Front Row Advisors LLC

CIK

1729254

Location

TIBURON, CA

Portfolio Value

Small $302,057,116

Diversification

Diversified

Filing Date

Global Rank

#3,733 / 8,700 ▲ 1104

Top Industry

Semiconductors 27.9%

Period ended 3 months ago

Filed Aug 13, 2026 · 32d

26 quarters · since Mar 2020

Portfolio Concentration

321 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.9%

+1.1 pts

Top 5

40.8%

+2.0 pts

Top 10

55.0%

+4.3 pts

HHI

539

Diversified+61

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	59.6%	$179,963,957	70
Industrials	9.0%	$27,175,205	43
Healthcare	7.9%	$23,743,950	47
Consumer Defensive	5.9%	$17,768,427	19
Consumer Cyclical	4.9%	$14,722,677	22
Financial Services	4.8%	$14,618,921	30
Unclassified	2.5%	$7,495,329	24
Real Estate	2.3%	$6,898,931	9
Communication Services	2.2%	$6,612,554	18
Utilities	0.7%	$1,979,631	15
Energy	0.2%	$719,861	16
Basic Materials	0.1%	$357,673	8

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NBIS	Nebius Group N.V.	+1,399	1,515	$418,397
MNST	Monster Beverage Corp	+1,170	2,340	$224,920
PANW	Palo Alto Networks Inc	+714	1,925	$656,463
IBIT	iShares Bitcoin Trust ETF	+529	1,475	$49,102
SWKS	Skyworks Solutions, Inc.	+440	1,199	$81,292
CRWD	CrowdStrike Holdings, Inc.	+225	300	$228,942
SMR	NUSCALE POWER Corp	+200	1,100	$11,033
SLV	iShares Silver Trust	+195	345	$18,447
COP	Conocophillips	+100	364	$37,841
TT	Trane Technologies plc	+76	6,176	$3,033,404
OKLO	Oklo Inc.	+75	425	$22,240
TSLA	Tesla, Inc.	+50	500	$210,300
SAP	Sap SE	+50	235	$36,215
ISRG	Intuitive Surgical Inc	+43	6,455	$2,567,024
SHOP	Shopify Inc.	+33	96	$10,961
TXN	Texas Instruments Inc	+20	70	$20,864
GLD	Spdr Gold Trust	+18	263	$96,883
PG	PROCTER & GAMBLE Co	+10	1,737	$254,713
PWR	Quanta Services, Inc.	+8	64	$46,082
UBER	Uber Technologies, Inc	+7	53	$3,824
NOW	ServiceNow, Inc.	+7	88	$8,736
EOG	Eog Resources Inc	+5	7	$908
LMT	Lockheed Martin Corp	+4	174	$88,646
VKTX	Viking Therapeutics, Inc.	+3	15	$585
T	At&T Inc.	+3	1,579	$32,685
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−280,367	2,700	$102,762
NVDA	Nvidia Corp	−9,685	239,476	$47,916,752
AAPL	Apple Inc.	−6,296	122,461	$35,435,314
ABLZF	Abb Ltd	−4,190	74,150	$8,060,105
BAB	Invesco Taxable Municipal Bond ETF	−4,076	950	$25,498
FTNT	Fortinet, Inc.	−3,720	61,115	$9,388,486
BIV	Vanguard Intermediate-Term Bond ETF	−3,593	325	$24,927
GLW	Corning Inc /Ny	−3,255	41,259	$10,538,786
HON	Honeywell International Inc	−3,019	3,223	$721,629
SFM	Sprouts Farmers Market, Inc.	−2,985	60,865	$5,147,961
AVGO	Broadcom Inc.	−2,616	46,762	$17,664,345
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,875	24,184	$11,549,552
VB	Vanguard Morningstar Small-Cap ETF	−1,481	2,090	$633,520
AIRR	First Trust RBA American Industrial Renaissance ETF	−1,436	129	$17,189
