Fund HoldingsDonoghue Forlines LLC

Total Portfolio Value
$350.81M
Total Bought
$144.61M
Total Sold
$148.06M
Net Transaction
-$3.44M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0451,326+451,326022,9006.53%+22,900
SPDR SER TR
ST STR BLO 1 ETF
0249,011+249,011022,8626.52%+22,862
AMGEN INC(AMGN)010,989+10,98903,5411.01%+3,541
SIMON PPTY GROUP INC NEW(SPG)9,50422,097+12,5931,4433,7351.06%+2,292
WILLIAMS COS INC(WMB)078,912+78,91203,6021.03%+3,602
SYNCHRONY FINANCIAL(SYF)054,561+54,56102,7220.78%+2,722
JOHNSON & JOHNSON(JNJ)015,753+15,75302,5530.73%+2,553
RESMED INC(RMD)07,839+7,83901,9140.55%+1,914
PEGASYSTEMS INC(PEGA)024,325+24,32501,7780.51%+1,778
SERVICENOW INC(NOW)03,115+3,11502,7860.79%+2,786
PARSONS CORP DEL(PSN)015,744+15,74401,6320.47%+1,632
FERGUSON ENTERPRISES INC(FERG)07,993+7,99301,5870.45%+1,587
GRAINGER W W INC(GWW)01,525+1,52501,5840.45%+1,584
WALMART INC(WMT)019,460+19,46001,5710.45%+1,571
LENNOX INTL INC(LII)02,543+2,54301,5370.44%+1,537
ARCH CAP GROUP LTD
ORD
013,291+13,29101,4870.42%+1,487
CIRRUS LOGIC INC(CRUS)011,964+11,96401,4860.42%+1,486
MONOLITHIC PWR SYS INC(MPWR)01,606+1,60601,4850.42%+1,485
UNITED THERAPEUTICS CORP DEL(UTHR)04,134+4,13401,4810.42%+1,481
MOODYS CORP(MCO)03,082+3,08201,4630.42%+1,463
GARMIN LTD(GRMN)08,201+8,20101,4440.41%+1,444
MURPHY USA INC(MUSA)02,889+2,88901,4240.41%+1,424
AMERIPRISE FINL INC(AMP)3,4656,099+2,6341,4802,8650.82%+1,385
NU HLDGS LTD(NU)0100,408+100,40801,3710.39%+1,371
KOHLS CORP(KSS)063,911+63,91101,3490.38%+1,349
DICKS SPORTING GOODS INC(DKS)06,344+6,34401,3240.38%+1,324
HONEYWELL INTL INC(HON)4,02010,424+6,4048582,1550.61%+1,296
WENDYS CO(WEN)073,213+73,21301,2830.37%+1,283
BEST BUY INC(BBY)012,341+12,34101,2750.36%+1,275
PAYCHEX INC(PAYX)09,442+9,44201,2670.36%+1,267
CME GROUP INC(CME)05,742+5,74201,2670.36%+1,267
TARGET CORP(TGT)08,064+8,06401,2570.36%+1,257
ABBOTT LABS010,938+10,93801,2470.36%+1,247
LIGHT & WONDER INC(LNWO)013,686+13,68601,2420.35%+1,242
HERSHEY CO(HSY)06,416+6,41601,2300.35%+1,230
AMCOR PLC(AMCR)0108,322+108,32201,2270.35%+1,227
CARTERS INC(CRI)018,801+18,80101,2220.35%+1,222
SALESFORCE INC(CRM)04,454+4,45401,2190.35%+1,219
PREMIER INC060,828+60,82801,2170.35%+1,217
UNION PAC CORP(UNP)04,838+4,83801,1920.34%+1,192
VALERO ENERGY CORP(VLO)08,447+8,44701,1410.33%+1,141
SKYWORKS SOLUTIONS INC(SWKS)014,407+14,40701,4230.41%+1,423
INTERNATIONAL BUSINESS MACHS(IBM)018,614+18,61404,1151.17%+4,115
AFLAC INC(AFL)013,619+13,61901,5230.43%+1,523
NRG ENERGY INC(NRG)26,28532,256+5,9712,0472,9390.84%+892
COCA COLA CO(KO)020,741+20,74101,4900.42%+1,490
FASTENAL CO(FAST)029,500+29,50002,1070.60%+2,107
GILEAD SCIENCES INC(GILD)20,07326,430+6,3571,3772,2160.63%+839
