Go Pro

Forefront Analytics, LLC Top Holdings and 13F Report (2026)

About Forefront Analytics, LLC

Investment Activity

  • Forefront Analytics, LLC has $92.02 million in total holdings as of March 31, 2026.
  • Forefront Analytics, LLC owns shares of 37 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 10.19% of the portfolio was purchased this quarter.
  • About 37.26% of the portfolio was sold this quarter.
  • This quarter, Forefront Analytics, LLC has purchased 39 new stocks and bought additional shares in 19 stocks.
  • Forefront Analytics, LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.

Largest Purchases this Quarter

iShares Core High Dividend ETF
274,669 shares (about $7.53M)
NVIDIA
5,291 shares (about $1.06M)
Danaher
752 shares (about $143.21K)
Pfizer
5,120 shares (about $123.29K)
Incyte
858 shares (about $97.26K)

Largest Sales this Quarter

iShares ESG Aware MSCI EAFE ETF
150,180 shares (about $15.44M)
iShares ESG Aware MSCI EM ETF
177,055 shares (about $9.68M)
Nuveen ESG Large-Cap Value ETF
54,745 shares (about $2.74M)
UnitedHealth Group
574 shares (about $238.64K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofForefront Analytics, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$10,766,629$12,774 â–²0.1%180,37611.7%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$10,717,648$15,440,026 â–¼-59.0%104,24711.6%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$10,522,268$9,683,158 â–¼-47.9%192,39811.4%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$9,394,930$7,528,668 â–²403.4%342,75610.2%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$8,376,602$68,565 â–²0.8%24,4349.1%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$7,044,168$2,736,694 â–¼-28.0%140,9127.7%ETF
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$6,923,477$8,632 â–¼-0.1%126,7347.5%ETF
ESGG
FlexShares STOXX Global ESG Select Index Fund
$5,051,990$5,262,052 â–¼-51.0%21,6695.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,908,177$1,058,681 â–²37.2%19,5324.2%Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,388,595$17,955 â–²0.5%47,5593.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,332,842$17,975 â–¼-0.5%4,4503.6%ETF
iShares Currency Hedged MSCI Emerging Markets ETF stock logo
HEEM
iShares Currency Hedged MSCI Emerging Markets ETF
$2,603,409$15,074 â–¼-0.6%58,2032.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,635,830$4,256 â–²0.3%4,9971.8%Finance
Deere & Company stock logo
DE
Deere & Company
$743,196$22,829 â–²3.2%1,1720.8%Industrials
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$585,796$238,642 â–¼-28.9%1,4090.6%Healthcare
Incyte Corporation stock logo
INCY
Incyte
$577,116$97,263 â–²20.3%5,0910.6%Healthcare
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$557,053$37,631 â–¼-6.3%6,1580.6%Healthcare
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$551,159$1,078 â–²0.2%8,1800.6%ETF
UWM
ProShares Ultra Russell 2000
$537,666$471 â–²0.1%7,9970.6%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$514,078$56,444 â–²12.3%5,6650.6%Healthcare
WisdomTree U.S. SmallCap Fund stock logo
EES
WisdomTree U.S. SmallCap Fund
$475,886$82,162 â–¼-14.7%7,0200.5%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$438,489$123,287 â–²39.1%18,2100.5%Healthcare
Medtronic PLC stock logo
MDT
Medtronic
$416,1080.0%5,3190.5%Healthcare
Danaher Corporation stock logo
DHR
Danaher
$388,506$143,214 â–²58.4%2,0400.4%Healthcare
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$335,619$45,151 â–²15.5%6690.4%Healthcare
BLUE OWL TECHNOLOGY FIN CORP
$306,9190.0%29,6540.3%COMMON STOCK
Legend Biotech Corporation Sponsored ADR stock logo
LEGN
Legend Biotech
$305,204$147,028 â–¼-32.5%10,5680.3%Healthcare
Philip Morris International Inc. stock logo
PM
Philip Morris International
$264,600$2,351 â–²0.9%1,4630.3%Consumer Staples
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$258,830$28,066 â–¼-9.8%4150.3%Healthcare
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$243,406$236,018 â–¼-49.2%7,6760.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$236,319$50,796 â–¼-17.7%1,0840.3%ETF
Zura Bio Limited stock logo
ZURA
Zura Bio
$159,111$71,195 â–²81.0%26,9680.2%Healthcare
Geron Corporation stock logo
GERN
Geron
$113,637$43,077 â–²61.1%88,7790.1%Healthcare
CytomX Therapeutics, Inc. stock logo
CTMX
CytomX Therapeutics
$93,874$47,089 â–²100.6%25,0330.1%Healthcare
Bicycle Therapeutics PLC Sponsored ADR stock logo
BCYC
Bicycle Therapeutics
$92,525$31,495 â–²51.6%21,8220.1%Healthcare
Nkarta, Inc. stock logo
NKTX
Nkarta
$81,943$42,111 â–¼-33.9%28,9550.1%Healthcare
Annexon, Inc. stock logo
ANNX
Annexon
$81,3100.0%14,2400.1%Healthcare
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$0$222,189 â–¼-100.0%00.0%ETF
Mereo BioPharma Group plc - Sponsored ADR stock logo
MREO
Mereo BioPharma Group
$0$42,167 â–¼-100.0%00.0%Healthcare

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data