Forefront Analytics

Latest statistics and disclosures from Forefront Analytics's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VWO, ESGD, ESGE, HDV, MTUM, and represent 54.09% of Forefront Analytics's stock portfolio.
  • Added to shares of these 10 stocks: HDV (+$7.5M), NVDA, DHR, PFE, INCY, ZURA, MTUM, ABT, CTMX, TMO.
  • Reduced shares in these 10 stocks: ESGD (-$15M), ESGE (-$9.7M), ESGG (-$5.3M), NULV, UNH, SCHD, DFSV, LEGN, EES, VTV.
  • Sold out of its positions in DFSV, MREO.
  • Forefront Analytics was a net seller of stock by $-25M.
  • Forefront Analytics has $92M in assets under management (AUM), dropping by -16.30%.
  • Central Index Key (CIK): 0001696802

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Portfolio Holdings for Forefront Analytics

Forefront Analytics holds 37 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 11.7 $11M 180k 59.69
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Ishares Tr Esg Aw Msci Eafe (ESGD) 11.6 $11M -59% 104k 102.81
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Ishares Esg Awr Msci Em (ESGE) 11.4 $11M -47% 192k 54.69
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Ishares Tr Core High Dv Etf (HDV) 10.2 $9.4M +403% 343k 27.41
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Ishares Tr Msci Usa Mmentm (MTUM) 9.1 $8.4M 24k 342.83
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 7.7 $7.0M -27% 141k 49.99
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 7.5 $6.9M 127k 54.63
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Flexshares Tr Stox Gbl Esg Slt (ESGG) 5.5 $5.1M -51% 22k 233.14
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NVIDIA Corporation (NVDA) 4.2 $3.9M +37% 20k 200.09
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.7 $3.4M 48k 71.25
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Ishares Tr Core S&p500 Etf (IVV) 3.6 $3.3M 4.5k 748.95
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Ishares Cur Hd Msci Em (HEEM) 2.8 $2.6M 58k 44.73
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JPMorgan Chase & Co. (JPM) 1.8 $1.6M 5.0k 327.36
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Deere & Company (DE) 0.8 $743k +3% 1.2k 634.13
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UnitedHealth (UNH) 0.6 $586k -28% 1.4k 415.75
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Incyte Corporation (INCY) 0.6 $577k +20% 5.1k 113.36
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Edwards Lifesciences (EW) 0.6 $557k -6% 6.2k 90.46
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.6 $551k 8.2k 67.38
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Proshares Tr Pshs Ultruss2000 (UWM) 0.6 $538k 8.0k 67.23
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Abbott Laboratories (ABT) 0.6 $514k +12% 5.7k 90.75
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Wisdomtree Tr Us Smallcap Fund (EES) 0.5 $476k -14% 7.0k 67.79
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Pfizer (PFE) 0.5 $439k +39% 18k 24.08
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Medtronic SHS (MDT) 0.5 $416k 5.3k 78.23
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Danaher Corporation (DHR) 0.4 $389k +58% 2.0k 190.44
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Thermo Fisher Scientific (TMO) 0.4 $336k +15% 669.00 501.67
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Blue Owl Technology Fin Corp Common Stock (OTF) 0.3 $307k 30k 10.35
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Legend Biotech Corp Sponsored Ads (LEGN) 0.3 $305k -32% 11k 28.88
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Philip Morris International (PM) 0.3 $265k 1.5k 180.86
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Regeneron Pharmaceuticals (REGN) 0.3 $259k -9% 415.00 623.69
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $243k -49% 7.7k 31.71
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Vanguard Index Fds Value Etf (VTV) 0.3 $236k -17% 1.1k 218.01
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Zura Bio Class A Ord Shs (ZURA) 0.2 $159k +80% 27k 5.90
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Geron Corporation (GERN) 0.1 $114k +61% 89k 1.28
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Cytomx Therapeutics (CTMX) 0.1 $94k +100% 25k 3.75
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Bicycle Therapeutics Sponsored Ads (BCYC) 0.1 $93k +51% 22k 4.24
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Nkarta (NKTX) 0.1 $82k -33% 29k 2.83
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Annexon (ANNX) 0.1 $81k 14k 5.71
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Past Filings by Forefront Analytics

SEC 13F filings are viewable for Forefront Analytics going back to 2017

View all past filings