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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Donoghue Forlines LLC

Quarter ended Q4 2023 · Filed November 6, 2023 · Accession 0001172661-23-003623

Total Value
$281.0M
Positions
218
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (218)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R200683,261$21.0M7.47%
2SPDR SER TR78464A664797,025$20.8M7.42%
3TRIMTABS ETF TR89628W708359,700$9.8M3.48%
4ISHARES TR46429B267355,530$7.8M2.79%
5SSGA ACTIVE ETF TR78467V608153,778$6.4M2.29%
6VANGUARD SCOTTSDALE FDS92206C706104,926$6.0M2.13%
7INVESCO EXCH TRADED FD TR IIIVZ267,418$5.6M2.00%
8SPDR SER TR78464A672196,362$5.4M1.92%
9SCHWAB STRATEGIC TR80852485499,214$4.8M1.69%
10TRIMTABS ETF TR89628W500154,399$3.8M1.37%
11TRIMTABS ETF TR89628W30274,848$3.8M1.36%
12ISHARES TR46428866129,738$3.4M1.20%
13CISCO SYS INCCSCO51,275$2.8M0.98%
14NVIDIA CORPORATIONNVDA6,233$2.7M0.96%
15APPLE INCAAPL15,530$2.7M0.95%
16GILEAD SCIENCES INCGILD34,484$2.6M0.92%
17TIDAL TR II88636J709131,683$2.5M0.88%
18ALLISON TRANSMISSION HLDGS IALSN39,554$2.3M0.83%
19VISTRA CORPVST66,106$2.2M0.78%
20BROADCOM INCAVGO2,625$2.2M0.78%
21ADOBE INCADBE4,057$2.1M0.74%
22ALPHABET INCGOOG15,680$2.1M0.73%
23IRON MTN INC DEL46284V10132,720$1.9M0.69%
24SERVICENOW INCNOW3,329$1.9M0.66%
25VERTEX PHARMACEUTICALS INCVRTX5,296$1.8M0.66%
26SYNOPSYS INCSNPS3,954$1.8M0.65%
27CADENCE DESIGN SYSTEM INCCDNS7,469$1.7M0.62%
28CONOCOPHILLIPSCOP14,380$1.7M0.61%
293M COMMM18,348$1.7M0.61%
30ONEOK INC NEWOKE26,747$1.7M0.60%
31JOHNSON & JOHNSONJNJ10,400$1.6M0.58%
32MERCK & CO INCMRK15,685$1.6M0.57%
33NEWMARKET CORPNEU3,456$1.6M0.56%
34BENTLEY SYS INCBSY30,893$1.5M0.55%
35EOG RES INCEOG11,862$1.5M0.54%
36PURE STORAGE INC74624M10241,937$1.5M0.53%
37JABIL INCJBL11,604$1.5M0.52%
38APPLOVIN CORPAPP35,430$1.4M0.50%
39MARATHON PETE CORPMARA9,297$1.4M0.50%
40PHILLIPS 66PSX11,626$1.4M0.50%
41KINSALE CAP GROUP INC49714P1083,329$1.4M0.49%
42DOW INCDOW26,552$1.4M0.49%
43LYONDELLBASELL INDUSTRIES NLYB14,384$1.4M0.48%
44LATTICE SEMICONDUCTOR CORPLSCC15,782$1.4M0.48%
45SIMON PPTY GROUP INC NEW82880610912,472$1.3M0.48%
46FIRST CTZNS BANCSHARES INC N31946M103975$1.3M0.48%
47GRAND CANYON ED INCLOPE11,321$1.3M0.47%
48INTERNATIONAL BUSINESS MACHSINTR9,375$1.3M0.47%
49FERGUSON PLC NEWG3421J1067,967$1.3M0.47%
50COTERRA ENERGY INCCTRA48,425$1.3M0.47%
51WALMART INCWMT8,163$1.3M0.46%
