Quarterly Portfolio Update: Donoghue Forlines Llc's Investment Activity in Q3 2026

Donoghue Forlines Llc, a significant investment entity with a substantial portfolio value as reported on , maintained an active stance throughout Q3 2026. The period saw notable shifts in its holdings across various sectors and asset types.

The investor demonstrated strong buying interest during the quarter, increasing positions in several key holdings:

• SPDY (part of SPDR Series Trust), which experienced a significant increase of approximately 27% in shares.
• BKLN (Invesco Exchange Traded Fund TR II) saw an enormous share increase, boosted by over 288%.
• XLIV, represented here as XFIV (BONDBLOXX ETF Trust), also increased its shares substantially.
• Several individual stocks were notably added or significantly increased, including technology giants like GOOGL, healthcare leaders such as UNH, and consumer cyclical companies like AMZN.
• Furthermore, new positions were initiated during this period with holdings in HPE, AFRM, and others.

Conversely, Donoghue Forlines Llc also showed significant selling activity during Q3 2026:

• The position in KeyCorp (KEY) was drastically reduced by over 63%.
• Shares of Bristol Myers Squibb Corporation (BMY) were also significantly cut, reflecting a major sell-off.
• The investor exited positions in several other stocks previously held, including STX, SNDK, and others.
• While the data doesn't specify a single large sell, the substantial reductions in holdings like KEY and BMY indicate significant capital deployment out of these sectors during this quarter.

The overall portfolio structure saw changes favoring ETFs and exchange-traded vehicles over individual stocks. The allocation to 'Unknown' sector holdings decreased slightly from 31.98% down to approximately 27%, while Technology remains the largest sector allocation at around 24.56%. Financial Services, Healthcare, and Communication Services also represent significant portions of the portfolio.

Donoghue Forlines Llc appears to be actively managing its investments in Q3 2026, focusing on growth areas like ETFs while strategically reducing exposure in certain sectors or individual stocks. This quarter's filing shows a dynamic approach to capital allocation and investment management.