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AFT, FORSYTH & COMPANY, INC. 13F portfolio summary

AFT, FORSYTH & COMPANY, INC. of AFT, FORSYTH & COMPANY, INC. has 108 current stock holdings with a reported portfolio value of $207.9M. The portfolio 1 year return is +17.90%. Top holdings include NVDA (24.61%), AAPL (5.07%), IGM (4.05%), LLY (3.77%), AMZN (3.16%).

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AFT, FORSYTH & COMPANY, INC.

AFT, FORSYTH & COMPANY, INC.
Latest filing: 2026-06-30

AFT, FORSYTH & COMPANY, INC. runs AFT, FORSYTH & COMPANY, INC. and currently holds 108 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $207.89M. Their top holdings are NVDA, AAPL, IGM, LLY, AMZN. The top five represent 40.7% of reported portfolio weight. AFT, FORSYTH & COMPANY, INC. ranks #410 out of 1000 investors tracked by Alpha Score. In the most recent quarter, AFT, FORSYTH & COMPANY, INC. initiated 1 new position. They added to 19 existing positions. They trimmed 65 positions. Their current best-performing preview position is AMD with returns of +185.56%.

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Top 5 Holdings
NVDA24.6%
AAPL5.1%
IGM4.1%
LLY3.8%
AMZN3.2%
Top 5: 40.7%
Portfolio Returns
1 Year
+17.90%
#776/1000
3 Year
+83.28%
#357/1000
5 Year
+81.22%
#425/1000

Portfolio Value

$207.89M

Alpha Score

62.5

#410 of 1000

Holdings

108

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108 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
NVIDIA CORPORATION
24.61%$10.38$214.76+1,968.98%
Trimmed
-7.24%
AAPL
APPLE INC
5.07%$56.41$309.35+448.40%
Trimmed
-7.09%
IGM
ISHARES TR
4.05%$31.32$158.86+407.22%
Trimmed
-1.86%
LLY
ELI LILLY & CO
3.77%$249.25$1,254.77+403.42%
Trimmed
-10.97%
AMZN
AMAZON COM INC
3.16%$84.60$258.63+205.71%
Trimmed
-8.25%
MSFT
MICROSOFT CORP
3.12%$122.62$483.24+294.10%
Trimmed
-9.12%
GOOGL
ALPHABET INC
2.91%$87.07$344.82+296.03%
Trimmed
-5.78%
V
VISA INC
2.69%$140.79$371.13+163.61%
Trimmed
-5.57%
ARM
ARM HOLDINGS PLC
2.41%$119.90$243.32+102.94%
Trimmed
-8.47%
PANW
PALO ALTO NETWORKS INC
2.21%$87.50$358.04+309.19%
Trimmed
-5.79%

Showing 1-10 of 108