.65%+2,296
INVESCO EXCH TRADED FD TR II
SR LN ETF
0230,427+230,42704,8741.39%+4,874
SPOTIFY TECHNOLOGY S A(SPOT)08,195+8,19502,1630.62%+2,163
NETFLIX INC(NFLX)1,3564,350+2,9946602,6420.75%+1,982
INTERNATIONAL BUSINESS MACHS(IBM)016,791+16,79103,2060.91%+3,206
CUMMINS INC(CMI)06,448+6,44801,9000.54%+1,900
PURE STORAGE INC(P)036,034+36,03401,8730.53%+1,873
CORPAY INC(CPAY)05,661+5,66101,7470.50%+1,747
CINTAS CORP(CTAS)02,512+2,51201,7260.49%+1,726
LIVE NATION ENTERTAINMENT IN(LYV)016,301+16,30101,7240.49%+1,724
FORTUNE BRANDS INNOVATIONS I(FBIN)019,437+19,43701,6460.47%+1,646
AMAZON COM INC(AMZN)08,944+8,94401,6130.46%+1,613
KINSALE CAP GROUP INC(KNSL)03,060+3,06001,6060.46%+1,606
MURPHY USA INC(MUSA)03,791+3,79101,5890.45%+1,589
COUPANG INC(CPNG)085,366+85,36601,5190.43%+1,519
CBOE GLOBAL MKTS INC(CBOE)08,235+8,23501,5130.43%+1,513
JABIL INC(JBL)010,972+10,97201,4700.42%+1,470
VERTEX PHARMACEUTICALS INC(VRTX)03,757+3,75701,5700.45%+1,570
HASBRO INC(HAS)016,191+16,19109150.26%+915
META PLATFORMS INC(META)8,3497,785-5642,9553,7801.08%+825
UBER TECHNOLOGIES INC(UBER)010,675+10,67508220.23%+822
ILLINOIS TOOL WKS INC(ITW)02,965+2,96507960.23%+796
APPLE INC(AAPL)019,705+19,70503,3790.96%+3,379
WILLIAMS COS INC(WMB)035,529+35,52901,3850.39%+1,385
VISTRA CORP(VST)040,562+40,56202,8250.80%+2,825
TOTALENERGIES SE(TTE)013,709+13,70909440.27%+944
PRICE T ROWE GROUP INC(TROW)05,585+5,58506810.19%+681
FIDELITY NATL INFORMATION SV(FIS)09,125+9,12506770.19%+677
LAMAR ADVERTISING CO NEW(LAMR)010,120+10,12001,2080.34%+1,208
AMERICAN FINL GROUP INC OHIO04,932+4,93206730.19%+673
AFLAC INC(AFL)07,800+7,80006700.19%+670
OGE ENERGY CORP(OGE)019,134+19,13406560.19%+656
FASTENAL CO(FAST)11,21417,785+6,5717261,3720.39%+646
SONOCO PRODS CO(SON)011,112+11,11206430.18%+643
VALE S A051,883+51,88306320.18%+632
ROYALTY PHARMA PLC(RPRX)020,757+20,75706300.18%+630
AUTOMATIC DATA PROCESSING IN02,515+2,51506280.18%+628
DARDEN RESTAURANTS INC(DRI)03,689+3,68906170.18%+617
VAIL RESORTS INC(MTN)02,736+2,73606100.17%+610
APPLOVIN CORP(APP)40,31331,604-8,7091,6062,1880.62%+581
CHENIERE ENERGY PARTNERS LP(CQP)010,883+10,88305380.15%+538
ROCKWELL AUTOMATION INC(ROK)01,810+1,81005270.15%+527
WATSCO INC(WSO)01,195+1,19505160.15%+516
CADENCE DESIGN SYSTEM INC(CDNS)07,375+7,37502,2960.65%+2,296
BROADCOM INC(AVGO)2,6292,582-472,9353,4220.97%+488
BUNGE GLOBAL SA(BG)04,699+4,69904820.14%+482
APPLIED MATLS INC12,59812,179-4192,0422,5120.72%+470