VZ	Verizon Communications Inc	−1,413	14,984	$634,422
CMCSA	Comcast Corp	−1,386	7,981	$195,933
KO	Coca Cola Co	−1,203	19,557	$1,589,397
DELL	Dell Technologies Inc.	−1,190	16,361	$7,059,117
GOOGL	Alphabet Inc.	−1,142	13,978	$4,949,673
MSFT	Microsoft Corp	−1,080	26,055	$9,719,036
WMT	Walmart Inc.	−1,035	33,965	$3,846,875
ABBV	AbbVie Inc.	−997	24,207	$6,091,449
VEA	Vanguard FTSE Developed Markets ETF	−830	5,245	$373,706
PKG	Packaging Corp Of America	−680	14,160	$3,374,044
NEE	Nextera Energy Inc	−645	10,565	$927,290
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	3,023	$668,324
SPCX	Space Exploration Technologies Corp	775	$132,416
INTC	Intel Corp	500	$69,815
GLDM	World Gold Trust	194	$15,407
CFR	Cullen/Frost Bankers, Inc.	75	$11,589
STM	STMicroelectronics N.V.	80	$5,991
ENPH	Enphase Energy, Inc.	100	$4,924
XRP	Bitwise XRP ETF	400	$4,664
AMBA	Ambarella Inc	50	$4,290
EME	EMCOR Group, Inc.	5	$4,149
ON	On Semiconductor Corp	40	$3,781
GD	General Dynamics Corp	10	$3,542
ABNB	Airbnb, Inc.	19	$2,718
AMD	Advanced Micro Devices Inc	3	$1,742
ALB	Albemarle Corp	12	$1,620
CGGR	Capital Group Growth ETF	18	$849
MBGL	Mobility Global Inc.	12	$264
LUV	Southwest Airlines Co	2	$102
VYX	NCR Voyix Corp	12	$98
XRX	Xerox Holdings Corp	25	$78
XYZ	Block, Inc.	1	$76
F	Ford Motor Co	5	$69
VTRS	Viatris Inc	4	$63
LUMN	Lumen Technologies, Inc.	7	$53
OGN	Organon & Co.	3	$40
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	119,184	$12,124,331
—		23,954	$956,664
EDV	Vanguard World Funds Extended Duration ETF	3,924	$858,512
CAAA	First Trust AAA CMBS ETF	13,800	$824,964
AGNG	Global X Funds Global X Aging Population ETF	40,122	$713,332
AAAP	Pacer Barings CLO Market Flex ETF	10,170	$636,235
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	8,852	$574,593
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	5,532	$468,547
VEU	Vanguard FTSE All-World Ex-US ETF	7,593	$437,417
BKF	iShares MSCI BIC ETF	3,308	$364,080
BNDW	Vanguard Total World Bond ETF	4,997	$338,643
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	5,923	$326,300
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	5,115	$264,344
AFK	VanEck Africa Index ETF	1,995	$202,028
CWI	State Street SPDR MSCI ACWI ex-US ETF	4,289	$194,650
IVZ	Invesco Ltd.	5,800	$175,424
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	8,326	$171,415
—		1,851	$116,020
—		909	$110,065
FCAL	First Trust California Municipal High income ETF	5,000	$99,800
ABI	VictoryShares Pioneer Asset-Based Income ETF	1,825	$98,170
NCLO	Nuveen AA-BBB CLO ETF	1,660	$73,297
BILZ	PIMCO Ultra Short Government Active ETF	375	$36,677
XRPZ	Franklin XRP Trust	2,450	$35,745
GXRP	Grayscale XRP Trust ETF	1,371	$35,673
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

