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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Donoghue Forlines LLC
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| CRD # | 285403 |
| SEC # | 801-108564 |
| CIK # | 0001702435 |
| AUM | $389.2 M (2025-05-02) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 800-642-4276 |
| Address | 125 High Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Seagate Technology PLC | 4.8 | ||
| NRG Energy Inc | 4.5 | ||
| CME Group Inc | 4.3 | ||
| Harris Corp /DE/ | 4.2 | ||
| Robinhood Markets Inc | 3.4 | ||
| GS Acquisition Holdings Corp | 3.1 | ||
| Netflix Inc | 3.0 | ||
| Cardinal Health Inc | 3.0 | ||
| Roblox Corp | 3.0 | ||
| Newmont Mining Corp /DE/ | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 23 | 0.4 |
| By Discretionary | ||
| Discretionary | 23 | 0.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 23 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.4 | |
| Total | 23 | 0.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001702435] |
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