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CIK: 0001696802
Total reported value
$92.0M
$92.0M
43 檔
49.5%
In Q2 2025, Forefront Analytics, LLC's U.S. equity holdings reached a combined market value of $92.0M, distributed across 43 disclosed stock positions.
During Q2 2025, Forefront Analytics, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 16.19% | -0.45% | -37.68% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 10.96% | +3.81% | -2.22% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 9.50% | +2.84% | +9.66% | |
| 4 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 7.24% | -10.48% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.02% | +0.92% | +0.81% | |
| 6 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 6.20% | +1.82% | +18.40% | |
| 7 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 6.14% | -3.85% | — | |
| 8 | HDV | Ishares Core High Dividend E | ETF-Other | 5.50% | +1.81% | -2.58% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.74% | — | -0.17% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 3.24% | +0.02% | +14.35% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.06% | +0.96% | -3.54% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.62% | +1.99% | -0.89% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.52% | — | +123.34% | |
| 14 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-Other | 2.15% | +0.86% | -0.24% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.89% | — | +0.33% | |
| 16 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 1.17% | +0.09% | -20.90% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | +0.45% | -1.16% | |
| 18 | EMLP | First Trust North American E | ETF-Other | 0.80% | — | +42.82% | |
| 19 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.71% | — | — | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.68% | — | +176.55% | |
| 21 | DE | Deere & Co | Stock-Industrials | 0.64% | +0.23% | +0.36% | |
| 22 | INDA | Ishares Msci India ETF | ETF-Other | 0.46% | — | — | |
| 23 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.44% | +0.21% | +0.20% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 0.44% | +0.09% | — | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 0.42% | +0.03% | +44.39% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.40% | +0.10% | +70.04% | |
| 27 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.39% | +0.13% | -10.58% | |
| 28 | INCY | Incyte CORP | Stock-Healthcare | 0.39% | +0.27% | +51.16% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 0.36% | +0.15% | +55.22% | |
| 30 | UWM | Proshares Ultra Russell2000 | ETF-Other | 0.33% | +0.24% | +0.25% | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.30% | — | -17.55% | |
| 32 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.29% | -0.04% | — | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.29% | +0.07% | +0.86% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.29% | — | — | |
| 35 | IGF | Ishares Global Infrastructur | ETF-Other | 0.26% | — | -42.64% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.26% | +0.15% | -10.49% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.24% | — | — | |
| 38 | ✓ | Zura Bio LTD | Stock-Other | 0.08% | +0.09% | -40.92% | |
| 39 | ANNX | Annexon Inc | Stock-Other | 0.07% | +0.02% | -3.55% | |
| 40 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 0.07% | +0.05% | -72.32% | |
| 41 | MREO | Mereo Biopharma Group Pl-adr | Stock-Other | 0.06% | -0.04% | EXIT | |
| 42 | GERN | Geron CORP | Stock-Other | 0.06% | +0.05% | -44.13% | |
| 43 | NKTX | Nkarta Inc | Stock-Other | 0.05% | +0.01% | -4.15% |
According to official SEC Form 13F filings, Forefront Analytics, LLC reported a total U.S. public equity portfolio value of $92.0M across 43 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NULV, MTUM, VWO) accounted for 49.5% of total reported equity market value during Q2 2025.
During Q2 2025, Forefront Analytics, LLC's top holdings by market value included NULV (16.2%)、MTUM (11.0%)、VWO (9.5%). The largest single position, NULV, represented 16.2% of total portfolio value.
In Q2 2025, Forefront Analytics, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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