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Forefront Analytics, LLC

SEC CIK
0001696802
Latest filing
Aug 12, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 9, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
70
+6 vs. Q4 2021
Portfolio value
$269.3M
−$29.5M (−9.9%) vs. Q4 2021
Filed
May 9, 2022
SEC
Holdings of Forefront Analytics, LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
PRETQPennsylvania Real Estate Investment TrustSH BEN INT10,000$6.00K<0.1%00.0%UnchangedHistory
Adamas Trust, Inc.649604501COM PAR $.0210,000$37.0K<0.1%00.0%Unchanged–
CTMXCytomX Therapeutics, Inc.COM14,644$40.0K<0.1%+900+6.5%AddedHistory
SURFSurface Oncology, Inc.COM19,713$62.0K<0.1%+19,713NewHistory
ANNXAnnexon, Inc.COM22,285$63.0K<0.1%+22,285NewHistory
ORTXOrchard Therapeutics plcADS99,741$72.0K<0.1%+47,175+89.7%AddedHistory
EIGREiger BioPharmaceuticals, Inc.COM10,827$87.0K<0.1%+475+4.6%AddedHistory
KGCKinross Gold CorpCOM16,000$94.0K<0.1%00.0%UnchangedHistory
DYAIDyadic International IncCOM33,671$102.0K<0.1%+1,100+3.4%AddedHistory
GERNGeron CorpCOM86,636$117.0K<0.1%+2,100+2.5%AddedHistory
JSPRJasper Therapeutics, Inc.COM32,550$118.0K<0.1%+32,550NewHistory
AGIAlamos Gold IncStock14,250$120.0K<0.1%00.0%UnchangedHistory
PSTXPoseida Therapeutics, Inc.COM26,770$121.0K<0.1%+16,150+152.1%AddedHistory
CDAKCodiak BioSciences, Inc.COM19,310$122.0K<0.1%+19,310NewHistory
PRVBProvention Bio, Inc.COM22,602$166.0K0.1%+900+4.1%AddedHistory
VRNAVerona Pharma plcSPONSORED ADS35,656$179.0K0.1%+1,550+4.5%AddedHistory
iShares Tr46435G516ESG AW MSCI EAFE2,833$208.0K0.1%+4+0.1%Added–
DHRDanaher CorpStock737$216.0K0.1%+737NewHistory
GILDGilead Sciences, Inc.Stock3,737$221.0K0.1%+175+4.9%AddedHistory
HSICHenry Schein IncCOM2,625$228.0K0.1%+2,625NewHistory
ProShares Tr74347R107PSHS ULT S&P 5003,660$239.0K0.1%00.0%UnchangedConverted for a 2-for-1 split–
DBCInvesco DB Commodity Index Tracking FundUNIT9,908$258.0K0.1%+9,908NewHistory
VALEVale S.A.SPONSORED ADS13,744$275.0K0.1%+13,744NewHistory
Vanguard Mortgage-Backed Securities ETF92206C771ETF5,720$286.0K0.1%00.0%Unchanged–
XUnited States Steel CorpCOM7,752$293.0K0.1%+7,752NewHistory
iShares Inc46434G863ESG AWR MSCI EM8,376$308.0K0.1%00.0%Unchanged–
TMOThermo Fisher Scientific Inc.Stock528$317.0K0.1%+20+3.9%AddedHistory
PFEPfizer IncStock6,395$336.0K0.1%+1,713+36.6%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM515$353.0K0.1%+123+31.4%AddedHistory
DEDeere & CoStock1,078$448.0K0.2%+3+0.3%AddedHistory
JPMJPMorgan Chase & CoStock3,306$451.0K0.2%−517−13.5%ReducedHistory
iShares Tr464288513IBOXX HI YD ETF5,722$457.0K0.2%−122−2.1%Reduced–
SPDR Series Trust78468R200ST STR RATE ETF16,245$495.0K0.2%+9+0.1%Added–
NVDANVIDIA CorpStock2,023$552.0K0.2%−140−6.5%ReducedHistory
ProShares Tr74347R842PSHS ULTRUSS200013,761$638.0K0.2%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER12,281$643.0K0.2%−304,647−96.1%Reduced–
