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Portfolio (Quarterly) Guide ↗

Donoghue Forlines LLC

· CIK 0001702435
13F Portfolio $361M AUM 118 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 48 New 39 Added 31 Reduced 43 Exited
Page 4 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PSX PHILLIPS 66 Energy 9,829.0 $1.8M 0.49% -508.0 -4.9% $182.18 -3.0%
62 T AT&T INC Communication Services 61,299.0 $1.8M 0.49% +378.0 +0.6% $28.99 -14.2%
63 ARES ARES MANAGEMENT CORPORATION Financial Services 16,092.0 $1.8M 0.49% NEW $109.10 +15.5%
64 OKE ONEOK INC NEW Energy 19,422.0 $1.8M 0.49% -723.0 -3.6% $90.39 -3.7%
65 HPQ HP INC Technology 90,210.0 $1.7M 0.48% +32K +54.7% $19.21 +30.2%
66 FITB FIFTH THIRD BANCORP Financial Services 36,947.0 $1.7M 0.47% +6K +18.2% $46.46 +7.4%
67 PRU PRUDENTIAL FINL INC Financial Services 17,541.0 $1.7M 0.47% NEW $97.69 +3.0%
68 PFE PFIZER INC Healthcare 61,001.0 $1.7M 0.47% +3K +5.8% $28.08 -6.9%
69 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 23,122.0 $1.7M 0.47% -9K -28.6% $73.90 +0.6%
70 CFG CITIZENS FINL GROUP INC Financial Services 28,479.0 $1.7M 0.47% +3K +11.9% $59.97 +4.1%
71 KMI KINDER MORGAN INC DEL Energy 50,336.0 $1.7M 0.47% NEW $33.53 -4.8%
72 PNC PNC FINL SVCS GROUP INC Financial Services 8,096.0 $1.7M 0.47% +914.0 +12.7% $208.09 +5.6%
73 EXPAND ENERGY CORPORATION 15,335.0 $1.7M 0.47% -4K -21.9% $109.78
74 MET METLIFE INC Financial Services 23,803.0 $1.7M 0.47% +5K +27.9% $70.72 +15.9%
75 TROW PRICE T ROWE GROUP INC Financial Services 18,643.0 $1.7M 0.47% +4K +29.9% $90.14 +14.9%
76 TFC TRUIST FINL CORP Financial Services 36,483.0 $1.7M 0.46% NEW $45.97 +4.0%
77 STT STATE STR CORP Financial Services 13,223.0 $1.7M 0.46% +2K +14.6% $126.56 +24.5%
78 HBAN HUNTINGTON BANCSHARES INC Financial Services 106,485.0 $1.7M 0.46% +22K +25.8% $15.65 +3.0%
79 RF REGIONS FINANCIAL CORP NEW Financial Services 63,543.0 $1.7M 0.46% NEW $26.12 +6.5%
80 USB US BANCORP Financial Services 31,883.0 $1.7M 0.46% +4K +14.8% $52.01 +5.2%
Page 4 of 6  ·  118 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.4%
Financial Services 20.8%
Healthcare 12.3%
Industrials 11.1%
Communication Services 8.7%
Consumer Defensive 6.8%
Energy 6.1%
Utilities 4.4%
Real Estate 3.2%
Consumer Cyclical 3.0%