Forefront Analytics, LLC
SEC Form 13F institutional filer · CIK 0001696802
13F-HR · 16 reported holdings · 2026-03-31
Reported long-US-equity value
$0.03B
Top-10 concentration
93.1%
Forefront Analytics, LLC — $27.4M AUM allocation strategy
Forefront Analytics, LLC files SEC Form 13F and reports $27.4M of long US equity value across 16 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 25.2%, followed by Health Care 13.5% and Information Technology 9.1%.
The top 10 holdings account for 93% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Forefront Analytics, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$27.4M
total across 16 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
93% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$JPM +1.63K sh · +$386K+$ABT +1.29K sh · +$47.2K+$MDT +1.04K sh · +$49.8K
Biggest trims (shares)
−$IVV −60.1K sh · −$1.84M−$PFE −6.01K sh · −$108K−$INCY −965 sh · −$115K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Industrial Machinery & Supplies & Components22.9%—
- Semiconductors9.1%—
- Health Care Equipment5.5%—
- Diversified Banks5.3%—
- Biotechnology2.7%—
- Agricultural & Farm Machinery2.3%—
- Managed Health Care2.0%—
- Life Sciences Tools & Services1.9%—
- Other holdings48.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $XYL | Xylem Inc. Common Stock New | 127K | $6.27M | -959 | 22.9% |
| $NVDA | NVIDIA Corporation | 14.2K | $2.48M | +265 | 9.1% |
| $JPM | JP Morgan Chase & Co | 4.98K | $1.47M | +1.63K | 5.3% |
| $DE | Deere & Company | 1.14K | $640K | +3 | 2.3% |
| $UNH | UnitedHealth Group Incorporated | 1.98K | $537K | +531 | 2.0% |
| $EW | Edwards Lifesciences Corporation | 6.57K | $526K | +461 | 1.9% |
| $ABT | Abbott Laboratories | 5.04K | $518K | +1.29K | 1.9% |
| $SCHW | Charles Schwab Corporation | 15.1K | $464K | — | 1.7% |
| $MDT | Medtronic plc | 5.32K | $461K | +1.04K | 1.7% |
…and 7 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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