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Forefront Analytics, LLC

SEC CIK
0001696802
Latest filing
Aug 12, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
37
−2 vs. Q1 2026
Portfolio value
$92.0M
−$17.9M (−16.3%) vs. Q1 2026
Filed
Aug 12, 2026
SEC
Holdings of Forefront Analytics, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
ANNXAnnexon, Inc.COM14,240$81.3K0.1%00.0%UnchangedHistory
NKTXNkarta, Inc.COM28,955$81.9K0.1%−14,880−33.9%ReducedHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS21,822$92.5K0.1%+7,428+51.6%AddedHistory
CTMXCytomX Therapeutics, Inc.COM25,033$93.9K0.1%+12,557+100.6%AddedHistory
GERNGeron CorpCOM88,779$113.6K0.1%+33,654+61.1%AddedHistory
ZURAZura Bio LtdCLASS A ORD SHS26,968$159.1K0.2%+12,067+81.0%AddedHistory
Vanguard Morningstar Value ETF922908744ETF1,084$236.3K0.3%−233−17.7%Reduced–
Schwab US Dividend Equity ETF808524797ETF7,676$243.4K0.3%−7,443−49.2%Reduced–
REGNRegeneron Pharmaceuticals, Inc.COM415$258.8K0.3%−45−9.8%ReducedHistory
PMPhilip Morris International Inc.Stock1,463$264.6K0.3%+13+0.9%AddedHistory
LEGNLegend Biotech CorpSPONSORED ADS10,568$305.2K0.3%−5,091−32.5%ReducedHistory
OTFBlue Owl Technology Finance Corp.COMMON STOCK29,654$306.9K0.3%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock669$335.6K0.4%+90+15.5%AddedHistory
DHRDanaher CorpStock2,040$388.5K0.4%+752+58.4%AddedHistory
MDTMedtronic plcStock5,319$416.1K0.5%00.0%UnchangedHistory
PFEPfizer IncStock18,210$438.5K0.5%+5,120+39.1%AddedHistory
WisdomTree Tr97717W562US SMALLCAP FUND7,020$475.9K0.5%−1,212−14.7%Reduced–
ABTAbbott LaboratoriesStock5,665$514.1K0.6%+622+12.3%AddedHistory
ProShares Tr74347R842PSHS ULTRUSS20007,997$537.7K0.6%+7+0.1%Added–
ProShares Tr74347R107PSHS ULT S&P 5008,180$551.2K0.6%+16+0.2%Added–
EWEdwards Lifesciences CorpStock6,158$557.1K0.6%−416−6.3%ReducedHistory
INCYIncyte CorpCOM5,091$577.1K0.6%+858+20.3%AddedHistory
UNHUnitedHealth Group IncStock1,409$585.8K0.6%−574−28.9%ReducedHistory
DEDeere & CoStock1,172$743.2K0.8%+36+3.2%AddedHistory
JPMJPMorgan Chase & CoStock4,997$1.64M1.8%+13+0.3%AddedHistory
iShares Inc46434G509CUR HD MSCI EM58,203$2.60M2.8%−337−0.6%Reduced–
iShares Core S&P 500 ETF464287200ETF4,450$3.33M3.6%−24−0.5%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF47,559$3.39M3.7%+252+0.5%Added–
NVDANVIDIA CorpStock19,532$3.91M4.2%+5,291+37.2%AddedHistory
Flexshares Tr33939L688STOX GLB INDEX21,669$5.05M5.5%−22,570−51.0%Reduced–
DBX ETF Tr233051200XTRACK MSCI EAFE126,734$6.92M7.5%−158−0.1%Reduced–
Nushares ETF Tr67092P300NUVEEN ESG LRGVL140,912$7.04M7.7%−54,745−28.0%Reduced–
iShares MSCI USA Momentum Factor ETF46432F396ETF24,434$8.38M9.1%+200+0.8%Added–
iShares Core High Dividend ETF46429B663ETF342,756$9.39M10.2%+2,321+0.7%AddedConverted for a 5-for-1 split–
iShares Inc46434G863ESG AWR MSCI EM192,398$10.5M11.4%−177,055−47.9%Reduced–
iShares Tr46435G516ESG AW MSCI EAFE104,247$10.7M11.6%−150,180−59.0%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF180,376$10.8M11.7%+214+0.1%Added–

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Forefront Analytics, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
Dimensional ETF Trust25434V815US SMALL CAP ETF6,341$222.2K0.2%–
MREOMereo BioPharma Group plcSPON ADS127,778$42.2K<0.1%History