Aft, Forsyth & Company, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$212.4M
Q ending 2026-03-31
Prior quarter
$231.8M
Q ending 2025-12-31
Change
-8.3% QoQ · +14.4% YoY
Positions
123
reported holdings
Largest positions
Top 100 of 123 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $48.1M | 276K |
| Apple Inc | AAPL | Shares | $10.0M | 39K |
| Microsoft Corp | MSFT | Shares | $7.1M | 19K |
| Eli Lilly & Co | LLY | Shares | $6.8M | 7K |
| Amazon Com Inc | AMZN | Shares | $6.3M | 30K |
| Ishares Tr | IGM | Shares | $6.2M | 53K |
| Mastercard Incorporated | MA | Shares | $5.2M | 10K |
| Visa Inc | V | Shares | $5.2M | 17K |
| Alphabet Inc | GOOGL | Shares | $5.2M | 18K |
| Intuitive Surgical Inc | ISRG | Shares | $4.3M | 9K |
| Jpmorgan Chase & Co | JPM | Shares | $3.6M | 12K |
| Ishares Tr | IJR | Shares | $3.5M | 28K |
| Costco Wholesale Corporation | COST | Shares | $3.5M | 4K |
| Ishares Tr | IWR | Shares | $3.4M | 35K |
| Broadcom Inc | AVGO | Shares | $3.3M | 11K |
| Meta Platforms Inc | META | Shares | $2.6M | 5K |
| Arm Holdings Plc | ARM | Shares | $2.3M | 15K |
| Palo Alto Networks Inc | PANW | Shares | $2.3M | 14K |
| Blackrock Inc | BLK | Shares | $2.2M | 2K |
| Ishares Tr | IJK | Shares | $2.1M | 21K |
| Servicenow Inc | NOW | Shares | $2.1M | 20K |
| Ishares Tr | IWF | Shares | $2.0M | 5K |
| Lockheed Martin Corp | LMT | Shares | $2.0M | 3K |
| Home Depot Inc | HD | Shares | $2.0M | 6K |
| Ishares Tr | IYF | Shares | $1.9M | 16K |
| Johnson & Johnson | JNJ | Shares | $1.9M | 8K |
| Ishares Tr | HDV | Shares | $1.9M | 14K |
| Salesforce Inc | CRM | Shares | $1.9M | 10K |
| Mercadolibre Inc | MELI | Shares | $1.9M | 1K |
| Ishares Tr | IJH | Shares | $1.9M | 27K |
| Ishares Tr | IJT | Shares | $1.7M | 12K |
| Goldman Sachs Group Inc | GS | Shares | $1.6M | 2K |
| Arista Networks Inc | ANET | Shares | $1.6M | 13K |
| Alphabet Inc | GOOG | Shares | $1.6M | 6K |
| Ishares Tr | IWO | Shares | $1.4M | 4K |
| Ishares Tr | IJJ | Shares | $1.4M | 10K |
| Abbvie Inc | ABBV | Shares | $1.4M | 6K |
| Amgen Inc | AMGN | Shares | $1.4M | 4K |
| Citigroup Inc | C | Shares | $1.4M | 12K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $1.3M | 24K |
| Caterpillar Inc | CAT | Shares | $1.3M | 2K |
| Oracle Corp | ORCL | Shares | $1.1M | 8K |
| Ishares Tr | IGV | Shares | $1.1M | 14K |
| Asml Hldg Nv | Shares | $1.1M | 838 | |
| Southern Co | SO | Shares | $1.1M | 11K |
| Cisco Sys Inc | CSCO | Shares | $1.1M | 14K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $1.1M | 3K |
| Ishares Tr | IWM | Shares | $1.1M | 4K |
| Ishares Tr | IWP | Shares | $1.0M | 8K |
| Adobe Inc | ADBE | Shares | $991K | 4K |
| Invesco Qqq Tr | QQQ | Shares | $982K | 2K |
| J P Morgan Exchange Traded F | JEPI | Shares | $981K | 17K |
| Teradyne Inc | TER | Shares | $979K | 3K |
| Lam Research Corp | LRCX | Shares | $978K | 5K |
| Ishares Tr | IYH | Shares | $951K | 15K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $939K | 1K |
| Ishares Tr | IJS | Shares | $868K | 7K |
| Merck & Co Inc | MRK | Shares | $863K | 7K |
| Texas Instrs Inc | TXN | Shares | $830K | 4K |
| American Express Co | AXP | Shares | $791K | 3K |
| Taiwan Semiconductor Manufac | TSM | Shares | $791K | 2K |
| Ishares Tr | IWN | Shares | $718K | 4K |
| Invesco Exchange Traded Fd T | PEY | Shares | $714K | 33K |
| Ishares Tr | IBB | Shares | $700K | 4K |
| Ishares Tr | IWD | Shares | $662K | 3K |
| Vaneck Etf Trust | FLTR | Shares | $630K | 25K |
| Starbucks Corp | SBUX | Shares | $617K | 7K |
| Ishares Tr | SHV | Shares | $598K | 5K |
| Stryker Corporation | SYK | Shares | $582K | 2K |
| Pepsico Inc | PEP | Shares | $553K | 4K |
| Vanguard Whitehall Fds | VYM | Shares | $553K | 4K |
| Spdr Series Trust | TFI | Shares | $533K | 12K |
| Coca Cola Co | KO | Shares | $531K | 7K |
| Ishares Tr | IWL | Shares | $507K | 3K |
| Dell Technologies Inc | DELL | Shares | $489K | 3K |
| Spdr Series Trust | HYMB | Shares | $489K | 20K |
| Mongodb Inc | MDB | Shares | $481K | 2K |
| Ishares Tr | HYG | Shares | $475K | 6K |
| 3M Co | MMM | Shares | $469K | 3K |
| Procter & Gamble Co | PG | Shares | $469K | 3K |
| Morgan Stanley | MS | Shares | $458K | 3K |
| Enterprise Prods Partners L | EPD | Shares | $446K | 12K |
| Abbott Laboratories | ABT | Shares | $430K | 4K |
| Booking Holdings Inc | BKNG | Shares | $425K | 101 |
| Automatic Data Processing In | ADP | Shares | $425K | 2K |
| Union Pac Corp | UNP | Shares | $421K | 2K |
| Aflac Inc | AFL | Shares | $403K | 4K |
| Rtx Corporation | RTX | Shares | $389K | 2K |
| Ishares Tr | OEF | Shares | $385K | 1K |
| Ishares Tr | IUSG | Shares | $374K | 2K |
| Keysight Technologies Inc | KEYS | Shares | $360K | 1K |
| Invesco Exchange Traded Fd T | RSP | Shares | $349K | 2K |
| J P Morgan Exchange Traded F | JPIE | Shares | $346K | 8K |
| Atlassian Corporation | TEAM | Shares | $339K | 5K |
| Proshares Tr | NOBL | Shares | $336K | 3K |
| First Tr Exchange-Traded Fd | RDVI | Shares | $335K | 13K |
| Vanguard Tax-Managed Fds | VEA | Shares | $333K | 5K |
| Ishares Tr | IWB | Shares | $328K | 920 |
| Hershey Co | HSY | Shares | $327K | 2K |
| Ishares Tr | IWY | Shares | $316K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.