52AMERIPRISE FINL INC03076C1063,932$1.3M0.46%
53TRIMTABS ETF TR89628W40149,080$1.3M0.46%
54META PLATFORMS INCMETA4,295$1.3M0.46%
55CATERPILLAR INCCAT4,721$1.3M0.46%
56DECKERS OUTDOOR CORPDECK2,506$1.3M0.46%
57ELI LILLY & COLLY2,393$1.3M0.46%
58PRIMERICA INCPRI6,605$1.3M0.46%
59YETI HLDGS INCYETI26,573$1.3M0.46%
60BRISTOL-MYERS SQUIBB COCELG-RI22,066$1.3M0.46%
61TJX COS INC NEW87254010914,353$1.3M0.45%
62CDW CORPCDW6,288$1.3M0.45%
63PEGASYSTEMS INCPEGA29,161$1.3M0.45%
64CINTAS CORPCTAS2,630$1.3M0.45%
65SPDR SER TR78468R40851,564$1.3M0.45%
66ISHARES TR46435U85336,288$1.3M0.45%
67COMCAST CORP NEWCCZ28,389$1.3M0.45%
68FLEETCOR TECHNOLOGIES INC3390411054,884$1.2M0.44%
69EMCOR GROUP INCEME5,919$1.2M0.44%
70VISA INCV5,403$1.2M0.44%
71NVR INCNVR208$1.2M0.44%
72ROYAL CARIBBEAN GROUPV7780T10313,417$1.2M0.44%
73DAVITA INCDVA12,960$1.2M0.44%
74MONSTER BEVERAGE CORP NEWMNST23,121$1.2M0.44%
75APPLIED MATLS INC0382221058,690$1.2M0.43%
76PULTE GROUP INC74586710116,176$1.2M0.43%
77HUBSPOT INCHUBS2,426$1.2M0.43%
78MEDPACE HLDGS INCMEDP4,911$1.2M0.42%
79EXXON MOBIL CORPXOM10,088$1.2M0.42%
80LAM RESEARCH CORPLRCX1,888$1.2M0.42%
81EAGLE MATLS INC26969P1087,012$1.2M0.42%
82BUILDERS FIRSTSOURCE INCBLDR9,151$1.1M0.41%
83IDEXX LABS INC45168D1042,593$1.1M0.40%
84MSC INDL DIRECT INC55353010611,519$1.1M0.40%
85ISHARES TR46428851315,310$1.1M0.40%
86CHEVRON CORP NEWCVX6,431$1.1M0.39%
87MICROCHIP TECHNOLOGY INC.MCHPP13,709$1.1M0.38%
88SHELL PLCRYDAF16,494$1.1M0.38%
89EBAY INC.EBAY22,710$1.0M0.36%
90TOTALENERGIES SETTE15,093$992,5160.35%
91ABBVIE INCABBV6,315$941,3140.34%
92BHP GROUP LTDBHPLF16,487$937,7810.33%
93DBX ETF TR23305143227,233$923,1990.33%
94BP PLCBPPFF23,823$922,4270.33%
95PETROLEO BRASILEIRO SA PETRO71654V40856,406$845,5260.30%
96WESTERN UN COWU61,135$805,7590.29%
97UNITEDHEALTH GROUP INCUNH1,571$792,0820.28%
98SPDR SER TR78468R6228,737$789,8250.28%
99THE CIGNA GROUP1255231002,713$776,1080.28%
100PETROLEO BRASILEIRO SA PETRO71654V10156,073$768,7610.27%
101FRANKLIN TEMPLETON ETF TRFGDL31,365$754,3280.27%
102ENERGY TRANSFER L PET-PI53,079$744,6980.27%
103ROBERT HALF INC.RHI10,122$741,7400.26%
104NETAPP INCNTAP9,756$740,2850.26%
105RIO TINTO PLCRTNTF11,615$739,1790.26%
106WOODSIDE ENERGY GROUP LTDWOPEF31,678$737,7810.26%
107ELEVANCE HEALTH INCELV1,693$737,1660.26%
108ZIONS BANCORPORATION N A98970110721,092$735,9000.26%
109OGE ENERGY CORPOGE21,983$732,6930.26%
110QUALCOMM INCQCOM6,528$725,0000.26%
