Arkolith/Funds/Front Row Advisors LLC

Front Row Advisors LLC

CIK 1729254
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Front Row Advisors LLC holds a focused book of 576 reported positions worth $345.5M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 4 new listings in the book), a listing rather than a purchase; they opened Honeywell International Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 15% of the reported non-option book. Cloning the disclosed picks since 2018 would be +243% (+15.3%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
49
bought for the first time
+46 more · largest first
4 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Trimmed
125
sold some, still holds it
+122 more · largest first
Sold out
28
exited the position entirely
+25 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+242.5%
+15.3%/yr · since Feb '18
Their reported book
+235.3%
held from quarter-end
S&P 500
+205.6%
same window
$9K$16K$22K$29K$36KFeb '18Nov '19Jul '21Apr '23Jan '25Sep '26
Front Row Advisors LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 7.3 points over this window.

Growth of $10,000 cloning Front Row Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
50%
Top 20 holdings
63%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

88% mapped to company sectors

Information Technology
56%
ETFs / funds
12%
Consumer Discretionary
7%
Health Care
6%
Industrials
6%
Financials
5%
Materials
3%
Consumer Staples
2%

+5 sectors below the cut, 4% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Front Row Advisors LLC

Manager / fundShared namesTheir $ in those
Hoffman, Alan N Investment Management9 / 80$161.9M
Swiss Re Ltd42 / 80$1.0B
Noked Israel Ltd8 / 80$889.3M
New World Advisors LLC32 / 80$522.4M
Ketron Financial20 / 80$273.0M
Emerald Advisors, LLC26 / 80$651.1M
BlueSpruce Investments, LP10 / 80$507.2M
Independent Investors Inc22 / 80$406.6M

Ranked by the share of each fund's own book sitting in the names it shares with Front Row Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

576 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation Com
Stock
$52.1M239.5K
15.1%
−3.9%
Reduced · −10K sh
2Apple Inc Com
Stock
$37.3M122.5K
10.8%
−4.9%
Reduced · −6K sh
3Broadcom Inc Com
Stock
$19.5M46.8K
5.6%
−5.3%
Reduced · −3K sh
4Microsoft Corp Com
Stock
$13.1M26.1K
3.8%
−4.0%
Reduced · −1K sh
5Taiwan Semiconductor Manufact Sponsored Ads
ADR
$10.2M24.2K
3.0%
−7.2%
Reduced · −2K sh
6Fortinet Inc Com
Stock
$9.9M61.1K
2.9%
−5.7%
Reduced · −4K sh
7ASML Hldg NV N Y Registry SHS
ADR
$8.1M4.5K
2.3%
−8.0%
Reduced · −393 sh
8Abb Ltd Sponsored ADR
ADR
$7.5M74.2K
2.2%
−5.3%
Reduced · −4K sh
9Dell Technologies Inc CL C
Stock
$7.2M16.4K
2.1%
−6.8%
Reduced · −1K sh
10Corning Inc Com
Stock
$6.6M41.3K
1.9%
−7.3%
Reduced · −3K sh
11Abbvie Inc Com
Stock
$6.1M24.2K
1.8%
−4.0%
Reduced · −997 sh
12Sprouts FMRS MKT Inc Com
Stock
$5.1M60.9K
1.5%
−4.7%
Reduced · −3K sh
13TJX Cos Inc New Com
Stock
$4.9M31.6K
1.4%
−1.7%
Reduced · −544 sh
14Costco Wholesale Corporation Com
Stock
$4.9M5.2K
1.4%
−4.0%
Reduced · −218 sh
15Medpace Hldgs Inc Com
Stock
$4.6M7.6K
1.3%
−3.6%
Reduced · −282 sh
16Analog Devices Inc Com
Stock
$4.6M11.9K
1.3%
−2.7%
Reduced · −336 sh
17Dover Corp Com
Stock
$4.2M19.9K
1.2%
−2.3%
Reduced · −465 sh
18Visa Inc Com CL A
Stock
$4.1M11.2K
1.2%
−4.1%
Reduced · −480 sh
19Amazon Com Inc Com
Stock
$4.0M14.6K
1.1%
−3.8%
Reduced · −569 sh
20Alphabet Inc Cap STK CL C
Stock
$3.9M11.3K
1.1%
−6.4%
Reduced · −770 sh
21Walmart Inc Com
Stock
$3.8M34.0K
1.1%
−3.0%
Reduced · −1K sh
22Rockwell Automation Inc Com
Stock
$3.7M8.3K
1.1%
−6.1%
Reduced · −538 sh
23Keysight Technologies Inc Com
Stock
$3.7M10.8K
1.1%
−4.6%
Reduced · −518 sh
24Arista Networks Inc Com SHS
Stock
$3.7M18.5K
1.1%
−1.4%
Reduced · −272 sh
25BlackRock Inc Com
Stock
$3.6M3.2K
1.1%
−4.8%
Reduced · −160 sh
26Packaging Corp Amer Com
Stock
$3.6M14.2K
1.1%
−4.6%
Reduced · −680 sh
27Amgen Inc Com
Stock
$3.6M8.6K
1.0%
−3.6%
Reduced · −325 sh
28Synopsys Inc Com
Stock
$3.5M8.5K
1.0%
−1.6%
Reduced · −140 sh
29Eaton Corp PLC SHS
Stock
$3.4M7.3K
1.0%
−0.4%
Reduced · −30 sh
30Equinix Inc Com
REIT
$3.4M3.3K
1.0%
−1.8%
Reduced · −61 sh
31Schwab U.S. Large-Cap ETF
ETF
$3.2M105.4K
0.9%
−0.2%
Reduced · −205 sh
32Thermo Fisher Scientific Inc Com
Stock
$3.2M5.2K
0.9%
−0.9%
Reduced · −46 sh
33JPMorgan Chase & Co Com
Stock
$3.0M8.4K
0.9%
−3.1%
Reduced · −270 sh
34Trane Technologies PLC SHS
Stock
$3.0M6.2K
0.9%
+1.2%
Added · +76 sh
35Invesco QQQ Trust Series I
ETF
$2.7M3.8K
0.8%
+0.1%
Added · +2 sh
36Intuitive Surgical Inc Com New
Stock
$2.6M6.5K
0.7%
+0.7%
Added · +43 sh
37Digital Rlty TR Inc Com
REIT
$2.4M12.4K
0.7%
−3.5%
Reduced · −450 sh
38Danaher Corp Del Com
Stock
$2.3M10.9K
0.7%
−3.2%
Reduced · −361 sh
39MKS Inc. Com
Stock
$2.3M7.7K
0.7%
−5.4%
Reduced · −435 sh
40Illinois Tool WKS Inc Com
Stock
$2.0M6.9K
0.6%
Held
41Target Corp Com
Stock
$2.0M12.9K
0.6%
−2.1%
Reduced · −280 sh
42Cme Group Inc Com
Stock
$1.8M6.9K
0.5%
−0.9%
Reduced · −65 sh
43Marsh & McLennan Cos Inc Com
Stock
$1.7M8.9K
0.5%
−2.3%
Reduced · −211 sh
44Coca Cola Co Com
Stock
$1.7M19.6K
0.5%
−5.8%
Reduced · −1K sh
45State Street SPDR S&P 500 ETF
ETF
$1.6M2.1K
0.5%
−2.8%
Reduced · −61 sh
46Ishares Global Tech ETF
ETF
$1.6M11.3K
0.5%
−15%
Reduced · −2K sh
47Lowes Cos Inc Com
Stock
$1.4M6.3K
0.4%
Held
48Vanguard Dividend Appreciation ETF
ETF
$1.4M5.6K
0.4%
−0.8%
Reduced · −46 sh
49Johnson & Johnson Com
Stock
$1.3M4.9K
0.4%
−3.3%
Reduced · −164 sh
50Ishares S&P Mid-Cap 400 Growth ETF
ETF
$1.2M10.1K
0.3%
−3.9%
Reduced · −404 sh
Showing 50 of 576 positions
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Filing history

