Front Row Advisors LLC reported 304 positions worth $303.03M for the quarter ended Jun 30, 2026, up 17.3% on the prior quarter. It opened 31 new positions, added to 28, trimmed 73 and exited 16. Its largest holding is Nvidia Corp at 17.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HONA Honeywell Aerospace Inc. | +3,023 | – | $501.61K | 0.166% |
| PANW Palo Alto Networks Inc | +714 | +59.0% | $274.03K | 0.244% |
| NBIS Nebius Group N.V. | +1,399 | +1,206.0% | $270.33K | 0.097% |
| SPCX Space Exploration Technologies Corp | +775 | – | $103.30K | 0.034% |
| MNST Monster Beverage Corp | +2,340 | +100.0% | $53.27K | 0.035% |
| CRWD CrowdStrike Holdings, Inc. | +900 | +300.0% | $49.93K | 0.022% |
| INTC Intel Corp | +500 | – | $48.86K | 0.016% |
| TT Trane Technologies plc | +76 | +1.2% | $36.78K | 0.986% |
| SWKS Skyworks Solutions, Inc. | +440 | +58.0% | $30.06K | 0.027% |
| HON Honeywell International Inc | +102 | +3.3% | $23.47K | 0.245% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -9,685 | -3.9% | $2.11M | 17.19% |
| AAPL Apple Inc. | -6,296 | -4.9% | $1.92M | 12.32% |
| AVGO Broadcom Inc. | -2,616 | -5.3% | $1.09M | 6.42% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -1,875 | -7.2% | $791.36K | 3.37% |
| ASML Asml Holding Nv | -393 | -8.0% | $707.16K | 2.67% |
| FTNT Fortinet, Inc. | -3,720 | -5.7% | $602.23K | 3.27% |
| MSFT Microsoft Corp | -1,080 | -4.0% | $544.12K | 4.33% |
| DELL Dell Technologies Inc. | -1,190 | -6.8% | $524.75K | 2.38% |
| GLW Corning Inc | -3,255 | -7.3% | $518.16K | 2.17% |
| ABBNY Abb Ltd | -4,190 | -5.3% | $426.00K | 2.49% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| HONA Honeywell Aerospace Inc. | +3,023 | $501.61K | 0.166% |
| SPCX Space Exploration Technologies Corp | +775 | $103.30K | 0.034% |
| INTC Intel Corp | +500 | $48.86K | 0.016% |
| GLDM World Gold Trust | +194 | $16.77K | <0.01% |
| CFR Cullen/Frost Bankers, Inc. | +75 | $12.45K | <0.01% |
| XRP Bitwise XRP ETF | +400 | $4.53K | <0.01% |
| STM STMicroelectronics N.V. | +80 | $4.40K | <0.01% |
| ENPH Enphase Energy, Inc. | +100 | $4.23K | <0.01% |
| AMBA Ambarella Inc | +50 | $4.15K | <0.01% |
| EME EMCOR Group, Inc. | +5 | $4.08K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PAYX Paychex Inc | -376 | $34.64K | 0.013% |
| CLX Clorox Co | -318 | $32.95K | 0.013% |
| APP AppLovin Corp | -50 | $19.90K | <0.01% |
| EBAY Ebay Inc | -195 | $17.75K | <0.01% |
| AEP American Electric Power Co Inc | -125 | $16.39K | <0.01% |
| ADSK Autodesk, Inc. | -50 | $11.97K | <0.01% |
| DLTR Dollar Tree, Inc. | -100 | $10.95K | <0.01% |
| SYM Symbotic Inc. | -200 | $10.64K | <0.01% |
| ECG Everus Construction Group, Inc. | -75 | $8.86K | <0.01% |
| PYPL PayPal Holdings, Inc. | -195 | $8.82K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 239.5K | $52.09M | 17.19% | -9,685 | -3.9% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 122.5K | $37.34M | 12.32% | -6,296 | -4.9% | Reduced | 0% |
| 3 | AVGO Broadcom Inc. | Technology | 46.8K | $19.46M | 6.42% | -2,616 | -5.3% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 26.1K | $13.13M | 4.33% | -1,080 | -4.0% | Reduced | 0% |
| 5 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 24.2K | $10.21M | 3.37% | -1,875 | -7.2% | Reduced | 0% |
| 6 | FTNT Fortinet, Inc. | Technology | 61.1K | $9.89M | 3.27% | -3,720 | -5.7% | Reduced | 0.01% |
| 7 | ASML Asml Holding Nv | Technology | 4,493 | $8.08M | 2.67% | -393 | -8.0% | Reduced | 0% |
| 8 | ABBNY Abb Ltd | Others | 74.2K | $7.54M | 2.49% | -4,190 | -5.3% | Reduced | 0% |
| 9 | DELL Dell Technologies Inc. | Technology | 16.4K | $7.21M | 2.38% | -1,190 | -6.8% | Reduced | 0.01% |
| 10 | GLW Corning Inc | Basic Materials | 41.3K | $6.57M | 2.17% | -3,255 | -7.3% | Reduced | 0% |
| 11 | ABBV AbbVie Inc. | Healthcare | 24.2K | $6.05M | 2% | -997 | -4.0% | Reduced | 0% |
| 12 | SFM Sprouts Farmers Market, Inc. | Consumer Staples | 60.9K | $5.14M | 1.7% | -2,985 | -4.7% | Reduced | 0.06% |
| 13 | TJX Tjx Companies Inc | Consumer Discretionary | 31.7K | $4.93M | 1.63% | -544 | -1.7% | Reduced | 0% |
| 14 | COST Costco Wholesale Corp | Consumer Staples | 5,207 | $4.92M | 1.62% | -218 | -4.0% | Reduced | 0% |
| 15 | MEDP Medpace Holdings, Inc. | Healthcare | 7,581 | $4.59M | 1.51% | -282 | -3.6% | Reduced | 0.03% |
Tip. Select a row to see that position’s full history at Front Row Advisors.
As of its Q2 2026 13F filing, Front Row Advisors LLC’s five largest positions were Nvidia Corp (NVDA) at 17.2%, Apple Inc. (AAPL) at 12.3%, Broadcom Inc. (AVGO) at 6.4%, Microsoft Corp (MSFT) at 4.3%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 3.4% of the reported portfolio.
Front Row Advisors LLC reported a 13F portfolio worth $303.03M across 304 positions for Q2 2026. That is up 17.3% from the previous quarter.
Its largest purchases by value were Honeywell Aerospace Inc. ($501.61K), Palo Alto Networks Inc ($274.03K), Nebius Group N.V. ($270.33K). It opened 31 new positions.
Its largest sales by value were Nvidia Corp ($2.11M), Apple Inc. ($1.92M), Broadcom Inc. ($1.09M). It exited 16 positions entirely.
From the Form 13F-HR reports Front Row Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.