AFT, FORSYTH & COMPANY, INC.
13F Reported Value
ⓘ$212.4M
Holdings
123
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
AFT, FORSYTH & COMPANY, INC. disclosed 123 positions worth $212.4M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 22.6% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 2 new positions and exited 7 — including a new stake in $HON and a full exit from $TMO. The portfolio is most concentrated in Technology (46.1% of disclosed assets). All figures are sourced directly from AFT, FORSYTH & COMPANY, INC.’s Form 13F-HR filing with the SEC under CIK 1512073.
AI Fund Analysis
Diversifying
$NVDA
$AAPL
$MSFT
$LLY
$AMZN
$EPD
$GSSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$48.1M275,580 sh - 76.1#112
Quality
$10.0M39,207 sh - 83.7#15
Quality
$7.1M19,161 sh - 89.3
Quality
$6.8M7,340 sh - 74.6
Quality
$6.3M30,010 sh ISHARES TR
—Quality
$6.2M52,508 sh- 81.7
Quality
$5.2M10,492 sh - 83.5
Quality
$5.2M17,250 sh - 80.2
Quality
$5.2M17,990 sh - 81.4
Quality
$4.3M9,399 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 90.2#1 | $48.1M | 275,580 |
| Apple Inc.$AAPL | 76.1#112 | $10.0M | 39,207 |
| MICROSOFT CORP$MSFT | 83.7#15 | $7.1M | 19,161 |
| ELI LILLY & Co$LLY | 89.3 | $6.8M | 7,340 |
| AMAZON COM INC$AMZN | 74.6 | $6.3M | 30,010 |
| ISHARES TR | — | $6.2M | 52,508 |
 Mastercard Inc$MA | 81.7 | $5.2M | 10,492 |
 VISA INC.$V | 83.5 | $5.2M | 17,250 |
 Alphabet Inc.$GOOG | 80.2 | $5.2M | 17,990 |
 INTUITIVE SURGICAL INC$ISRG | 81.4 | $4.3M | 9,399 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of AFT, FORSYTH & COMPANY, INC.'s 123 positions.
Showing top 10 of 123 holdings.
Sector Allocation
Technology
$98.0M
Other
$47.1M
Financials
$22.9M
Healthcare
$18.7M
Consumer Discretionary
$14.6M
Industrials
$6.9M
Consumer Staples
$2.2M
Utilities
$1.1M
Full Holdings — AFT, FORSYTH & COMPANY, INC. (Q1 2026)
All 123 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $48.1M | 22.6% | -0% | 90.2 |
| 2 | $AAPL | Apple Inc. | $10.0M | 4.7% | -1% | 76.1 |
| 3 | $MSFT | MICROSOFT CORP | $7.1M | 3.3% | -1% | 83.7 |
| 4 | $LLY | ELI LILLY & Co | $6.8M | 3.2% | -0% | 89.3 |
| 5 | $AMZN | AMAZON COM INC | $6.3M | 2.9% | -1% | 74.6 |
| 6 | — | ISHARES TR | $6.2M | 2.9% | -1% | — |
| 7 | $MA | Mastercard Inc | $5.2M | 2.5% | -0% | 81.7 |
| 8 | $V | VISA INC. | $5.2M | 2.5% | +3% | 83.5 |
| 9 | $GOOG | Alphabet Inc. | $5.2M | 2.4% | -1% | 80.2 |
| 10 | $ISRG | INTUITIVE SURGICAL INC | $4.3M | 2.0% | -0% | 81.4 |
| 11 |  $JPM | JPMORGAN CHASE & CO | $3.6M | 1.7% | -1% | 35.6 |
| 12 | — | ISHARES TR | $3.5M | 1.7% | -1% | — |
| 13 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.5M | 1.6% | +0% | 67 |
| 14 | — | ISHARES TR | $3.4M | 1.6% | -1% | — |
| 15 |  $AVGO | Broadcom Inc. | $3.3M | 1.5% | -0% | 86.4 |
| 16 |  $META | Meta Platforms, Inc. | $2.6M | 1.2% | -0% | 80.9 |
| 17 |  $ARM | ARM HOLDINGS PLC /UK | $2.3M | 1.1% | +0% | — |
| 18 |  $PANW | Palo Alto Networks Inc | $2.3M | 1.1% | +0% | 66.5 |
| 19 |  $BLK | BlackRock, Inc. | $2.2M | 1.0% | -1% | 70.3 |
| 20 | — | ISHARES TR | $2.1M | 1.0% | +0% | — |
| 21 |  $NOW | ServiceNow, Inc. | $2.1M | 1.0% | -1% | 76 |
| 22 | — | ISHARES TR | $2.0M | 0.9% | +0% | — |
