Institutional Manager · CIK 0001729254
Front Row Advisors LLC
TIBURON, CA · File #028-18239
Latest AUM
$299.9M
Positions
565
Top-10 Concentration
57.6%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | NVIDIA CORPORATION COM | NVDA | -3,302 | -$615,823 | -$22,953 |
| REDUCE | BROADCOM INC COM | AVGO | -1,511 | -$522,957 | +$832,328 |
| ADD | FIRST TRUST ENHANCED SHORT MATURITY ETF | 33739Q408 | +4,500 | +$269,685 | -$2,220 |
| REDUCE | APPLE INC COM | AAPL | -853 | -$231,897 | +$2.2M |
| REDUCE | MICROSOFT CORP COM | MSFT | -445 | -$215,213 | -$929,869 |
| REDUCE | CHART INDS INC COM | 16115Q308 | -845 | -$174,264 | +$31,901 |
| REDUCE | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 874039100 | -440 | -$134,062 | +$653,178 |
| REDUCE | STATE STREET SPDR S&P 500 ETF | SPY | -184 | -$125,817 | +$37,192 |
| REDUCE | PACKAGING CORP AMER COM | 695156109 | -585 | -$121,376 | -$180,765 |
| REDUCE | ASML HLDG NV N Y REGISTRY SHS | ASMLF | -107 | -$114,475 | +$508,443 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025565 pos · $299.9M
- 13F HOLDINGS REPORTQ/E Sep 2025553 pos · $297.6M
- 13F HOLDINGS REPORTQ/E Jun 2025538 pos · $287.5M
- 13F HOLDINGS REPORTQ/E Mar 2025512 pos · $260.2M
- 13F HOLDINGS REPORTQ/E Dec 2024499 pos · $289.5M
- 13F HOLDINGS REPORTQ/E Sep 2024499 pos · $280.3M
- 13F HOLDINGS REPORTQ/E Jun 2024943 pos · $287.6M
- 13F HOLDINGS REPORTQ/E Mar 2024935 pos · $269.7M
- 13F HOLDINGS REPORTQ/E Dec 2023926 pos · $217.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | NVDA | 251,700 | $46.9M | 18.34% |
| 2 | APPLE INC COM | AAPL | 129,571 | $35.2M | 13.76% |
| 3 | BROADCOM INC COM | AVGO | 49,899 | $17.3M | 6.75% |
| 4 | MICROSOFT CORP COM | MSFT | 26,641 | $12.9M | 5.03% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 874039100 | 26,139 | $8.0M | 3.11% |
| 6 | ABB LTD SPONSORED ADR | ABLZF | 78,340 | $5.8M | 2.26% |
| 7 | ABBVIE INC COM | ABBV | 25,138 | $5.7M | 2.24% |
| 8 | ASML HLDG NV N Y REGISTRY SHS | ASMLF | 4,889 | $5.2M | 2.04% |
| 9 | FORTINET INC COM | FTNT | 65,085 | $5.2M | 2.02% |
| 10 | SPROUTS FMRS MKT INC COM | 85208M102 | 64,784 | $5.2M | 2.02% |
| 11 | TJX COS INC NEW COM | 872540109 | 32,226 | $5.0M | 1.93% |
| 12 | COSTCO WHOLESALE CORPORATION COM | 22160K105 | 5,447 | $4.7M | 1.84% |
| 13 | MEDPACE HLDGS INC COM | MEDP | 7,933 | $4.5M | 1.74% |
| 14 | VISA INC COM CL A | V | 11,791 | $4.1M | 1.62% |
| 15 | SYNOPSYS INC COM | SNPS | 8,634 | $4.1M | 1.58% |
| 16 | DOVER CORP COM | DOV | 20,375 | $4.0M | 1.55% |
| 17 | CORNING INC COM | GLW | 44,954 | $3.9M | 1.54% |
| 18 | WALMART INC COM | WMT | 35,147 | $3.9M | 1.53% |
| 19 | ALPHABET INC CAP STK CL C | GOOG | 12,108 | $3.8M | 1.48% |
| 20 | INTUITIVE SURGICAL INC COM NEW | ISRG | 6,427 | $3.6M | 1.42% |