Forefront Analytics, LLC

13F filer · CIK 0001696802

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$92MU.S. long equity reported on 13F

Positions210 new · 1 closed

Net flow last quarter+$1.21MBuys minus sells

Top 10 positions weight10.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202621 positions
NVDANvidia Corp	$3.91M	4.25%	0.00%	+37.2%	Q1 2020
JPMJPMorgan Chase & Co	$1.64M	1.78%	0.00%	+0.3%	Q4 2017
DEDeere & Co	$743K	0.81%	0.00%	+3.2%	Q1 2020
UNHUnitedhealth Group Inc	$586K	0.64%	0.00%	-29.0%	Q1 2020
INCYIncyte Corp	$577K	0.63%	0.00%	+20.3%	Q4 2022
EWEdwards Lifesciences Corp	$557K	0.61%	0.00%	-6.3%	Q3 2024
ABTAbbott Laboratories	$514K	0.56%	0.00%	+12.3%	Q1 2020
PFEPfizer Inc	$438K	0.48%	0.00%	+39.1%	Q4 2021
MDTMedtronic plc	$416K	0.45%	0.00%	Not reported	Q4 2022
DHRDanaher Corp	$389K	0.42%	0.00%	+58.4%	Q1 2020
TMOThermo Fisher Scientific Inc.	$336K	0.36%	0.00%	+15.5%	Q2 2021
OTFBlue Owl Technology Finance Corp.	$307K	0.33%	0.01%	Not reported	Q1 2026
LEGNLegend Biotech Corp	$305K	0.33%	0.00%	-32.5%	Q1 2025
PMPhilip Morris International Inc.	$265K	0.29%	0.00%	+0.9%	Q1 2020
REGNRegeneron Pharmaceuticals, Inc.	$259K	0.28%	0.00%	-9.8%	Q1 2021
ZURAZura Bio Ltd	$159K	0.17%	0.03%	+81.0%	Q3 2023
GERNGeron Corp	$114K	0.12%	0.01%	+61.1%	Q3 2020
CTMXCytomX Therapeutics, Inc.	$93.9K	0.10%	0.01%	+100.7%	Q3 2021
BCYCBicycle Therapeutics PLC	$92.5K	0.10%	0.03%	+51.6%	Q4 2025
NKTXNkarta, Inc.	$81.9K	0.09%	0.04%	-34.0%	Q1 2023
ANNXAnnexon, Inc.	$81.3K	0.09%	0.01%	Not reported	Q1 2022
Q1 2026Reported May 13, 202622 positions
NVDANvidia Corp	$2.48M	2.26%	0.00%	+1.9%	Q1 2020
JPMJPMorgan Chase & Co	$1.47M	1.33%	0.00%	+48.6%	Q4 2017
DEDeere & Co	$640K	0.58%	0.00%	+0.3%	Q1 2020
UNHUnitedhealth Group Inc	$537K	0.49%	0.00%	+36.6%	Q1 2020
EWEdwards Lifesciences Corp	$526K	0.48%	0.00%	+7.5%	Q3 2024
ABTAbbott Laboratories	$518K	0.47%	0.00%	+34.3%	Q1 2020
MDTMedtronic plc	$461K	0.42%	0.00%	+24.3%	Q4 2022
INCYIncyte Corp	$398K	0.36%	0.00%	-18.6%	Q4 2022
PFEPfizer Inc	$368K	0.33%	0.00%	-31.5%	Q4 2021
OTFBlue Owl Technology Finance Corp.	$367K	0.33%	0.01%	New	Q1 2026
REGNRegeneron Pharmaceuticals, Inc.	$355K	0.32%	0.00%	+7.7%	Q1 2021
TMOThermo Fisher Scientific Inc.	$285K	0.26%	0.00%	-1.2%	Q2 2021
LEGNLegend Biotech Corp	$283K	0.26%	0.00%	Not reported	Q1 2025
DHRDanaher Corp	$244K	0.22%	0.00%	+40.8%	Q1 2020
PMPhilip Morris International Inc.	$240K	0.22%	0.00%	+0.9%	Q1 2020
NKTXNkarta, Inc.	$92.5K	0.08%	0.06%	+7.7%	Q1 2023
ZURAZura Bio Ltd	$88.7K	0.08%	0.02%	-23.9%	Q3 2023
GERNGeron Corp	$82.1K	0.07%	0.01%	+7.4%	Q3 2020
ANNXAnnexon, Inc.	$78.9K	0.07%	0.01%	+7.7%	Q1 2022
