Forefront Analytics
Latest statistics and disclosures from Forefront Analytics's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ESGD, ESGE, VWO, HDV, NULV, and represent 62.76% of Forefront Analytics's stock portfolio.
- Added to shares of these 10 stocks: ESGG, ESGD, NULV, JPM, SCHD, OTF, LEGN, ESGE, DFSV, UNH.
- Started 4 new stock positions in DFSV, OTF, LEGN, SCHD.
- Reduced shares in these 10 stocks: MTUM (-$6.3M), VEA, AOK, , IEI, EES, VTV, HYG, TIP, IGF.
- Sold out of its positions in EMLP, TIP, LQD, IGF, HYG, IEI, AOK, MIRM.
- Forefront Analytics was a net seller of stock by $-4.2M.
- Forefront Analytics has $110M in assets under management (AUM), dropping by -2.92%.
- Central Index Key (CIK): 0001696802
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Portfolio Holdings for Forefront Analytics
Forefront Analytics holds 39 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 22.1 | $24M | +20% | 254k | 95.62 |
|
| Ishares Esg Awr Msci Em (ESGE) | 15.3 | $17M | 370k | 45.47 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 8.9 | $9.7M | 180k | 54.05 |
|
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| Ishares Tr Core High Dv Etf (HDV) | 8.4 | $9.2M | 68k | 135.72 |
|
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 8.1 | $8.9M | +38% | 196k | 45.50 |
|
| Flexshares Tr Stox Gbl Esg Slt (ESGG) | 8.0 | $8.8M | +92% | 44k | 199.90 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 5.7 | $6.3M | 127k | 49.40 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 5.3 | $5.8M | -52% | 24k | 239.99 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.8 | $3.0M | -61% | 47k | 64.08 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $2.9M | -4% | 4.5k | 653.17 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $2.5M | 14k | 174.40 |
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| Ishares Cur Hd Msci Em (HEEM) | 2.0 | $2.2M | -2% | 59k | 36.92 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $1.5M | +48% | 5.0k | 294.15 |
|
| Deere & Company (DE) | 0.6 | $640k | 1.1k | 563.52 |
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| UnitedHealth (UNH) | 0.5 | $537k | +36% | 2.0k | 270.58 |
|
| Edwards Lifesciences (EW) | 0.5 | $526k | +7% | 6.6k | 80.08 |
|
| Abbott Laboratories (ABT) | 0.5 | $518k | +34% | 5.0k | 102.66 |
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.4 | $478k | -53% | 8.2k | 58.05 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $464k | NEW | 15k | 30.68 |
|
| Medtronic SHS (MDT) | 0.4 | $461k | +24% | 5.3k | 86.65 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.4 | $424k | 8.2k | 51.88 |
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|
| Incyte Corporation (INCY) | 0.4 | $398k | -18% | 4.2k | 94.12 |
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| Proshares Tr Pshs Ultruss2000 (UWM) | 0.3 | $373k | 8.0k | 46.67 |
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|
| Pfizer (PFE) | 0.3 | $368k | -31% | 13k | 28.08 |
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| Blue Owl Technology Fin Corp Common Stock (OTF) | 0.3 | $367k | NEW | 30k | 12.39 |
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| Regeneron Pharmaceuticals (REGN) | 0.3 | $355k | +7% | 460.00 | 771.80 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $285k | 579.00 | 491.46 |
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| Legend Biotech Corp Sponsored Ads (LEGN) | 0.3 | $283k | NEW | 16k | 18.09 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $259k | -61% | 1.3k | 196.26 |
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| Danaher Corporation (DHR) | 0.2 | $244k | +40% | 1.3k | 189.57 |
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| Philip Morris International (PM) | 0.2 | $240k | 1.5k | 165.29 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.2 | $222k | NEW | 6.3k | 35.04 |
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| Nkarta (NKTX) | 0.1 | $93k | +7% | 44k | 2.11 |
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| Zura Bio Class A Ord Shs (ZURA) | 0.1 | $89k | -23% | 15k | 5.95 |
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| Geron Corporation (GERN) | 0.1 | $82k | +7% | 55k | 1.49 |
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| Annexon (ANNX) | 0.1 | $79k | +7% | 14k | 5.54 |
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| Bicycle Therapeutics Sponsored Ads (BCYC) | 0.1 | $67k | +7% | 14k | 4.64 |
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| Cytomx Therapeutics (CTMX) | 0.1 | $59k | -33% | 13k | 4.70 |
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| Mereo Biopharma Group Spon Ads (MREO) | 0.0 | $42k | +302% | 128k | 0.33 |
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Past Filings by Forefront Analytics
SEC 13F filings are viewable for Forefront Analytics going back to 2017
- Forefront Analytics 2026 Q1 filed May 13, 2026
- 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