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 $110.0M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ESGD ($24.3M, 22.13%), ESGE ($16.8M, 15.28%), VWO ($9.7M, 8.86%), HDV ($9.2M, 8.40%), NULV ($8.9M, 8.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESGD | ISHARES TR | $24.3M | 22.13% | 254,427 | Added |
| 2 | ESGE | ISHARES INC | $16.8M | 15.28% | 369,453 | Added |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $9.7M | 8.86% | 180,162 | Trimmed |
| 4 | HDV | ISHARES TR | $9.2M | 8.40% | 68,087 | Trimmed |
| 5 | NULV | NUSHARES ETF TR | $8.9M | 8.10% | 195,657 | Added |
| 6 | ESGG | FLEXSHARES TR | $8.8M | 8.04% | 44,239 | Added |
| 7 | DBEF | DBX ETF TR | $6.3M | 5.70% | 126,892 | Trimmed |
| 8 | MTUM | ISHARES TR | $5.8M | 5.29% | 24,234 | Trimmed |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $3.0M | 2.76% | 47,307 | Trimmed |
| 10 | IVV | ISHARES TR | $2.9M | 2.66% | 4,474 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $2.5M | 2.26% | 14,241 | Added |
| 12 | HEEM | ISHARES INC | $2.2M | 1.97% | 58,540 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $1.5M | 1.33% | 4,984 | Added |
| 14 | DE | DEERE & CO | $640,159 | 0.58% | 1,136 | Added |
| 15 | UNH | UNITEDHEALTH GROUP INC | $536,559 | 0.49% | 1,983 | Added |
| 16 | EW | EDWARDS LIFESCIENCES CORP | $526,446 | 0.48% | 6,574 | Added |
| 17 | ABT | ABBOTT LABORATORIES | $517,726 | 0.47% | 5,043 | Added |
| 18 | EES | WISDOMTREE TR | $477,881 | 0.43% | 8,232 | Trimmed |
| 19 | MDT | MEDTRONIC PLC | $460,894 | 0.42% | 5,319 | Added |
| 20 | SCHD | SCHWAB STRATEGIC TR | $463,851 | 0.42% | 15,119 | New |
| 21 | SSO | PROSHARES TR | $423,564 | 0.39% | 8,164 | Added |
| 22 | INCY | INCYTE CORP | $398,410 | 0.36% | 4,233 | Trimmed |
| 23 | UWM | PROSHARES TR | $372,900 | 0.34% | 7,990 | Added |
| 24 | OTF | BLUE OWL TECHNOLOGY FIN CORP | $367,413 | 0.33% | 29,654 | New |
| 25 | PFE | PFIZER INC | $367,578 | 0.33% | 13,090 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31