111ONEMAIN HLDGS INCOMF18,034$722,9830.26%
112CARTERS INCCRI10,446$722,3410.26%
113BROADRIDGE FINL SOLUTIONS IN11133T1034,022$720,1390.26%
114DISCOVER FINL SVCS2547091088,298$718,8560.26%
115ENTERPRISE PRODS PARTNERS L29379210726,244$718,2980.26%
116PEPSICO INCPEP4,200$711,6480.25%
117CAPITAL ONE FINL CORP14040H1057,301$708,5620.25%
118SYNCHRONY FINANCIALSYF-PB23,153$707,7870.25%
119AMERICAN EXPRESS COAXP4,730$705,6690.25%
120COCA COLA COKO12,550$702,5490.25%
121PFIZER INCPFE21,132$700,9480.25%
122MPLX LPMPLXP19,609$697,4920.25%
123ILLINOIS TOOL WKS INC4523081093,022$695,9970.25%
124HERSHEY COHSY3,478$695,8780.25%
125POPULAR INCBPOPM11,020$694,3700.25%
126VERIZON COMMUNICATIONS INCVZ21,375$692,7640.25%
127NEW YORK CMNTY BANCORP INC64944510361,000$691,7400.25%
128PIONEER NAT RES CO7237871073,008$690,4860.25%
129UNION PAC CORPUNP3,388$689,8980.25%
130DARDEN RESTAURANTS INCDRI4,806$688,3150.24%
131UNITED PARCEL SERVICE INCUPS4,413$687,8540.24%
132KELLANOVABEKE12,249$683,9840.24%
133BEST BUY INCBBY9,844$683,8630.24%
134SOUTHERN COPPER CORPSCCO9,081$683,7080.24%
135PUBLIC STORAGEPSA-PS2,591$682,7800.24%
136ISHARES TR46434V40716,522$677,8980.24%
137DIAMONDBACK ENERGY INCFANG4,253$658,7050.23%
138ACCENTURE PLC IRELANDACN2,113$648,9230.23%
139INTUITINTU1,269$648,3830.23%
140WILLIAMS COS INC96945710019,148$645,0960.23%
141EMERSON ELEC COEMR6,642$641,4180.23%
142ISHARES TR46435U71317,324$633,8850.23%
143AMGEN INCAMGN2,346$630,5110.22%
144KINDER MORGAN INC DELEP-PC37,581$623,0930.22%
145CF INDS HLDGS INC1252691006,835$586,0330.21%
146EXTRA SPACE STORAGE INCEXR4,816$585,5290.21%
147OCCIDENTAL PETE CORP6745991058,971$582,0380.21%
148SMITH A O CORPAOS8,484$561,0470.20%
149AVALONBAY CMNTYS INCAWX3,161$542,8700.19%
150PLAINS ALL AMERN PIPELINE L72650310534,128$522,8410.19%
151ECOPETROL S AEC45,094$522,1890.19%
152WESTERN MIDSTREAM PARTNERS LWES19,101$520,1200.19%
153ISHARES TR46435G47420,636$511,7730.18%
154FASTENAL COFAST9,330$509,7910.18%
155PALO ALTO NETWORKS INCPANW2,165$507,5630.18%
156VMWARE INC9285634023,046$507,0980.18%
157MARATHON OIL CORPMARA18,953$506,9930.18%
158GAMING & LEISURE PPTYS INC36467J10811,072$504,3300.18%
159APA CORPORATIONAPA12,214$501,9950.18%
160STEEL DYNAMICS INCSTLD4,596$492,7830.18%
161BOEING COBA-PA2,568$492,2340.18%
162VICI PPTYS INC92565210916,643$484,3110.17%
163TERNIUM SATX11,597$462,7200.16%
164AIRBNB INCABNB3,351$459,7910.16%
