IE
Insider Edges

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%).

Back to investors

AFT, FORSYTH & COMPANY, INC. 13F Portfolio

AFT, FORSYTH & COMPANY, INC.
Latest SEC 13F 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 231 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 #413 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%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
NVDA24.6%
AAPL5.1%
IGM4.1%
LLY3.8%
AMZN3.2%
Top 5: 40.7%
Portfolio Returns
1 Year
+17.90%
#774/1000
3 Year
+83.28%
#360/1000
5 Year
+81.22%
#425/1000

Portfolio Value

$207.89M

Alpha Score

62.5

#413 of 1000

Holdings

108

Showper page

AFT, FORSYTH & COMPANY, INC. Current 13F Holdings

Reported holdings from AFT, FORSYTH & COMPANY, INC.'s latest SEC 13F filing, ranked by portfolio weight.

108 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
NVIDIA CORPORATION
24.61%$10.38$229.28+2,108.86%
Trimmed
-7.24%
AAPL
APPLE INC
5.07%$56.41$336.68+496.85%
Trimmed
-7.09%
IGM
ISHARES TR
4.05%$31.32$172.02+449.23%
Trimmed
-1.86%
LLY
ELI LILLY & CO
3.77%$249.25$1,178.52+372.82%
Trimmed
-10.97%
AMZN
AMAZON COM INC
3.16%$84.60$262.43+210.20%
Trimmed
-8.25%
MSFT
MICROSOFT CORP
3.12%$122.62$535.07+336.36%
Trimmed
-9.12%
GOOGL
ALPHABET INC
2.91%$87.07$351.66+303.88%
Trimmed
-5.78%
V
VISA INC
2.69%$140.79$385.51+173.82%
Trimmed
-5.57%
ARM
ARM HOLDINGS PLC
2.41%$119.90$266.28+122.09%
Trimmed
-8.47%
PANW
PALO ALTO NETWORKS INC
2.21%$87.50$418.78+378.61%
Trimmed
-5.79%

Showing 1-10 of 108