IAUiShares Gold TrustETF19,812$730.0K0.3%00.0%UnchangedHistory
SPDR Series Trust78468R622ST BLOO HIGH ETF7,962$817.0K0.3%−77−1.0%Reduced–
iShares Tr46429B655FLTG RATE NT ETF19,606$991.0K0.4%+13+0.1%Added–
Tidal ETF Tr886364603RPAR RISK PARI52,045$1.23M0.5%−1,266−2.4%Reduced–
iShares MSCI USA Min Vol Factor ETF46429B697ETF18,093$1.40M0.5%−42−0.2%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF14,615$1.53M0.6%00.0%Unchanged–
iShares Tips Bond ETF464287176ETF12,551$1.56M0.6%−1,144−8.4%Reduced–
OBDCBlue Owl Capital CorpCOM119,827$1.77M0.7%+2,504+2.1%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF13,361$2.84M1.1%+34+0.3%Added–
Vanguard Morningstar Value ETF922908744ETF20,492$3.02M1.1%+132+0.6%Added–
iShares Tr4642886613 7 YR TREAS BD25,000$3.05M1.1%−551−2.2%Reduced–
Vanguard Total International Bond ETF92203J407ETF59,569$3.11M1.2%+5,468+10.1%Added–
iShares Tr464288588MBS ETF31,404$3.19M1.2%+197+0.6%Added–
iShares Tr4642874407-10 YR TRSY BD32,695$3.51M1.3%+236+0.7%Added–
DJPBarclays Bank PLCDJUBS CMDT ETN36113,633$4.19M1.6%+127+0.1%AddedHistory
Invesco Exch Traded FD Tr II46138G508SR LN ETF210,139$4.58M1.7%+3,882+1.9%Added–
WisdomTree Tr97717W562US SMALLCAP FUND112,173$5.38M2.0%+201+0.2%Added–
iShares Tr464288281JPMORGAN USD EMG58,434$5.71M2.1%+959+1.7%Added–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF47,382$5.72M2.1%−1,588−3.2%Reduced–
Vanguard Intl Equity Index F922042676GLB EX US ETF139,141$7.23M2.7%+471+0.3%Added–
iShares Core S&P 500 ETF464287200ETF19,085$8.66M3.2%+582+3.1%Added–
Vanguard World FD921910709EXTENDED DUR77,093$9.38M3.5%+215+0.3%Added–
SPDR Series Trust78464A490ST STR FTSE ETF188,769$10.2M3.8%−8,197−4.2%Reduced–
SPYSPDR S&P 500 ETF TrustETF23,983$10.8M4.0%−76−0.3%ReducedHistory
First Tr Exchange-Traded FD33738D101NO AMER ENERGY420,194$11.6M4.3%+19,038+4.7%Added–
Vanguard Real Estate ETF922908553ETF109,329$11.8M4.4%+756+0.7%Added–
iShares Core High Dividend ETF46429B663ETF134,961$14.4M5.4%+7,831+6.2%Added–
iShares Inc46434G509CUR HD MSCI EM556,431$15.3M5.7%+2,490+0.4%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF332,008$15.3M5.7%+963+0.3%Added–
DBX ETF Tr233051200XTRACK MSCI EAFE410,947$15.5M5.8%+2,418+0.6%Added–
Vanguard Ftse Developed Markets ETF921943858ETF324,768$15.6M5.8%+561+0.2%Added–
iShares Tr464288372GLB INFRASTR ETF306,728$15.6M5.8%+557+0.2%Added–
PIMCO ETF Tr72201R30415+ YR US TIPS220,646$18.2M6.8%−37,770−14.6%Reduced–
iShares MSCI USA Momentum Factor ETF46432F396ETF157,683$26.5M9.8%+3,779+2.5%Added–

Sold out since Q4 2021 (3)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Forefront Analytics, LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
JNJJohnson & JohnsonStock1,919$328.0K0.1%History
Vanguard Total World Stock ETF922042742ETF2,408$259.0K0.1%–
JDJD.com, Inc.SPON ADS CL A3,478$244.0K0.1%History