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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
COPX icon
451
Global X Copper Miners ETF NEW
COPX
$8.18B
$4.78K ﹤0.01%
54
– –
NOK icon
452
Nokia
NOK
$56.2B
$4.72K ﹤0.01%
500
– –
WBD icon
453
Warner Bros
WBD
$70.8B
$4.68K ﹤0.01%
173
– –
HYDB icon
454
iShares High Yield Systematic Bond ETF
HYDB
$1.62B
$4.63K ﹤0.01%
100
– –
VCEB icon
455
Vanguard ESG US Corporate Bond ETF
VCEB
$1.2B
$4.61K ﹤0.01%
75
– –
XRP
456
Bitwise XRP ETF
XRP
$317M
$4.53K ﹤0.01%
+400
New +$5.84K
DHI icon
457
D.R. Horton
DHI
$39.9B
$4.52K ﹤0.01%
30
– –
STM icon
458
STMicroelectronics
STM
$46.6B
$4.4K ﹤0.01%
+80
New +$4.81K
CAH icon
459
Cardinal Health
CAH
$57.5B
$4.37K ﹤0.01%
18
– –
NMM icon
460
Navios Maritime Partners
NMM
$2.62B
$4.31K ﹤0.01%
55
– –
ENPH icon
461
Enphase Energy
ENPH
$4.81B
$4.23K ﹤0.01%
+100
New +$4.55K
UBER icon
462
Uber
UBER
$155B
$4.16K ﹤0.01%
53
+7
+15% +$513
AMBA icon
463
Ambarella
AMBA
$2.78B
$4.14K ﹤0.01%
+50
New +$3.44K
FLTR icon
464
VanEck IG Floating Rate ETF
FLTR
$3.2B
$4.09K ﹤0.01%
160
– –
EME icon
465
Emcor
EME
$33.3B
$4.08K ﹤0.01%
+5
New +$4.23K
APA icon
466
APA Corp
APA
$15B
$4.06K ﹤0.01%
100
– –
CDW icon
467
CDW
CDW
$19.1B
$4.06K ﹤0.01%
30
– –
SPEU icon
468
State Street SPDR Portfolio Europe ETF
SPEU
$738M
$4K ﹤0.01%
70
– –
RWX icon
469
State Street SPDR Dow Jones International Real Estate ETF
RWX
$264M
$3.96K ﹤0.01%
142
– –
IVOO icon
470
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.87B
$3.95K ﹤0.01%
30
– –
GD icon
471
General Dynamics
GD
$97.2B
$3.92K ﹤0.01%
+10
New +$3.42K
SLYV icon
472
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.04B
$3.87K ﹤0.01%
35
– –
SJNK icon
473
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.75B
$3.73K ﹤0.01%
150
– –
UPS icon
474
United Parcel Service
UPS
$87B
$3.65K ﹤0.01%
35
– –
NXPI icon
475
NXP Semiconductors
NXPI
$57.5B
$3.55K ﹤0.01%
15
– –
17 18
19
20 21

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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.