Forefront Analytics, LLC Portfolio Holdings

Forefront Analytics, LLC

  • $115 Million
  • Q2 2025

Forefront Analytics, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $115 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds Intl Hi with a value of $9.69M, Harbor ETF Tr Harbor Scientifi with a value of $4.6M, Wisdomtree Tr U.S. Smallcap Di with a value of $3.77M, ETF Opportunities Tr Applied F with a value of $3.59M, and T Rowe Price Exchange Traded F with a value of $3.49M.

Examining the 13F form we can see an increase of $28.2M in the current position value, from $86.8M to 115M.

Forefront Analytics, LLC is based out at West Conshohocken, PA

Below you can find more details about Forefront Analytics, LLC portfolio as well as his latest detailed transactions.

Portfolio value $115 Million
ETFs: $77.5 Million
Financial Services: $6.89 Million
Industrials: $5.56 Million
Utilities: $4.55 Million
Consumer Defensive: $3.69 Million
Technology: $3.32 Million
Healthcare: $2.98 Million
Communication Services: $2.06 Million
Other: $1.32 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $115 Million
  • Prior Value $86.8 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 69 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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