Front Row Advisors LLC

CIK 0001729254 · Q2 2026

13F Equity AUM

$345.5M

+16.9% QoQ

Positions

556

+9 QoQ

AUM Rank

#6,084

Top 49%

Skill Alpha (FF)

+3.4%/yr

Alpha Generator

Rank #959 · Top 12%

vs S&P +5.1%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 38.3%Top 10: 49.6%Top 20: 63.0%

NVDA15.1%

AAPL10.8%

AVGO5.6%

MSFT3.8%

TSM3.0%

FTNT2.9%

ASML2.3%

ABJA2.2%

DELL2.1%

GLW1.9%

Others (546)50.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology55.6%

Financial Services16.6%

Healthcare7.4%

Industrials5.3%

Consumer Defensive5.2%

Consumer Cyclical4.5%

Other5.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 556Median: 0.01%Avg: 0.18%

0–0.5%

514(17.8%)

0.5–1%

14(10.8%)

1–3%

24(36.2%)

3–5%

1(3.8%)

5%+

3(31.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 556vs 20 funds

0%Low

556

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New53Increased63Decreased125Exited30

New Positions

HONEYWELL INTL INC C…0.2%

+3K

HONEYWELL AEROSPACE …0.1%

+3K

EXXONMOBIL HOLDINGS …0.0%

+872

BUFD0.0%

+3K

BUFR0.0%

+3K

IVVW0.0%

+3K

BUFQ0.0%

+2K

SPACE EXPLORATION TE…0.0%

+775

BUFT0.0%

+3K

GDX0.0%

+318

Increased

SBGSY0.1%

+4K(+131%)

EADSY0.1%

+3K(+161%)

IBDS0.1%

+2K(+34%)

QYLD0.2%

+2K(+5%)

YNDX0.1%

+1K(+1206%)

VO0.0%

+1K(+300%)

IWF0.1%

+1K(+300%)

MNST0.0%

+1K(+100%)

XLU0.0%

+1K(+76%)

FANUY0.0%

+1K(+18%)

Decreased

NVDA15.1%

-9,685(-4%)

AAPL10.8%

-6,296(-5%)

ABJA2.2%

-4,190(-5%)

FTNT2.9%

-3,720(-6%)

GLW1.9%

-3,255(-7%)

SFM1.5%

-2,985(-5%)

AVGO5.6%

-2,616(-5%)

IXN0.5%

-2,033(-15%)

TSM3.0%

-1,875(-7%)

SCHG0.2%

-1,428(-7%)

Exited

-6,242

-3,652

-1,044

-125

-318

-450

-1,371

-2,450

-195

-376

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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