Forefront Analytics, LLC
CIK
1696802
Location
WEST CONSHOHOCKEN, PA
Portfolio Value
Micro
$1,833,506
Diversification
Diversified
Filing Date
Global Rank
#7,768
/ 8,232
▲ 248
Top Industry
Semiconductors
25.7%
3Y Alpha vs SPY
-0.9%
Period ended 2 months ago
Filed May 13, 2026 · 32d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+72.2%
SPY
+76.3%
Annualised alpha
-0.9%
Max drawdown
−21.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top 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 |
|---|---|---|
| Healthcare | 46.3% | $4,484,906 |
| Technology | 25.7% | $2,483,630 |
| Financial Services | 18.9% | $1,833,506 |
| Industrials | 6.6% | $639,908 |
| Consumer Defensive | 2.5% | $239,743 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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
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. | ||||
2 positions ·
$1,833,506 total
· Financial Services only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,984 | $1,466,093 | 79.96% | |
| OTF |
Blue Owl Technology Finance Corp.
Financial Services
|
NEW | 29,654 | $367,413 | 20.04% |