Forefront Analytics
Latest statistics and disclosures from Forefront Analytics's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ESGD, ESGE, MTUM, VWO, HDV, and represent 59.15% of Forefront Analytics's stock portfolio.
- Added to shares of these 10 stocks: ESGE (+$7.3M), HDV, MTUM, ESGD, VWO, AOK, VEA, IVV, HEEM, DBEF.
- Started 4 new stock positions in BCYC, MIRM, AOK, TMO.
- Reduced shares in these 10 stocks: NULV, , VTV, VB, , EDV, ESGG, DHR, ANNX, EMLP.
- Sold out of its positions in USMV, SPY, EDV, VB.
- Forefront Analytics was a net buyer of stock by $8.0M.
- Forefront Analytics has $113M in assets under management (AUM), dropping by 9.09%.
- Central Index Key (CIK): 0001696802
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Portfolio Holdings for Forefront Analytics
Forefront Analytics holds 43 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 17.7 | $20M | +14% | 211k | 95.09 |
|
| Ishares Esg Awr Msci Em (ESGE) | 14.2 | $16M | +83% | 364k | 44.17 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 11.2 | $13M | +35% | 51k | 250.31 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 8.6 | $9.7M | +32% | 181k | 53.76 |
|
| Ishares Tr Core High Dv Etf (HDV) | 7.4 | $8.4M | +73% | 69k | 121.61 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.8 | $7.7M | +11% | 123k | 62.47 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 5.6 | $6.4M | -42% | 141k | 45.05 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 5.4 | $6.2M | +6% | 128k | 48.12 |
|
| Flexshares Tr Stox Gbl Esg Slt (ESGG) | 4.2 | $4.7M | -5% | 23k | 205.27 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.8 | $3.2M | +16% | 4.7k | 684.87 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $2.6M | 14k | 186.53 |
|
|
| Ishares Tr Core 30/70 Conse (AOK) | 2.1 | $2.4M | NEW | 59k | 40.11 |
|
| Ishares Cur Hd Msci Em (HEEM) | 1.8 | $2.1M | +24% | 60k | 34.76 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $1.1M | 3.4k | 322.10 |
|
|
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.9 | $1.0M | 18k | 56.93 |
|
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.6 | $698k | -2% | 18k | 37.86 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $662k | -78% | 3.5k | 191.00 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.5 | $566k | -3% | 4.7k | 119.41 |
|
| Deere & Company (DE) | 0.5 | $528k | 1.1k | 466.02 |
|
|
| Edwards Lifesciences (EW) | 0.5 | $521k | +36% | 6.1k | 85.25 |
|
| Incyte Corporation (INCY) | 0.5 | $513k | +38% | 5.2k | 98.77 |
|
| UnitedHealth (UNH) | 0.4 | $479k | +28% | 1.5k | 330.04 |
|
| Pfizer (PFE) | 0.4 | $476k | +51% | 19k | 24.90 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.4 | $472k | +100% | 8.1k | 57.92 |
|
| Abbott Laboratories (ABT) | 0.4 | $471k | +24% | 3.8k | 125.29 |
|
| Medtronic SHS (MDT) | 0.4 | $411k | +3% | 4.3k | 96.05 |
|
| Proshares Tr Pshs Ultruss2000 (UWM) | 0.3 | $375k | 8.0k | 47.02 |
|
|
| Thermo Fisher Scientific (TMO) | 0.3 | $340k | NEW | 586.00 | 579.27 |
|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $329k | +3% | 427.00 | 771.53 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $265k | 3.3k | 80.55 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $245k | 2.2k | 109.96 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $244k | 4.0k | 61.49 |
|
|
| Philip Morris International (PM) | 0.2 | $230k | 1.4k | 160.06 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $223k | 2.0k | 110.34 |
|
|
| Mirum Pharmaceuticals (MIRM) | 0.2 | $210k | NEW | 2.7k | 78.99 |
|
| Danaher Corporation (DHR) | 0.2 | $209k | -30% | 915.00 | 228.88 |
|
| Zura Bio Class A Ord Shs (ZURA) | 0.1 | $103k | -9% | 20k | 5.24 |
|
| Bicycle Therapeutics Sponsored Ads (BCYC) | 0.1 | $95k | NEW | 13k | 7.08 |
|
| Cytomx Therapeutics (CTMX) | 0.1 | $80k | +3% | 19k | 4.26 |
|
| Nkarta (NKTX) | 0.1 | $75k | +3% | 41k | 1.85 |
|
| Geron Corporation (GERN) | 0.1 | $68k | 51k | 1.32 |
|
|
| Annexon (ANNX) | 0.1 | $66k | -51% | 13k | 5.02 |
|
| Mereo Biopharma Group Spon Ads (MREO) | 0.0 | $13k | -4% | 32k | 0.42 |
|
Past Filings by Forefront Analytics
SEC 13F filings are viewable for Forefront Analytics going back to 2017
- Forefront Analytics 2025 Q4 filed Feb. 17, 2026
- Forefront Analytics 2025 Q3 filed Nov. 21, 2025
- Forefront Analytics 2025 Q2 restated filed Aug. 14, 2025
- Forefront Analytics 2025 Q2 filed July 24, 2025
- Forefront Analytics 2025 Q1 filed May 13, 2025
- Forefront Analytics 2024 Q4 filed Feb. 14, 2025
- Forefront Analytics 2024 Q3 filed Nov. 14, 2024
- Forefront Analytics 2024 Q2 filed Aug. 15, 2024
- Forefront Analytics 2024 Q1 filed May 15, 2024
- Forefront Analytics 2023 Q3 filed Nov. 8, 2023
- Forefront Analytics 2023 Q2 filed Aug. 11, 2023
- Forefront Analytics 2023 Q1 filed May 12, 2023
- Forefront Analytics 2022 Q4 filed Feb. 13, 2023
- Forefront Analytics 2022 Q3 filed Nov. 14, 2022
- Forefront Analytics 2022 Q2 filed Aug. 10, 2022
- Forefront Analytics 2022 Q1 filed May 9, 2022