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Latest Aft, Forsyth & Company, Inc. Stock Portfolio

$212Million | No. of Holdings #122

Aft, Forsyth & Company, Inc. Performance

2026 Q1-6.69%
YTD-6.69%
2025+17.10%

About Aft, Forsyth & Company, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, AFT, FORSYTH & COMPANY, INC. reported an equity portfolio of $212.4 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of AFT, FORSYTH & COMPANY, INC. are NVDA, AAPL, MSFT. The fund has invested 22.6% of it's portfolio in NVIDIA CORPORATION and 4.7% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off THERMO FISHER SCIENTIFIC INC (TMO), APOLLO GLOBAL MGMT INC and HONDA MOTOR LTD (HMC) stocks. They significantly reduced their stock positions in CHEVRON CORPORATION (CVX), ISHARES TR (AAXJ) and ISHARES TR (IJR). AFT, FORSYTH & COMPANY, INC. opened new stock positions in HONEYWELL INTL INC (HON) and ILLINOIS TOOL WKS INC (ITW). The fund showed a lot of confidence in some stocks as they added substantially to INTERNATIONAL BUSINESS MACHS (IBM), DELL TECHNOLOGIES INC (DELL) and CISCO SYS INC (CSCO).
Aft, Forsyth & Company, Inc. Equity Portfolio Value
Last Reported on: 14 May, 2026
$212Million
  as of May 14, 2026

Aft, Forsyth & Company, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that AFT, FORSYTH & COMPANY, INC. made a return of -6.69% in the last quarter. In trailing 12 months, it's portfolio return was 18.97%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
honeywell intl inc287,736
illinois tool wks inc208,232
New stocks bought by Aft, Forsyth & Company, Inc.

Additions

Ticker% Inc.
international business machs31.06
dell technologies inc26.81
cisco sys inc14.58
first tr exchange-traded fd11.23
first tr exchange-traded fd9.3
j p morgan exchange traded f8.32
j p morgan exchange traded f6.49
morgan stanley3.72
Additions to existing portfolio by Aft, Forsyth & Company, Inc.

Reductions

Ticker% Reduced
chevron corporation-15.89
invesco exch traded fd tr ii-14.45
ishares tr-11.33
ishares tr-10.44
adobe inc-7.38
proshares tr-6.76
exxon mobil corp-6.46
lam research corp-4.68
Aft, Forsyth & Company, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
first tr exch traded fd iii-212,140
thermo fisher scientific inc-2,174,770
apollo global mgmt inc-506,660
honda motor ltd-248,350
snowflake inc-247,438
zscaler inc-242,914
gartner inc-227,052
Aft, Forsyth & Company, Inc. got rid off the above stocks

Sector Distribution

AFT, FORSYTH & COMPANY, INC. has about 40.4% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Consumer Defensive
  • Utilities
Sector%
Technology40.4
Others25.1
Financial Services8.9
Healthcare8.7
Consumer Cyclical5.2
Communication Services4.4
Industrials2.7
Consumer Defensive2.7
Utilities1.4

Market Cap. Distribution

AFT, FORSYTH & COMPANY, INC. has about 74.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP60
UNALLOCATED25.1
LARGE-CAP14.1

Stocks belong to which Index?

About 71.6% of the stocks held by AFT, FORSYTH & COMPANY, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50071.6
Others27.5
Top 5 Winners (%)%
TER
teradyne inc
53.2 %
XOM
exxon mobil corp
39.7 %
KEYS
keysight technologies inc
39.0 %
arm holdings plc
38.3 %
CAT
caterpillar inc
35.3 %
Top 5 Winners ($)$
arm holdings plc
0.6 M
COST
costco wholesale corporation
0.5 M
LMT
lockheed martin corp
0.4 M
TER
teradyne inc
0.3 M
CAT
caterpillar inc
0.3 M
Top 5 Losers (%)%
TEAM
atlassian corporation
-56.8 %
MDB
mongodb inc
-41.7 %
WDAY
workday inc
-39.5 %
NOW
servicenow inc
-31.5 %
CRM
salesforce inc
-29.4 %
Top 5 Losers ($)$
NVDA
nvidia corporation
-3.3 M
MSFT
microsoft corp
-2.2 M
LLY
eli lilly & co
-1.1 M
ISRG
intuitive surgical inc
-1.0 M
NOW
servicenow inc
-1.0 M

Aft, Forsyth & Company, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Aft, Forsyth & Company, Inc.

AFT, FORSYTH & COMPANY, INC. has 122 stocks in it's portfolio. About 49.1% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. was the most profitable stock for AFT, FORSYTH & COMPANY, INC. last quarter.

$212.43MTotal Value
130Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Aft, Forsyth & Company, Inc., last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aft, Forsyth & Company, Inc.'s holding in Ishares Tr over time
0.28%5,414
$597.8K
0.28%
decreased 11.33 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aft, Forsyth & Company, Inc.'s holding in Ishares Tr over time
0.22%5,975
$475.4K
0.22%
decreased 0.03 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aft, Forsyth & Company, Inc.'s holding in Ishares Tr over time
0.14%3,447
$298.8K
0.14%
increased 0.2 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Aft, Forsyth & Company, Inc.'s holding in Vaneck Etf Trust over time
0.3%24,718
$629.8K
0.3%
increased 0.1 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Aft, Forsyth & Company, Inc.'s holding in First Tr Exchange Traded Fd over time
0.13%4,112
$280.8K
0.13%
unchanged 0 percentunchanged
AOA
Ishares Tr

Ishares Tr

AOA
Aft, Forsyth & Company, Inc.'s holding in Ishares Tr over time
0.24%3,159
$507.1K
0.24%
unchanged 0 percentunchanged
AOA
Ishares Tr

Ishares Tr

AOA
Aft, Forsyth & Company, Inc.'s holding in Ishares Tr over time
0.15%1,271
$316.5K
0.15%
decreased 3.05 percentreduced
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Aft, Forsyth & Company, Inc.'s holding in Asml Hldg Nv over time
0.52%838
$1.11M
0.52%
unchanged 0 percentunchanged