AFT, FORSYTH & COMPANY, INC.

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Institutional

CIK 0001512073

$212.4M

Reported AUM

123

Positions

Q1 2026

Period

2026-05-14

Filed

The Brief · AFT, FORSYTH & COMPANY, INC. · Q1 2026

AI · grounded in 13F

AFT, Forsyth & Company, Inc. established a new position in NVDA valued at $48.1M. The fund also initiated new stakes in AAPL for $9.95M and MSFT for $7.09M. Additional new positions include LLY at $6.75M and AMZN at $6.25M.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	NVDA	NVIDIA CORPORATION	$190.16	-3.48%	13.56%	782.99%	$48.1M	22.62%	—	HELD
2	AAPL	APPLE INC	$338.10	-0.58%	67.77%	128.17%	$10.0M	4.68%	—	HELD
3	MSFT	MICROSOFT CORP	$390.50	-0.72%	-24.89%	34.54%	$7.1M	3.34%	—	HELD
4	LLY	ELI LILLY & CO	$1211.59	-0.74%	61.25%	393.83%	$6.8M	3.18%	—	HELD
5	AMZN	AMAZON COM INC	$226.46	-1.91%	7.50%	33.03%	$6.3M	2.94%	—	HELD
6	IGM	ISHARES TR	$146.17	-2.23%	32.04%	112.41%	$6.2M	2.93%	—	HELD
7	MA	MASTERCARD INCORPORATED	$563.56	0.14%	1.24%	67.59%	$5.2M	2.47%	—	HELD
8	V	VISA INC	$369.54	0.80%	9.62%	67.02%	$5.2M	2.45%	—	HELD
9	GOOGL	ALPHABET INC	$336.30	0.78%	76.51%	132.04%	$5.2M	2.44%	—	HELD
10	ISRG	INTUITIVE SURGICAL INC	$353.10	-2.40%	-26.91%	0.54%	$4.3M	2.04%	—	HELD
11	JPM	JPMORGAN CHASE & CO	$345.27	-3.37%	25.84%	153.16%	$3.6M	1.70%	—	HELD
12	IJR	ISHARES TR	$144.35	-1.34%	36.66%	40.98%	$3.5M	1.66%	—	HELD
13	COST	COSTCO WHOLESALE CORPORATION	$973.73	0.74%	2.82%	125.57%	$3.5M	1.64%	—	HELD
14	IWR	ISHARES TR	$109.61	-1.00%	20.85%	44.29%	$3.4M	1.59%	—	HELD
15	AVGO	BROADCOM INC	$370.73	-2.67%	31.81%	734.42%	$3.3M	1.54%	—	HELD
16	META	META PLATFORMS INC	$585.07	-1.41%	-20.62%	57.79%	$2.6M	1.23%	—	HELD
17	ARM	ARM HOLDINGS PLC	$224.52	-8.26%	77.89%	396.53%	$2.3M	1.10%	—	HELD
18	PANW	PALO ALTO NETWORKS INC	$314.15	-1.52%	84.52%	315.15%	$2.3M	1.08%	—	HELD
19	BLK	BLACKROCK INC	$1081.56	-1.46%	2.54%	31.13%	$2.2M	1.03%	—	HELD
20	IJK	ISHARES TR	$110.26	-2.21%	22.28%	40.68%	$2.1M	1.00%	—	HELD
21	NOW	SERVICENOW INC	$115.81	4.69%	-39.51%	-14.07%	$2.1M	0.99%	—	HELD
22	IWF	ISHARES TR	$114.05	-2.09%	8.27%	64.97%	$2.0M	0.95%	—	HELD
