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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%

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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.