Top 50 Donoghue Forlines LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTS | SPDR SERIES TRUST | 11.91% | 1.47M | $43.0M | new | $29.23(-0.72%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 8.71% | 343.5K | $31.5M | new | $91.65(-0.15%) | 2026-03-31 | |
| XFIV | BONDBLOXX ETF TRUST | 7.38% | 542.6K | $26.7M | -18.28%(-121.33K) | $49.50(-1.74%) | 2026-03-31 | |
| SHY | ISHARES TR | 1.93% | 84.5K | $7.0M | new | $82.71(-0.67%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 1.93% | 119.0K | $7.0M | new | $58.64(-0.66%) | 2026-03-31 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 1.4% | 83.4K | $5.1M | +187.37%(+54.38K) | $56.71(+0.11%) | 2026-03-31 | |
| DFTT | NORTHERN LIGHTS FD TR | 1.33% | 197.0K | $4.8M | +113.45%(+104.73K) | $24.94(+20.51%) | 2026-03-31 | |
| XTRE | BONDBLOXX ETF TRUST | 1.28% | 93.3K | $4.6M | new | $49.64(-1.10%) | 2026-03-31 | |
| EIX | EDISON INTL | 1.19% | 59.0K | $4.3M | new | $66.60(+6.20%) | 2026-03-31 | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 1.19% | 47.8K | $4.3M | +190.45%(+31.37K) | $86.32(+16.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.25% | +34.02% |
| Top 20 Holdings Unweighted | +23.12% | +86.65% |
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