AFT, FORSYTH & COMPANY, INC.

Est. AUM

$208.1M

13F long equity, this entity only

Positions

122

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$48.1M	275580	23.10%	SOLE
2	APPLE INC	COM	$9.9M	39207	4.78%	SOLE
3	MICROSOFT CORP	COM	$7.1M	19161	3.41%	SOLE
4	ELI LILLY & CO	COM	$6.8M	7340	3.24%	SOLE
5	AMAZON COM INC	COM	$6.3M	30010	3.00%	SOLE
6	ISHARES TR	EXPND TEC SC ETF	$6.2M	52508	2.99%	SOLE
7	MASTERCARD INCORPORATED	CL A	$5.2M	10492	2.52%	SOLE
8	VISA INC	COM CL A	$5.2M	17250	2.51%	SOLE
9	ALPHABET INC	CAP STK CL A	$5.2M	17990	2.49%	SOLE
10	JPMORGAN CHASE & CO	COM	$3.6M	12258	1.73%	SOLE
11	ISHARES TR	CORE S&P SCP ETF	$3.5M	28310	1.69%	SOLE
12	COSTCO WHOLESALE CORPORATION	COM	$3.5M	3503	1.68%	SOLE
13	ISHARES TR	RUS MID CAP ETF	$3.4M	34819	1.63%	SOLE
14	BROADCOM INC	COM	$3.3M	10570	1.57%	SOLE
15	META PLATFORMS INC	CL A	$2.6M	4549	1.25%	SOLE
16	ARM HOLDINGS PLC	SPONSORED ADS	$2.3M	15413	1.12%	SOLE
17	PALO ALTO NETWORKS INC	COM	$2.3M	14327	1.10%	SOLE
18	BLACKROCK INC	COM	$2.2M	2280	1.05%	SOLE
19	ISHARES TR	S&P MC 400GR ETF	$2.1M	21179	1.02%	SOLE
20	SERVICENOW INC	COM	$2.1M	20185	1.01%	SOLE
21	ISHARES TR	RUS 1000 GRW ETF	$2.0M	4743	0.97%	SOLE
22	LOCKHEED MARTIN CORP	COM	$2.0M	3313	0.96%	SOLE
23	HOME DEPOT INC	COM	$2.0M	5942	0.94%	SOLE
24	ISHARES TR	U.S. FINLS ETF	$1.9M	16338	0.92%	SOLE
25	JOHNSON & JOHNSON	COM	$1.9M	7799	0.92%	SOLE
26	ISHARES TR	CORE HIGH DV ETF	$1.9M	13813	0.90%	SOLE
27	SALESFORCE INC	COM	$1.9M	10039	0.90%	SOLE
28	MERCADOLIBRE INC	COM	$1.9M	1072	0.89%	SOLE
29	ISHARES TR	CORE S&P MCP ETF	$1.9M	27400	0.89%	SOLE
30	ISHARES TR	S&P SML 600 GWT	$1.7M	11787	0.82%	SOLE
31	GOLDMAN SACHS GROUP INC	COM	$1.6M	1930	0.78%	SOLE
32	ARISTA NETWORKS INC	COM SHS	$1.6M	13297	0.78%	SOLE
33	ALPHABET INC	CAP STK CL C	$1.6M	5617	0.77%	SOLE
34	ISHARES TR	S&P MC 400VL ETF	$1.4M	10375	0.66%	SOLE
35	ISHARES TR	RUS 2000 GRW ETF	$1.4M	4382	0.66%	SOLE
36	ABBVIE INC	COM	$1.4M	6313	0.66%	SOLE
37	AMGEN INC	COM	$1.4M	3865	0.65%	SOLE
38	CITIGROUP INC	COM NEW	$1.4M	11948	0.65%	SOLE
39	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.3M	24034	0.64%	SOLE
40	CATERPILLAR INC	COM	$1.3M	1815	0.62%	SOLE
41	ORACLE CORP	COM	$1.1M	7796	0.55%	SOLE
42	ISHARES TR	EXPANDED TECH	$1.1M	14149	0.54%	SOLE
43	ASML HLDG NV	N Y REGISTRY SHS	$1.1M	838	0.53%	SOLE
44	SOUTHERN CO	COM	$1.1M	11423	0.53%	SOLE
45	CISCO SYS INC	COM	$1.1M	14142	0.53%	SOLE
46	CROWDSTRIKE HLDGS INC	CL A	$1.1M	2806	0.53%	SOLE
47	ISHARES TR	RUSSELL 2000 ETF	$1.1M	4259	0.51%	SOLE
48	ISHARES TR	RUS MD CP GR ETF	$1.0M	7997	0.49%	SOLE
49	ADOBE INC	COM	$991K	4078	0.48%	SOLE
50	INVESCO QQQ TR	UNIT SER 1	$982K	1701	0.47%	SOLE

1–50 of 122

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.