BCYCBicycle Therapeutics PLC	$66.8K	0.06%	0.02%	+7.7%	Q4 2025
CTMXCytomX Therapeutics, Inc.	$58.6K	0.05%	0.01%	-33.3%	Q3 2021
MREOMereo BioPharma Group plc	$42.2K	0.04%	0.02%	+302.2%	Q2 2022
Q4 2025Reported Feb 17, 202621 positions
NVDANvidia Corp	$2.61M	2.30%	0.00%	0.0%	Q1 2020
JPMJPMorgan Chase & Co	$1.08M	0.95%	0.00%	+0.5%	Q4 2017
DEDeere & Co	$528K	0.47%	0.00%	+0.4%	Q1 2020
EWEdwards Lifesciences Corp	$521K	0.46%	0.00%	+36.1%	Q3 2024
INCYIncyte Corp	$513K	0.45%	0.00%	+38.8%	Q4 2022
UNHUnitedhealth Group Inc	$479K	0.42%	0.00%	+28.5%	Q1 2020
PFEPfizer Inc	$476K	0.42%	0.00%	+51.9%	Q4 2021
ABTAbbott Laboratories	$471K	0.42%	0.00%	+24.7%	Q1 2020
MDTMedtronic plc	$411K	0.36%	0.00%	+3.3%	Q4 2022
TMOThermo Fisher Scientific Inc.	$339K	0.30%	0.00%	Not reported	Q2 2021
REGNRegeneron Pharmaceuticals, Inc.	$329K	0.29%	0.00%	+3.6%	Q1 2021
PMPhilip Morris International Inc.	$230K	0.20%	0.00%	+0.9%	Q1 2020
MIRMMirum Pharmaceuticals, Inc.	$210K	0.19%	0.01%	New	Q4 2025
DHRDanaher Corp	$209K	0.18%	0.00%	-30.3%	Q1 2020
ZURAZura Bio Ltd	$103K	0.09%	0.03%	-9.0%	Q3 2023
BCYCBicycle Therapeutics PLC	$94.7K	0.08%	0.02%	New	Q4 2025
CTMXCytomX Therapeutics, Inc.	$79.7K	0.07%	0.01%	+3.3%	Q3 2021
NKTXNkarta, Inc.	$75.3K	0.07%	0.06%	+3.2%	Q1 2023
GERNGeron Corp	$67.7K	0.06%	0.01%	-1.8%	Q3 2020
ANNXAnnexon, Inc.	$66.4K	0.06%	0.01%	-51.1%	Q1 2022
MREOMereo BioPharma Group plc	$13.2K	0.01%	0.00%	-4.3%	Q2 2022
Q3 2025Reported Nov 21, 202519 positions
NVDANvidia Corp	$2.61M	2.51%	0.00%	-5.9%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$1.83M	1.77%	Not reported	+0.2%	Q4 2017
JPMJPMorgan Chase & Co	$1.05M	1.01%	0.00%	+0.5%	Q4 2017
DEDeere & Co	$516K	0.50%	0.00%	+0.3%	Q1 2020
ABTAbbott Laboratories	$403K	0.39%	0.00%	+4.1%	Q1 2020
MDTMedtronic plc	$395K	0.38%	0.00%	-4.3%	Q4 2022
UNHUnitedhealth Group Inc	$390K	0.38%	0.00%	+54.0%	Q1 2020
EWEdwards Lifesciences Corp	$349K	0.34%	0.00%	+1.1%	Q3 2024
PFEPfizer Inc	$320K	0.31%	0.00%	-6.3%	Q4 2021
INCYIncyte Corp	$318K	0.31%	0.00%	-26.5%	Q4 2022
DHRDanaher Corp	$260K	0.25%	0.00%	Not reported	Q1 2020
REGNRegeneron Pharmaceuticals, Inc.	$232K	0.22%	0.00%	-15.9%	Q1 2021
PMPhilip Morris International Inc.	$231K	0.22%	0.00%	+0.8%	Q1 2020
ZURAZura Bio Ltd	$93.2K	0.09%	0.03%	-66.4%	Q3 2023
ANNXAnnexon, Inc.	$82.4K	0.08%	0.02%	-2.0%	Q1 2022
NKTXNkarta, Inc.	$81.7K	0.08%	0.06%	+41.0%	Q1 2023
GERNGeron Corp	$71.6K	0.07%	0.01%	+48.5%	Q3 2020
MREOMereo BioPharma Group plc	$68.4K	0.07%	0.00%	+73.4%	Q2 2022
CTMXCytomX Therapeutics, Inc.	$57.8K	0.06%	0.01%	-34.6%	Q3 2021

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