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Front Row Advisors 13F Portfolio

Portfolio Manager
Front Row Advisors LLC
Performance
+20.48% (2026 Q2)
AUM (13F)
$345.48M
# of Holdings
576
Performance Rank
Allocation (Top 20)
63.03%
Latest filing
Q2 2026

Front Row Advisors LLC Holdings Map

Top 50 Front Row Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION COM
15.08%239.5K$52.1M
-3.89%(-9.69K)
2025-Q2: 277.8K shares2025-Q3: 255.0K shares2025-Q4: 251.7K shares2026-Q1: 249.2K shares2026-Q2: 239.5K shares
$13.73(+1540.58%)
2026-06-30
AAPL
APPLE INC COM
10.81%122.5K$37.3M
-4.89%(-6.30K)
2025-Q2: 136.1K shares2025-Q3: 130.4K shares2025-Q4: 129.6K shares2026-Q1: 128.8K shares2026-Q2: 122.5K shares
$44.06(+592.90%)
2026-06-30
AVGO
BROADCOM INC COM
5.63%46.8K$19.5M
-5.30%(-2.62K)
2025-Q2: 60.9K shares2025-Q3: 51.4K shares2025-Q4: 49.9K shares2026-Q1: 49.4K shares2026-Q2: 46.8K shares
$31.95(+1207.91%)
2026-06-30
MSFT
MICROSOFT CORP COM
3.8%26.1K$13.1M
-3.98%(-1.08K)
2025-Q2: 27.8K shares2025-Q3: 27.1K shares2025-Q4: 26.6K shares2026-Q1: 27.1K shares2026-Q2: 26.1K shares
$101.40(+390.03%)
2026-06-30
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
2.95%24.2K$10.2M
-7.20%(-1.88K)
2025-Q2: 26.8K shares2025-Q3: 26.6K shares2025-Q4: 26.1K shares2026-Q1: 26.1K shares2026-Q2: 24.2K shares
$76.41(+463.38%)
2026-06-30
FTNT
FORTINET INC COM
2.86%61.1K$9.9M
-5.74%(-3.72K)
2025-Q2: 70.7K shares2025-Q3: 65.9K shares2025-Q4: 65.1K shares2026-Q1: 64.8K shares2026-Q2: 61.1K shares
$10.13(+1533.66%)
2026-06-30
ASML
ASML HLDG NV N Y REGISTRY SHS
2.34%4.5K$8.1M
-8.04%(-393)
2025-Q2: 5.3K shares2025-Q3: 5.0K shares2025-Q4: 4.9K shares2026-Q1: 4.9K shares2026-Q2: 4.5K shares
$238.49(+674.84%)
2026-06-30
ABBNY
ABB LTD SPONSORED ADR
2.18%74.2K$7.5M
-5.35%(-4.19K)
2025-Q2: 79.9K shares2025-Q3: 79.5K shares2025-Q4: 78.3K shares2026-Q1: 78.3K shares2026-Q2: 74.2K shares
$28.58(+258.93%)
2026-06-30
DELL
DELL TECHNOLOGIES INC CL C
2.09%16.4K$7.2M
-6.78%(-1.19K)
2025-Q2: 18.2K shares2025-Q3: 17.9K shares2025-Q4: 17.6K shares2026-Q1: 17.6K shares2026-Q2: 16.4K shares
$127.70(+287.23%)
2026-06-30
GLW
CORNING INC COM
1.9%41.3K$6.6M
-7.31%(-3.25K)
2025-Q2: 46.5K shares2025-Q3: 45.6K shares2025-Q4: 45.0K shares2026-Q1: 44.5K shares2026-Q2: 41.3K shares
$24.29(+552.80%)
2026-06-30

About Front Row Advisors LLCโ€™s portfolio

Front Row Advisors LLC reports $345.48M in US-listed equity holdings across 576 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (15.1%), AAPL (10.8%) and AVGO (5.6%). The top 20 holdings account for 63.03% of reported assets. Its disclosed equity book has returned +135.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
NVDA โ€” 17.6% ($52.09M)AAPL โ€” 12.6% ($37.34M)AVGO โ€” 6.6% ($19.46M)MSFT โ€” 4.4% ($13.13M)TSM โ€” 3.4% ($10.21M)FTNT โ€” 3.3% ($9.89M)ASML โ€” 2.7% ($8.08M)ABBNY โ€” 2.5% ($7.54M)DELL โ€” 2.4% ($7.21M)GLW โ€” 2.2% ($6.57M)Other โ€” 42.1% ($124.48M)
58%in top 10
  • NVDA17.6%
  • AAPL12.6%
  • AVGO6.6%
  • MSFT4.4%
  • TSM3.4%
  • FTNT3.3%
  • ASML2.7%
  • ABBNY2.5%
  • DELL2.4%
  • GLW2.2%
  • Other42.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
3
TTTRANE TECHNOLOGIES PLC SHS+1.2%
ISRGINTUITIVE SURGICAL INC COM NEW+0.7%
QQQINVESCO QQQ TRUST SERIES I+0.1%
Trimmed
45
NVDANVIDIA CORPORATION COM-3.9%
AAPLAPPLE INC COM-4.9%
AVGOBROADCOM INC COM-5.3%
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS-7.2%
+41 more

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Source filings

Holdings on this page are parsed from Front Row Advisors LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729254). View Front Row Advisors LLCโ€™s 13F filings on SEC

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