165VANECK ETF TRUST92189F43716,757$453,4440.16%
166AUTOMATIC DATA PROCESSING INADP1,870$449,8850.16%
167EQUITY LIFESTYLE PPTYS INC29472R1087,035$448,2000.16%
168MID-AMER APT CMNTYS INC59522J1033,445$443,1990.16%
169ENLINK MIDSTREAM LLC29336T10035,446$433,1500.15%
170CUBESMARTCUBE11,183$426,4080.15%
171LAMAR ADVERTISING CO NEWLAMR4,937$412,0910.15%
172AUTODESK INCADSK1,910$395,1980.14%
173FORTINET INCFTNT6,734$395,1510.14%
174EQUITRANS MIDSTREAM CORP29460010141,590$389,6980.14%
175PLAINS GP HLDGS L PPAGP24,096$388,4280.14%
176CIVITAS RESOURCES INC17888H1034,785$386,9630.14%
177CROWDSTRIKE HLDGS INCCRWD2,253$377,1070.13%
178FEDERAL RLTY INVT TR NEW3137451014,124$373,7580.13%
179COLGATE PALMOLIVE COCL5,126$364,5100.13%
180OLIN CORPOLN7,267$363,2050.13%
181MUELLER INDS INC6247561024,798$360,6180.13%
182ANTERO MIDSTREAM CORPAM29,945$358,7410.13%
183WORKDAY INCWDAY1,669$358,5850.13%
184GOLD FIELDS LTDGFIOF31,984$347,3460.12%
185DT MIDSTREAM INCDTM6,558$347,0490.12%
186SCOTTS MIRACLE-GRO COSMG6,686$345,5320.12%
187ATLASSIAN CORPORATIONTEAM1,692$340,9550.12%
188ALLIANCE RESOURCE PARTNERS LARLP15,125$340,7660.12%
189ALLEGION PLCALLE3,237$337,2950.12%
190THE TRADE DESK INC88339J1054,315$337,2170.12%
191CAL MAINE FOODS INCCALM6,922$335,1630.12%
192ELEMENT SOLUTIONS INCESI16,866$330,7420.12%
193ELECTRONIC ARTS INCEA2,743$330,2570.12%
194SPLUNK INC8486371042,239$327,4540.12%
195DONALDSON INCDCI5,316$317,0460.11%
196WORTHINGTON INDS INCWOR5,010$309,7180.11%
197DATADOG INCDDOG3,335$303,7850.11%
198SYLVAMO CORPSLVM6,860$301,4280.11%
199CABOT CORPCBT4,329$299,8700.11%
200VEEVA SYS INCVEEV1,464$297,8510.11%
201KIMBERLY-CLARK CORPKMB2,380$287,6230.10%
202ANDERSONS INCANDE5,531$284,9020.10%
203ZSCALER INCZS1,824$283,7960.10%
204FORWARD AIR CORPFWRD3,915$269,1170.10%
205KENNAMETAL INCKMT10,554$262,5840.09%
206VERISIGN INCVRSN1,269$257,0110.09%
207INNOVATIVE INDL PPTYS INCINHD3,333$252,1750.09%
208ZOOM VIDEO COMMUNICATIONS INZM3,371$235,7680.08%
209KEYSIGHT TECHNOLOGIES INCKEYS1,774$234,7180.08%
210PINTEREST INCPINS8,498$229,7010.08%
211TRIMTABS ETF TR89628W60911,245$226,6840.08%
212ENPHASE ENERGY INCENPH1,863$223,8390.08%
213PTC INCPTC1,484$210,2530.07%
214EXPEDIA GROUP INCEXPE2,014$207,5830.07%
215MANHATTAN ASSOCIATES INCMANH1,043$206,1590.07%
216SKYWORKS SOLUTIONS INCSWKS2,049$202,0110.07%
217DYNATRACE INCDT4,294$200,6590.07%
218SIRIUS XM HOLDINGS INCSIRI43,947$198,6400.07%