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| Donoghue Forlines LLC
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| CRD # | 285403 |
| SEC # | 801-108564 |
| CIK # | 0001702435 |
| AUM | 370.5 M (2026-03-27) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-642-4276 |
| Address | 125 High Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001702435 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 43.0 | ||
| Bristol Myers Squibb Co | 5.1 | ||
| Edison International | 4.3 | ||
| Principal Financial Group Inc | 4.3 | ||
| Target Corp | 4.3 | ||
| KeyCorp /New/ | 4.3 | ||
| M&T Bank Corp | 4.3 | ||
| Verizon Communications Inc | 4.2 | ||
| Comcast Corp | 4.0 | ||
| Johnson & Johnson | 3.7 | ||
| Merck & Co Inc | 3.6 | ||
| Lam Research Corp | 3.4 | ||
| Applied Materials Inc /DE | 3.4 | ||
| Analog Devices Inc | 3.3 | ||
| Gilead Sciences Inc | 3.2 | ||
| Lockheed Martin Corp | 3.1 | ||
| Ciena Corp | 2.9 | ||
| Micron Technology Inc | 2.9 | ||
| Chevron Corp | 2.8 | ||
| TechnipFMC PLC | 2.7 | ||
| on Semiconductor Corp | 2.7 | ||
| Lumentum Holdings Inc | 2.7 | ||
| Alphabet Inc | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 8 | 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 | 20 | 0.4 |
| By Discretionary | ||
| Discretionary | 20 | 0.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.4 | |
| Total | 20 | 0.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001702435] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Clients | 15 |
| Serves | Institutional, Retail, Research |
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