Front Row Advisors LLC

Q2 2026 13F-HR Holdings

Location
Tiburon, CA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
576
Total value ($000)
$345,485
Net value change ($000)
+49,852 (16.9%)
New positions
53
Sold out positions
30
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 8,630 19.9%
AAPL 4,662 14.3%
FTNT 4,596 86.7%
DELL 4,334 150.4%
AVGO 4,174 27.3%
MSFT 3,082 30.7%
ASML 1,631 25.3%
TSM 1,376 15.6%
ANET 1,352 58.8%
ABLZF 1,141 17.8%
Top Reduces (Value $000, Stocks/ETFs)
HON -1,411 -100.0%
GTLS -755 -100.0%
WMT -511 -11.7%
COST -489 -9.0%
ISRG -366 -12.4%
CME -268 -13.0%
TJX -212 -4.1%
XOM -177 -100.0%
MCD -166 -18.5%
IYW -164 -82.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type