AMERICAN EXPRESS CO(AXP)8,87410,603+1,7292,0552,8760.82%+821
LAMAR ADVERTISING CO NEW(LAMR)014,893+14,89301,9900.57%+1,990
CLEARWAY ENERGY INC(CWEN)21,99942,782+20,7835431,3130.37%+769
CATERPILLAR INC(CAT)03,481+3,48101,3610.39%+1,361
SEALED AIR CORP NEW15,90335,450+19,5475531,2870.37%+734
VERIZON COMMUNICATIONS INC(VZ)029,647+29,64701,3310.38%+1,331
CISCO SYS INC(CSCO)024,513+24,51301,3050.37%+1,305
APPLE INC(AAPL)16,69017,973+1,2833,5154,1881.19%+672
LYONDELLBASELL INDUSTRIES N
SHS - A -
020,335+20,33501,9500.56%+1,950
QUALCOMM INC(QCOM)15,96922,629+6,6603,1813,8481.10%+667
DARDEN RESTAURANTS INC(DRI)07,832+7,83201,2850.37%+1,285
PRICE T ROWE GROUP INC(TROW)011,684+11,68401,2730.36%+1,273
AMERICAN FINL GROUP INC OHIO09,271+9,27101,2480.36%+1,248
MICROCHIP TECHNOLOGY INC.(MCHP)021,228+21,22801,7040.49%+1,704
ARISTA NETWORKS INC5,0846,347+1,2631,7822,4360.69%+654
CAPITAL ONE FINL CORP(COF)08,432+8,43201,2630.36%+1,263
PAYPAL HLDGS INC(PYPL)08,164+8,16406370.18%+637
LINCOLN NATL CORP IND(LNC)18,67038,598+19,9285811,2160.35%+636
PEPSICO INC(PEP)07,165+7,16501,2180.35%+1,218
VERTIV HOLDINGS CO(VRT)023,184+23,18402,3070.66%+2,307
ROYALTY PHARMA PLC(RPRX)042,687+42,68701,2080.34%+1,208
THE CIGNA GROUP(CI)03,433+3,43301,1890.34%+1,189
VIATRIS INC(VTRS)0102,585+102,58501,1910.34%+1,191
ONEMAIN HLDGS INC(OMF)025,076+25,07601,1800.34%+1,180
RTX CORPORATION(RTX)04,440+4,44005380.15%+538
DEVON ENERGY CORP NEW(DVN)23,81541,370+17,5551,1291,6180.46%+490
ISHARES TR
BROAD USD HIGH
0156,710+156,71005,9001.68%+5,900
ROBLOX CORP(RBLX)09,810+9,81004340.12%+434
CONOCOPHILLIPS(COP)04,113+4,11304330.12%+433
CRH PLC
ORD
04,366+4,36604050.12%+405
ENI S P A(E)013,149+13,14903990.11%+399
ONEOK INC NEW(OKE)04,269+4,26903890.11%+389
ILLINOIS TOOL WKS INC(ITW)5,7216,573+8521,3561,7230.49%+367
ROCKWELL AUTOMATION INC(ROK)01,289+1,28903460.10%+346
ECOPETROL S A(EC)037,714+37,71403370.10%+337
UBIQUITI INC(UI)01,490+1,49003300.09%+330
POOL CORP(POOL)0873+87303290.09%+329
DOCUSIGN INC(DOCU)05,139+5,13903190.09%+319
OWENS CORNING NEW(OC)01,735+1,73503060.09%+306
VERISIGN INC01,603+1,60303050.09%+305
TERNIUM SA(TX)07,927+7,92702930.08%+293
APPLOVIN CORP(APP)04,918+4,91806420.18%+642
WESTERN MIDSTREAM PARTNERS L(WES)06,898+6,89802640.08%+264
ABBVIE INC(ABBV)07,891+7,89101,5580.44%+1,558
SOLVENTUM CORP(SOLV)03,611+3,61102520.07%+252
FIRST INDL RLTY TR INC(FR)04,487+4,48702510.07%+251
AGCO CORP02,557+2,55702500.07%+250
BHP GROUP LTD18,75621,055+2,2991,0711,3080.37%+237
PAYLOCITY HLDG CORP(PCTY)01,434+1,43402370.07%+237
SOUTHWEST GAS HLDGS INC(SWX)03,118+3,11802300.07%+230
DROPBOX INC(DBX)08,896+8,89602260.06%+226
ETSY INC(ETSY)04,048+4,04802250.06%+225
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