Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Forefront Analytics, LLC (CIK 1696802) reported $92.0M across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VWO ($10.8M, 11.70%), ESGD ($10.7M, 11.65%), ESGE ($10.5M, 11.43%), HDV ($9.4M, 10.21%), MTUM ($8.4M, 9.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VWO | VANGUARD INTL EQUITY INDEX F | $10.8M | 11.70% | 180,376 | Added |
| 2 | ESGD | ISHARES TR | $10.7M | 11.65% | 104,247 | Trimmed |
| 3 | ESGE | ISHARES INC | $10.5M | 11.43% | 192,398 | Trimmed |
| 4 | HDV | ISHARES TR | $9.4M | 10.21% | 342,756 | Added |
| 5 | MTUM | ISHARES TR | $8.4M | 9.10% | 24,434 | Added |
| 6 | NULV | NUSHARES ETF TR | $7.0M | 7.65% | 140,912 | Trimmed |
| 7 | DBEF | DBX ETF TR | $6.9M | 7.52% | 126,734 | Trimmed |
| 8 | ESGG | FLEXSHARES TR | $5.1M | 5.49% | 21,669 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $3.9M | 4.25% | 19,532 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $3.4M | 3.68% | 47,559 | Added |
| 11 | IVV | ISHARES TR | $3.3M | 3.62% | 4,450 | Trimmed |
| 12 | HEEM | ISHARES INC | $2.6M | 2.83% | 58,203 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $1.6M | 1.78% | 4,997 | Added |
| 14 | DE | DEERE & CO | $743,196 | 0.81% | 1,172 | Added |
| 15 | UNH | UNITEDHEALTH GROUP INC | $585,796 | 0.64% | 1,409 | Trimmed |
| 16 | INCY | INCYTE CORP | $577,116 | 0.63% | 5,091 | Added |
| 17 | EW | EDWARDS LIFESCIENCES CORP | $557,053 | 0.61% | 6,158 | Trimmed |
| 18 | SSO | PROSHARES TR | $551,159 | 0.60% | 8,180 | Added |
| 19 | UWM | PROSHARES TR | $537,666 | 0.58% | 7,997 | Added |
| 20 | ABT | ABBOTT LABORATORIES | $514,078 | 0.56% | 5,665 | Added |
| 21 | EES | WISDOMTREE TR | $475,886 | 0.52% | 7,020 | Trimmed |
| 22 | PFE | PFIZER INC | $438,489 | 0.48% | 18,210 | Added |
| 23 | MDT | MEDTRONIC PLC | $416,108 | 0.45% | 5,319 | Hold |
| 24 | DHR | DANAHER CORP DEL | $388,506 | 0.42% | 2,040 | Added |
| 25 | TMO | THERMO FISHER SCIENTIFIC INC | $335,619 | 0.36% | 669 | Added |
Source: SEC Form 13F filings · as of 2026-06-30