23	LMT	LOCKHEED MARTIN CORP	$569.33	-2.06%	41.80%	83.55%	$2.0M	0.94%	—	HELD
24	HD	HOME DEPOT INC	$338.42	-1.75%	-5.36%	19.60%	$2.0M	0.92%	—	HELD
25	IYF	ISHARES TR	$134.18	-1.85%	13.66%	71.64%	$1.9M	0.90%	—	HELD
26	JNJ	JOHNSON & JOHNSON	$265.69	-0.39%	64.28%	77.25%	$1.9M	0.90%	—	HELD
27	HDV	ISHARES TR	$29.12	-0.07%	27.34%	78.92%	$1.9M	0.88%	—	HELD
28	CRM	SALESFORCE INC	$188.46	3.83%	-23.90%	-27.44%	$1.9M	0.88%	—	HELD
29	MELI	MERCADOLIBRE INC	$1863.31	0.04%	-21.62%	-0.28%	$1.9M	0.87%	—	HELD
30	IJH	ISHARES TR	$74.73	-1.71%	22.47%	46.61%	$1.9M	0.87%	—	HELD
31	IJT	ISHARES TR	$170.11	-1.73%	—	—	$1.7M	0.80%	—	HELD
32	GS	GOLDMAN SACHS GROUP INC	$980.76	-5.09%	—	—	$1.6M	0.77%	—	HELD
33	ANET	ARISTA NETWORKS INC	$157.80	-7.02%	—	—	$1.6M	0.77%	—	HELD
34	GOOG	ALPHABET INC	$335.92	1.00%	—	—	$1.6M	0.76%	—	HELD
35	IWO	ISHARES TR	$363.70	-2.14%	—	—	$1.4M	0.65%	—	HELD
36	IJJ	ISHARES TR	$147.97	-1.10%	—	—	$1.4M	0.65%	—	HELD
37	ABBV	ABBVIE INC	$263.62	0.16%	—	—	$1.4M	0.65%	—	HELD
38	AMGN	AMGEN INC	$387.64	-1.39%	—	—	$1.4M	0.64%	—	HELD
39	C	CITIGROUP INC	$127.11	-4.05%	—	—	$1.4M	0.64%	—	HELD
40	JEPQ	J P MORGAN EXCHANGE TRADED F	$56.14	-1.85%	—	—	$1.3M	0.63%	—	HELD
41	CAT	CATERPILLAR INC	$783.18	-6.86%	—	—	$1.3M	0.61%	—	HELD
42	ORCL	ORACLE CORP	$117.81	-1.79%	—	—	$1.1M	0.54%	—	HELD
43	IGV	ISHARES TR	$92.37	0.64%	—	—	$1.1M	0.53%	—	HELD
44	ASML	ASML HLDG NV	$1549.45	-2.12%	—	—	$1.1M	0.52%	—	HELD
45	SO	SOUTHERN CO	$96.05	-0.75%	—	—	$1.1M	0.52%	—	HELD
46	CSCO	CISCO SYS INC	$112.53	-2.64%	—	—	$1.1M	0.52%	—	HELD
47	CRWD	CROWDSTRIKE HLDGS INC	$179.38	-1.33%	—	—	$1.1M	0.52%	—	HELD
48	IWM	ISHARES TR	$288.64	-1.61%	—	—	$1.1M	0.50%	—	HELD
49	IWP	ISHARES TR	$134.32	-1.34%	—	—	$1.0M	0.48%	—	HELD
50	ADBE	ADOBE INC	$263.43	5.72%	—	—	$991K	0.47%	—	HELD
51	QQQ	INVESCO QQQ TR	$661.60	-2.06%	—	—	$982K	0.46%	—	HELD
52	JEPI	J P MORGAN EXCHANGE TRADED F	$56.92	-0.97%	—	—	$981K	0.46%	—	HELD
53	TER	TERADYNE INC	$319.41	-0.39%	—	—	$979K	0.46%	—	HELD
54	LRCX	LAM RESEARCH CORP	$252.35	-6.40%	—	—	$978K	0.46%	—	HELD
55	IYH	ISHARES TR	$69.87	-0.60%	—	—	$951K	0.45%	—	HELD
