Forefront Analytics, LLC Top Holdings and 13F Report (2026) About Forefront Analytics, LLCInvestment ActivityForefront Analytics, LLC has $109.95 million in total holdings as of March 31, 2026.Forefront Analytics, LLC owns shares of 39 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 12.31% of the portfolio was purchased this quarter.About 16.17% of the portfolio was sold this quarter.This quarter, Forefront Analytics, LLC has purchased 43 new stocks and bought additional shares in 21 stocks.Forefront Analytics, LLC sold shares of 14 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares ESG Aware MSCI EAFE ETF $24,328,348iShares ESG Aware MSCI EM ETF $16,799,011Vanguard FTSE Emerging Markets ETF $9,737,731iShares Core High Dividend ETF $9,240,717Nuveen ESG Large-Cap Value ETF $8,902,372 Largest New Holdings this Quarter 808524797 - Schwab US Dividend Equity ETF $463,851 Holding095924106 - BLUE OWL TECHNOLOGY FIN CORP $367,413 Holding52490G102 - Legend Biotech $283,271 Holding25434V815 - Dimensional US Small Cap Value ETF $222,189 Holding Largest Purchases this Quarter FlexShares STOXX Global ESG Select Index Fund 21,240 shares (about $4.25M)iShares ESG Aware MSCI EAFE ETF 43,237 shares (about $4.13M)Nuveen ESG Large-Cap Value ETF 54,278 shares (about $2.47M)JPMorgan Chase & Co. 1,631 shares (about $479.76K)Schwab US Dividend Equity ETF 15,119 shares (about $463.85K) Largest Sales this Quarter iShares MSCI USA Momentum Factor ETF 26,412 shares (about $6.34M)Vanguard FTSE Developed Markets ETF 75,901 shares (about $4.86M)WisdomTree U.S. SmallCap Fund 9,528 shares (about $553.12K)Vanguard Value ETF 2,148 shares (about $421.56K)Pfizer 6,014 shares (about $168.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofForefront Analytics, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorESGDiShares ESG Aware MSCI EAFE ETF$24,328,348$4,134,328 â–²20.5%254,42722.1%ManufacturingESGEiShares ESG Aware MSCI EM ETF$16,799,011$260,315 â–²1.6%369,45315.3%ManufacturingVWOVanguard FTSE Emerging Markets ETF$9,737,731$50,969 â–¼-0.5%180,1628.9%ETFHDViShares Core High Dividend ETF$9,240,717$165,713 â–¼-1.8%68,0878.4%ETFNULVNuveen ESG Large-Cap Value ETF$8,902,372$2,469,643 â–²38.4%195,6578.1%ETFESGGFlexShares STOXX Global ESG Select Index Fund$8,843,177$4,245,780 â–²92.4%44,2398.0%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$6,268,465$47,375 â–¼-0.8%126,8925.7%ETFMTUMiShares MSCI USA Momentum Factor ETF$5,815,932$6,338,632 â–¼-52.2%24,2345.3%ETFVEAVanguard FTSE Developed Markets ETF$3,031,406$4,863,693 â–¼-61.6%47,3072.8%ETFIVViShares Core S&P 500 ETF$2,922,271$152,188 â–¼-5.0%4,4742.7%ETFNVDANVIDIA$2,483,629$46,216 â–²1.9%14,2412.3%Computer and TechnologyHEEMiShares Currency Hedged MSCI Emerging Markets ETF$2,161,283$60,142 â–¼-2.7%58,5402.0%ETFJPMJPMorgan Chase & Co.$1,466,040$479,757 â–²48.6%4,9841.3%FinanceDEDeere & Company$640,159$1,691 â–²0.3%1,1360.6%IndustrialsUNHUnitedHealth Group$536,559$143,678 â–²36.6%1,9830.5%MedicalEWEdwards Lifesciences$526,446$36,917 â–²7.5%6,5740.5%MedicalABTAbbott Laboratories$517,726$132,126 â–²34.3%5,0430.5%MedicalEESWisdomTree U.S. SmallCap Fund$477,881$553,116 â–¼-53.6%8,2320.4%FinanceSCHDSchwab US Dividend Equity ETF$463,851$463,851 â–²New Holding15,1190.4%ETFMDTMedtronic$460,894$90,030 â–²24.3%5,3190.4%MedicalSSOProShares Ultra S&P500$423,564$934 â–²0.2%8,1640.4%ETFINCYIncyte$398,410$90,826 â–¼-18.6%4,2330.4%MedicalUWMProShares Ultra Russell 2000$372,900$607 â–²0.2%7,9900.3%ETFPFEPfizer$367,578$168,878 â–¼-31.5%13,0900.3%MedicalBLUE OWL TECHNOLOGY FIN CORP$367,413$367,413 â–²New Holding29,6540.3%COMMON STOCKREGNRegeneron Pharmaceuticals$355,029$25,469 â–²7.7%4600.3%MedicalTMOThermo Fisher Scientific$284,553$3,440 â–¼-1.2%5790.3%MedicalLEGNLegend Biotech$283,271$283,271 â–²New Holding15,6590.3%MedicalVTVVanguard Value ETF$258,473$421,564 â–¼-62.0%1,3170.2%ETFDHRDanaher$244,168$70,710 â–²40.8%1,2880.2%MedicalPMPhilip Morris International$239,664$2,149 â–²0.9%1,4500.2%Consumer StaplesDFSVDimensional US Small Cap Value ETF$222,189$222,189 â–²New Holding6,3410.2%ETFNKTXNkarta$92,492$6,611 â–²7.7%43,8350.1%MedicalZURAZura Bio$88,661$27,822 â–¼-23.9%14,9010.1%MedicalGERNGeron$82,136$5,669 â–²7.4%55,1250.1%MedicalANNXAnnexon$78,890$5,618 â–²7.7%14,2400.1%MedicalBCYCBicycle Therapeutics$66,788$4,747 â–²7.7%14,3940.1%MedicalCTMXCytomX Therapeutics$58,637$29,248 â–¼-33.3%12,4760.1%MedicalMREOMereo BioPharma Group$42,167$31,683 â–²302.2%127,7780.0%MedicalAOKiShares Core 30/70 Conservative Allocation ETF$0$2,354,424 â–¼-100.0%00.0%ETFEMLPFirst Trust North American Energy Infrastructure Fund$0$698,000 â–¼-100.0%00.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$0$566,000 â–¼-100.0%00.0%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$0$265,000 â–¼-100.0%00.0%ETFTIPiShares TIPS Bond ETF$0$245,000 â–¼-100.0%00.0%ETFIGFiShares Global Infrastructure ETF$0$244,000 â–¼-100.0%00.0%ManufacturingLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$223,000 â–¼-100.0%00.0%FinanceMIRMMirum Pharmaceuticals$0$210,350 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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