Front Row Advisors

TIBURON, CAfiles as Front Row Advisors LLC

$345m in 576 US stocks at the end of 30 June 2026. The top 10 are 49.6% of the money. It changed about 5.7% of the portfolio this quarter.

Value

$345m

Stocks

576

Top 10 share

49.6%

Turnover

5.7%

What changed this quarter

New

Bought for the first time this quarter.

Honeywell InternationalHON
0.2% of the fund
Honeywell AerospaceHONA
0.1% of the fund
ExxonMobil HoldingsXOM
<0.1% of the fund
Ishares TRIVVW
<0.1% of the fund
First TR Exchng Traded FD VIBUFD
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
First TR Exchng Traded FD VIBUFR
<0.1% of the fund
First TR Exchng Traded FD VIBUFQ
<0.1% of the fund
First TR Exchng Traded FD VIBUFT
<0.1% of the fund
IntelINTC
<0.1% of the fund
First TR Exchange Traded FDRDVY
<0.1% of the fund
Wisdomtree TRDGRW
<0.1% of the fund
Vaneck ETF TrustGDX
<0.1% of the fund
Vanguard Index FDSVTV
<0.1% of the fund
First TR Exchange Traded FDFTXL
<0.1% of the fund
First TR Exchange-Traded FDWCMI
<0.1% of the fund
First TR Exchng Traded FD VIILDR
<0.1% of the fund
World Gold TRGLDM
<0.1% of the fund
First TR Exchange Traded FDAIRR
<0.1% of the fund
First TR Exchange-Traded FDFGD
<0.1% of the fund
Cullen/frost BankersCFR
<0.1% of the fund
BAE Systems PLC ORDBAESF
<0.1% of the fund
First TR Exchange-Traded FDEIPX
<0.1% of the fund
TCW ETF TrustAIFD
<0.1% of the fund
Bitwise XRP ETFXRP
<0.1% of the fund

Added

Bought more of a stock they already held.

Schwab Strategic TRSCHF
0.3% of the fund
+3%
Ishares TRIWD
0.3% of the fund
+6%
Vanguard World FDMGC
0.2% of the fund
+6%
Palo Alto NetworksPANW
0.2% of the fund
+59%
Pacer FDS TRCOWZ
0.2% of the fund
+2%
Global X FDSQYLD
0.2% of the fund
+5%
Schwab Strategic TRSCHE
0.1% of the fund
+10%
Schneider Elec SA ADRSBGSY
0.1% of the fund
+131%
Ishares TRICVT
0.1% of the fund
+5%
Schwab Strategic TRFNDF
0.1% of the fund
+12%
Airbus SE Unsponsored ADREADSY
<0.1% of the fund
+161%
Nebius GroupNBIS
<0.1% of the fund
+1206%
Ishares TRIGSB
<0.1% of the fund
+24%
Siemens A G - ADRSIEGY
<0.1% of the fund
+39%
Schwab Strategic TRFNDX
<0.1% of the fund
+10%
First TR Exchange-Traded FDCIBR
<0.1% of the fund
+11%
Ishares TRIBDS
<0.1% of the fund
+34%
Ishares TRSUSB
<0.1% of the fund
+5%
TeslaTSLA
<0.1% of the fund
+11%
Fanuc Corporation ADRFANUY
<0.1% of the fund
+18%
Select Sector Spdr TRXLU
<0.1% of the fund
+76%
Monster BeverageMNST
<0.1% of the fund
+100%
Spdr Gold TRGLD
<0.1% of the fund
+7%
Ishares TRFLOT
<0.1% of the fund
+8%
Lockheed MartinLMT
<0.1% of the fund
+2%

Cut

Sold some of their stake.