OWENS CORNING NEW(OC)02,794+2,79404660.13%+466
SERVICENOW INC(NOW)2,8743,258+3842,0302,4840.71%+453
MERCK & CO INC(MRK)015,372+15,37202,0280.58%+2,028
ABBVIE INC(ABBV)07,497+7,49701,3650.39%+1,365
JOHNSON & JOHNSON(JNJ)012,082+12,08201,9110.54%+1,911
KIMBERLY-CLARK CORP(KMB)03,203+3,20304140.12%+414
INGREDION INC(INGR)03,509+3,50904100.12%+410
CHORD ENERGY CORPORATION(CHRD)02,251+2,25104010.11%+401
MANHATTAN ASSOCIATES INC(MANH)6,9137,437+5241,4891,8610.53%+372
NETAPP INC(NTAP)03,540+3,54003720.11%+372
DT MIDSTREAM INC(DTM)06,080+6,08003710.11%+371
WORTHINGTON ENTERPRISES INC(WOR)05,884+5,88403660.10%+366
KINETIK HOLDINGS INC(KNTK)09,010+9,01003590.10%+359
CORE & MAIN INC(CNM)38,06833,125-4,9431,5381,8960.54%+358
NATIONAL HEALTH INVS INC(NHI)05,632+5,63203540.10%+354
FIRST CTZNS BANCSHARES INC N(FCNCA)01,004+1,00401,6420.47%+1,642
DAVITA INC(DVA)13,14412,452-6921,3771,7190.49%+342
ASHLAND INC(ASH)03,452+3,45203360.10%+336
CROWDSTRIKE HLDGS INC(CRWD)7,3926,925-4671,8872,2200.63%+333
MOLINA HEALTHCARE INC(MOH)3,6474,014+3671,3181,6490.47%+331
TENET HEALTHCARE CORP(THC)19,32617,001-2,3251,4601,7870.51%+327
MUELLER WTR PRODS INC(MWA)019,969+19,96903210.09%+321
DECKERS OUTDOOR CORP(DECK)01,763+1,76301,6590.47%+1,659
VONTIER CORPORATION(VNT)39,53836,783-2,7551,3661,6680.48%+302
QUALCOMM INC(QCOM)9,76510,127+3621,4121,7150.49%+302
MICROSOFT CORP(MSFT)3,5203,822+3021,3241,6080.46%+284
CLOROX CO DEL(CLX)01,797+1,79702750.08%+275
EQUINOR ASA(EQNR)18,96132,299+13,3386008730.25%+273
MAPLEBEAR INC(CART)07,023+7,02302620.07%+262
ADOBE INC(ADBE)3,7034,895+1,1922,2092,4700.70%+261
CISCO SYS INC(CSCO)033,343+33,34301,6640.47%+1,664
BRISTOL-MYERS SQUIBB CO(BMY)014,484+14,48407850.22%+785
F5 INC(FFIV)01,191+1,19102260.06%+226
PAYLOCITY HLDG CORP(PCTY)01,254+1,25402160.06%+216
ETSY INC(ETSY)03,130+3,13002150.06%+215
MATCH GROUP INC NEW(MTCH)05,923+5,92302150.06%+215
INTUIT(INTU)01,467+1,46709540.27%+954
VISA INC(V)05,594+5,59401,5610.44%+1,561
PALANTIR TECHNOLOGIES INC(PLTR)16,24321,065+4,8222794850.14%+206
AMDOCS LTD(DOX)02,258+2,25802040.06%+204
COMCAST CORP NEW(CCZ)31,83836,897+5,0591,3961,5990.46%+203
TJX COS INC NEW(TJX)15,13515,947+8121,4201,6170.46%+198
LAM RESEARCH CORP(LRCX)1,8621,686-1761,4581,6380.47%+180
COLGATE PALMOLIVE CO(CL)05,977+5,97705380.15%+538
BROADRIDGE FINL SOLUTIONS IN(BR)10,03110,870+8392,0642,2270.63%+163
PALO ALTO NETWORKS INC(PANW)02,513+2,51307140.20%+714
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