Aft, Forsyth & Sober, LLC

Est. AUM

$327.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO QQQ TR	UNIT SER 1	$38.7M	67125	11.82%	SOLE
2	NVIDIA CORPORATION	COM	$33.3M	191125	10.17%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$32.1M	49400	9.80%	SOLE
4	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$16.8M	87300	5.11%	SOLE
5	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$13.0M	329600	3.96%	SOLE
6	ISHARES TR	CORE S&P MCP ETF	$10.0M	147375	3.04%	SOLE
7	ISHARES TR	S&P 100 ETF	$9.2M	28800	2.79%	SOLE
8	APPLE INC	COM	$8.3M	32600	2.52%	SOLE
9	MICROSOFT CORP	COM	$8.1M	21950	2.48%	SOLE
10	PALANTIR TECHNOLOGIES INC	CL A	$7.8M	53000	2.37%	SOLE
11	BROADCOM INC	COM	$7.0M	22600	2.13%	SOLE
12	META PLATFORMS INC	CL A	$6.4M	11250	1.96%	SOLE
13	ISHARES TR	CORE S&P SCP ETF	$6.1M	48675	1.85%	SOLE
14	KLA CORP	COM NEW	$5.8M	3950	1.77%	SOLE
15	ARISTA NETWORKS INC	COM SHS	$5.3M	43500	1.63%	SOLE
16	GOLDMAN SACHS GROUP INC	COM	$5.3M	6275	1.62%	SOLE
17	ALPHABET INC	CAP STK CL A	$5.3M	18300	1.61%	SOLE
18	VANECK ETF TRUST	SEMICONDUCTR ETF	$5.0M	13000	1.52%	SOLE
19	MCKESSON CORP	COM	$4.8M	5500	1.45%	SOLE
20	HCA HEALTHCARE INC	COM	$4.6M	9750	1.41%	SOLE
21	EXXON MOBIL CORP	COM	$4.5M	26600	1.38%	SOLE
22	FIRST TR EXCHANGE-TRADED FD	COM	$4.4M	154200	1.34%	SOLE
23	ORACLE CORP	COM	$4.2M	28700	1.29%	SOLE
24	PACER FDS TR	TRENDPILOT 100	$4.1M	56625	1.26%	SOLE
25	WELLS FARGO & CO	COM	$4.1M	51200	1.24%	SOLE
26	NETFLIX INC.	COM	$4.0M	42000	1.23%	SOLE
27	JPMORGAN CHASE & CO	COM	$4.0M	13600	1.22%	SOLE
28	CONOCOPHILLIPS	COM	$3.6M	27450	1.11%	SOLE
29	PACER FDS TR	TRENDP US LAR CP	$3.6M	68550	1.10%	SOLE
30	SELECT SECTOR SPDR TR	STATE STREET ENE	$3.4M	55150	1.03%	SOLE
31	AMAZON COM INC	COM	$3.2M	15250	0.97%	SOLE
32	PALO ALTO NETWORKS INC	COM	$3.1M	19250	0.94%	SOLE
33	NRG ENERGY INC	COM NEW	$3.1M	20900	0.93%	SOLE
34	ELI LILLY & CO	COM	$3.0M	3250	0.91%	SOLE
35	COSTCO WHOLESALE CORPORATION	COM	$2.8M	2800	0.85%	SOLE
36	CHEVRON CORPORATION	COM	$2.8M	13300	0.84%	SOLE
37	SERVICENOW INC	COM	$2.7M	25500	0.81%	SOLE
38	MORGAN STANLEY	COM NEW	$2.6M	15500	0.78%	SOLE
39	FORTINET INC	COM	$2.4M	29750	0.74%	SOLE
40	RAYMOND JAMES FINL INC	COM	$2.4M	16500	0.73%	SOLE
41	ADVANCED MICRO DEVICES INC	COM	$2.4M	11700	0.73%	SOLE
42	BLACKROCK INC	COM	$1.8M	1850	0.54%	SOLE
43	VANECK ETF TRUST	URANIUM AND NUCL	$1.7M	13000	0.53%	SOLE
44	CME GROUP INC	COM	$1.6M	5550	0.50%	SOLE
45	MOODYS CORP	COM	$1.6M	3725	0.50%	SOLE
46	MARVELL TECHNOLOGY INC	COM	$1.6M	16200	0.49%	SOLE
47	MASTERCARD INCORPORATED	CL A	$1.6M	3175	0.48%	SOLE
48	ISHARES TR	CORE S&P TTL STK	$1.5M	10875	0.47%	SOLE
49	VISA INC	COM CL A	$1.5M	5100	0.47%	SOLE
50	SHERWIN WILLIAMS CO	COM	$1.4M	4375	0.43%	SOLE

1–50 of 62

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