321 tracked positions · $302,057,116 total · filing declares 576 positions · $345,484,519 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 321 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	239,476	-9,685	$47,916,752	+10.3%	15.86%
AAPL	Apple Inc. Technology	Reduced	122,461	-6,296	$35,435,314	+8.4%	11.73%
AVGO	Broadcom Inc. Technology	Reduced	46,762	-2,616	$17,664,345	+15.6%	5.85%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	24,184	-1,875	$11,549,552	+31.1%	3.82%
GLW	Corning Inc /Ny Technology	Reduced	41,259	-3,255	$10,538,786	+74.1%	3.49%
MSFT	Microsoft Corp Technology	Reduced	26,055	-1,080	$9,719,036	−3.2%	3.22%
FTNT	Fortinet, Inc. Technology	Reduced	61,115	-3,720	$9,388,486	+77.2%	3.11%
ASML	Asml Holding NV Technology	Reduced	4,493	-393	$8,938,553	+38.5%	2.96%
ABLZF	Abb Ltd Industrials	Reduced	74,150	-4,190	$8,060,105	+29.1%	2.67%
DELL	Dell Technologies Inc. Technology	Reduced	16,361	-1,190	$7,059,117	+145.1%	2.34%
ABBV	AbbVie Inc. Healthcare	Reduced	24,207	-997	$6,091,449	+11.1%	2.02%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Reduced	60,865	-2,985	$5,147,961	+4.5%	1.70%
GOOGL	Alphabet Inc. Communication Services	Reduced	13,978	-1,142	$4,949,673	+14.1%	1.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,207	-218	$4,870,992	−9.9%	1.61%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	31,650	-544	$4,794,975	−6.7%	1.59%
ADI	Analog Devices Inc Technology	Reduced	11,899	-336	$4,725,925	+21.4%	1.56%
DOV	DOVER Corp Industrials	Reduced	19,910	-465	$4,465,414	+5.1%	1.48%
ROK	Rockwell Automation, Inc Industrials	Reduced	8,333	-538	$4,125,501	+29.6%	1.37%
MEDP	Medpace Holdings, Inc. Healthcare	Reduced	7,581	-282	$4,014,821	+6.3%	1.33%
WMT	Walmart Inc. Consumer Defensive	Reduced	33,965	-1,035	$3,846,875	−11.6%	1.27%
V	Visa Inc. Financial Services	Reduced	11,169	-480	$3,831,972	+8.8%	1.27%
KEYS	Keysight Technologies, Inc. Technology	Reduced	10,785	-518	$3,775,504	+18.3%	1.25%
SNPS	Synopsys Inc Technology	Reduced	8,454	-140	$3,771,075	+10.7%	1.25%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,565	-569	$3,471,422	+10.1%	1.15%
MKSI	Mks Inc Technology	Reduced	7,670	-435	$3,411,616	+83.2%	1.13%
EQIX	Equinix Inc Real Estate	Reduced	3,256	-61	$3,394,021	+4.4%	1.12%
PKG	Packaging Corp Of America Consumer Cyclical	Reduced	14,160	-680	$3,374,044	+7.1%	1.12%
ANET	Arista Networks, Inc. Technology	Reduced	18,465	-272	$3,136,834	+36.4%	1.04%
AMGN	Amgen Inc Healthcare	Reduced	8,625	-325	$3,123,285	−0.8%	1.03%
ETN	Eaton Corp plc Industrials	Reduced	7,327	-30	$3,122,181	+18.7%	1.03%
BLK	BlackRock, Inc. Financial Services	Reduced	3,173	-160	$3,051,029	−4.8%	1.01%
TT	Trane Technologies plc Industrials	Added	6,176	+76	$3,033,404	+19.3%	1.00%
QQQ	Invesco Qqq Trust, Series 1	Added	3,817	+2	$2,810,838	+27.7%	0.93%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,362	-270	$2,737,133	+7.8%	0.91%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	5,244	-46	$2,629,131	+1.1%	0.87%
ISRG	Intuitive Surgical Inc Healthcare	Added	6,455	+43	$2,567,024	−13.2%	0.85%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	12,420	-450	$2,230,383	−3.8%	0.74%
DHR	Danaher Corp /De/ Healthcare	Reduced	10,934	-361	$2,082,708	−2.7%	0.69%
ITW	Illinois Tool Works Inc Industrials	Held	6,898	0	$1,865,702	+3.9%	0.62%
TGT	Target Corp Consumer Defensive	Reduced	12,870	-280	$1,680,950	+5.5%	0.56%
KO	Coca Cola Co Consumer Defensive	Reduced	19,557	-1,203	$1,589,397	+0.7%	0.53%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,121	-61	$1,583,899	+11.6%	0.52%
CME	Cme Group Inc. Financial Services	Reduced	6,913	-65	$1,526,597	−25.9%	0.51%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	8,854	-211	$1,475,696	−6.1%	0.49%
LOW	Lowes Companies Inc Consumer Cyclical	Held	6,270	0	$1,382,472	−6.7%	0.46%
VIG	Vanguard Dividend Appreciation ETF	Reduced	5,631	-46	$1,332,407	+9.1%	0.44%
JNJ	Johnson & Johnson Healthcare	Reduced	4,871	-164	$1,237,087	+0.5%	0.41%
NEE	Nextera Energy Inc Utilities	Reduced	10,565	-645	$927,290	−10.9%	0.31%
HON	Honeywell International Inc Industrials	Reduced	3,223	-3,019	$721,629	−48.9%	0.24%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,662	-221	$719,565	−19.7%	0.24%

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.