56	SPY	STATE STR SPDR S&P 500 ETF T	$729.62	-1.52%	—	—	$939K	0.44%	—	HELD
57	IJS	ISHARES TR	$135.85	-1.02%	—	—	$868K	0.41%	—	HELD
58	MRK	MERCK & CO INC	$130.39	-1.08%	—	—	$863K	0.41%	—	HELD
59	TXN	TEXAS INSTRS INC	$271.30	-2.08%	—	—	$830K	0.39%	—	HELD
60	AXP	AMERICAN EXPRESS CO	$331.54	-1.51%	—	—	$791K	0.37%	—	HELD
61	TSM	TAIWAN SEMICONDUCTOR MANUFAC	$374.56	-4.52%	—	—	$791K	0.37%	—	HELD
62	IWN	ISHARES TR	$221.62	-1.11%	—	—	$718K	0.34%	—	HELD
63	PEY	INVESCO EXCHANGE TRADED FD T	$24.78	-0.30%	—	—	$714K	0.34%	—	HELD
64	IBB	ISHARES TR	$188.53	-1.04%	—	—	$700K	0.33%	—	HELD
65	IWD	ISHARES TR	$249.52	-1.00%	—	—	$662K	0.31%	—	HELD
66	FLTR	VANECK ETF TRUST	$25.59	0.00%	—	—	$630K	0.30%	—	HELD
67	SBUX	STARBUCKS CORP	$104.14	1.01%	—	—	$617K	0.29%	—	HELD
68	SHV	ISHARES TR	$110.36	0.03%	—	—	$598K	0.28%	—	HELD
69	SYK	STRYKER CORPORATION	$352.23	1.62%	—	—	$582K	0.27%	—	HELD
70	PEP	PEPSICO INC	$143.50	0.45%	—	—	$553K	0.26%	—	HELD
71	VYM	VANGUARD WHITEHALL FDS	$161.67	-1.32%	—	—	$553K	0.26%	—	HELD
72	TFI	SPDR SERIES TRUST	$45.00	-0.20%	—	—	$533K	0.25%	—	HELD
73	KO	COCA COLA CO	$89.13	0.97%	—	—	$531K	0.25%	—	HELD
74	IWL	ISHARES TR	$179.60	-1.63%	—	—	$507K	0.24%	—	HELD
75	DELL	DELL TECHNOLOGIES INC	$369.43	-5.78%	—	—	$489K	0.23%	—	HELD
76	HYMB	SPDR SERIES TRUST	$24.97	-0.20%	—	—	$489K	0.23%	—	HELD
77	MDB	MONGODB INC	$321.10	3.37%	—	—	$481K	0.23%	—	HELD
78	HYG	ISHARES TR	$79.24	-0.23%	—	—	$475K	0.22%	—	HELD
79	MMM	3M CO	$177.95	-2.48%	—	—	$469K	0.22%	—	HELD
80	PG	PROCTER & GAMBLE CO	$146.12	-1.85%	—	—	$469K	0.22%	—	HELD
81	MS	MORGAN STANLEY	$203.19	-3.97%	—	—	$458K	0.22%	—	HELD
82	EPD	ENTERPRISE PRODS PARTNERS L	$38.67	0.10%	—	—	$446K	0.21%	—	HELD
83	ABT	ABBOTT LABORATORIES	$108.07	0.75%	—	—	$430K	0.20%	—	HELD
84	BKNG	BOOKING HOLDINGS INC	$201.30	1.00%	—	—	$425K	0.20%	—	HELD
85	ADP	AUTOMATIC DATA PROCESSING IN	$273.37	3.48%	—	—	$425K	0.20%	—	HELD
86	UNP	UNION PAC CORP	$292.37	-0.71%	—	—	$421K	0.20%	—	HELD
87	AFL	AFLAC INC	$128.67	-0.68%	—	—	$403K	0.19%	—	HELD
88	RTX	RTX CORPORATION	$215.36	-1.47%	—	—	$389K	0.18%	—	HELD
89	OEF	ISHARES TR	$358.27	-1.63%	—	—	$385K	0.18%	—	HELD
