Latest Aft, Forsyth & Company, Inc. Stock Portfolio

Aft, Forsyth & Company, Inc. Performance:

2025 Q4: 1.88%YTD: 17.1%2024: 128.58%

Performance for 2025 Q4 is 1.88%, and YTD is 17.1%, and 2024 is 128.58%.

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

On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, AFT, FORSYTH & COMPANY, INC. reported an equity portfolio of $231.8 Millions as of 31 Dec, 2025.

The top stock holdings of AFT, FORSYTH & COMPANY, INC. are NVDA, AAPL, MSFT. The fund has invested 22.2% of it's portfolio in NVIDIA CORPORATION and 4.6% of portfolio in APPLE INC.

The fund managers got completely rid off ISHARES TR (IJR), ISHARES BITCOIN TRUST ETF and SHERWIN WILLIAMS CO (SHW) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), PRICE T ROWE GROUP INC (TROW) and ORACLE CORP (ORCL). AFT, FORSYTH & COMPANY, INC. opened new stock positions in MASTERCARD INCORPORATED (MA), BROADCOM INC (AVGO) and BLACKROCK INC. The fund showed a lot of confidence in some stocks as they added substantially to TRANE TECHNOLOGIES PLC (TT), CROWDSTRIKE HLDGS INC (CRWD) and J P MORGAN EXCHANGE TRADED F.

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

Our best estimate is that AFT, FORSYTH & COMPANY, INC. made a return of 1.88% in the last quarter. In trailing 12 months, it's portfolio return was 17.1%.

Performance
S&P 500

New Buys

Ticker	$ Bought
mastercard incorporated	6,004,150
broadcom inc	3,672,120
blackrock inc	2,467,250
thermo fisher scientific inc	2,174,770
arista networks inc	1,750,690
atlassian corporation	837,453
lam research corp	822,370
ishares tr	481,944

New stocks bought by Aft, Forsyth & Company, Inc.

Additions

Ticker	% Inc.
trane technologies plc	15.15
crowdstrike hldgs inc	11.83
j p morgan exchange traded f	11.21
3m co	6.6
abbvie inc	4.99
goldman sachs group inc	4.83
lockheed martin corp	4.65
citigroup inc	3.69

Additions to existing portfolio by Aft, Forsyth & Company, Inc.

Reductions

Ticker	% Reduced
ishares tr	-10.14
price t rowe group inc	-9.58
invesco exch traded fd tr ii	-8.84
oracle corp	-8.43
zoetis inc	-8.06
pepsico inc	-7.76
chevron corp new	-6.81
starbucks corp	-6.13

Aft, Forsyth & Company, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
ishares bitcoin trust etf	-256,425
ishares tr	-264,913
illinois tool wks inc	-208,608
sherwin williams co	-212,950

Aft, Forsyth & Company, Inc. got rid off the above stocks

Sector Distribution

AFT, FORSYTH & COMPANY, INC. has about 41.9% of it's holdings in Technology sector.

Sector	%
Technology	41.9
Others	23.7
Healthcare	9.8
Financial Services	9.1
Consumer Cyclical	5.3
Communication Services	4.5
Consumer Defensive	2.2
Industrials	2
Utilities	1.2

Market Cap. Distribution

AFT, FORSYTH & COMPANY, INC. has about 75.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	59.7
UNALLOCATED	23.7
LARGE-CAP	15.9

Stocks belong to which Index?

About 72.6% of the stocks held by AFT, FORSYTH & COMPANY, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	72.6
Others	26.7

Top 5 Winners (%)		%
LLY	eli lilly & co	40.8 %
TER	teradyne inc	40.6 %
MDB	mongodb inc	35.0 %
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	28.7 %

Top 5 Winners ($)		$
LLY	eli lilly & co	2.3 M
GOOG	alphabet inc	1.3 M
ISRG	intuitive surgical inc	1.1 M
AAPL	apple inc	0.7 M
GOOG	alphabet inc	0.4 M

Top 5 Losers (%)		%
ORCL	oracle corp	-29.4 %
ZS	zscaler inc	-24.9 %
VEEV	veeva sys inc	-24.6 %
	arm holdings plc	-22.7 %
NOW	servicenow inc	-16.7 %

Top 5 Losers ($)		$
ORCL	oracle corp	-0.7 M
MSFT	microsoft corp	-0.7 M
NOW	servicenow inc	-0.6 M
	arm holdings plc	-0.5 M
HD	home depot inc	-0.4 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 126 stocks in it's portfolio. About 50.2% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for AFT, FORSYTH & COMPANY, INC. last quarter.

Last Reported on: 13 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.64	39,540	10,749,300	reduced	-0.01

AAXJ	ishares tr	0.29	6,106	672,524	reduced	-10.14

AAXJ	ishares tr	0.21	5,977	481,944	new

AAXJ	ishares tr	0.13	3,440	291,831	added	0.44

ABBV	abbvie inc	0.62	6,313	1,442,460	added	4.99

ABT	abbott labs	0.23	4,184	524,213	unchanged	0.00

ADBE	adobe inc	0.66	4,403	1,541,010	reduced	-1.08

ADP	automatic data processing in	0.24	2,160	555,617	unchanged	0.00

AFK	vaneck etf trust	0.27	24,693	629,184	added	0.24

AFL	aflac inc	0.17	3,675	405,242	unchanged	0.00

AIRR	first tr exchange traded fd	0.12	4,112	285,652	added	0.02

AMD	advanced micro devices inc	0.11	1,182	253,137	new

AMGN	amgen inc	0.55	3,890	1,273,240	unchanged	0.00

AMPS	ishares tr	0.73	13,989	1,701,180	reduced	-2.69

AMZN	amazon com inc	3.02	30,338	7,002,620	added	0.66

ANET	arista networks inc	0.76	13,361	1,750,690	new

AOA	ishares tr	0.23	3,159	539,017	added	0.03

AOA	ishares tr	0.16	1,311	363,159	unchanged	0.00

ASML	asml holding n v	0.39	838	896,543	unchanged	0.00

AVGO	broadcom inc	1.58	10,610	3,672,120	new