Aft, Forsyth & Sober, LLC

CIK: 0001566801SEC EDGAR →

Portfolio Value

$330.1M

Holdings

58

As of

Q4 2025

New Positions

58

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

INVESCO QQQ TR

67,125$41.2M
12.49%
2

NVIDIA CORPORATION

191,125$35.6M
10.80%
3

SPDR S&P 500 ETF TR

49,400$33.7M
10.20%
4

INVESCO EXCHANGE TRADED FD T

95,300$18.3M
5.53%
5

FIRST TR EXCHANGE-TRADED FD

329,600$12.6M
3.83%
6

MICROSOFT CORP

21,950$10.6M
3.22%
7

ISHARES TR

29,450$10.1M
3.06%
8

ISHARES TR

148,125$9.8M
2.96%
9

PALANTIR TECHNOLOGIES INC

53,000$9.4M
2.85%
10

APPLE INC

32,600$8.9M
2.68%

Quarterly Changes

Top Buys

NDQNEW
$41.2M
NVDANEW
$35.6M
SPYNEW
$33.7M
RSPNEW
$18.3M
SDVYNEW
$12.6M

Top Sells

No sells this quarter

New Positions (58)

$41.2M · 67K shares
$35.6M · 191K shares
$33.7M · 49K shares
$18.3M · 95K shares
$12.6M · 330K shares
$10.6M · 22K shares
$10.1M · 29K shares
$9.8M · 148K shares
$9.4M · 53K shares
$8.9M · 33K shares
$7.4M · 11K shares
$5.8M · 49K shares
$5.7M · 18K shares
$5.7M · 44K shares
$5.6M · 29K shares
$5.5M · 6K shares
$4.8M · 4K shares
$4.8M · 51K shares
$4.7M · 13K shares
$4.6M · 10K shares
$4.5M · 6K shares
$4.5M · 57K shares
$4.4M · 14K shares
$4.4M · 159K shares
$4.0M · 26K shares
$3.8M · 69K shares
$3.6M · 20K shares
$3.6M · 16K shares
$3.5M · 3K shares
$3.3M · 21K shares
$3.2M · 27K shares
$2.8M · 16K shares
$2.6M · 17K shares
$2.6M · 28K shares
$2.5M · 12K shares
$2.5M · 56K shares
$2.4M · 3K shares
$2.4M · 30K shares
$2.0M · 13K shares
$1.9M · 4K shares
$1.8M · 3K shares
$1.8M · 5K shares
$1.6M · 37K shares
$1.6M · 11K shares
$1.6M · 13K shares
$1.5M · 6K shares
$1.4M · 4K shares
$1.4M · 11K shares
$1.4M · 2K shares
$1.3M · 4K shares
$1.2M · 21K shares
$1.1M · 5K shares
$775K · 20K shares
$763K · 5K shares
$599K · 5K shares
$400K · 3K shares
$297K · 6K shares
$230K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services28$142.5M43.2%
Technology12$94.7M28.7%
Unknown3$47.3M14.3%
Communication Services2$13.2M4.0%
Healthcare3$12.6M3.8%
Energy4$8.6M2.6%
Consumer Cyclical2$4.9M1.5%
Consumer Defensive1$2.4M0.7%
Basic Materials1$1.4M0.4%
Utilities1$1.4M0.4%
Industrials1$1.1M0.3%