Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AFT, FORSYTH & COMPANY, INC. (CIK 1512073) reported $212.4M across 123 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($48.1M, 22.62%), AAPL ($10.0M, 4.68%), MSFT ($7.1M, 3.34%), LLY ($6.8M, 3.18%), AMZN ($6.3M, 2.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $48.1M | 22.62% | 275,580 | Trimmed |
| 2 | AAPL | APPLE INC | $10.0M | 4.68% | 39,207 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $7.1M | 3.34% | 19,161 | Trimmed |
| 4 | LLY | ELI LILLY & CO | $6.8M | 3.18% | 7,340 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $6.3M | 2.94% | 30,010 | Trimmed |
| 6 | IGM | ISHARES TR | $6.2M | 2.93% | 52,508 | Trimmed |
| 7 | MA | MASTERCARD INCORPORATED | $5.2M | 2.47% | 10,492 | Trimmed |
| 8 | V | VISA INC | $5.2M | 2.45% | 17,250 | Added |
| 9 | GOOGL | ALPHABET INC | $5.2M | 2.44% | 17,990 | Trimmed |
| 10 | ISRG | INTUITIVE SURGICAL INC | $4.3M | 2.04% | 9,399 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $3.6M | 1.70% | 12,258 | Trimmed |
| 12 | IJR | ISHARES TR | $3.5M | 1.66% | 28,310 | Trimmed |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $3.5M | 1.64% | 3,503 | Hold |
| 14 | IWR | ISHARES TR | $3.4M | 1.59% | 34,819 | Trimmed |
| 15 | AVGO | BROADCOM INC | $3.3M | 1.54% | 10,570 | Trimmed |
| 16 | META | META PLATFORMS INC | $2.6M | 1.23% | 4,549 | Trimmed |
| 17 | ARM | ARM HOLDINGS PLC | $2.3M | 1.10% | 15,413 | Added |
| 18 | PANW | PALO ALTO NETWORKS INC | $2.3M | 1.08% | 14,327 | Hold |
| 19 | BLK | BLACKROCK INC | $2.2M | 1.03% | 2,280 | Trimmed |
| 20 | IJK | ISHARES TR | $2.1M | 1.00% | 21,179 | Added |
| 21 | NOW | SERVICENOW INC | $2.1M | 0.99% | 20,185 | Trimmed |
| 22 | IWF | ISHARES TR | $2.0M | 0.95% | 4,743 | Added |
| 23 | LMT | LOCKHEED MARTIN CORP | $2.0M | 0.94% | 3,313 | Added |
| 24 | HD | HOME DEPOT INC | $2.0M | 0.92% | 5,942 | Hold |
| 25 | JNJ | JOHNSON & JOHNSON | $1.9M | 0.90% | 7,799 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31