90	IUSG	ISHARES TR	$176.95	-2.05%	—	—	$374K	0.18%	—	HELD
91	KEYS	KEYSIGHT TECHNOLOGIES INC	$296.72	-2.77%	—	—	$360K	0.17%	—	HELD
92	RSP	INVESCO EXCHANGE TRADED FD T	$215.73	-0.90%	—	—	$349K	0.16%	—	HELD
93	JPIE	J P MORGAN EXCHANGE TRADED F	$45.84	-0.04%	—	—	$346K	0.16%	—	HELD
94	TEAM	ATLASSIAN CORPORATION	$104.28	4.30%	—	—	$339K	0.16%	—	HELD
95	NOBL	PROSHARES TR	$58.21	-0.38%	—	—	$336K	0.16%	—	HELD
96	RDVI	FIRST TR EXCHANGE-TRADED FD	$28.78	-1.44%	—	—	$335K	0.16%	—	HELD
97	VEA	VANGUARD TAX-MANAGED FDS	$68.98	-0.89%	—	—	$333K	0.16%	—	HELD
98	IWB	ISHARES TR	$399.27	-1.56%	—	—	$328K	0.15%	—	HELD
99	HSY	HERSHEY CO	$183.91	0.28%	—	—	$327K	0.15%	—	HELD
100	IWY	ISHARES TR	$265.58	-2.26%	—	—	$316K	0.15%	—	HELD
101	IDXX	IDEXX LABS INC	—	—	—	—	$310K	0.15%	—	HELD
102	TDVI	FIRST TR EXCHANGE-TRADED FD	—	—	—	—	$308K	0.14%	—	HELD
103	XOM	EXXON MOBIL CORP	—	—	—	—	$307K	0.14%	—	HELD
104	IHE	ISHARES TR	—	—	—	—	$299K	0.14%	—	HELD
105	ZTS	ZOETIS INC	—	—	—	—	$290K	0.14%	—	HELD
106	HON	HONEYWELL INTL INC	—	—	—	—	$288K	0.14%	—	HELD
107	PM	PHILIP MORRIS INTL INC	—	—	—	—	$281K	0.13%	—	HELD
108	RDVY	FIRST TR EXCHANGE TRADED FD	—	—	—	—	$281K	0.13%	—	HELD
109	CVX	CHEVRON CORPORATION	—	—	—	—	$274K	0.13%	—	HELD
110	IWS	ISHARES TR	—	—	—	—	$261K	0.12%	—	HELD
111	AGG	ISHARES TR	—	—	—	—	$256K	0.12%	—	HELD
112	IBM	INTERNATIONAL BUSINESS MACHS	—	—	—	—	$256K	0.12%	—	HELD
113	VRP	INVESCO EXCH TRADED FD TR II	—	—	—	—	$248K	0.12%	—	HELD
114	AMD	ADVANCED MICRO DEVICES INC	—	—	—	—	$240K	0.11%	—	HELD
115	TT	TRANE TECHNOLOGIES PLC	—	—	—	—	$238K	0.11%	—	HELD
116	IVV	ISHARES TR	—	—	—	—	$236K	0.11%	—	HELD
117	TD	TORONTO DOMINION BK ONT	—	—	—	—	$229K	0.11%	—	HELD
118	VEEV	VEEVA SYS INC	—	—	—	—	$228K	0.11%	—	HELD
119	DVY	ISHARES TR	—	—	—	—	$220K	0.10%	—	HELD
120	WDAY	WORKDAY INC	—	—	—	—	$220K	0.10%	—	HELD
121	TROW	PRICE T ROWE GROUP INC	—	—	—	—	$213K	0.10%	—	HELD
122	ITW	ILLINOIS TOOL WKS INC	—	—	—	—	$208K	0.10%	—	HELD
123	SPHD	INVESCO EXCH TRADED FD TR II	—	—	—	—	$207K	0.10%	—	HELD

Source: SEC EDGAR · accession 0001512073-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.