NvidiaNVDA
15.1% of the fund
-4%
AppleAAPL
10.8% of the fund
-5%
BroadcomAVGO
5.6% of the fund
-5%
MicrosoftMSFT
3.8% of the fund
-4%
Taiwan Semiconductor ManufacturingTSM
3.0% of the fund
-7%
FortinetFTNT
2.9% of the fund
-6%
ASML Holding NVASML
2.3% of the fund
-8%
ABB LTD -Spons ADRABBNY
2.2% of the fund
-5%
Dell TechnologiesDELL
2.1% of the fund
-7%
CorningGLW
1.9% of the fund
-7%
AbbVieABBV
1.8% of the fund
-4%
Sprouts Farmers MarketSFM
1.5% of the fund
-5%
Costco WholesaleCOST
1.4% of the fund
-4%
Medpace HoldingsMEDP
1.3% of the fund
-4%
Analog DevicesADI
1.3% of the fund
-3%
DoverDOV
1.2% of the fund
-2%
VisaV
1.2% of the fund
-4%
Amazon.comAMZN
1.1% of the fund
-4%
AlphabetGOOG
1.1% of the fund
-6%
WalmartWMT
1.1% of the fund
-3%
Rockwell AutomationROK
1.1% of the fund
-6%
Keysight TechnologiesKEYS
1.1% of the fund
-5%
BlackRockBLK
1.1% of the fund
-5%
Packaging Corp of AmericaPKG
1.1% of the fund
-5%
AmgenAMGN
1.0% of the fund
-4%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
Chart Inds
-100%
ExxonMobil HoldingsXOM
-100%
Franklin XRP TrustXRPZ
-100%
Grayscale XRP TR ETFGXRP
-100%
PaychexPAYX
-100%
CloroxCLX
-100%
Ishares TRIBB
-100%
Ishares TRIYE
-100%
AppLovinAPP
-100%
eBayEBAY
-100%
American Electric PowerAEP
-100%
Ishares TRIYG
-100%
AutodeskADSK
-100%
BAE SystemsBAESY
-100%
Ishares TRIYR
-100%
Dollar TreeDLTR
-100%
SymboticSYM
-100%
Daiwa House IndustryDWAHY
-100%
Everus Construction GroupECG
-100%
PayPal HoldingsPYPL
-100%
MDU Resources GroupMDU
-100%
Knife RiverKNF
-100%
Franklin BSP Realty TrustFBRT
-100%
Ishares TRSGOV
-100%

Holdings

NvidiaNVDA
Share
15.1%
Value
$52m
Shares
239,476
-4%
AppleAAPL
Share
10.8%
Value
$37m
Shares
122,461
-5%
BroadcomAVGO
Share
5.6%
Value
$19m
Shares
46,762
-5%
MicrosoftMSFT
Share
3.8%
Value
$13m
Shares
26,055
-4%
Taiwan Semiconductor ManufacturingTSM
Share
3.0%
Value
$10m
Shares
24,184
-7%
FortinetFTNT
Share
2.9%
Value
$10m
Shares
61,115
-6%
ASML Holding NVASML
Share
2.3%
Value
$8m
Shares
4,493
-8%
ABB LTD -Spons ADRABBNY
Share
2.2%
Value
$8m
Shares
74,150
-5%
Dell TechnologiesDELL
Share
2.1%
Value
$7m
Shares
16,361
-7%
CorningGLW
Share
1.9%
Value
$7m
Shares
41,259
-7%
AbbVieABBV
Share
1.8%
Value
$6m
Shares
24,207
-4%
Sprouts Farmers MarketSFM
Share
1.5%
Value
$5m
Shares
60,865
-5%
TJX CompaniesTJX
Share
1.4%
Value
$5m
Shares
31,650
Held
Costco WholesaleCOST
Share
1.4%
Value
$5m
Shares
5,207
-4%
Medpace HoldingsMEDP
Share
1.3%
Value
$5m
Shares
7,581
-4%
Analog DevicesADI
Share
1.3%
Value
$5m
Shares
11,899
-3%
DoverDOV
Share
1.2%
Value
$4m
Shares
19,910
-2%
VisaV
Share
1.2%
Value
$4m
Shares
11,169
-4%
Amazon.comAMZN
Share
1.1%
Value
$4m
Shares
14,565
-4%
AlphabetGOOG
Share
1.1%
Value
$4m
Shares
11,298
-6%
WalmartWMT
Share
1.1%
Value
$4m
Shares
33,965
-3%
Rockwell AutomationROK
Share
1.1%
Value
$4m
Shares
8,333
-6%
Keysight TechnologiesKEYS
Share
1.1%
Value
$4m
Shares
10,785
-5%
Arista NetworksANET
Share
1.1%
Value
$4m
Shares
18,465
Held
BlackRockBLK
Share
1.1%
Value
$4m
Shares
3,173
-5%
Packaging Corp of AmericaPKG
Share
1.1%
Value
$4m
Shares
14,160
-5%
AmgenAMGN
Share
1.0%
Value
$4m
Shares
8,625
-4%
SynopsysSNPS
Share
1.0%
Value
$3m
Shares
8,454
Held
EatonETN
Share
1.0%
Value
$3m
Shares
7,327
Held
EquinixEQIX
Share
1.0%
Value
$3m
Shares
3,256
Held
Schwab Strategic TRSCHX
Share
0.9%
Value
$3m
Shares
105,424
Held
Thermo Fisher ScientificTMO
Share
0.9%
Value
$3m
Shares
5,244
Held
JPMorgan ChaseJPM
Share
0.9%
Value
$3m
Shares
8,362
-3%
Trane TechnologiesTT
Share
0.9%
Value
$3m
Shares
6,176
Held
Invesco QQQ TRQQQ
Share
0.8%
Value
$3m
Shares
3,817
Held
Intuitive SurgicalISRG
Share
0.7%
Value
$3m
Shares
6,455
Held
Digital Realty TrustDLR
Share
0.7%
Value
$2m
Shares
12,420
-4%
DanaherDHR
Share
0.7%
Value
$2m
Shares
10,934
-3%
MKSMKSI
Share
0.7%
Value
$2m
Shares
7,670
-5%
Illinois Tool WorksITW
Share
0.6%
Value
$2m
Shares
6,898
Held
TargetTGT
Share
0.6%
Value
$2m
Shares
12,870
-2%
CME GroupCME
Share
0.5%
Value
$2m
Shares
6,913
Held
Marsh & McLennan CompaniesMRSH
Share
0.5%
Value
$2m
Shares
8,854
-2%
Coca-ColaKO
Share
0.5%
Value
$2m
Shares
19,557
-6%
State STR Spdr S&P 500 ETF TSPY
Share
0.5%
Value
$2m
Shares
2,121
-3%
Ishares TRIXN
Share
0.5%
Value
$2m
Shares
11,332
-15%
Lowe's CompaniesLOW
Share
0.4%
Value
$1m
Shares
6,270
Held
Vanguard Specialized FundsVIG
Share
0.4%
Value
$1m
Shares
5,631
Held
Johnson & JohnsonJNJ
Share
0.4%
Value
$1m
Shares
4,871
-3%
Ishares TRIJK
Share
0.3%
Value
$1m
Shares
10,082
-4%
Schwab Strategic TRSCHF
Share
0.3%
Value
$980,070
Shares
34,816
+3%
Ishares TRESGU
Share
0.3%
Value
$937,892
Shares
5,549
Held
AlphabetGOOGL
Share
0.3%
Value
$921,384
Shares
2,680
-12%
NextEra EnergyNEE
Share
0.3%
Value
$905,843
Shares
10,565
-6%
Schwab Strategic TRSCHD
Share
0.3%
Value
$901,411
Shares
26,303
-3%
Ishares TRSOXX
Share
0.3%
Value
$888,909
Shares
1,664
Held
Ishares TRIWD
Share
0.3%
Value
$884,150
Shares
3,428
+6%
Ishares TRIVV
Share
0.3%
Value
$865,589
Shares
1,118
Held
Vanguard World FDMGC
Share
0.2%
Value
$837,376
Shares
2,967
+6%
Ishares TRIJT
Share
0.2%
Value
$792,126
Shares
4,490
-4%
First TR Exchange-Traded FDFTSM
Share
0.2%
Value
$768,003
Shares
12,845
-7%
Honeywell InternationalHON
Share
0.2%
Value
$741,677
Shares
3,223
New
Palo Alto NetworksPANW
Share
0.2%
Value
$738,815
Shares
1,925
+59%
Pacer FDS TRCOWZ
Share
0.2%
Value
$730,603
Shares
10,403
+2%
McDonald'sMCD
Share
0.2%
Value
$729,787
Shares
2,662
-8%
Verizon CommunicationsVZ
Share
0.2%
Value
$708,294
Shares
14,984
-9%
Schwab Strategic TRSCHG
Share
0.2%
Value
$697,099
Shares
19,554
-7%
Ishares TRIVW
Share
0.2%
Value
$683,453
Shares
4,852
Held
Crown CastleCCI
Share
0.2%
Value
$681,170
Shares
9,250
Held
MckessonMCK
Share
0.2%
Value
$642,060
Shares
712
Held
Vanguard Index FDSVB
Share
0.2%
Value
$639,874
Shares
2,090
Held
Schwab Strategic TRSCHM
Share
0.2%
Value
$610,714
Shares
16,969
Held
Global X FDSQYLD
Share
0.2%
Value
$602,186
Shares
33,160
+5%
Wells Fargo & CompanyWFC
Share
0.2%
Value
$550,323
Shares
6,293
Held
Spdr Series TrustEFIV
Share
0.2%
Value
$541,609
Shares
7,208
Held
Arbutus BiopharmaABUS
Share
0.1%
Value
$516,035
Shares
110,500
Held
Honeywell AerospaceHONA
Share
0.1%
Value
$501,606
Shares
3,023
New
Schwab Strategic TRSCHB
Share
0.1%
Value
$490,790
Shares
16,475
Held
Spdr Series TrustSPTS
Share
0.1%
Value
$469,372
Shares
16,230
Held
Schwab Strategic TRSCHE
Share
0.1%
Value
$452,517
Shares
12,313
+10%
Schwab Strategic TRSCHA
Share
0.1%
Value
$450,117
Shares
12,953
Held
Schneider Elec SA ADRSBGSY
Share
0.1%
Value
$436,522
Shares
6,205
+131%
Ishares TRICVT
Share
0.1%
Value
$415,130
Shares
3,597
+5%
Ishares TRIUSV
Share
0.1%
Value
$407,834
Shares
3,560
Held
Vanguard Tax-Managed FDSVEA
Share
0.1%
Value
$381,259
Shares
5,245
-14%
Home DepotHD
Share
0.1%
Value
$380,712
Shares
1,074
Held
State STR Spdr DOW Jones INDDIA
Share
0.1%
Value
$366,962
Shares
683
Held
Schwab Strategic TRFNDF
Share
0.1%
Value
$364,850
Shares
6,624
+12%
Eli LillyLLY
Share
0.1%
Value
$348,875
Shares
287
Held
Schwab Strategic TRSCHV
Share
<0.1%
Value
$335,206
Shares
9,602
-4%
Vanguard Intl Equity Index FVWO
Share
<0.1%
Value
$321,882
Shares
5,354
Held
CSXCSX
Share
<0.1%
Value
$311,626
Shares
6,240
Held
Assured GuarantyAGO
Share
<0.1%
Value
$311,256
Shares
4,133
-2%
Ishares TRIWR
Share
<0.1%
Value
$302,011
Shares
2,663
-6%
Ishares TRUSMV
Share
<0.1%
Value
$299,168
Shares
2,970
-4%
Airbus SE Unsponsored ADREADSY
Share
<0.1%
Value
$298,461
Shares
4,880
+161%
PNC Financial Services GroupPNC
Share
<0.1%
Value
$297,449
Shares
1,170
Held
Meta PlatformsMETA
Share
<0.1%
Value
$292,970
Shares
489
Held
Nebius GroupNBIS
Share
<0.1%
Value
$292,743
Shares
1,515
+1206%
International Business MachinesIBM
Share
<0.1%
Value
$286,104
Shares
1,200
Held

Company	Share of fund	Value	Shares	Change
NvidiaNVDA	15.1%	$52m	239,476	-4%
AppleAAPL	10.8%	$37m	122,461	-5%
BroadcomAVGO	5.6%	$19m	46,762	-5%
MicrosoftMSFT	3.8%	$13m	26,055	-4%
Taiwan Semiconductor ManufacturingTSM	3.0%	$10m	24,184	-7%
FortinetFTNT	2.9%	$10m	61,115	-6%
ASML Holding NVASML	2.3%	$8m	4,493	-8%
ABB LTD -Spons ADRABBNY	2.2%	$8m	74,150	-5%
Dell TechnologiesDELL	2.1%	$7m	16,361	-7%
CorningGLW	1.9%	$7m	41,259	-7%
AbbVieABBV	1.8%	$6m	24,207	-4%
Sprouts Farmers MarketSFM	1.5%	$5m	60,865	-5%
TJX CompaniesTJX	1.4%	$5m	31,650	Held
Costco WholesaleCOST	1.4%	$5m	5,207	-4%
Medpace HoldingsMEDP	1.3%	$5m	7,581	-4%
Analog DevicesADI	1.3%	$5m	11,899	-3%
DoverDOV	1.2%	$4m	19,910	-2%
VisaV	1.2%	$4m	11,169	-4%
Amazon.comAMZN	1.1%	$4m	14,565	-4%
AlphabetGOOG	1.1%	$4m	11,298	-6%
WalmartWMT	1.1%	$4m	33,965	-3%
Rockwell AutomationROK	1.1%	$4m	8,333	-6%
Keysight TechnologiesKEYS	1.1%	$4m	10,785	-5%
Arista NetworksANET	1.1%	$4m	18,465	Held
BlackRockBLK	1.1%	$4m	3,173	-5%
Packaging Corp of AmericaPKG	1.1%	$4m	14,160	-5%
AmgenAMGN	1.0%	$4m	8,625	-4%
SynopsysSNPS	1.0%	$3m	8,454	Held
EatonETN	1.0%	$3m	7,327	Held
EquinixEQIX	1.0%	$3m	3,256	Held
Schwab Strategic TRSCHX	0.9%	$3m	105,424	Held
Thermo Fisher ScientificTMO	0.9%	$3m	5,244	Held
JPMorgan ChaseJPM	0.9%	$3m	8,362	-3%
Trane TechnologiesTT	0.9%	$3m	6,176	Held
Invesco QQQ TRQQQ	0.8%	$3m	3,817	Held
Intuitive SurgicalISRG	0.7%	$3m	6,455	Held
Digital Realty TrustDLR	0.7%	$2m	12,420	-4%
DanaherDHR	0.7%	$2m	10,934	-3%
MKSMKSI	0.7%	$2m	7,670	-5%
Illinois Tool WorksITW	0.6%	$2m	6,898	Held
TargetTGT	0.6%	$2m	12,870	-2%
CME GroupCME	0.5%	$2m	6,913	Held
Marsh & McLennan CompaniesMRSH	0.5%	$2m	8,854	-2%
Coca-ColaKO	0.5%	$2m	19,557	-6%
State STR Spdr S&P 500 ETF TSPY	0.5%	$2m	2,121	-3%
Ishares TRIXN	0.5%	$2m	11,332	-15%
Lowe's CompaniesLOW	0.4%	$1m	6,270	Held
Vanguard Specialized FundsVIG	0.4%	$1m	5,631	Held
Johnson & JohnsonJNJ	0.4%	$1m	4,871	-3%
Ishares TRIJK	0.3%	$1m	10,082	-4%
Schwab Strategic TRSCHF	0.3%	$980,070	34,816	+3%
Ishares TRESGU	0.3%	$937,892	5,549	Held
AlphabetGOOGL	0.3%	$921,384	2,680	-12%
NextEra EnergyNEE	0.3%	$905,843	10,565	-6%
Schwab Strategic TRSCHD	0.3%	$901,411	26,303	-3%
Ishares TRSOXX	0.3%	$888,909	1,664	Held
Ishares TRIWD	0.3%	$884,150	3,428	+6%
Ishares TRIVV	0.3%	$865,589	1,118	Held
Vanguard World FDMGC	0.2%	$837,376	2,967	+6%
Ishares TRIJT	0.2%	$792,126	4,490	-4%
First TR Exchange-Traded FDFTSM	0.2%	$768,003	12,845	-7%
Honeywell InternationalHON	0.2%	$741,677	3,223	New
Palo Alto NetworksPANW	0.2%	$738,815	1,925	+59%
Pacer FDS TRCOWZ	0.2%	$730,603	10,403	+2%
McDonald'sMCD	0.2%	$729,787	2,662	-8%
Verizon CommunicationsVZ	0.2%	$708,294	14,984	-9%
Schwab Strategic TRSCHG	0.2%	$697,099	19,554	-7%
Ishares TRIVW	0.2%	$683,453	4,852	Held
Crown CastleCCI	0.2%	$681,170	9,250	Held
MckessonMCK	0.2%	$642,060	712	Held
Vanguard Index FDSVB	0.2%	$639,874	2,090	Held
Schwab Strategic TRSCHM	0.2%	$610,714	16,969	Held
Global X FDSQYLD	0.2%	$602,186	33,160	+5%
Wells Fargo & CompanyWFC	0.2%	$550,323	6,293	Held
Spdr Series TrustEFIV	0.2%	$541,609	7,208	Held
Arbutus BiopharmaABUS	0.1%	$516,035	110,500	Held
Honeywell AerospaceHONA	0.1%	$501,606	3,023	New
Schwab Strategic TRSCHB	0.1%	$490,790	16,475	Held
Spdr Series TrustSPTS	0.1%	$469,372	16,230	Held
Schwab Strategic TRSCHE	0.1%	$452,517	12,313	+10%
Schwab Strategic TRSCHA	0.1%	$450,117	12,953	Held
Schneider Elec SA ADRSBGSY	0.1%	$436,522	6,205	+131%
Ishares TRICVT	0.1%	$415,130	3,597	+5%
Ishares TRIUSV	0.1%	$407,834	3,560	Held
Vanguard Tax-Managed FDSVEA	0.1%	$381,259	5,245	-14%
Home DepotHD	0.1%	$380,712	1,074	Held
State STR Spdr DOW Jones INDDIA	0.1%	$366,962	683	Held
Schwab Strategic TRFNDF	0.1%	$364,850	6,624	+12%
Eli LillyLLY	0.1%	$348,875	287	Held
Schwab Strategic TRSCHV	<0.1%	$335,206	9,602	-4%
Vanguard Intl Equity Index FVWO	<0.1%	$321,882	5,354	Held
CSXCSX	<0.1%	$311,626	6,240	Held
Assured GuarantyAGO	<0.1%	$311,256	4,133	-2%
Ishares TRIWR	<0.1%	$302,011	2,663	-6%
Ishares TRUSMV	<0.1%	$299,168	2,970	-4%
Airbus SE Unsponsored ADREADSY	<0.1%	$298,461	4,880	+161%
PNC Financial Services GroupPNC	<0.1%	$297,449	1,170	Held
Meta PlatformsMETA	<0.1%	$292,970	489	Held
Nebius GroupNBIS	<0.1%	$292,743	1,515	+1206%
International Business MachinesIBM	<0.1%	$286,104	1,200	Held

Showing the largest 100 of 576.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 20.2% since 30 June 2025.

Where the money is

Technology51.2%

Industrials7.7%

Health care7.4%

Everyday goods5.2%

Financial services4.8%

Retail & consumer3.5%

Real estate1.9%

Media & telecom1.8%

Materials1.2%

Utilities0.6%

Energy0.2%

Other14.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.