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CIK: 0001696802
Total reported value
$92.0M
$92.0M
39 檔
75.0%
According to the latest 13F quarterly dataset, Forefront Analytics, LLC managed an equity portfolio of $92.0M at the end of Q1 2026, spanning 39 distinct U.S. exchange-listed positions.
Forefront Analytics, LLC executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 8 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 22.13% | -10.48% | +20.47% | |
| 2 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 15.28% | -3.85% | +1.57% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 8.86% | +2.84% | -0.52% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-Other | 8.40% | +1.81% | -1.76% | |
| 5 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 8.10% | -0.45% | +38.39% | |
| 6 | ESGG | Flexshares Stoxx Global Esg | ETF-Other | 8.04% | -2.55% | +92.35% | |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 5.70% | +1.82% | -0.75% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 5.29% | +3.81% | -52.15% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.76% | +0.92% | -61.60% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.66% | +0.96% | -4.95% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.26% | +1.99% | +1.90% | |
| 12 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-Other | 1.97% | +0.86% | -2.71% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | +0.45% | +48.64% | |
| 14 | DE | Deere & Co | Stock-Industrials | 0.58% | +0.23% | +0.26% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.15% | +36.57% | |
| 16 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.48% | +0.13% | +7.54% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 0.47% | +0.09% | +34.27% | |
| 18 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.43% | +0.09% | -53.65% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.42% | -0.16% | — | |
| 20 | MDT | Medtronic plc | Stock-Healthcare | 0.42% | +0.03% | +24.28% | |
| 21 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.39% | +0.21% | +0.22% | |
| 22 | INCY | Incyte CORP | Stock-Healthcare | 0.36% | +0.27% | -18.56% | |
| 23 | UWM | Proshares Ultra Russell2000 | ETF-Other | 0.34% | +0.24% | +0.16% | |
| 24 | PFE | Pfizer Inc | Stock-Healthcare | 0.33% | +0.15% | -31.48% | |
| 25 | OTF | Blue Owl Technology Finance | Stock-Other | 0.33% | — | — | |
| 26 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.32% | -0.04% | +7.73% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.26% | +0.10% | -1.19% | |
| 28 | LEGN | Legend Biotech Corp-adr | Stock-Other | 0.26% | +0.07% | — | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.24% | +0.02% | -61.99% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 0.22% | +0.20% | +40.77% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 0.22% | +0.07% | +0.90% | |
| 32 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.20% | -0.20% | EXIT | |
| 33 | NKTX | Nkarta Inc | Stock-Other | 0.08% | +0.01% | +7.70% | |
| 34 | ✓ | Zura Bio LTD | Stock-Other | 0.08% | +0.09% | -23.89% | |
| 35 | GERN | Geron CORP | Stock-Other | 0.07% | +0.05% | +7.41% | |
| 36 | ANNX | Annexon Inc | Stock-Other | 0.07% | +0.02% | +7.67% | |
| 37 | BCYC | Bicycle Therapeutics Plc-adr | Stock-Other | 0.06% | +0.04% | +7.65% | |
| 38 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 0.05% | +0.05% | -33.28% | |
| 39 | MREO | Mereo Biopharma Group Pl-adr | Stock-Other | 0.04% | -0.04% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ESGD | Ishares Trust Ishares Esg Aw | +4.4% | +20.47% | Add |
| 2 | ESGG | Flexshares Stoxx Global Esg | +3.9% | +92.35% | Add |
| 3 | NULV | Nuveen Esg Large-cap Val ETF | +2.5% | +38.39% | Add |
| 4 | ESGE | Ishares Inc Ishares Esg Awar | +1.1% | +1.57% | Add |
| 5 | HDV | Ishares Core High Dividend E | +1% | -1.76% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | +48.64% | Add |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | +0.3% | -0.75% | Trim |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.3% | -0.52% | Trim |
| 9 | HEEM | Ishares Crncy Hedgd Msci Em | +0.1% | -2.71% | Trim |
| 10 | DE | Deere & Co | +0.1% | +0.26% | Add |
| 11 | UNH | Unitedhealth Group Inc | +0.1% | +36.57% | Add |
| 12 | MDT | Medtronic plc | +0.1% | +24.28% | Add |
| 13 | ABT | Abbott Laboratories | +0.1% | +34.27% | Add |
| 14 | DHR | Danaher CORP | 0% | +40.77% | Add |
| 15 | MREO | Mereo Biopharma Group Pl-adr | 0% | +302.22% | Add |
| 16 | REGN | Regeneron Pharmaceuticals | 0% | +7.73% | Add |
| 17 | PM | Philip Morris International | 0% | +0.90% | Add |
| 18 | EW | Edwards Lifesciences CORP | 0% | +7.54% | Add |
| 19 | NKTX | Nkarta Inc | 0% | +7.70% | Add |
| 20 | GERN | Geron CORP | 0% | +7.41% | Add |
| 21 | ANNX | Annexon Inc | 0% | +7.67% | Add |
| 22 | UWM | Proshares Ultra Russell2000 | 0% | +0.16% | Add |
| 23 | ✓ | Zura Bio LTD | 0% | -23.89% | Trim |
| 24 | BCYC | Bicycle Therapeutics Plc-adr | 0% | +7.65% | Add |
| 25 | CTMX | Cytomx Therapeutics Inc | 0% | -33.28% | Trim |
| 26 | SSO | Proshares Ultra S&p500 | 0% | +0.22% | Add |
| 27 | NVDA | Nvidia CORP | 0% | +1.90% | Add |
| 28 | TMO | Thermo Fisher Scientific Inc | 0% | -1.19% | Trim |
| 29 | INCY | Incyte CORP | -0.1% | -18.56% | Trim |
| 30 | PFE | Pfizer Inc | -0.1% | -31.48% | Trim |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.2% | -4.95% | Trim |
| 32 | VTV | Vanguard Value ETF | -0.3% | -61.99% | Trim |
| 33 | EES | Wisdomtree US Smallcap Fund | -0.5% | -53.65% | Trim |
| 34 | VEA | Vanguard Ftse Developed ETF | -4% | -61.60% | Trim |
| 35 | MTUM | Ishares Msci USA Momentum Fa | -5.9% | -52.15% | Trim |
| 36 | AOK | Ishares Core 30/70 Conservat | — | EXIT | Sold out |
| 37 | EMLP | First Trust North American E | — | EXIT | Sold out |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | — | EXIT | Sold out |
| 39 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 40 | OTF | Blue Owl Technology Finance | — | NEW | New buy |
| 41 | LEGN | Legend Biotech Corp-adr | — | NEW | New buy |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | EXIT | Sold out |
| 43 | TIP | Ishares Tips Bond ETF | — | EXIT | Sold out |
| 44 | IGF | Ishares Global Infrastructur | — | EXIT | Sold out |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | EXIT | Sold out |
| 46 | DFSV | Dimensional US Small Cap Val | — | NEW | New buy |
| 47 | MIRM | Mirum Pharmaceuticals Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Forefront Analytics, LLC reported a total U.S. public equity portfolio value of $92.0M across 39 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 ESGD, ESGE, VWO) accounted for 75.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCHD
市值: $463.9K
Top Position Liquidated / Trimmed
AOK
前期市值: $2.4M
During Q1 2026, Forefront Analytics, LLC's top holdings by market value included ESGD (22.1%)、ESGE (15.3%)、VWO (8.9%). The largest single position, ESGD, represented 22.1% of total portfolio value.
In Q1 2026, Forefront Analytics, LLC made 47 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 14 holdings, and fully liquidating 8 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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