Institutional Manager · CIK 0001512073
AFT, FORSYTH & COMPANY, INC.
West Palm Beach, FL · File #028-14188
Latest AUM
$231.8M
Positions
128
Top-10 Concentration
59.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025128 pos · $231.8M
- 13F HOLDINGS REPORTQ/E Sep 2025116 pos · $208.8M
- 13F HOLDINGS REPORTQ/E Jun 2025113 pos · $195.2M
- 13F HOLDINGS REPORTQ/E Mar 2025126 pos · $185.6M
- 13F HOLDINGS REPORTQ/E Dec 2024126 pos · $203.9M
- 13F HOLDINGS REPORTQ/E Sep 2024131 pos · $202.8M
- 13F HOLDINGS REPORTQ/E Jun 2024136 pos · $204.0M
- 13F HOLDINGS REPORTQ/E Mar 2024136 pos · $175,502
- 13F HOLDINGS REPORTQ/E Dec 2023127 pos · $136,448
- 13F HOLDINGS REPORTQ/E Sep 2023133 pos · $141,046
- 13F HOLDINGS REPORTQ/E Jun 2023135 pos · $129.5M
- 13F HOLDINGS REPORTQ/E Mar 2023133 pos · $117.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 276,507 | $51.6M | 26.43% |
| 2 | APPLE INC | AAPL | 39,540 | $10.7M | 5.51% |
| 3 | MICROSOFT CORP | MSFT | 19,261 | $9.3M | 4.77% |
| 4 | ELI LILLY & CO | LLY | 7,360 | $7.9M | 4.05% |
| 5 | AMAZON COM INC | AMZN | 30,338 | $7.0M | 3.59% |
| 6 | ISHARES TR | 464287549 | 53,071 | $6.9M | 3.51% |
| 7 | MASTERCARD INCORPORATED | MA | 10,517 | $6.0M | 3.08% |
| 8 | VISA INC | V | 16,675 | $5.8M | 3.00% |
| 9 | ALPHABET INC | GOOG | 18,215 | $5.7M | 2.92% |
| 10 | INTUITIVE SURGICAL INC | ISRG | 9,424 | $5.3M | 2.74% |
| 11 | JPMORGAN CHASE & CO. | VYLD | 12,363 | $4.0M | 2.04% |
| 12 | BROADCOM INC | AVGO | 10,610 | $3.7M | 1.88% |
| 13 | ISHARES TR | 464287804 | 28,478 | $3.4M | 1.75% |
| 14 | ISHARES TR | 464287499 | 35,015 | $3.4M | 1.73% |
| 15 | SERVICENOW INC | NOW | 20,470 | $3.1M | 1.61% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 3,503 | $3.0M | 1.55% |
| 17 | META PLATFORMS INC | META | 4,569 | $3.0M | 1.55% |
| 18 | SALESFORCE INC | CRM | 10,104 | $2.7M | 1.37% |
| 19 | PALO ALTO NETWORKS INC | PANW | 14,327 | $2.6M | 1.35% |
| 20 | BLACKROCK INC | BLK | 2,305 | $2.5M | 1.26% |