Forefront Analytics

Forefront Analytics as of March 31, 2026

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 254k 95.62
Ishares Esg Awr Msci Em (ESGE) 15.3 $17M 370k 45.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 8.9 $9.7M 180k 54.05
Ishares Tr Core High Dv Etf (HDV) 8.4 $9.2M 68k 135.72
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 8.1 $8.9M 196k 45.50
Flexshares Tr Stox Gbl Esg Slt (ESGG) 8.0 $8.8M 44k 199.90
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 5.7 $6.3M 127k 49.40
Ishares Tr Msci Usa Mmentm (MTUM) 5.3 $5.8M 24k 239.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $3.0M 47k 64.08
Ishares Tr Core S&p500 Etf (IVV) 2.7 $2.9M 4.5k 653.17
NVIDIA Corporation (NVDA) 2.3 $2.5M 14k 174.40
Ishares Cur Hd Msci Em (HEEM) 2.0 $2.2M 59k 36.92
JPMorgan Chase & Co. (JPM) 1.3 $1.5M 5.0k 294.15
Deere & Company (DE) 0.6 $640k 1.1k 563.52
UnitedHealth (UNH) 0.5 $537k 2.0k 270.58
Edwards Lifesciences (EW) 0.5 $526k 6.6k 80.08
Abbott Laboratories (ABT) 0.5 $518k 5.0k 102.66
Wisdomtree Tr Us Smallcap Fund (EES) 0.4 $478k 8.2k 58.05
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $464k 15k 30.68
Medtronic SHS (MDT) 0.4 $461k 5.3k 86.65
Proshares Tr Pshs Ult S&p 500 (SSO) 0.4 $424k 8.2k 51.88
Incyte Corporation (INCY) 0.4 $398k 4.2k 94.12
Proshares Tr Pshs Ultruss2000 (UWM) 0.3 $373k 8.0k 46.67
Pfizer (PFE) 0.3 $368k 13k 28.08
Blue Owl Technology Fin Corp Common Stock (OTF) 0.3 $367k 30k 12.39
Regeneron Pharmaceuticals (REGN) 0.3 $355k 460.00 771.80
Thermo Fisher Scientific (TMO) 0.3 $285k 579.00 491.46
Legend Biotech Corp Sponsored Ads (LEGN) 0.3 $283k 16k 18.09
Vanguard Index Fds Value Etf (VTV) 0.2 $259k 1.3k 196.26
Danaher Corporation (DHR) 0.2 $244k 1.3k 189.57
Philip Morris International (PM) 0.2 $240k 1.5k 165.29
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $222k 6.3k 35.04
Nkarta (NKTX) 0.1 $93k 44k 2.11
Zura Bio Class A Ord Shs (ZURA) 0.1 $89k 15k 5.95
Geron Corporation (GERN) 0.1 $82k 55k 1.49
Annexon (ANNX) 0.1 $79k 14k 5.54
Bicycle Therapeutics Sponsored Ads (BCYC) 0.1 $67k 14k 4.64
Cytomx Therapeutics (CTMX) 0.1 $59k 13k 4.70
Mereo Biopharma Group Spon Ads (MREO) 0.0 $42k 128k 0.33