SEC 13F Intelligence

Managers / Q3 2023 · view latest →

Front Row Advisors LLC

CIK 0001729254 · 1100 MAR WEST ST., SUITE C, TIBURON, CA, 94920 · 4157976003

Reported Value
Under review
reported total failed a data-quality check
Positions
926
Filings on Record
32
2019–present window
Filed
Nov 15, 2023
original filing

Summary

Compared with Q2 2023, the fund opened 16 new positions and exited 20.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $115MQ4 ’18Q1 ’19: $128MQ2 ’19: $137MQ3 ’19: $140MQ4 ’19: $153MQ4 ’19Q1 ’20: $148MQ2 ’20: $161MQ3 ’20: $189MQ4 ’20: $195MQ4 ’20Q1 ’21: $206MQ2 ’21: $244MQ3 ’21: $237MQ1 ’22: $248MQ1 ’22Q2 ’22: $203MQ3 ’22: $193MQ1 ’23: $208,473Q2 ’23: $224,836Q2 ’23Q4 ’23: $218MQ1 ’24: $270MQ2 ’24: $288MQ3 ’24: $280MQ3 ’24Q4 ’24: $290MQ1 ’25: $260MQ2 ’25: $287MQ3 ’25: $298MQ3 ’25Q4 ’25: $300MQ1 ’26: $296Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 77.0%ETP: 14.0%ADR: 3.0%Other: 2.9%REIT: 2.9%Other: 0.1%
  • Common Stock · 77.0% · $167M
  • ETP · 14.0% · $30M
  • ADR · 3.0% · $7M
  • Other · 2.9% · $6M
  • REIT · 2.9% · $6M
  • Other · 0.1% · $111,935

Quarter-over-Quarter Changes full breakdown →

vs Q2 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GTLSCHART INDS INC COMNEW+8.1K8.1K+$1M$1M
ENPHENPHASE ENERGY INC COMNEW+10.8K10.8K+$1M$1M
BBWIBATH & BODY WORKS INC COMNEW+739739+$24,978$24,978
INVESCO S&P 500 EQUAL WEIGHT ETFNEW+150150+$21,254$21,254
GLOBALFOUNDRIES INC ORDINARY SHARESNEW+250250+$14,548$14,548
CRH PLC ORDNEW+250250+$13,683$13,683
MRNAMODERNA INC COMNEW+100100+$10,329$10,329
AXPAMERICAN EXPRESS CO COMNEW+6767+$9,996$9,996

