Front Row Advisors LLC — 13F Holdings & Portfolio
CIK 1729254 · latest 13F-HR filed 2026-05-19
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$295.6M
Long-equity book
553
Distinct positions
2026-03-31
Filed 2026-05-19
+23 / −35 / ↑153 / ↓161
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CORNING INC COM$2.1M +53.8%
- ASML HLDG NV N Y REGISTRY SHS$1.2M +23.4%
- KEYSIGHT TECHNOLOGIES INC COM$873.6K +37.7%
- TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$866.9K +10.9%
- EQUINIX INC COM$719.3K +28.4%
Top Trims
- NVIDIA CORPORATION COM-$3.5M -7.4%
- MICROSOFT CORP COM-$2.8M -22.0%
- APPLE INC COM-$2.5M -7.2%
- BROADCOM INC COM-$2.0M -11.5%
- INTUITIVE SURGICAL INC COM NEW-$684.1K -18.8%
New Positions
- BLACKSTONE INC COM$57.5K
- APPLOVIN CORP COM CL A$19.9K
- VERSANT MEDIA GROUP INC COM CL A$12.9K
- DOORDASH INC CL A$12.2K
- NEBIUS GROUP N.V. SHS CLASS A$12.0K
Exited Positions
- CONFLUENT INC CLASS A COM$24.2K
- AES CORP COM$8.6K
- SONY GROUP CORP SPONSORED ADR$7.7K
- TCW ARTIFICIAL INTELLIGENCE ETF$4.1K
- OCCIDENTAL PETE CORP WT EXP 080327$231
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | NVDA | 67066G104 | $43.5M | 14.70% | 249,161 | SH |
| 2 | APPLE INC COM | AAPL | 037833100 | $32.7M | 11.05% | 128,757 | SH |
| 3 | BROADCOM INC COM | AVGO | 11135F101 | $15.3M | 5.17% | 49,378 | SH |
| 4 | MICROSOFT CORP COM | MSFT | 594918104 | $10.0M | 3.40% | 27,135 | SH |
| 5 | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | TSM | 874039100 | $8.8M | 2.99% | 26,059 | SH |
| 6 | ASML HLDG NV N Y REGISTRY SHS | ASML | N07059210 | $6.5M | 2.18% | 4,886 | SH |
| 7 | ABB LTD SPONSORED ADR | ABBNY | 000375204 | $6.4M | 2.16% | 78,340 | SH |
| 8 | CORNING INC COM | GLW | 219350105 | $6.1M | 2.05% | 44,514 | SH |
| 9 | ABBVIE INC COM | ABBV | 00287Y109 | $5.5M | 1.85% | 25,204 | SH |
| 10 | COSTCO WHOLESALE CORPORATION COM | COST | 22160K105 | $5.4M | 1.83% | 5,425 | SH |
| 11 | FORTINET INC COM | FTNT | 34959E109 | $5.3M | 1.79% | 64,835 | SH |
| 12 | TJX COS INC NEW COM | TJX | 872540109 | $5.1M | 1.74% | 32,194 | SH |
| 13 | SPROUTS FMRS MKT INC COM | SFM | 85208M102 | $4.9M | 1.67% | 63,850 | SH |
| 14 | WALMART INC COM | WMT | 931142103 | $4.4M | 1.47% | 35,000 | SH |
| 15 | DOVER CORP COM | DOV | 260003108 | $4.2M | 1.44% | 20,375 | SH |
| 16 | ANALOG DEVICES INC COM | ADI | 032654105 | $3.9M | 1.32% | 12,235 | SH |
| 17 | MEDPACE HLDGS INC COM | MEDP | 58506Q109 | $3.8M | 1.28% | 7,863 | SH |
| 18 | VISA INC COM CL A | V | 92826C839 | $3.5M | 1.19% | 11,649 | SH |
| 19 | ALPHABET INC CAP STK CL C | GOOG | 02079K107 | $3.5M | 1.17% | 12,068 | SH |
| 20 | SYNOPSYS INC COM | SNPS | 871607107 | $3.4M | 1.15% | 8,594 | SH |
