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Forefront Analytics, LLC
CIK:0001696802
Investment Adviser
$202M AUM
114 holdings
Conshohocken, PA, USA
Forefront Analytics is an SEC-registered investment adviser offering innovative solutions through research-based consulting and asset management services. It was founded by Christopher Geczy, Ph.D., to integrate academic financial research with practical asset management.
Latest 13F Filing Activity
Forefront Analytics, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 113 equity positions with a total 13F market value of $202M. The fund increased holdings in Vanguard Whitehall FDS, Ishares TR, Ishares Inc. among other positions. Forefront Analytics, LLC reduced exposure to SPDR Ser TR, Nushares Etf TR, Ishares TR among others.
Top Holdings
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NULV | NUSHARES ETF TR | 7.17% | $14.5M | 345,887 | $38.23 | $41.92 | -$8.0M |
M MTUM | ISHARES TR | 4.86% | $9.8M | 40,843 | $157.99 | $240.32 | +$1.4M |
V VYMI | VANGUARD WHITEHALL FDS | 4.79% | $9.7M | 120,943 | $80.11 | $80.11 | +$9.7M |
V VWO | VANGUARD INTL EQUITY INDEX F | 4.21% | $8.5M | 172,044 | $44.70 | $49.46 | +$1.4M |
E ESGD | ISHARES TR | 3.21% | $6.5M | 72,693 | $89.22 | $89.22 | +$6.5M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+2.5%
PHARMACEUTICAL PREPARATIONS
+1.3%
NATIONAL COMMERCIAL BANKS
+1.0%
FARM MACHINERY & EQUIPMENT
+0.5%
ELECTROMEDICAL & ELECTROTHERAPEUTIC APPARATUS
+0.4%
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