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Latest Aft, Forsyth & Company, Inc. Stock Portfolio

$207Million | No. of Holdings #107

Aft, Forsyth & Company, Inc. Performance

2026 Q2+12.71%
YTD+5.17%
2025+17.10%

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

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, AFT, FORSYTH & COMPANY, INC. reported an equity portfolio of $207.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of AFT, FORSYTH & COMPANY, INC. are NVDA, AAPL, IJR. The fund has invested 24.6% of it's portfolio in NVIDIA CORPORATION and 5.1% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off MASTERCARD INCORPORATED (MA), BROADCOM INC (AVGO) and BLACKROCK INC stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD WHITEHALL FDS (VIGI) and PROCTER & GAMBLE CO (PG). AFT, FORSYTH & COMPANY, INC. opened new stock positions in VERTIV HOLDINGS CO (VRT), SNOWFLAKE INC (SNOW) and SHERWIN WILLIAMS CO (SHW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), ISHARES TR (IJR) and PROSHARES TR (BZQ).
Aft, Forsyth & Company, Inc. Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$207Million
  as of Aug 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 12.71% in the last quarter. In trailing 12 months, it's portfolio return was 15.32%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vertiv holdings co478,793
snowflake inc223,960
sherwin williams co211,757
New stocks bought by Aft, Forsyth & Company, Inc.

Additions

Ticker% Inc.
ishares tr346
ishares tr237
proshares tr100
j p morgan exchange traded f16.67
j p morgan exchange traded f10.11
morgan stanley5.92
first tr exchange-traded fd3.68
first tr exchange-traded fd3.18
Additions to existing portfolio by Aft, Forsyth & Company, Inc.

Reductions

Ticker% Reduced
ishares tr-92.34
ishares tr-37.35
ishares tr-36.46
ishares tr-34.73
ishares tr-31.87
ishares tr-28.05
ishares tr-26.37
vanguard whitehall fds-24.77
Aft, Forsyth & Company, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
arista networks inc-1,632,610
broadcom inc-3,271,520
mastercard incorporated-5,242,620
atlassian corporation-338,861
lam research corp-978,404
dell technologies inc-489,107
zoetis inc-290,092
blackrock inc-2,192,870
Aft, Forsyth & Company, Inc. got rid off the above stocks

Sector Distribution

AFT, FORSYTH & COMPANY, INC. has about 41.4% of it's holdings in Technology sector.

  • Technology
  • Others
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Industrials
  • Utilities
Sector%
Technology41.4
Others27
Healthcare8.6
Financial Services6.9
Consumer Cyclical5.4
Communication Services5.1
Consumer Defensive2.2
Industrials1.7
Utilities1.3

Market Cap. Distribution

AFT, FORSYTH & COMPANY, INC. has about 73% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP62.1
UNALLOCATED27
LARGE-CAP10.9

Stocks belong to which Index?

About 69.7% 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 50069.7
Others29.5
Top 5 Winners (%)%
IJR
ishares tr
442.2 %
AMD
advanced micro devices inc
185.6 %
arm holdings plc
128.7 %
PANW
palo alto networks inc
109.5 %
CRWD
crowdstrike hldgs inc
86.6 %
Top 5 Winners ($)$
NVDA
nvidia corporation
6.8 M
IJR
ishares tr
3.2 M
arm holdings plc
3.0 M
PANW
palo alto networks inc
2.5 M
IJR
ishares tr
2.3 M
Top 5 Losers (%)%
AMPS
ishares tr
-70.8 %
IJR
ishares tr
-61.2 %
BZQ
proshares tr
-40.0 %
CVX
chevron corporation
-19.9 %
CRM
salesforce inc
-15.5 %
Top 5 Losers ($)$
AMPS
ishares tr
-4.1 M
IJR
ishares tr
-3.1 M
ISRG
intuitive surgical inc
-0.6 M
LMT
lockheed martin corp
-0.3 M
CRM
salesforce inc
-0.3 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 107 stocks in it's portfolio. About 54% of the portfolio is in top 10 stocks. AMPS proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for AFT, FORSYTH & COMPANY, INC. last quarter.

$207.89MTotal Value
126Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Aft, Forsyth & Company, Inc., last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aft, Forsyth & Company, Inc.'s holding in Ishares Tr over time
0.28%5,246
$578.9K
0.28%
decreased 3.1 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aft, Forsyth & Company, Inc.'s holding in Ishares Tr over time
0.22%5,812
$464.8K
0.22%
decreased 2.73 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aft, Forsyth & Company, Inc.'s holding in Ishares Tr over time
0.16%3,454
$342.0K
0.16%
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%24,758
$634.1K
0.3%
increased 0.16 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
0.16%4,113
$333.4K
0.16%
increased 0.02 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Aft, Forsyth & Company, Inc.'s holding in Ishares Tr over time
0.28%3,160
$584.6K
0.28%
increased 0.03 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Aft, Forsyth & Company, Inc.'s holding in Ishares Tr over time
0.18%1,272
$369.8K
0.18%
increased 0.08 percentadded
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Aft, Forsyth & Company, Inc.'s holding in Asml Hldg Nv over time
0.8%838
$1.67M
0.8%
unchanged 0 percentunchanged