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FRA

Front Row Advisors Portfolio holdings

AUM $345M
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
Cap. Flow
-$12.5M
Cap. Flow %
-3.61%
Top 10 Hldgs %
49.65%
Holding
604
New
51
Increased
61
Reduced
127
Closed
28

Top Buys

Rank Stock Value
1
HONA
Honeywell Aerospace
HONA
+$667K
2
NBIS
Nebius Group N.V.
NBIS
+$277K
3
PANW icon
Palo Alto Networks
PANW
+$163K
4
SPCX
SpaceX
SPCX
+$132K
5
CRWD icon
CrowdStrike
CRWD
+$128K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.99M
2
AAPL icon
Apple
AAPL
+$1.8M
3
AVGO icon
Broadcom
AVGO
+$1.05M
4
TSM icon
TSMC
TSM
+$761K
5
GTLS
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
HIT
426
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
$7.13K ﹤0.01%
200
-100
-33% -$3.56K
ESGD icon
427
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$7.07K ﹤0.01%
66
– –
DVN icon
428
Devon Energy
DVN
$52.9B
$6.81K ﹤0.01%
150
– –
CTAS icon
429
Cintas
CTAS
$80.2B
$6.57K ﹤0.01%
32
– –
WDC icon
430
Western Digital
WDC
$169B
$6.57K ﹤0.01%
15
– –
MSI icon
431
Motorola Solutions
MSI
$77.5B
$6.54K ﹤0.01%
14
– –
LEMB icon
432
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$728M
$6.44K ﹤0.01%
150
– –
FXI icon
433
iShares China Large-Cap ETF
FXI
$4.28B
$6.42K ﹤0.01%
180
– –
LW icon
434
Lamb Weston
LW
$6.86B
$6.31K ﹤0.01%
120
– –
ESGE icon
435
iShares ESG Aware MSCI EM ETF
ESGE
$7.09B
$6.3K ﹤0.01%
120
– –
BA icon
436
Boeing
BA
$168B
$6.3K ﹤0.01%
27
– –
WMB icon
437
Williams Companies
WMB
$90.7B
$5.86K ﹤0.01%
81
– –
PODD icon
438
Insulet
PODD
$10.2B
$5.79K ﹤0.01%
40
– –
SFL icon
439
SFL Corp
SFL
$1.78B
$5.78K ﹤0.01%
500
– –
SHM icon
440
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.52B
$5.73K ﹤0.01%
120
– –
AIFD
441
TCW Artificial Intelligence ETF
AIFD
$137M
$5.7K ﹤0.01%
+109
New +$5.38K
REET icon
442
iShares Global REIT ETF
REET
$4.93B
$5.54K ﹤0.01%
200
– –
IXC icon
443
iShares Global Energy ETF
IXC
$2.86B
$5.38K ﹤0.01%
96
-152
-61% -$8.22K
XJH icon
444
iShares ESG Screened S&P Mid-Cap ETF
XJH
$423M
$5.26K ﹤0.01%
100
– –
CRWV
445
CoreWeave
CRWV
$49.3B
$5.06K ﹤0.01%
56
– –
SHYG icon
446
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.75B
$5.06K ﹤0.01%
120
– –
M icon
447
Macy's
M
$6.06B
$4.9K ﹤0.01%
200
– –
SPGI icon
448
S&P Global
SPGI
$131B
$4.9K ﹤0.01%
12
– –
SLB icon
449
SLB Ltd
SLB
$85.3B
$4.83K ﹤0.01%
90
– –
UTWO icon
450
US Treasury 2 Year Note ETF
UTWO
$492M
$4.79K ﹤0.01%
100
– –
16 17
18
19 20

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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.