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2023

50 positions
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INC COMhistory →Stock11.38%$25M144.2K
2NVDANVIDIA CORPORATION COMhistory →Stock6.78%$15M33.8K
3MSFTMICROSOFT CORP COMhistory →Stock4.58%$10M31.5K
4AVGOBROADCOM INC COMhistory →Stock2.82%$6M7.4K
5SNPSSYNOPSYS INC COMhistory →Stock2.34%$5M11.1K
6FTNTFORTINET INC COMhistory →Stock2.12%$5M78.5K
7ABBVABBVIE INC COMhistory →Stock1.87%$4M27.2K
8SFMSPROUTS FMRS MKT INC COMhistory →Stock1.85%$4M94.0K
9COSTCOSTCO WHSL CORP NEW COMhistory →Stock1.80%$4M6.9K
10DHRDANAHER CORPORATION COMhistory →Stock1.53%$3M13.4K
11VVISA INC COM CL Ahistory →Stock1.50%$3M14.2K
12TMOTHERMO FISHER SCIENTIFIC INC COMhistory →Stock1.50%$3M6.4K
13ASML HOLDING N V N Y REGISTRY SHSADR1.47%$3M5.4K
14TJXTJX COS INC NEW COMhistory →Stock1.46%$3M35.6K
15DOVDOVER CORP COMhistory →Stock1.40%$3M21.8K
16ABJAABB LTD SPONSORED ADRhistory →ADR1.36%$3M82.7K
17EQIXEQUINIX INC COMhistory →REIT1.31%$3M3.9K
18ADBEADOBE INC COMhistory →Stock1.31%$3M5.6K
19MEDPMEDPACE HLDGS INC COMhistory →Stock1.22%$3M10.9K
20PKGPACKAGING CORP AMER COMhistory →Stock1.20%$3M16.8K
21ROKROCKWELL AUTOMATION INC COMhistory →Stock1.20%$3M9.1K
22AMGNAMGEN INC COMhistory →Stock1.17%$3M9.4K
23TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADShistory →ADR1.14%$2M28.3K
24BLKCHFBLACKROCK INC COMhistory →Stock1.09%$2M3.7K
25ISRGINTUITIVE SURGICAL INC COM NEWhistory →Stock1.08%$2M8.0K
26DYHTARGET CORP COMhistory →Stock1.04%$2M20.5K
27KEYSKEYSIGHT TECHNOLOGIES INC COMhistory →Stock1.03%$2M16.9K
28AMZNAMAZON COM INC COMhistory →Stock1.01%$2M17.3K
29ADIANALOG DEVICES INC COMStock0.99%$2M12.3K
30PFEPFIZER INC COMStock0.99%$2M64.5K
31SCHWAB U.S. LARGE-CAP ETFETF0.93%$2M39.7K
32MRSHMARSH & MCLENNAN COS INC COMStock0.92%$2M10.5K
33GOOGALPHABET INC CAP STK CL CStock0.92%$2M15.1K
34WMTWALMART INC COMStock0.90%$2M12.3K
35JPMJPMORGAN CHASE & CO COMStock0.81%$2M12.1K
36ITWILLINOIS TOOL WKS INC COMStock0.81%$2M7.6K
37FQIDIGITAL RLTY TR INC COMREIT0.79%$2M14.1K
38EATON CORP PLC SHSStock0.77%$2M7.8K
39CHVCHEVRON CORP NEW COMStock0.75%$2M9.6K
40EXMOCEXXON MOBIL CORP COMStock0.72%$2M13.3K
41GLWCORNING INC COMStock0.68%$1M48.3K
42CMECME GROUP INC COMStock0.68%$1M7.3K
43NDQINVESCO QQQ TRUST SERIES IETF0.67%$1M4.0K
44LOWLOWES COS INC COMStock0.66%$1M6.8K
45ADSKAUTODESK INC COMStock0.65%$1M6.9K
46JNJJOHNSON & JOHNSON COMStock0.65%$1M9.1K
47SPDR S&P 500 ETF TRUSTETF0.64%$1M3.3K
48GTLSCHART INDS INC COMStock0.63%$1M8.1K
49BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWStock0.62%$1M3.8K
50ONON SEMICONDUCTOR CORP COMStock0.62%$1M14.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$296M553May 19, 202613F-HRchanges · EDGAR ↗
Q4 2025$300M565Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$298M553Nov 17, 202513F-HRchanges · EDGAR ↗
Q2 2025$287M538Aug 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$260M512May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$290M499Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$280M499Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$288M943Aug 16, 202413F-HRchanges · EDGAR ↗
Q1 2024$270M935May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$218M477Feb 15, 202413F-HRchanges · EDGAR ↗
Q3 2023Under review926Nov 15, 202313F-HRchanges · EDGAR ↗
Q2 2023$224,836930Aug 15, 202313F-HRchanges · EDGAR ↗
Q1 2023$208,473963May 23, 2023RESTATEMENTchanges · EDGAR ↗
Q4 2022Under review927Feb 15, 202313F-HRchanges · EDGAR ↗
Q3 2022$193M918Nov 16, 202213F-HRchanges · EDGAR ↗
Q2 2022$203M917Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$248M953May 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$237M961Nov 3, 202113F-HRchanges · EDGAR ↗
Q2 2021$244M968Aug 23, 202113F-HRchanges · EDGAR ↗
Q1 2021$206M949Apr 28, 202113F-HRchanges · EDGAR ↗
Q4 2020$195M930Feb 25, 202113F-HRchanges · EDGAR ↗
Q3 2020$189M929Nov 30, 202013F-HRchanges · EDGAR ↗
Q2 2020$161M1,016Aug 17, 202013F-HRchanges · EDGAR ↗
Q1 2020$148M1,001May 8, 202013F-HRchanges · EDGAR ↗
Q4 2019$153M937Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$140M940Nov 8, 201913F-HRchanges · EDGAR ↗
Q2 2019$137M1,056Aug 27, 201913F-HRchanges · EDGAR ↗
Q1 2019$128M1,090May 17, 2019RESTATEMENTchanges · EDGAR ↗
Q4 2018$115M1,080Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.