AFT, FORSYTH & COMPANY, INC.
CIK: 0001512073SEC EDGAR →
Portfolio Value
$231.0M
Holdings
128
As of
Q4 2025
New Positions
3
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 276,507 | $51.0M | 22.08% |
| 2 | APPLE INC | 39,540 | $10.0M | 4.33% |
| 3 | MICROSOFT CORP | 19,261 | $9.0M | 3.90% |
| 4 | AMAZON COM INC | 30,338 | $7.0M | 3.03% |
| 5 | ELI LILLY & CO | 7,360 | $7.0M | 3.03% |
| 6 | MASTERCARD INCORPORATED | 10,517 | $6.0M | 2.60% |
| 7 | ISHARES TR | 53,071 | $6.0M | 2.60% |
| 8 | INTUITIVE SURGICAL INC | 9,424 | $5.0M | 2.16% |
| 9 | VISA INC | 16,675 | $5.0M | 2.16% |
| 10 | ALPHABET INC | 18,215 | $5.0M | 2.16% |
Quarterly Changes
New Positions (16)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 28 | $85.0M | 49.1% |
| Financial Services | 56 | $45.0M | 26.0% |
| Healthcare | 12 | $17.0M | 9.8% |
| Consumer Cyclical | 5 | $9.0M | 5.2% |
| Communication Services | 3 | $9.0M | 5.2% |
| Unknown | 8 | $4.0M | 2.3% |
| Consumer Defensive | 5 | $3.0M | 1.7% |
| Industrials | 7 | $1.0M | 0.6% |
| Energy | 3 | $0 | 0.0% |
| Utilities | 1 | $0 | 0.0% |