| 23 |  $LMT | LOCKHEED MARTIN CORP | $2.0M | 0.9% | +2% | 65 |
| 24 |  $HD | HOME DEPOT, INC. | $2.0M | 0.9% | +0% | 69.2 |
| 25 | — | ISHARES TR | $1.9M | 0.9% | -1% | — |
| 26 |  $JNJ | JOHNSON & JOHNSON | $1.9M | 0.9% | +0% | 72.8 |
| 27 | — | ISHARES TR | $1.9M | 0.9% | -1% | — |
| 28 |  $CRM | Salesforce, Inc. | $1.9M | 0.9% | -1% | 75.2 |
| 29 |  $MELI | MERCADOLIBRE INC | $1.9M | 0.9% | +0% | 77.5 |
| 30 | — | ISHARES TR | $1.9M | 0.9% | -3% | — |
| 31 | — | ISHARES TR | $1.7M | 0.8% | -0% | — |
| 32 | $GS | GOLDMAN SACHS GROUP INC | $1.6M | 0.8% | +3% | — |
| 33 |  $ANET | Arista Networks, Inc. | $1.6M | 0.8% | -0% | 86 |
| 34 |  $GOOGL | Alphabet Inc. | $1.6M | 0.8% | +0% | 80.2 |
| 35 | — | ISHARES TR | $1.4M | 0.7% | -1% | — |
| 36 | — | ISHARES TR | $1.4M | 0.7% | -3% | — |
| 37 |  $ABBV | AbbVie Inc. | $1.4M | 0.7% | +0% | 59.3 |
| 38 |  $AMGN | AMGEN INC | $1.4M | 0.6% | -1% | 79.5 |
| 39 |  $C | CITIGROUP INC | $1.4M | 0.6% | +0% | 54.8 |
| 40 | — | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.6% | +6% | — |
| 41 |  $CAT | CATERPILLAR INC | $1.3M | 0.6% | +0% | 67.8 |
| 42 |  $ORCL | ORACLE CORP | $1.1M | 0.5% | -1% | 67.2 |
| 43 | — | ISHARES TR | $1.1M | 0.5% | +1% | — |
| 44 |  $ASML | ASML HOLDING NV | $1.1M | 0.5% | +0% | — |
| 45 |  $SO | SOUTHERN CO | $1.1M | 0.5% | +0% | 65.1 |
| 46 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.5% | +15% | 72.3 |
| 47 |  $CRWD | CrowdStrike Holdings, Inc. | $1.1M | 0.5% | -1% | 55 |
| 48 | — | ISHARES TR | $1.1M | 0.5% | -1% | — |
| 49 | — | ISHARES TR | $1.0M | 0.5% | +0% | — |
| 50 |  $ADBE | ADOBE INC. | $991,280 | 0.5% | -7% | 80.4 |
| 51 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $982,345 | 0.5% | -1% | — |
| 52 | — | J P MORGAN EXCHANGE TRADED F | $980,879 | 0.5% | +8% | — |
| 53 |  $TER | TERADYNE, INC | $978,807 | 0.5% | -0% | 74.6 |
| 54 |  $LRCX | LAM RESEARCH CORP | $978,404 | 0.5% | -5% | 82.4 |
| 55 | — | ISHARES TR | $950,727 | 0.5% | -2% | — |
| 56 |  $SPY | SPDR S&P 500 ETF TRUST | $938,742 | 0.4% | -1% | — |
| 57 | — | ISHARES TR | $867,625 | 0.4% | +0% | — |
| 58 |  $MRK | Merck & Co., Inc. | $862,860 | 0.4% | +0% | 70.9 |
| 59 |  $TXN | TEXAS INSTRUMENTS INC | $829,754 | 0.4% | +0% | 70.4 |
| 60 |  $AXP | AMERICAN EXPRESS CO | $791,288 | 0.4% | +0% | 73.2 |
| 61 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $790,803 | 0.4% | +0% | — |
| 62 | — | ISHARES TR | $717,731 | 0.3% | -0% | — |
| 63 |  $IVZ | Invesco Ltd. | $713,852 | 0.3% | -0% | — |
| 64 | — | ISHARES TR | $700,301 | 0.3% | +0% | — |
| 65 | — | ISHARES TR | $661,710 | 0.3% | -10% | — |
| 66 | — | VANECK ETF TRUST | $629,830 | 0.3% | +0% | — |
| 67 |  $SBUX | STARBUCKS CORP | $617,275 | 0.3% | +0% | 54.6 |
| 68 | — | ISHARES TR | $597,750 | 0.3% | -11% | — |
| 69 |  $SYK | STRYKER CORP | $581,604 | 0.3% | +0% | 69.8 |
| 70 |  $PEP | PEPSICO INC | $553,454 | 0.3% | +0% | 62.7 |
| 71 | — | VANGUARD WHITEHALL FDS | $552,546 | 0.3% | +0% | — |
| 72 | — | SPDR SERIES TRUST | $532,745 | 0.3% | +0% | — |
| 73 |  $KO | COCA COLA CO | $530,677 | 0.3% | +0% | 74 |
| 74 | — | ISHARES TR | $507,079 | 0.2% | +0% | — |
| 75 |  $DELL | Dell Technologies Inc. | $489,107 | 0.2% | +27% | 76 |
