Front Row Advisors LLC
Long book
$295.6M
Q1 2026
Positions
553
Top-10 weight
47%
concentration
Last quarter
+17.0%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsFront Row Advisors LLC is an institutional manager, running a $295.6M US long book across 553 positions.
The portfolio is moderately concentrated (top 10 ≈ 47% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, APPLE INC, BROADCOM INC, MICROSOFT CORP, TAIWAN SEMICONDUCTOR-SP ADR.
Over the last 9 quarters its long book ran on average 1.4pp per quarter ahead of the S&P 500, beating the index in 7 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+9.0%
Q2 2024
+5.9%
Q3 2024
+4.3%
Q4 2024
-7.5%
Q1 2025
+14.1%
Q2 2025
+9.6%
Q3 2025
+2.2%
Q4 2025
-1.2%
Q1 2026
+17.0%
Sector allocation
Technology 57%
Consumer discretionary 12%
Industrials 10%
Healthcare 8%
Financials 5%
Other 4%
Services media 2%
Utilities 1%
Long book by quarter
What does Front Row own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 249.2K | $43.5M | 14.7% | -1.0% |
| AAPL APPLE INC | Technology | 128.8K | $32.7M | 11.1% | -0.6% |
| AVGO BROADCOM INC | Technology | 49.4K | $15.3M | 5.2% | -1.0% |
| MSFT MICROSOFT CORP | Technology | 27.1K | $10.0M | 3.4% | +1.9% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 4.9K | $6.5M | 2.2% | -0.1% |
| GLW CORNING INC | Industrials | 44.5K | $6.1M | 2.0% | -1.0% |
| ABBV ABBVIE INC | Healthcare | 25.2K | $5.5M | 1.9% | +0.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 5.4K | $5.4M | 1.8% | -0.4% |
| FTNT FORTINET INC | Technology | 64.8K | $5.3M | 1.8% | -0.4% |
| TJX TJX COMPANIES INC | Consumer discretionary | 32.2K | $5.1M | 1.7% | -0.1% |
| SFM SPROUTS FARMERS MARKET INC | Consumer discretionary | 63.9K | $4.9M | 1.7% | -1.4% |
| WMT WALMART INC | Consumer discretionary | 35.0K | $4.4M | 1.5% | -0.4% |
| DOV DOVER CORP | Industrials | 20.4K | $4.2M | 1.4% | Held |
| ADI ANALOG DEVICES INC | Technology | 12.2K | $3.9M | 1.3% | +0.4% |
| MEDP MEDPACE HOLDINGS INC | Healthcare | 7.9K | $3.8M | 1.3% | -0.9% |
| V VISA INC-CLASS A SHARES | Services media | 11.6K | $3.5M | 1.2% | -1.2% |
| GOOG ALPHABET INC-CL C | Technology | 12.1K | $3.5M | 1.2% | -0.3% |
| SNPS SYNOPSYS INC | Technology | 8.6K | $3.4M | 1.2% | -0.5% |
| BLK BLACKROCK INC | Financials | 3.3K | $3.2M | 1.1% | -0.8% |
| KEYS KEYSIGHT TECHNOLOGIES IN | Technology | 11.3K | $3.2M | 1.1% | -0.9% |
| ROK ROCKWELL AUTOMATION INC | Other | 8.9K | $3.2M | 1.1% | +1.3% |
| PKG PACKAGING CORP OF AMERICA | Other | 14.8K | $3.2M | 1.1% | -0.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 15.1K | $3.2M | 1.1% | +0.3% |
| AMGN AMGEN INC | Healthcare | 8.9K | $3.1M | 1.1% | +0.6% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 6.4K | $3.0M | 1.0% | -0.2% |
| DELL DELL TECHNOLOGIES -C | Technology | 17.6K | $2.9M | 1.0% | -0.3% |
| ETN EATON CORP PLC | Industrials | 7.4K | $2.6M | 0.9% | +0.7% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 5.3K | $2.6M | 0.9% | +0.1% |
| TT TRANE TECHNOLOGIES PLC | Technology | 6.1K | $2.5M | 0.9% | -0.4% |
| JPM JPMORGAN CHASE & CO | Financials | 8.6K | $2.5M | 0.9% | -0.3% |
| ANET ARISTA NETWORKS INC | Technology | 18.7K | $2.3M | 0.8% | -1.1% |
| DHR DANAHER CORP | Technology | 11.3K | $2.1M | 0.7% | -0.2% |
| CME CME GROUP INC | Financials | 7.0K | $2.1M | 0.7% | -0.1% |
| MKSI MKS INC | Technology | 8.1K | $1.9M | 0.6% | +2.5% |
| ITW ILLINOIS TOOL WORKS | Industrials | 6.9K | $1.8M | 0.6% | Held |
| TGT TARGET CORP | Consumer discretionary | 13.2K | $1.6M | 0.5% | -0.3% |
| KO COCA-COLA CO/THE | Consumer staples | 20.8K | $1.6M | 0.5% | Held |
| MRSH MARSH & MCLENNAN COS | Financials | 9.1K | $1.6M | 0.5% | Held |
| LOW LOWE'S COS INC | Consumer discretionary | 6.3K | $1.5M | 0.5% | Held |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 6.2K | $1.4M | 0.5% | +4.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 5.0K | $1.2M | 0.4% | Held |
| NEE NEXTERA ENERGY INC | Utilities | 11.2K | $1.0M | 0.4% | +1.8% |
| MCD MCDONALD'S CORP | Consumer discretionary | 2.9K | $896K | 0.3% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 3.1K | $878K | 0.3% | -3.4% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 16.4K | $823K | 0.3% | -1.3% |
| GTLS CHART INDUSTRIES INC | Industrials | 3.7K | $755K | 0.3% | -17.0% |
| MCK MCKESSON CORP | Consumer discretionary | 712 | $617K | 0.2% | Held |
| WFC WELLS FARGO & CO | Financials | 6.3K | $501K | 0.2% | Held |
| ABUS ARBUTUS BIOPHARMA CORP | Healthcare | 110.5K | $497K | 0.2% | +952.4% |
| HD HOME DEPOT INC | Consumer discretionary | 1.1K | $353K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 19, 2026 | 553 | $295.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 565 | $299.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 17, 2025 | 553 | $297.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 18, 2025 | 538 | $287.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 512 | $260.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 499 | $289.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 499 | $280.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 16, 2024 | 943 | $287.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 935 | $269.7M | canonical | SEC ↗ |
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