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Front Row Advisors Portfolio holdings
AUM
$345M
Turnover
13.08%
1-Year Est. Return
39.04%
This Fund
S&P 500
This Quarter Est. Return
+21.23%
1 Year Est. Return
+39.04%
3 Year Est. Return
+141.86%
5 Year Est. Return
+190.64%
10 Year Est. Return
–
AUM
$345M
AUM Growth
+$49.9M
(+17%)
Cap. Flow
-$12.5M
Cap. Flow % of AUM
Cap. Flow %
-3.61%
Top 10 Holdings %
Top 10 Hldgs %
49.65%
Holding
604
New
51
Increased
61
Reduced
127
Closed
28
Avg Time Held
5.3
years
Top 10 Avg Time Held
3.1
years
Top 20 Avg Time Held
4.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
HONA
Honeywell Aerospace
HONA
|
+$667K |
| 2 |
Nebius Group N.V.
NBIS
|
+$277K |
| 3 |
Palo Alto Networks
PANW
|
+$163K |
| 4 |
SpaceX
SPCX
|
+$132K |
| 5 |
CrowdStrike
CRWD
|
+$128K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.99M |
| 2 |
Apple
AAPL
|
+$1.8M |
| 3 |
Broadcom
AVGO
|
+$1.05M |
| 4 |
TSMC
TSM
|
+$761K |
| 5 |
Chart Industries
GTLS
|
+$755K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 55.59% |
| 2 | Miscellaneous | 12.28% |
| 3 | Healthcare | 7.42% |
| 4 | Industrials | 5.45% |
| 5 | Consumer Staples | 5.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$5.36T
| $52.1M | 15.08% |
239,476
-9,685
| -4% | -$1.99M |
2017 Q4
34 quarters
|
|
|
2
Apple
AAPL
$5.03T
| $37.3M | 10.81% |
122,461
-6,296
| -5% | -$1.8M |
2017 Q4
34 quarters
|
|
|
3
Broadcom
AVGO
$1.62T
| $19.5M | 5.63% |
46,762
-2,616
| -5% | -$1.05M |
2017 Q4
34 quarters
|
|
4
Microsoft
MSFT
$3.96T
| $13.1M | 3.8% |
26,055
-1,080
| -4% | -$437K |
2017 Q4
34 quarters
|
|
|
5
TSMC
TSM
$2.23T
| $10.2M | 2.95% |
24,184
-1,875
| -7% | -$761K |
2017 Q4
34 quarters
|
|
6
Fortinet
FTNT
$128B
| $9.9M | 2.86% |
61,115
-3,720
| -6% | -$430K |
2017 Q4
34 quarters
|
|
7
ASML
ASML
$646B
| $8.08M | 2.34% |
4,493
-393
| -8% | -$626K |
2017 Q4
34 quarters
|
|
|
ABB
8
DELISTED
ABB Ltd
ABB
| $7.54M | 2.18% |
74,150
-4,190
| -5% | -$426K |
2020 Q1
25 quarters
|
|
9
Dell
DELL
$308B
| $7.21M | 2.09% |
16,361
-1,190
| -7% | -$344K |
2017 Q4
34 quarters
|
|
10
Corning
GLW
$117B
| $6.57M | 1.9% |
41,259
-3,255
| -7% | -$592K |
2017 Q4
34 quarters
|
|
11
AbbVie
ABBV
$501B
| $6.05M | 1.75% |
24,207
-997
| -4% | -$215K |
2017 Q4
34 quarters
|
|
12
Sprouts Farmers Market
SFM
$6.05B
| $5.14M | 1.49% |
60,865
-2,985
| -5% | -$241K |
2020 Q3
23 quarters
|
|
13
TJX Companies
TJX
$161B
| $4.93M | 1.43% |
31,650
-544
| -2% | -$86K |
2017 Q4
34 quarters
|
|
14
Costco
COST
$442B
| $4.92M | 1.42% |
5,207
-218
| -4% | -$217K |
2017 Q4
34 quarters
|
|
15
Medpace
MEDP
$18.1B
| $4.59M | 1.33% |
7,581
-282
| -4% | -$130K |
2020 Q1
25 quarters
|
|
16
Analog Devices
ADI
$197B
| $4.58M | 1.33% |
11,899
-336
| -3% | -$133K |
2021 Q2
20 quarters
|
|
17
Dover
DOV
$26.8B
| $4.15M | 1.2% |
19,910
-465
| -2% | -$101K |
2018 Q2
32 quarters
|
|
18
Visa
V
$767B
| $4.05M | 1.17% |
11,169
-480
| -4% | -$154K |
2017 Q4
34 quarters
|
|
19
Amazon
AMZN
$2.85T
| $3.97M | 1.15% |
14,565
-569
| -4% | -$143K |
2018 Q2
32 quarters
|
|
20
Alphabet (Google) Class C
GOOG
$4.04T
| $3.88M | 1.12% |
11,298
-770
| -6% | -$275K |
2017 Q4
34 quarters
|
|
21
Walmart Inc
WMT
$936B
| $3.85M | 1.11% |
33,965
-1,035
| -3% | -$128K |
2017 Q4
34 quarters
|
|
22
Rockwell Automation
ROK
$48.8B
| $3.72M | 1.08% |
8,333
-538
| -6% | -$234K |
2017 Q4
34 quarters
|
|
23
Keysight
KEYS
$58.4B
| $3.71M | 1.07% |
10,785
-518
| -5% | -$177K |
2017 Q4
34 quarters
|
|
24
Arista Networks
ANET
$232B
| $3.65M | 1.06% |
18,465
-272
| -1% | -$42.7K |
2024 Q2
8 quarters
|
|
25
Blackrock
BLK
$177B
| $3.65M | 1.06% |
3,173
-160
| -5% | -$165K |
2017 Q4
34 quarters
|
|
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Front Row Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Front Row Advisors held 604 positions worth $345M, up 17% from $296M the previous quarter. Its ten largest holdings account for 50% of the portfolio.
Front Row Advisors withdrew a net $12.5M in Q2 2026, closing 28 positions and reducing 127 holdings. Its most notable exit was Chart Industries, an estimated $755K position sold in full.
By sector, the portfolio is most concentrated in Technology at 56% of assets, up from 52% a quarter earlier, followed by Miscellaneous and Healthcare.
Against the trend, Front Row Advisors opened a new position in Honeywell Aerospace worth $502K.
- Front Row Advisors's largest Q2 2026 buy was Honeywell Aerospace: 3,023 shares worth $502K.
- Front Row Advisors added most to Nebius Group N.V. in Q2 2026, an estimated $277K increase.
- Front Row Advisors's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $1.99M.
- Front Row Advisors fully exited Chart Industries in Q2 2026, selling an estimated $755K.
- Front Row Advisors's ten largest holdings make up 50% of its $345M portfolio in Q2 2026.
- Front Row Advisors opened 51 new positions and closed 28 in Q2 2026.
- Front Row Advisors's portfolio value rose 17% quarter-over-quarter to $345M.
Based on Front Row Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.