As-of date vs the date the SEC received each filing

$345.5M · Q2 2026Q4 2020 · $195.1MQ2 2026 · $345.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202644d576$345.5M13F-HR
Q1 2026Mar 31, 2026May 19, 202649d553$295.6M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202643d565$299.9M13F-HR
Q3 2025Sep 30, 2025Nov 17, 202548d553$297.6M13F-HR
Q2 2025Jun 30, 2025Aug 18, 202549d538$287.5M13F-HR
Q1 2025Mar 31, 2025May 15, 202545d512$260.2M13F-HR
Q4 2024Dec 31, 2024Feb 12, 202543d499$289.5M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202445d499$280.3M13F-HR
Q2 2024Jun 30, 2024Aug 16, 202447d943$287.6M13F-HR
Q1 2024Mar 31, 2024May 14, 202444d935$269.7M13F-HR
Q4 2023Dec 31, 2023Feb 15, 202446d477$217.7M13F-HR
Q3 2023Sep 30, 2023Nov 15, 202346d926$217.0M13F-HR
Q2 2023Jun 30, 2023Aug 15, 202346d930$224.8M13F-HR
Q1 2023Mar 31, 2023May 23, 202353d963$208.5M13F-HR/A
Q4 2022Dec 31, 2022Feb 15, 202346d927$193.7M13F-HR
Q3 2022Sep 30, 2022Nov 16, 202247d918$193.2M13F-HR
Q2 2022Jun 30, 2022Aug 15, 202246d917$203.3M13F-HR
Q1 2022Mar 31, 2022May 11, 202241d953$248.0M13F-HR
Q4 2021Dec 31, 2021Mar 9, 202268d962$268.0M13F-HR
Q3 2021Sep 30, 2021Nov 3, 202134d961$236.9M13F-HR
Q2 2021Jun 30, 2021Aug 23, 202154d968$243.7M13F-HR
Q1 2021Mar 31, 2021Apr 28, 202128d949$206.4M13F-HR
Q4 2020Dec 31, 2020Feb 25, 202156d930$195.1M13F-HR
Amended / restated
  • Q1 2023 · filed May 15, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.