1y return+29.7%S&P 500 +20.9%
3y return+96.0%S&P 500 +68.5%
5y return+108.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $363 against $280 in the S&P 500.2
Front Row Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation Com | $52.1M | 15.1% | −3.9% |
| AAPLApple Inc Com | $37.3M | 10.8% | −4.9% |
| AVGOBroadcom Inc Com | $19.5M | 5.6% | −5.3% |
| MSFTMicrosoft Corp Com | $13.1M | 3.8% | −4.0% |
| TSMTaiwan Semiconductor Manufact Sponsored Ads | $10.2M | 3.0% | −7.2% |
| FTNTFortinet Inc Com | $9.9M | 2.9% | −5.7% |
| Asml Hldg Nv N Y Registry ShsCUSIP N07059210 | $8.1M | 2.3% | −8.0% |
| ABBNYAbb Ltd Sponsored Adr | $7.5M | 2.2% | −5.3% |
| DELLDell Technologies Inc Cl C | $7.2M | 2.1% | −6.8% |
| GLWCorning Inc Com | $6.6M | 1.9% | −7.3% |
| ABBVAbbvie Inc Com | $6.1M | 1.8% | −4.0% |
| SFMSprouts Fmrs Mkt Inc Com | $5.1M | 1.5% | −4.7% |
| TJXTjx Cos Inc New Com | $4.9M | 1.4% | −1.7% |
| COSTCostco Wholesale Corporation Com | $4.9M | 1.4% | −4.0% |
| MEDPMedpace Hldgs Inc Com | $4.6M | 1.3% | −3.6% |
| ADIAnalog Devices Inc Com | $4.6M | 1.3% | −2.7% |
| DOVDover Corp Com | $4.2M | 1.2% | −2.3% |
| VVisa Inc Com Cl A | $4.1M | 1.2% | −4.1% |
| AMZNAmazon Com Inc Com | $4.0M | 1.1% | −3.8% |
| GOOGAlphabet Inc Cap Stk Cl C | $3.9M | 1.1% | −6.4% |
| WMTWalmart Inc Com | $3.8M | 1.1% | −3.0% |
| ROKRockwell Automation Inc Com | $3.7M | 1.1% | −6.1% |
| KEYSKeysight Technologies Inc Com | $3.7M | 1.1% | −4.6% |
| ANETArista Networks Inc Com Shs | $3.7M | 1.1% | −1.5% |
| BLKBlackrock Inc Com | $3.6M | 1.1% | −4.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | June 30, 2020 | +2006.7% | $52.1M |
| AVGOBroadcom Inc Com | June 30, 2020 | +1096.9% | $19.5M |
| GLWCorning Inc Com | June 30, 2020 | +886.1% | $6.6M |
| TSMTaiwan Semiconductor Manufact Sponsored Ads | June 30, 2020 | +741.2% | $10.2M |
| DELLDell Technologies Inc Cl C | June 30, 2020 | +685.4% | $7.2M |
| MEDPMedpace Hldgs Inc Com | June 30, 2020 | +469.3% | $4.6M |
| FTNTFortinet Inc Com | June 30, 2020 | +459.6% | $9.9M |
| Trane Technologies PLC ShsCUSIP G8994E103 | June 30, 2020 | +451.9% | $3.0M |
| Asml Hldg Nv N Y Registry ShsCUSIP N07059210 | June 30, 2020 | +440.6% | $8.1M |
| GOOGAlphabet Inc Cap Stk Cl C | June 30, 2020 | +399.9% | $3.9M |
Sold off last quarter
- Honeywell Intl Inc ComCUSIP 438516106 was $1.4M
- Chart Inds Inc ComCUSIP 16115Q308 was $755K
- Exxon Mobil Corp ComCUSIP 30231G102 was $177K
- XRPZFranklin Xrp Etf was $36K
- GXRPGrayscale Xrp Trust Etf was $36K
- PAYXPaychex Inc Com was $35K
- CLXClorox Co Del Com was $33K
- IBBIshares Biotechnology Etf was $30K
- IYEIshares U.s. Energy Etf was $29K
- APPApplovin Corp Com Cl A was $20K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +18.2% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +9.4% | +7.8% |
| June 30, 2025 | +13.8% | +10.5% |
| March 31, 2025 | −7.7% | −4.6% |
| December 31, 2024 | +4.0% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +8.5% | +4.0% |
| March 31, 2024 | +13.3% | +10.0% |
| December 31, 2023 | +11.6% | +11.2% |
| September 30, 2023 | −4.5% | −3.6% |
| June 30, 2023 | +9.4% | +8.3% |
| March 31, 2023 | +10.4% | +7.0% |
| December 31, 2022 | +7.9% | +7.1% |
| September 30, 2022 | −5.9% | −5.3% |
| June 30, 2022 | −17.5% | −16.5% |
| March 31, 2022 | −6.6% | −4.9% |
| December 31, 2021 | +12.6% | +10.7% |
| September 30, 2021 | +0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Front Row Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1729254&type=13F-HR&dateb=&owner=include&count=40CIK 1729254
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1729254/000172925426000003/Filed August 13, 2026 · accession 0001729254-26-000003