FRONT ROW ADVISORS LLC
Q2 2023 Form 13-F
TIBURON, CALIFORNIA
CIK 0001729254
· CRD 269910
· SEC-registered investment adviser
$224.8M Reported Value Total
GENCAP PORTFOLIO MANAGEMENT reports 468 total accounts under management (AUM). There are 417 discretionary accounts valued at $223,943,349, and 51 non-discretionary accounts valued at $30,682,884.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-12
Reported value
$224.8M
Quarter over quarter
+9.4%
Holdings
842
Top-10 concentration
37.8%
Key People
Form ADV owners & control persons
Stephen Andrew Bradley
MEMBER
Michael Reid Vogel
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
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Q2 2023 13F record
Q2 2023 13F filing summary
| Period of report | June 30, 2023 |
|---|---|
| Filed | August 15, 2023 |
| Form | 13F-HR |
| Reported value | $224.8M |
| Positions | 842 |
| Change in reported value | +7.9% |
| New positions | 27 |
| Exited positions | 51 |
| Position turnover | 8.7% |
| Top-10 concentration | 37.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 13, 2026
|
574 | $345.5M |
|
Q1 2026 13F
Filed May 19, 2026
|
553 | $295.6M |
|
Q4 2025 13F
Filed Feb 12, 2026
|
553 | $299.9M |
|
Q3 2025 13F
Filed Nov 17, 2025
|
552 | $297.6M |
|
Q2 2025 13F
Filed Aug 18, 2025
|
538 | $287.5M |
|
Q1 2025 13F
Filed May 15, 2025
|
511 | $260.2M |
|
Q4 2024 13F
Filed Feb 12, 2025
|
499 | $289.5M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
499 | $280.3M |
|
Q2 2024 13F
Filed Aug 16, 2024
|
941 | $287.6M |
|
Q1 2024 13F
Filed May 14, 2024
|
927 | $269.7M |
|
Q4 2023 13F
Filed Feb 15, 2024
|
473 | $217.7M |
|
Q3 2023 13F
Filed Nov 15, 2023
|
918 | $217.0M |
|
Q2 2023 13F
Filed Aug 15, 2023
|
842 | $224.8M |
|
Q1 2023 13F
Filed May 15, 2023
|
855 | $208.4M |
|
Q4 2022 13F
Filed Feb 15, 2023
|
826 | $193.6M |
|
Q3 2022 13F
Filed Nov 16, 2022
|
857 | $193.1M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
868 | $203.2M |
|
Q1 2022 13F
Filed May 11, 2022
|
888 | $248.0M |
|
Q4 2021 13F
Filed Mar 9, 2022
|
901 | $268.0M |
|
Q3 2021 13F
Filed Nov 3, 2021
|
895 | $236.9M |
15 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC COM | $28.0M | 12.47% |
| 2 | NVDA NVIDIA CORPORATION COM | $14.2M | 6.33% |
| 3 | MSFT MICROSOFT CORP COM | $10.8M | 4.82% |
| 4 | AVGO BROADCOM INC COM | $6.4M | 2.83% |
| 5 | FTNT FORTINET INC COM | $6.0M | 2.66% |
| 6 | SNPS SYNOPSYS INC COM | $4.7M | 2.1% |
| 7 | ASML ASML HOLDING N V N Y REGISTRY SHS | $3.8M | 1.71% |
| 8 | ABBV ABBVIE INC COM | $3.7M | 1.66% |
| 9 | COST COSTCO WHSL CORP NEW COM | $3.7M | 1.66% |
| 10 | SFM SPROUTS FMRS MKT INC COM | $3.4M | 1.53% |
| 11 | V VISA INC COM CL A | $3.4M | 1.5% |
| 12 | TMO THERMO FISHER SCIENTIFIC INC COM | $3.3M | 1.47% |
| 13 | ABBNY ABB LTD SPONSORED ADR | $3.2M | 1.43% |
| 14 | DHR DANAHER CORPORATION COM | $3.2M | 1.43% |
| 15 | TJX TJX COS INC NEW COM | $3.1M | 1.36% |
| 16 | EQIX EQUINIX INC COM | $3.1M | 1.36% |
| 17 | ROK ROCKWELL AUTOMATION INC COM | $2.9M | 1.3% |
| 18 | KEYS KEYSIGHT TECHNOLOGIES INC COM | $2.8M | 1.26% |
| 19 | TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $2.7M | 1.21% |
| 20 | TGT TARGET CORP COM | $2.7M | 1.19% |
Values as reported on the Q2 2023 Form 13F. Every position is in the holdings table below.