| 21 | EQUINIX INC COM | EQIX | 29444U700 | $3.3M | 1.10% | 3,317 | SH |
| 22 | BLACKROCK INC COM | BLK | 09290D101 | $3.2M | 1.08% | 3,333 | SH |
| 23 | KEYSIGHT TECHNOLOGIES INC COM | KEYS | 49338L103 | $3.2M | 1.08% | 11,303 | SH |
| 24 | ROCKWELL AUTOMATION INC COM | ROK | 773903109 | $3.2M | 1.08% | 8,871 | SH |
| 25 | PACKAGING CORP AMER COM | PKG | 695156109 | $3.2M | 1.07% | 14,840 | SH |
| 26 | AMAZON COM INC COM | AMZN | 023135106 | $3.2M | 1.07% | 15,134 | SH |
| 27 | AMGEN INC COM | AMGN | 031162100 | $3.1M | 1.07% | 8,950 | SH |
| 28 | INTUITIVE SURGICAL INC COM NEW | ISRG | 46120E602 | $3.0M | 1.00% | 6,412 | SH |
| 29 | DELL TECHNOLOGIES INC CL C | DELL | 24703L202 | $2.9M | 0.97% | 17,551 | SH |
| 30 | SCHWAB U.S. LARGE-CAP ETF | SCHX | 808524201 | $2.7M | 0.92% | 105,629 | SH |
| 31 | EATON CORP PLC SHS | ETN | G29183103 | $2.6M | 0.89% | 7,357 | SH |
| 32 | THERMO FISHER SCIENTIFIC INC COM | TMO | 883556102 | $2.6M | 0.88% | 5,290 | SH |
| 33 | TRANE TECHNOLOGIES PLC SHS | TT | G8994E103 | $2.5M | 0.86% | 6,100 | SH |
| 34 | JPMORGAN CHASE & CO COM | JPM | 46625H100 | $2.5M | 0.86% | 8,632 | SH |
| 35 | DIGITAL RLTY TR INC COM | DLR | 253868103 | $2.3M | 0.78% | 12,870 | SH |
| 36 | ARISTA NETWORKS INC COM SHS | ANET | 040413205 | $2.3M | 0.78% | 18,737 | SH |
| 37 | INVESCO QQQ TRUST SERIES I | QQQ | 46090E103 | $2.2M | 0.74% | 3,815 | SH |
| 38 | DANAHER CORP DEL COM | DHR | 235851102 | $2.1M | 0.73% | 11,295 | SH |
| 39 | CME GROUP INC COM | CME | 12572Q105 | $2.1M | 0.70% | 6,978 | SH |
| 40 | MKS INC. COM | MKSI | 55306N104 | $1.9M | 0.63% | 8,105 | SH |
| 41 | ILLINOIS TOOL WKS INC COM | ITW | 452308109 | $1.8M | 0.61% | 6,898 | SH |
| 42 | TARGET CORP COM | TGT | 87612E106 | $1.6M | 0.54% | 13,150 | SH |
| 43 | COCA COLA CO COM | KO | 191216100 | $1.6M | 0.54% | 20,760 | SH |
| 44 | MARSH & MCLENNAN COS INC COM | MRSH | 571748102 | $1.6M | 0.53% | 9,065 | SH |
| 45 | LOWES COS INC COM | LOW | 548661107 | $1.5M | 0.50% | 6,270 | SH |
| 46 | STATE STREET SPDR S&P 500 ETF | SPY | 78462F103 | $1.4M | 0.48% | 2,182 | SH |
| 47 | HONEYWELL INTL INC COM | HON | 438516106 | $1.4M | 0.48% | 6,242 | SH |
| 48 | ISHARES GLOBAL TECH ETF | IXN | 464287291 | $1.3M | 0.45% | 13,365 | SH |
| 49 | JOHNSON & JOHNSON COM | JNJ | 478160104 | $1.2M | 0.42% | 5,035 | SH |
| 50 | VANGUARD DIVIDEND APPRECIATION ETF | VIG | 921908844 | $1.2M | 0.41% | 5,677 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-19 | $295.6M | 553 | 0001729254-26-000002 |
| 2025-12-31 | 2026-02-12 | $299.9M | 565 | 0001729254-26-000001 |
| 2025-09-30 | 2025-11-17 | $297.6M | 553 | 0001729254-25-000006 |