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Front Row Advisors

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
Cap. Flow
-$12.5M
Cap. Flow %
-3.61%
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
NBIS icon
Nebius Group N.V.
NBIS
+$277K
3
PANW icon
Palo Alto Networks
PANW
+$163K
4
SPCX icon
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 icon
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
PKG icon
26
Packaging Corp of America
PKG
$21.2B
$3.65M 1.06%
14,160
-680
-5% -$149K
2017 Q4
34 quarters
AMGN icon
27
Amgen
AMGN
$237B
$3.57M 1.03%
8,625
-325
-4% -$111K
2017 Q4
34 quarters
SNPS icon
28
Synopsys
SNPS
$86.6B
$3.47M 1.01%
8,454
-140
-2% -$65.8K
2017 Q4
34 quarters
ETN icon
29
Eaton
ETN
$152B
$3.37M 0.97%
7,327
-30
-0.4% -$12.1K
2018 Q1
33 quarters
EQIX icon
30
Equinix
EQIX
$97.8B
$3.36M 0.97%
3,256
-61
-2% -$65.3K
2017 Q4
34 quarters
SCHX icon
31
Schwab US Large- Cap ETF
SCHX
$74.8B
$3.21M 0.93%
105,424
-205
-0.2% -$5.85K
2017 Q4
34 quarters
TMO icon
32
Thermo Fisher Scientific
TMO
$257B
$3.17M 0.92%
5,244
-46
-0.9% -$22.1K
2017 Q4
34 quarters
JPM icon
33
JPMorgan Chase
JPM
$888B
$3.03M 0.88%
8,362
-270
-3% -$83.8K
2017 Q4
34 quarters
TT icon
34
Trane Technologies
TT
$103B
$2.99M 0.87%
6,176
+76
+1% +$35.5K
2017 Q4
34 quarters
QQQ icon
35
Invesco QQQ Trust
QQQ
$489B
$2.74M 0.79%
3,817
+2
+0.1% +$1.38K
2017 Q4
34 quarters
ISRG icon
36
Intuitive Surgical
ISRG
$152B
$2.59M 0.75%
6,455
+43
+0.7% +$18.8K
2020 Q1
25 quarters
DLR icon
37
Digital Realty Trust
DLR
$65.5B
$2.37M 0.69%
12,420
-450
-3% -$86.2K
2017 Q4
34 quarters
DHR icon
38
Danaher
DHR
$163B
$2.27M 0.66%
10,934
-361
-3% -$65.5K
2017 Q4
34 quarters
MKSI icon
39
MKS Inc
MKSI
$14.6B
$2.26M 0.65%
7,670
-435
-5% -$136K
2017 Q4
34 quarters
ITW icon
40
Illinois Tool Works
ITW
$78.8B
$2.02M 0.59%
6,898
– –
2017 Q4
34 quarters
TGT icon
41
Target
TGT
$69.7B
$1.96M 0.57%
12,870
-280
-2% -$35.6K
2017 Q4
34 quarters
CME icon
42
CME Group
CME
$107B
$1.79M 0.52%
6,913
-65
-0.9% -$18K
2017 Q4
34 quarters
MRSH icon
43
Marsh
MRSH
$90.6B
$1.69M 0.49%
8,854
-211
-2% -$35.3K
2017 Q4
34 quarters
KO icon
44
Coca-Cola
KO
$398B
$1.69M 0.49%
19,557
-1,203
-6% -$95K
2017 Q4
34 quarters
SPY icon
45
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$1.63M 0.47%
2,121
-61
-3% -$44.2K
2017 Q4
34 quarters
IXN icon
46
iShares Global Tech ETF
IXN
$9.29B
$1.58M 0.46%
11,332
-2,033
-15% -$262K
2017 Q4
34 quarters
LOW icon
47
Lowe's Companies
LOW
$110B
$1.39M 0.4%
6,270
– –
2017 Q4
34 quarters
VIG icon
48
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.38M 0.4%
5,631
-46
-0.8% -$10.6K
2017 Q4
34 quarters
JNJ icon
49
Johnson & Johnson
JNJ
$618B
$1.27M 0.37%
4,871
-164
-3% -$38.2K
2017 Q4
34 quarters
IJK icon
50
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.5B
$1.18M 0.34%
10,082
-404
-4% -$44.9K
2017 Q4
34 quarters
1
2
3 4 5

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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.