Aft, Forsyth & Company, Inc. reported 61 positions worth $158.02M for the quarter ended Jun 30, 2026, down 3.5% on the prior quarter. It opened 3 new positions, added to 1, trimmed 43 and exited 16. Its largest holding is Nvidia Corp at 32.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MA Mastercard Inc | -10.5K | -100.0% | $5.24M | Exited |
| NVDA Nvidia Corp | -19.9K | -7.2% | $3.99M | 32.37% |
| AVGO Broadcom Inc. | -10.6K | -100.0% | $3.27M | Exited |
| BLK BlackRock, Inc. | -2,280 | -100.0% | $2.19M | Exited |
| ANET Arista Networks, Inc. | -13.3K | -100.0% | $1.63M | Exited |
| CAT Caterpillar Inc | -1,815 | -100.0% | $1.29M | Exited |
| LRCX Lam Research Corp | -4,579 | -100.0% | $978.40K | Exited |
| LLY ELI LILLY & Co | -805 | -11.0% | $965.54K | 4.96% |
| AAPL Apple Inc. | -2,779 | -7.1% | $804.14K | 6.67% |
| MSFT Microsoft Corp | -1,747 | -9.1% | $651.68K | 4.11% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| MA Mastercard Inc | -10.5K | $5.24M | 3.2% |
| AVGO Broadcom Inc. | -10.6K | $3.27M | 2% |
| BLK BlackRock, Inc. | -2,280 | $2.19M | 1.34% |
| ANET Arista Networks, Inc. | -13.3K | $1.63M | 0.997% |
| CAT Caterpillar Inc | -1,815 | $1.29M | 0.785% |
| LRCX Lam Research Corp | -4,579 | $978.40K | 0.597% |
| DELL Dell Technologies Inc. | -2,980 | $489.11K | 0.299% |
| RTX RTX Corp | -2,018 | $389.27K | 0.238% |
| TEAM Atlassian Corp | -4,965 | $338.86K | 0.207% |
| XOM ExxonMobil Holdings Corp | -1,810 | $307.09K | 0.188% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 255.6K | $51.15M | 32.37% | -19.9K | -7.2% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 36.4K | $10.54M | 6.67% | -2,779 | -7.1% | Reduced | 0% |
| 3 | LLY ELI LILLY & Co | Healthcare | 6,535 | $7.84M | 4.96% | -805 | -11.0% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 27.5K | $6.56M | 4.15% | -2,475 | -8.2% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 17.4K | $6.50M | 4.11% | -1,747 | -9.1% | Reduced | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 17.0K | $6.06M | 3.83% | -1,040 | -5.8% | Reduced | 0% |
| 7 | V Visa Inc. | Financial Services | 16.3K | $5.59M | 3.54% | -960 | -5.6% | Reduced | 0% |
| 8 | ARM Arm Holdings Plc | Technology | 14.1K | $5.00M | 3.17% | -1,305 | -8.5% | Reduced | 0% |
| 9 | PANW Palo Alto Networks Inc | Technology | 13.5K | $4.60M | 2.91% | -830 | -5.8% | Reduced | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 10.9K | $3.56M | 2.25% | -1,390 | -11.3% | Reduced | 0% |
| 11 | ISRG Intuitive Surgical Inc | Healthcare | 8,850 | $3.52M | 2.23% | -549 | -5.8% | Reduced | 0% |
| 12 | COST Costco Wholesale Corp | Consumer Staples | 3,288 | $3.08M | 1.95% | -215 | -6.1% | Reduced | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 4,539 | $2.56M | 1.62% | -10 | -0.2% | Reduced | 0% |
| 14 | GOOG Alphabet Inc. | Technology | 5,617 | $1.98M | 1.26% | 0 | 0.0% | Unchanged | 0% |
| 15 | NOW ServiceNow, Inc. | Technology | 19.6K | $1.94M | 1.23% | -600 | -3.0% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Aft, Forsyth & Company.
As of its Q2 2026 13F filing, Aft, Forsyth & Company, Inc.’s five largest positions were Nvidia Corp (NVDA) at 32.4%, Apple Inc. (AAPL) at 6.7%, ELI LILLY & Co (LLY) at 5.0%, Amazon Com Inc (AMZN) at 4.2%, Microsoft Corp (MSFT) at 4.1% of the reported portfolio.
Aft, Forsyth & Company, Inc. reported a 13F portfolio worth $158.02M across 61 positions for Q2 2026. That is down 3.5% from the previous quarter.
Its largest purchases by value were Vertiv Holdings Co ($478.79K), Snowflake Inc. ($223.96K), Sherwin Williams Co ($211.76K). It opened 3 new positions.
Its largest sales by value were Mastercard Inc ($5.24M), Nvidia Corp ($3.99M), Broadcom Inc. ($3.27M). It exited 16 positions entirely.
From the Form 13F-HR reports Aft, Forsyth & Company, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.