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Latest Forefront Analytics, LLC Stock Portfolio

Forefront Analytics, LLC Performance:
2025 Q4: 1.04%YTD: 13.68%2024: 6.29%
Performance for 2025 Q4 is 1.04%, and YTD is 13.68%, and 2024 is 6.29%.

About Forefront Analytics, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Forefront Analytics, LLC reported an equity portfolio of $113.3 Millions as of 31 Dec, 2025.

The top stock holdings of Forefront Analytics, LLC are AGT, EMGF, IBCE. The fund has invested 17.7% of it's portfolio in ISHARES TR and 14.2% of portfolio in ISHARES INC.

The fund managers got completely rid off ISHARES TR (AMPS), VANGUARD INDEX FDS (VB) and SPDR S&P 500 ETF TR (SPY) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), ANNEXON INC (ANNX) and NUSHARES ETF TR (NDVG). Forefront Analytics, LLC opened new stock positions in ISHARES TR (AOA), THERMO FISHER SCIENTIFIC INC (TMO) and MIRUM PHARMACEUTICALS INC (MIRM). The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES TR (BIB), ISHARES INC (EMGF) and ISHARES TR (AMPS).

Forefront Analytics, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Forefront Analytics, LLC made a return of 1.04% in the last quarter. In trailing 12 months, it's portfolio return was 13.68%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr2,354,420
thermo fisher scientific inc339,451
mirum pharmaceuticals inc210,350
bicycle therapeutics plc94,667
New stocks bought by Forefront Analytics, LLC

Additions

Ticker% Inc.
proshares tr100
ishares inc83.71
ishares tr73.75
pfizer inc51.88
incyte corp38.84
edwards lifesciences corp36.09
ishares tr35.08
vanguard intl equity index f32.46
Additions to existing portfolio by Forefront Analytics, LLC

Reductions

Ticker% Reduced
vanguard index fds-78.93
annexon inc-51.06
nushares etf tr-42.98
danaher corporation-30.31
zura bio ltd-9.02
flexshares tr-5.63
mereo biopharma group plc-4.26
ishares tr-3.34
Forefront Analytics, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-4,295,840
vanguard index fds-2,424,310
vanguard world fd-651,000
spdr s&p 500 etf tr-1,833,330
Forefront Analytics, LLC got rid off the above stocks

Sector Distribution

Forefront Analytics, LLC has about 84.8% of it's holdings in Others sector.

Sector%
Others84.8
Utilities7.4
Healthcare3.8
Technology2.3

Market Cap. Distribution

Forefront Analytics, LLC has about 7.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED84.8
MID-CAP7.6
MEGA-CAP3.9
LARGE-CAP3.4

Stocks belong to which Index?

About 15% of the stocks held by Forefront Analytics, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others85
RUSSELL 20007.8
S&P 5007.2
Top 5 Winners (%)%
ANNX
annexon inc
48.1 %
REGN
regeneron pharmaceuticals
36.2 %
CTMX
cytomx therapeutics inc
32.8 %
zura bio ltd
20.1 %
INCY
incyte corp
13.8 %
Top 5 Winners ($)$
AGT
ishares tr
0.4 M
VEA
vanguard tax-managed fds
0.3 M
NDVG
nushares etf tr
0.2 M
EMGF
ishares inc
0.2 M
ACSG
dbx etf tr
0.2 M
Top 5 Losers (%)%
MREO
mereo biopharma group plc
-78.1 %
BIB
proshares tr
-41.2 %
NKTX
nkarta inc
-10.5 %
ABT
abbott labs
-5.9 %
UNH
unitedhealth group inc
-3.9 %
Top 5 Losers ($)$
BIB
proshares tr
-0.3 M
IBCE
ishares tr
-0.3 M
VEU
vanguard intl equity index f
-0.1 M
MREO
mereo biopharma group plc
-0.1 M
AMPS
ishares tr
0.0 M

Forefront Analytics, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Forefront Analytics, LLC

Forefront Analytics, LLC has 43 stocks in it's portfolio. About 84% of the portfolio is in top 10 stocks. BIB proved to be the most loss making stock for the portfolio. AGT was the most profitable stock for Forefront Analytics, LLC last quarter.

Last Reported on: 17 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions