Forefront Analytics, LLC
•CIK: 1696802•Filing: Q4 2025
**Forefront Analytics, LLC** manages $113M across a portfolio of 43 distinct positions. The fund exhibits a notable overweight allocation to ESG-focused equities, with ESGD commanding the largest single holding at $20.1M, followed by ESGE at $16.1M. Further diversification is evident through significant positions in MTUM ($12.7M) and VWO ($9.7M). This structure suggests a concentrated, thematic approach emphasizing sustainability and global market exposure.
Total AUM
$113.3M
QoQ Performance
+9.1%
Positions
32
Top 10 Concentration
84.0%
Latest Filing
Q4 2025
Top Holdings Allocation
ESGD
ESGE
MTUM
VWO
HDV
VEA
NULV
DBEF
ESGD17.7%
ESGE14.2%
MTUM11.2%
VWO8.6%
HDV7.4%
VEA6.8%
NULV5.6%
DBEF5.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.1%
ETF2.8%
Technology2.3%
Healthcare2.1%
Financial1.0%
Industrial0.5%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑28 increased
↓11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022