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: 17.1%

Performance for 2026 Q1 is -6.69%, and YTD is -6.69%, and 2025 is 17.1%.

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.

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.

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

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 inc	287,736
illinois tool wks inc	208,232

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

Additions

Ticker	% Inc.
international business machs	31.06
dell technologies inc	26.81
cisco sys inc	14.58
first tr exchange-traded fd	11.23
first tr exchange-traded fd	9.3
j p morgan exchange traded f	8.32
j p morgan exchange traded f	6.49
morgan stanley	3.72

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	%
Technology	40.4
Others	25.1
Financial Services	8.9
Healthcare	8.7
Consumer Cyclical	5.2
Communication Services	4.4
Industrials	2.7
Consumer Defensive	2.7
Utilities	1.4

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-CAP	60
UNALLOCATED	25.1
LARGE-CAP	14.1

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 500	71.6
Others	27.5

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.

Last Reported on: 14 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.68	39,207	9,950,390	reduced	-0.84

AAXJ	ishares tr	0.28	5,414	597,750	reduced	-11.33

AAXJ	ishares tr	0.22	5,975	475,391	reduced	-0.03

AAXJ	ishares tr	0.14	3,447	298,844	added	0.2

ABBV	abbvie inc	0.65	6,313	1,373,010	unchanged	0.00

ABT	abbott laboratories	0.20	4,184	429,571	unchanged	0.00

ADBE	adobe inc	0.47	4,078	991,280	reduced	-7.38

ADP	automatic data processing in	0.20	2,090	424,646	reduced	-3.24

AFK	vaneck etf trust	0.30	24,718	629,830	added	0.1

AFL	aflac inc	0.19	3,675	403,184	unchanged	0.00

AIRR	first tr exchange traded fd	0.13	4,112	280,820	unchanged	0.00

AMD	advanced micro devices inc	0.11	1,182	240,454	unchanged	0.00

AMGN	amgen inc	0.64	3,865	1,359,900	reduced	-0.64

AMPS	ishares tr	0.88	13,813	1,874,820	reduced	-1.26

AMZN	amazon com inc	2.94	30,010	6,250,180	reduced	-1.08

ANET	arista networks inc	0.77	13,297	1,632,610	reduced	-0.48

AOA	ishares tr	0.24	3,159	507,079	unchanged	0.00

AOA	ishares tr	0.15	1,271	316,479	reduced	-3.05

ASML	asml hldg nv	0.52	838	1,106,860	unchanged	0.00

AVGO	broadcom inc	1.54	10,570	3,271,520	reduced	-0.38