| 76 | — | SPDR SERIES TRUST | $488,560 | 0.2% | +0% | — |
| 77 |  $MDB | MongoDB, Inc. | $480,973 | 0.2% | +0% | 54.6 |
| 78 | — | ISHARES TR | $475,391 | 0.2% | -0% | — |
| 79 |  $MMM | 3M CO | $469,293 | 0.2% | +0% | 60.7 |
| 80 |  $PG | PROCTER & GAMBLE Co | $468,563 | 0.2% | -4% | 72.9 |
| 81 |  $MS | MORGAN STANLEY | $458,327 | 0.2% | +4% | — |
| 82 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $445,712 | 0.2% | +1% | 66.4 |
| 83 |  $ABT | ABBOTT LABORATORIES | $429,571 | 0.2% | +0% | 67 |
| 84 |  $BKNG | Booking Holdings Inc. | $425,242 | 0.2% | +0% | 55.3 |
| 85 |  $ADP | AUTOMATIC DATA PROCESSING INC | $424,646 | 0.2% | -3% | 77.9 |
| 86 |  $UNP | UNION PACIFIC CORP | $420,703 | 0.2% | +0% | 74 |
| 87 |  $AFL | AFLAC INC | $403,184 | 0.2% | +0% | 60.3 |
| 88 |  $RTX | RTX Corp | $389,272 | 0.2% | +0% | 70 |
| 89 | — | ISHARES TR | $384,865 | 0.2% | +0% | — |
| 90 | — | ISHARES TR | $373,809 | 0.2% | -4% | — |
| 91 |  $KEYS | Keysight Technologies, Inc. | $360,022 | 0.2% | +0% | 72.3 |
| 92 | $IVZ | Invesco Ltd. | $349,131 | 0.2% | +0% | — |
| 93 | — | J P MORGAN EXCHANGE TRADED F | $345,525 | 0.2% | +0% | — |
| 94 |  $TEAM | Atlassian Corp | $338,861 | 0.2% | -4% | 56.8 |
| 95 | — | PROSHARES TR | $336,431 | 0.2% | -7% | — |
| 96 | — | FIRST TR EXCHANGE-TRADED FD | $335,395 | 0.2% | +9% | — |
| 97 | — | VANGUARD TAX-MANAGED FDS | $333,216 | 0.2% | +0% | — |
| 98 | — | ISHARES TR | $328,333 | 0.1% | -1% | — |
| 99 |  $HSY | HERSHEY CO | $326,910 | 0.1% | +0% | 59.4 |
| 100 | — | ISHARES TR | $316,479 | 0.1% | -3% | — |
| 101 |  $IDXX | IDEXX LABORATORIES INC /DE | $310,163 | 0.1% | +0% | 73.6 |
| 102 | — | FIRST TR EXCHANGE-TRADED FD | $307,697 | 0.1% | +11% | — |
| 103 |  $XOM | EXXON MOBIL CORP | $307,085 | 0.1% | -6% | 61.8 |
| 104 | — | ISHARES TR | $298,844 | 0.1% | +0% | — |
| 105 |  $ZTS | Zoetis Inc. | $290,092 | 0.1% | +0% | 72.6 |
| 106 |  $HON | HONEYWELL INTERNATIONAL INC | $287,736 | 0.1% | NEW | 65.7 |
| 107 |  $PM | Philip Morris International Inc. | $281,078 | 0.1% | +0% | 80.5 |
| 108 | — | FIRST TR EXCHANGE TRADED FD | $280,820 | 0.1% | +0% | — |
| 109 |  $CVX | CHEVRON CORP | $273,729 | 0.1% | -16% | 54.7 |
| 110 | — | ISHARES TR | $260,855 | 0.1% | +0% | — |
| 111 | — | ISHARES TR | $256,309 | 0.1% | +0% | — |
| 112 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $255,721 | 0.1% | +31% | 66.7 |
| 113 | $IVZ | Invesco Ltd. | $247,711 | 0.1% | -14% | — |
| 114 |  $AMD | ADVANCED MICRO DEVICES INC | $240,454 | 0.1% | +0% | 78.8 |
| 115 |  $TT | Trane Technologies plc | $237,542 | 0.1% | +0% | — |
| 116 | — | ISHARES TR | $236,350 | 0.1% | +0% | — |
| 117 |  $TD | TORONTO DOMINION BANK | $228,610 | 0.1% | +0% | — |
| 118 |  $VEEV | VEEVA SYSTEMS INC | $228,028 | 0.1% | -4% | 77.8 |
| 119 | — | ISHARES TR | $219,920 | 0.1% | +0% | — |
| 120 |  $WDAY | Workday, Inc. | $219,565 | 0.1% | +0% | 74.2 |
| 121 |  $TROW | PRICE T ROWE GROUP INC | $212,730 | 0.1% | +0% | 75.8 |
| 122 |  $ITW | ILLINOIS TOOL WORKS INC | $208,232 | 0.1% | NEW | 71.2 |
| 123 | $IVZ | Invesco Ltd. | $206,602 | 0.1% | -1% | — |
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