Forefront Analytics, LLC

CIK

1696802

Location

WEST CONSHOHOCKEN, PA

Portfolio Value

Micro $9,681,693

Diversification

Diversified

Filing Date

Global Rank

#8,158 / 8,623 ▲ 109 · as of Mar 2026

Top Industry

Semiconductors 25.7%

3Y Alpha vs SPY

+4.5%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+84.1%

SPY

+67.7%

Annualised alpha

+3.8%

Max drawdown

−21.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

22 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

25.7%

−3.6 pts

Top 5

58.4%

−0.6 pts

Top 10

80.2%

−3.2 pts

HHI

1,136

Diversified−129

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	46.3%	$4,484,906	17
Technology	25.7%	$2,483,630	1
Financial Services	18.9%	$1,833,506	2
Industrials	6.6%	$639,908	1
Consumer Defensive	2.5%	$239,743	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
MREO	Mereo BioPharma Group plc	+96,010	127,778	$42,166
GERN	Geron Corp	+3,805	55,125	$82,136
NKTX	Nkarta, Inc.	+3,133	43,835	$92,491
JPM	Jpmorgan Chase & Co	+1,631	4,984	$1,466,093
ABT	Abbott Laboratories	+1,287	5,043	$517,764
MDT	Medtronic plc	+1,039	5,319	$460,891
BCYC	Bicycle Therapeutics PLC	+1,023	14,394	$66,788
ANNX	Annexon, Inc.	+1,014	14,240	$78,889
UNH	Unitedhealth Group Inc	+531	1,983	$536,579
EW	Edwards Lifesciences Corp	+461	6,574	$526,445
DHR	Danaher Corp /De/	+373	1,288	$244,204
NVDA	Nvidia Corp	+265	14,241	$2,483,630
REGN	Regeneron Pharmaceuticals, Inc.	+33	460	$355,414
PM	Philip Morris International Inc.	+13	1,450	$239,743
DE	Deere & Co	+3	1,136	$639,908
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
CTMX	CytomX Therapeutics, Inc.	−6,223	12,476	$58,637
PFE	Pfizer Inc	−6,014	13,090	$367,567
ZURA	Zura Bio Ltd	−4,676	14,901	$88,660
INCY	Incyte Corp	−965	4,233	$398,409
TMO	Thermo Fisher Scientific Inc.	−7	579	$284,595
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
OTF	Blue Owl Technology Finance Corp.	29,654	$367,413
LEGN	Legend Biotech Corp	15,659	$283,271
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
MIRM	Mirum Pharmaceuticals, Inc.	2,663	$210,350
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 tracked positions · $9,681,693 total · filing declares 39 positions · $109,950,881 · as of Mar 31, 2026

All sectors Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	14,241	+265	$2,483,630	−4.7%	25.65%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,984	+1,631	$1,466,093	+35.7%	15.14%
DE	Deere & Co Industrials	Added	1,136	+3	$639,908	+21.3%	6.61%
UNH	Unitedhealth Group Inc Healthcare	Added	1,983	+531	$536,579	+11.9%	5.54%
EW	Edwards Lifesciences Corp Healthcare	Added	6,574	+461	$526,445	+1.0%	5.44%
ABT	Abbott Laboratories Healthcare	Added	5,043	+1,287	$517,764	+10.0%	5.35%
MDT	Medtronic plc Healthcare	Added	5,319	+1,039	$460,891	+12.1%	4.76%
INCY	Incyte Corp Healthcare	Reduced	4,233	-965	$398,409	−22.4%	4.12%
PFE	Pfizer Inc Healthcare	Reduced	13,090	-6,014	$367,567	−22.7%	3.80%
OTF	Blue Owl Technology Finance Corp. Financial Services	NEW	29,654	NEW	$367,413	NEW	3.79%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	460	+33	$355,414	+7.8%	3.67%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	579	-7	$284,595	−16.2%	2.94%
LEGN	Legend Biotech Corp Healthcare	NEW	15,659	NEW	$283,271	NEW	2.93%
DHR	Danaher Corp /De/ Healthcare	Added	1,288	+373	$244,204	+16.6%	2.52%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,450	+13	$239,743	+4.0%	2.48%
NKTX	Nkarta, Inc. Healthcare	Added	43,835	+3,133	$92,491	+22.8%	0.96%
ZURA	Zura Bio Ltd Healthcare	Reduced	14,901	-4,676	$88,660	−13.6%	0.92%
GERN	Geron Corp Healthcare	Added	55,125	+3,805	$82,136	+21.2%	0.85%
ANNX	Annexon, Inc. Healthcare	Added	14,240	+1,014	$78,889	+18.8%	0.81%
BCYC	Bicycle Therapeutics PLC Healthcare	Added	14,394	+1,023	$66,788	−29.4%	0.69%
CTMX	CytomX Therapeutics, Inc. Healthcare	Reduced	12,476	-6,223	$58,637	−26.4%	0.61%
MREO	Mereo BioPharma Group plc Healthcare	Added	127,778	+96,010	$42,166	+218.3%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.